🟠 Below Avg Hybrid Scheme - Conservative Hybrid Fund

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

by Sundaram Mutual Fund · Direct Plan · Growth
5.0 / 10
BullWiser Honest Score
-1.6%
1Y Return
6.0%
3Y CAGR
--
Exp. Ratio
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan is a below-average performer in its category with a BullWiser Honest Score of 5.0/10 — below the Hybrid Scheme - Conservative Hybrid Fund category median of 5.8/10 across 19 funds. Its 3-year CAGR of 6.0% underperforms the Hybrid Scheme - Conservative Hybrid Fund category average of 12.6% by -6.6 percentage points. As a Direct plan, Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan eliminates the distributor commission built into Regular plans, maximising the net return to the investor.

Fund Details

Fund Name
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan
AMC
Sundaram Mutual Fund
Category
Hybrid Scheme - Conservative Hybrid Fund
Plan Type
Direct · Growth
Expense Ratio
--
Verdict
🟠 Below Avg
1Y Return
-1.6%
3Y CAGR
6.0%

vs Category Average — Hybrid Scheme - Conservative Hybrid Fund

3Y CAGR
This fund
-6.6% vs category avg
Expense Ratio (lower is better)
TER data not available
Honest Score
This fund
-0.8 vs category avg

Category: Hybrid Scheme - Conservative Hybrid Fund · 19 Direct-plan funds compared · 11% are High Quality

Frequently Asked Questions

What is the BullWiser Honest Score of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan?
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan has a BullWiser Honest Score of 5.0/10 (BELOW AVERAGE). The score rates the fund across four pillars: returns quality, expense ratio, risk-adjusted performance (Sharpe ratio & max drawdown), and overall fund quality (AUM, age, consistency).
What is the expense ratio of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan?
The Total Expense Ratio (TER) of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan Direct Plan is --. Choosing the Direct plan saves you the distributor commission baked into Regular plans — typically 0.5–1% per year — which compounds significantly over time.
What are the returns of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan?
Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan has delivered -1.6% 1-year returns and 6.0% 3-year CAGR. For a full NAV history and comparison with category peers, use BullWiser's MF Analyser. Past performance is not a guarantee of future returns.
Is Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan a good investment?
BullWiser rates Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan as BELOW AVERAGE (Honest Score 5.0/10). Always match a fund to your own risk profile and investment horizon. Use the MF Analyser to compare it with peers in the Hybrid Scheme - Conservative Hybrid Fund category.
How does Direct Plan differ from Regular Plan for Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan?
The Direct plan of Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan has a lower expense ratio than the Regular plan because no distributor commission is paid. On a ₹10 lakh investment over 20 years, even a 0.5% lower TER can save ₹5–10 lakh in compounded wealth. BullWiser always recommends Direct plans for cost-conscious investors.

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