Bandhan Mutual Fund
BANDHAN Conservative Hybrid Fund-Direct Plan-Growth
Conservative Hybrid
+7.1% 3Y CAGR
Sundaram Mutual Fund
Conservative Hybrid · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) is a Conservative Hybrid fund from Sundaram Mutual Fund, with NAVs going back to January 2013. This page covers its direct plan, growth option. It manages ₹18 crore, the 17th largest of 17 Conservative Hybrid funds. Its expense ratio is 1.14% a year, higher than the median of 0.98% for Conservative Hybrid funds.
Over the last three years it returned 5.43% a year, 17th of 17 Conservative Hybrid funds (median 8.05%). Over five years it returned 5.09% a year, 15th of 16. It is 1.59 percentage points a year behind its benchmark, the CRISIL Hybrid 85+15 - Conservative Index, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 4.2%, and AMFI's riskometer rates it Moderate.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-1.40%
3 Years
+5.43%
5 Years
+5.09%
Since launch (8 Jan 2013)
+7.46%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -1.72% | +0.72% | -2.44 pts |
| 3 Years | +5.44% | +7.03% | -1.59 pts |
| 5 Years | +5.09% | +6.08% | -0.99 pts |
| 10 Years | +6.18% | +7.63% | -1.45 pts |
| Since launch | +7.46% | +8.37% | -0.91 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
3.4%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-4.2%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 8 Jan 2013.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund), in the same category, ranked by 3-year return.
Bandhan Mutual Fund
Conservative Hybrid
+7.1% 3Y CAGR
Axis Mutual Fund
Conservative Hybrid
+6.5% 3Y CAGR
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth
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