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Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth is a hybrid scheme managed by Sundaram Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 9.23%, with the bottom and top quartiles at 7.85% and 9.82% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 1.14% on assets of ₹19Cr. The fund is currently managed by Sandeep Agarwal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 100% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 2.39% |
| RELIANCE INDUSTRIES LIMITED | Energy | 2.27% |
| HDFC BANK LIMITED | Financial Services | 2.04% |
| STATE BANK OF INDIA | Financial Services | 1.35% |
| ICICI BANK LIMITED | Financial Services | 1.07% |
| INFOSYS LIMITED | Technology | 1.07% |
| HCL TECHNOLOGIES LIMITED | Technology | 0.89% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 0.84% |
| AXIS BANK LIMITED | Financial Services | 0.80% |
| TECH MAHINDRA LIMITED | Technology | 0.78% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 0.77% |
| ALKEM LABORATORIES LIMITED | Healthcare | 0.71% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 0.57% |
| Hindustan Aeronautics Ltd | Industrials | 0.57% |
| LARSEN AND TOUBRO LIMITED | Industrials | 0.53% |
| PI INDUSTRIES LIMITED | Basic Materials | 0.52% |
| JUBILANT FOODWORKS LIMITED | Consumer Cyclical | 0.51% |
| MARICO LIMITED | Consumer Defensive | 0.45% |
| CUMMINS INDIA LIMITED | Industrials | 0.42% |
| LUPIN LIMITED | Healthcare | 0.24% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 4 | 2.97% |
| Information Technology | — | 1.37% |
| Telecommunication | — | 1.20% |
| Oil, Gas & Consumable Fuels | — | 1.14% |
| Capital Goods | — | 0.71% |
| Automobile and Auto Components | — | 0.70% |
| Healthcare | 2 | 0.47% |
| Construction Materials | — | 0.39% |
| Construction | — | 0.27% |
| Consumer Services | — | 0.26% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -1.93% | 5.14% | 9.18% | 11.64% | 21.20% | 96.9% |
| 3Y | 5.81% | 7.85% | 9.23% | 9.82% | 10.84% | 100.0% |
| 5Y | 7.08% | 7.97% | 8.86% | 9.32% | 10.38% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 13.5% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.
| 5Y |
|---|
| Star |
|---|
| Parag Parikh Conservative Hybrid Fund - Direct Plan - Growth | PPFAS Mutual Fund | ₹3,344 Cr | 0.28% | +10.35% | +9.47% | 5★ |
| SBI Conservative Hybrid Fund - Direct Plan - Growth | SBI Mutual Fund | ₹9,754 Cr | 1.07% | +9.26% | +9.24% | 4★ |
| Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Direct Plan | Aditya Birla Sun Life Mutual Fund | ₹1,479 Cr | 0.96% | +9.03% | +8.80% | 4★ |
| UTI Conservative Hybrid Fund - Direct Plan - Growth Option | UTI Mutual Fund | ₹1,652 Cr | 1.40% | +8.25% | +8.49% | 3★ |
| CANARA ROBECO CONSERVATIVE HYBRID FUND - DIRECT PLAN - GROWTH OPTION | Canara Robeco Mutual Fund | ₹864 Cr | 0.67% | +7.75% | +7.40% | 3★ |
| Axis Conservative Hybrid Fund - Direct Plan - Growth Option | Axis Mutual Fund | ₹218 Cr | 1.10% | +7.02% | +6.75% | 2★ |