Sundaram Conservative Hybrid Fund
Direct · Growth ₹32.66
03 Nov 2026
NAV
8.4%
3Y CAGR
8.0%
5Y CAGR
8.2%
10Y CAGR
8.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.02
Sharpe
-12.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.83%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.46 L | 8.6% | -17.1% | 29.5% |
| 3 Years | ₹36.00 L | ₹40.78 L | 8.1% | -4.6% | 14.8% |
| 5 Years | ₹60.00 L | ₹72.83 L | 7.6% | 0.4% | 12.5% |
| 7 Years | ₹84.00 L | ₹1.09 Cr | 7.6% | 3.6% | 9.6% |
| 10 Years | ₹1.20 Cr | ₹1.80 Cr | 7.8% | 6.0% | 8.8% |
| 12 Years | ₹1.44 Cr | ₹2.35 Cr | 7.7% | 6.3% | 8.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 8.6% | 6.7% |
| 3 Years | 8.1% | 9.2% |
| 5 Years | 7.6% | 8.9% |
| 7 Years | 7.6% | 8.6% |
| 10 Years | 7.8% | 8.8% |
| 12 Years | 7.7% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.6% | 8.4% | -10.3% | 27.3% | 0.33 | 0.68 | 93% | — | — |
| 3 Years | 8.4% | 8.5% | 0.7% | 16.1% | 0.63 | 1.56 | 100% | — | — |
| 5 Years | 8.0% | 7.5% | 4.0% | 12.5% | 0.84 | 4.62 | 100% | — | — |
| 10 Years | 8.2% | 8.2% | 6.1% | 9.7% | 2.02 | 35.79 | 100% | — | — |
-12.6%
Max Drawdown
10 mo
Drawdown Duration
4 mo
Recovery Time
-1.3%
Avg Drawdown
Calmar Ratio by Duration
0.68
1Y
0.67
3Y
0.64
5Y
0.62
7Y
0.65
10Y
0.68
12Y