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Sundaram Balanced Advantage Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Side-by-side metrics
Metric#148023
SchemeSundaram Balanced Advantage Fund Regular Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹13.615
1M return0.57%
3M return1.13%
6M return6.32%
1Y return6.94%
3Y CAGR—
5Y CAGR—
Inception CAGR18.56%
σ 1Y (annualized)10.27%
σ 3Y (annualized)10.10%
Max drawdown (all)-7.27%
Sharpe 1Y (rf=6%)0.09
Sharpe 3Y (rf=6%)1.12