Compare funds

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

Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - GROWTH

Side-by-side metrics

Metric	#149717
Scheme	Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - GROWTH
House	Sundaram Mutual Fund
Category	Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV	₹42.3407
1M return	-0.12%
3M return	4.81%
6M return	3.24%
1Y return	3.24%
3Y CAGR	9.23%
5Y CAGR	—
Inception CAGR	9.06%
σ 1Y (annualized)	8.76%
σ 3Y (annualized)	8.26%
Max drawdown (all)	-9.69%
Sharpe 1Y (rf=6%)	-0.31
Sharpe 3Y (rf=6%)	0.37