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Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
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Metric#149718
SchemeSundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
HouseSundaram Mutual Fund
CategoryHybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Latest NAV₹17.7384
1M return-0.90%
3M return2.36%
6M return-1.53%
1Y return-5.79%
3Y CAGR0.87%
5Y CAGR—
Inception CAGR1.04%
σ 1Y (annualized)9.04%
σ 3Y (annualized)8.54%
Max drawdown (all)-18.16%
Sharpe 1Y (rf=6%)-1.34
Sharpe 3Y (rf=6%)-0.60