All comparisons
Head-to-head
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus OptionvsSundaram Equity Hybrid Fund Direct Plan - Growth
Side-by-side comparison of Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option and Sundaram Equity Hybrid Fund Direct Plan - Growth — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
3Y ago—
5Y ago—
hybrid
Sundaram Equity Hybrid Fund Direct Plan - Growth
3Y ago₹1.61 L
5Y ago₹2.06 L
Normalised price over time
Both funds start 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 |
| Latest NAV | ₹9.6826 | ₹146.339 |
| Assets managed (AUM) | — | — |
| 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 |
Explore each fund individually
Reliance Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option →Sundaram Equity Hybrid Fund Direct Plan - Growth →
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