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 Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
3Y ago₹1.03 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Sundaram Dynamic Asset Allocati… |
|---|---|
| Fund house | Sundaram Mutual Fund |
| Category | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation |
| Plan | Direct |
| Latest NAV | ₹17.7384 |
| Assets managed (AUM) | — |
| 1M return | -0.90% |
| 6M return | -1.53% |
| 1Y return | -5.79% |
| 3Y CAGR | 0.87% |
| 5Y CAGR | — |
| Since inception CAGR | 1.04% |
| Bumpiness · 3Y (annualised σ) | 8.54 |
| Worst drop ever | -18.16% |
| Sharpe · 3Y (rf=6%) | -0.60 |