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

  • Scheme Category:  
  • Hybrid Scheme >  
  • Conservative Hybrid Fund
NAV: ₹ 32.9491 ↓ -0.21%
[as on 13 November, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 40 SMA
  • 500 SMA

Returns

CAGR returns till date

CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth and its peers as on 13 November, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth -0.85% -0.21% -0.07% 2.23% -0.05% -0.05% 5.63% 5.35% 7.42% 6.48%
Parag Parikh Conservative Hybrid Fund - Direct Plan - Growth 3.32% -0.19% 0.01% 1.01% -0.66% 3.48% 8.89% 9.01%--
SBI Conservative Hybrid Fund - Direct Plan - Growth 3.75% -0.11% 0.54% 1% -0.17% 3.78% 8.5% 7.94% 10.02% 8.86%
ICICI Prudential Conservative Hybrid Fund - Direct Plan - Growth 3.05% -0.27% 0.23% 2.17% 0.42% 3.44% 9.12% 8.31% 9.42% 9.5%
HDFC Conservative Hybrid Fund - Growth Option - Direct Plan 1.41% -0.23% -0.03% 2.47% -0.04% 1.9% 7.53% 7.67% 9.29% 8.26%
HDFC MF MIP STP -Direct Plan - Growth Option -3.41% 0.25% 0.05% -1.21% -1.32% 2.97% 7.53% 8.97%--

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns 10.84% 12.59% 0.44% 1.76% 8.32% 15.66% 3.59% 9.93% 9.27% 5.27%

Discrete returns (monthly)

MonthJan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026Jul 2026Aug 2026Sep 2026Oct 2026
Returns -1.23% -0.44% -3.3% 1.44% -0.37% 0.96% 1.08% -0.18% -1.67% 0.97%

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) Direct Plan - Growth - 30 days NAV (Net asset value) history

DateNAV% change
13 November, 202632.9491 -0.21%
12 November, 202633.0169 -0.05%
11 November, 202633.0345 0.1%
9 November, 202633.0005 0.09%
6 November, 202632.9715 0.28%
5 November, 202632.8788 0.42%
4 November, 202632.7406 0.25%
3 November, 202632.6590 0.34%
2 November, 202632.5472 0.57%
30 October, 202632.3630 -0.02%
29 October, 202632.3695 0.27%
28 October, 202632.2815 -0.08%
27 October, 202632.3085 0.2%
26 October, 202632.2438 0.16%
23 October, 202632.1929 -0.19%
22 October, 202632.2551 -0.13%
21 October, 202632.2976 -0.09%
19 October, 202632.3274 -0.12%
16 October, 202632.3653 0.26%
15 October, 202632.2814 0.31%
14 October, 202632.1812 -0.15%
13 October, 202632.2303 0.34%
12 October, 202632.1223 -0.33%
9 October, 202632.2274 0.18%
8 October, 202632.1701 -0.36%
7 October, 202632.2849 -0.12%
6 October, 202632.3239 0.2%
5 October, 202632.2603 0.08%
1 October, 202632.2336 -0.24%
30 September, 202632.3109

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth?
    The latest NAV of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth is 32.9491 as on 13 November, 2026.
  • What are YTD (year to date) returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth?
    The YTD (year to date) returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth are -0.85% as on 13 November, 2026.
  • What are 1 year returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth?
    The 1 year returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth are -0.05% as on 13 November, 2026.
  • What are 3 year CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth?
    The 3 year annualized returns (CAGR) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth are 5.63% as on 13 November, 2026.
  • What are 5 year CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth?
    The 5 year annualized returns (CAGR) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth are 5.35% as on 13 November, 2026.
  • What are 10 year CAGR returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth?
    The 10 year annualized returns (CAGR) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth are 5.35% as on 13 November, 2026.