Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From Sundaram Mutual Fund. It's been running since 9 Mar 2020.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate, a calculation, not a prediction.
Vs 64 other funds in Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Descriptive rankings within the same category and plan. Not a recommendation, one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 2 of last 2 years were positive.
Every N-year window, not just today's number
Standard return metrics pick one arbitrary endpoint. Below, we take every overlapping N-year window in Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)'s history and show the full distribution of outcomes, so you can see the typical case alongside the best and worst a real investor could have experienced.
1-year holding
202 windows- Positive over the window100% of windows
- Beat a 7% FD100% of windows
- Typical range (middle 50%)17.71% to 31.56%
- Vs same-category peerstop 1% of same-category peers
How to read: each bar shows the spread of CAGRs across every holding window, the darker central band is the middle 50% of outcomes; the lighter band is 80%. The vertical tick is the median. The amber line marks 7% (roughly where long-term bank FDs sat). All numbers are historical, computed from the fund's own NAV series.
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) has fallen 7.2% at its worst.
This is the worst peak-to-trough fall the fund experienced in its entire NAV history - real historical data, not a simulation. If someone bought near the peak and panic-sold at the trough, that's the loss they'd have locked in. Someone who held through got back to break-even in 3 months. Being mentally ready for a fall of this size is what separates long-term investors from reactive traders.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations, just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- Sundaram Mutual Fund
- Category
- Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- -
- ISIN (Div re-invest)
- -
- Fund code
- 148028
- First price on record
- 9 Mar 2020 · 449 daily prices
About Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage offered by Sundaram Mutual Fund under the Direct plan with the IDCW option. It has approximately 7 years of NAV track record. The fund falls in the hybrid category, Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is ₹14.0956 (as of 31 Dec 2021). Historically, it has delivered 8.96% over the last year. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 10.1% annualised volatility, a "moderate" level of bumpiness; its deepest peak-to-trough fall on record was 7.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
The latest NAV of Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is ₹14.0956 as of 31 Dec 2021, up 0.40% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) has delivered 1-year return 8.96%, since-inception CAGR 20.84%. Returns are historical and don't predict future performance, markets move in cycles.
What category does Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) belong to?+
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is categorised as Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
Based on its 3-year annualised volatility of 10.1%, Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) sits in the "moderate" risk bucket. Volatility measures how much prices swing, higher means bigger ups and downs along the way.
Is Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) a direct plan?+
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) is a Direct plan (no distributor commission, lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)?+
Sundaram Balanced Advantage Fund Direct Plan - Reinvestment of Income Distribution cum Capital Withdrawal (IDCW) has NAV history available from 9 Mar 2020, approximately 7 years of track record and 449 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.