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.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybridDirect
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
3Y ago—
5Y ago—
hybridDirect
Sundaram Equity Hybrid Fund Direct Plan - Growth
3Y ago₹1.61 L
5Y ago₹2.06 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Reliance Balanced Advantage Fun… | Sundaram Equity Hybrid Fund Dir… |
|---|---|---|
| Fund house | Reliance Mutual Fund | Sundaram Mutual Fund |
| Category | Hybrid Scheme - Balanced Hybrid Fund | Hybrid Scheme - Balanced Hybrid Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹9.6826 | ₹146.339 |
| Assets managed (AUM) | — | — |
| 1M return | 0.10% | 1.39% |
| 6M return | -4.56% | 11.26% |
| 1Y return | -0.75% | 28.76% |
| 3Y CAGR | — | 17.30% |
| 5Y CAGR | — | 15.60% |
| Since inception CAGR | -40.89% | 12.61% |
| Bumpiness · 3Y (annualised σ) | 130.89 | 14.63 |
| Worst drop ever | -79.41% | -29.68% |
| Sharpe · 3Y (rf=6%) | -0.93 | 0.70 |