Sundaram Conservative Hybrid Fund Direct Growth
Scheme code: INF903J01OP6
NAV value:
₹ 32.4889
NAV date: 18 March, 2026
TER: 0.83%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Conservative Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -10.28 | 27.34 | 8.73 | 9.01 | 8.8 |
| 3 year | 0.65 | 16.06 | 8.71 | 8.54 | 9.98 |
| 5 year | 4.02 | 12.52 | 7.55 | 8.08 | 8.98 |
| 7 year | 6.43 | 9.75 | 7.58 | 7.79 | 8.73 |
| 10 year | 7.53 | 9.71 | 8.43 | 8.47 | 9.29 |
| 12 year | 8.29 | 9.52 | 8.89 | 8.89 | 9.82 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,48,519 - Absolute Returns: ₹48,519 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,72,324 - Absolute Returns: ₹4,72,324 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹72,81,629 - Absolute Returns: ₹12,81,629 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,09,60,929 - Absolute Returns: ₹25,60,929 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,80,40,887 - Absolute Returns: ₹60,40,887 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,37,83,550 - Absolute Returns: ₹93,83,550 - CAGR: %Drawdown Metrics
Max Drawdown
-12.57 %
Drawdown Duration
10 months
Recovery Time
4 months
Avg Drawdown
-1.29 %
Calmar Ratio by Duration
1
Y
0.7168
3
Y
0.6794
5
Y
0.6428
7
Y
0.6197
10
Y
0.6738
12
Y
0.7072