MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Regular Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
Side-by-side metrics
Metric#149716
SchemeSundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Regular Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV₹14.2565
1M return-1.03%
3M return1.95%
6M return-2.32%
1Y return-7.26%
3Y CAGR-0.64%
5Y CAGR—
Inception CAGR-0.47%
σ 1Y (annualized)9.06%
σ 3Y (annualized)8.54%
Max drawdown (all)-19.97%
Sharpe 1Y (rf=6%)-1.51
Sharpe 3Y (rf=6%)-0.78