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Sundaram Balanced Advantage Fund Regular Plan - Growth
Side-by-side metrics
Metric#148024
SchemeSundaram Balanced Advantage Fund Regular Plan - Growth
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹14.6302
1M return0.57%
3M return1.13%
6M return6.32%
1Y return14.91%
3Y CAGR
5Y CAGR
Inception CAGR23.36%
σ 1Y (annualized)7.02%
σ 3Y (annualized)8.42%
Max drawdown (all)-4.85%
Sharpe 1Y (rf=6%)1.17
Sharpe 3Y (rf=6%)1.83