Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only, MF Gyan does not recommend one over another.
1/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
3Y ago-
5Y ago-
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Balanced Advantage Fun… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Plan | Direct |
| Latest NAV | ₹14.0956 |
| Assets managed (AUM) | - |
| 1M return | 0.72% |
| 6M return | 7.32% |
| 1Y return | 8.96% |
| 3Y CAGR | - |
| 5Y CAGR | - |
| Since inception CAGR | 20.84% |
| Bumpiness · 3Y (annualised σ) | 10.09 |
| Worst drop ever | -7.24% |
| Sharpe · 3Y (rf=6%) | 1.32 |