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MF_119635

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

Hybrid Scheme - Conservative Hybrid Fund

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End Amount
₹26,997.51
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.45%
MF_119635 Return
Benchmark CAGR
11.57%
Nifty 50
Inflation Adj. CAGR
2.48%
Real Annualized Return
Alpha
0.00
Excess Return vs Benchmark
Beta
0.25
Volatility vs Benchmark
Sharpe Ratio
0.28
Risk-Adjusted Return
Sortino Ratio
0.40
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 44% 23% 51%
60 days 39% 19% 30%
90 days 39% 16% 25%
180 days 36% 12% 17%
1Yr 33% 7% 12%
3Yr 19% 2% 6%
5Yr 4% 2% 6%
7Yr 1% 0% 5%
10Yr 0% 0% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund) Direct Plan - Growth Nifty 50
30 days 2.0% | -25.9% | 8.8% | 50.2% 26.6% | -61.9% | 14.2% | 180.7%
60 days -8.1% | -22.6% | 8.6% | 41.2% -23.0% | -45.3% | 16.8% | 120.0%
90 days -7.5% | -17.4% | 8.9% | 36.1% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -1.4% | -1.9% | 8.4% | 23.7% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 5.4% | 2.8% | 8.5% | 15.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 5.0% | 5.4% | 7.5% | 11.2% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 7.1% | 6.7% | 7.5% | 9.4% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 6.2% | 6.4% | 8.1% | 9.5% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 2 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
May 20, 2013 March 28, 2014 312 days 10% Nifty 50: 13% 10138 9084 10191
June 3, 2019 July 21, 2020 414 days 13% Nifty 50: 36% 17389 15203 17404