About Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) is a conservative hybrid fund managed by Sundaram Mutual Fund. Invest 75–90% in debt and 10–25% in equity, for modest growth with lower volatility.
To generate income and capital appreciation through investments predominantly in fixed income securities and in equity and equity related instruments.
The scheme's stated objective, as published by Sundaram Mutual Fund.
The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.
Tax on your gains
How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.
Work out what you would owe with the capital gains tax calculator.
Every plan and option, with scheme codes
| Plan | Option | NAV | Scheme code |
|---|---|---|---|
| Direct | GROWTH | ₹32.5407 | 119635 |
| Direct | IDCW (Income Distribution CUM Capital Withdrawal) | ₹20.444 | 119637 |
| Regular | GROWTH | ₹29.2513 | 112868 |
| Regular | IDCW (Income Distribution CUM Capital Withdrawal) | ₹18.2668 | 112870 |
Frequently asked questions
What is the NAV of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) today?
The NAV of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) (Direct plan, Growth) is ₹32.5407 and the Regular plan NAV is ₹29.2513, as of 18 Sept 2026.
What returns has Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) given?
Over the last year the Direct plan returned -0.22%, and 5.11% a year over 3 years and 6.56% a year over 5 years. That places it 17 of 17 funds in its category over 3 years. Past returns do not guarantee future returns.
What is the expense ratio of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)?
The Direct plan charges 0.96% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.
What is the minimum SIP amount in Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)?
You can start a monthly SIP with ₹250, or invest a lump sum of ₹5,000 or more.
How much has Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) fallen in the past?
Its deepest fall was 12.6% from 3 Jun 2019 to 23 Mar 2020. Of every one-year stretch in its history, 92% ended in a gain.
Which category does Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) belong to?
It is a Conservative Hybrid Fund from Sundaram Mutual Fund. Invest 75–90% in debt and 10–25% in equity, for modest growth with lower volatility.
What is the difference between the Direct and Regular plan?
Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.
How are gains from Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) taxed?
How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.
Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.