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Sundaram Balanced Advantage Fund Direct Plan - Growth
Side-by-side metrics
Metric#148026
SchemeSundaram Balanced Advantage Fund Direct Plan - Growth
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹15.1454
1M return0.72%
3M return1.59%
6M return7.32%
1Y return17.08%
3Y CAGR—
5Y CAGR—
Inception CAGR25.72%
σ 1Y (annualized)7.02%
σ 3Y (annualized)8.41%
Max drawdown (all)-4.81%
Sharpe 1Y (rf=6%)1.45
Sharpe 3Y (rf=6%)2.06