Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth

  • Scheme Category:  
  • Hybrid Scheme >  
  • Conservative Hybrid Fund
NAV: ₹ 29.3295 ↑ 0.34%
[as on 3 November, 2026]

NAV chart

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Returns

CAGR returns till date

CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth and its peers as on 3 November, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth -2.25% 0.34% 1.07% 1.25% -1.2% -1.27% 4.63% 4.29% 6.34% 5.34%
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 1.88% 0.16% 0.72% -0.38% -1.62% 1.91% 8.49% 8.57%--
SBI Conservative Hybrid Fund - Regular Plan - Growth 1.86% 0.22% 0.61% -0.28% -1.31% 2.1% 7.57% 7.39% 9.14% 8.01%
ICICI Prudential Conservative Hybrid Fund - Plan - Growth 0.76% 0.48% 1.11% 0.61% -1.5% 1.26% 7.87% 7.21% 8.38% 8.42%
HDFC Conservative Hybrid Fund - Growth Plan -0.58% 0.23% 1.03% 0.83% -1.55% 0.01% 6.69% 6.87% 8.44% 7.62%
HDFC MF Monthly Income Plan-Short Term Plan-Growth Option -3.83% 0.25% 0.03% -1.3% -1.6% 1.82% 6.33% 8.05% 8.19% 8.03%

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 10.21% 11.6% -1.12% 0.98% 7.35% 14.75% 2.62% 8.97% 8.15% 4.31%

Discrete returns (monthly)

MonthJan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Returns -1.25% -0.47% -3.32% 1.35% -0.43% 0.9% 1.02% -0.25% -1.73% 0.91%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
19.85% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% 53.97%

Equity

NameSymbol / ISINSectorWeight %Other links
Bharti Airtel LtdBHARTIARTL (INE397D01024)Telecom - Services2.30%DCF
Reliance Industries LtdRELIANCE (INE002A01018)Petroleum Products2.03%DCF
HDFC Bank LtdHDFCBANK (INE040A01034)Banks1.87%DCF
State Bank of IndiaSBIN (INE062A01020)Banks1.34%DCF
ICICI Bank LtdICICIBANK (INE090A01021)Banks1.23%DCF
Infosys LtdINFY (INE009A01021)It - Software1.02%DCF
HCL Technologies LtdHCLTECH (INE860A01027)It - Software0.97%DCF
Bajaj Auto LtdBAJAJ-AUTO (INE917I01010)Automobiles0.88%
Tech Mahindra LtdTECHM (INE669C01036)It - Software0.86%
Axis Bank LtdAXISBANK (INE238A01034)Banks0.82%DCF
Ultratech Cement LtdULTRACEMCO (INE481G01011)Cement & Cement Products0.76%
Kotak Mahindra Bank LtdKOTAKBANK (INE237A01036)Banks0.75%DCF
Alkem Laboratories LtdALKEM (INE540L01014)Pharmaceuticals & Biotechnology0.70%
Hindustan Aeronautics LtdHAL (INE066F01020)Aerospace & Defense0.63%
Mahindra & Mahindra LtdM&M (INE101A01026)Automobiles0.61%DCF
Larsen & Toubro LtdLT (INE018A01030)Construction0.53%DCF
Jubilant Foodworks LtdJUBLFOOD (INE797F01020)Leisure Services0.52%
TATA Motors LtdTMCV (INE1TAE01010)Agricultural, Commercial & Construction Vehicles0.50%
Marico LtdMARICO (INE196A01026)Agricultural Food & Other Products0.48%
Cummins India LtdCUMMINSIND (INE298A01020)Industrial Products0.40%
PI Industries LtdPIIND (INE603J01030)Fertilizers & Agrochemicals0.40%
Lupin LtdLUPIN (INE326A01037)Pharmaceuticals & Biotechnology0.23%

Debt

NameIsinRatingWeight %Yield
Portfolio data is as on date 31 August, 2026

NAV history

Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
3 November, 202629.3295 0.34%
2 November, 202629.2298 0.56%
30 October, 202629.0663 -0.02%
29 October, 202629.0727 0.27%
28 October, 202628.9942 -0.09%
27 October, 202629.0191 0.2%
26 October, 202628.9616 0.15%
23 October, 202628.9177 -0.19%
22 October, 202628.9741 -0.13%
21 October, 202629.0129 -0.1%
19 October, 202629.0409 -0.12%
16 October, 202629.0768 0.26%
15 October, 202629.0020 0.31%
14 October, 202628.9126 -0.15%
13 October, 202628.9573 0.33%
12 October, 202628.8609 -0.33%
9 October, 202628.9571 0.18%
8 October, 202628.9062 -0.36%
7 October, 202629.0100 -0.12%
6 October, 202629.0456 0.2%
5 October, 202628.9890 0.07%
1 October, 202628.9675 -0.24%
30 September, 202629.0376 0.05%
29 September, 202629.0233 -0.07%
28 September, 202629.0441 -0.35%
25 September, 202629.1475 0.08%
24 September, 202629.1235 -0.53%
23 September, 202629.2797 0.05%
22 September, 202629.2638 0%
21 September, 202629.2645

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth?
    The latest NAV of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth is 29.3295 as on 3 November, 2026.
  • What are YTD (year to date) returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth?
    The YTD (year to date) returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth are -2.25% as on 3 November, 2026.
  • What are 1 year returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth?
    The 1 year returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth are -1.27% as on 3 November, 2026.
  • What are 3 year CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth are 4.63% as on 3 November, 2026.
  • What are 5 year CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth are 4.29% as on 3 November, 2026.
  • What are 10 year CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth?
    The 10 year annualized returns (CAGR) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Regular Plan - Growth are 4.29% as on 3 November, 2026.