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Sundaram Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
Side-by-side metrics
Metric#148027
SchemeSundaram Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum Capital Withdrawal (IDCW)
HouseSundaram Mutual Fund
CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
Latest NAV₹14.0956
1M return0.72%
3M return1.59%
6M return7.32%
1Y return8.96%
3Y CAGR—
5Y CAGR—
Inception CAGR20.84%
σ 1Y (annualized)10.27%
σ 3Y (annualized)10.09%
Max drawdown (all)-7.24%
Sharpe 1Y (rf=6%)0.27
Sharpe 3Y (rf=6%)1.32