Sundaram Balanced Advantage Fund(IDCW)-Direct Plan

14.22 0.05 (0.38%) NAV as on 14-Oct-21

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return6.8014.6829.22NANA30.15
Category Avg6.9714.2128.6613.92NA12.36
Category Best5.875.165.5214.9613.0018.31
Category Worst1.481.521.8710.1010.101.53

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20215.255.52NA3.81
20209.446.3012.54NA

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202029.36112NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
HDFC Balanced Advantage Fund(G)289.0611-Sep-0063.517.1814.5117.28
Union Balanced Advantage Fund-Reg(G)15.1929-Dec-1720.6514.99-11.65
ICICI Pru Balanced Advantage Fund(G)49.4830-Dec-0627.6914.4611.3911.41
Kotak Balanced Advantage Fund-Reg(G)14.5803-Aug-1822.2114.4-12.49
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]8.4196
Semi Standard Deviation [%]0.0633
Beta [%]-0.3792
Sharp Ratio [%]1.0483
R-Square [%]-0.0783
Expense Ratio [%]0.4300
AVG Ratio [%]0.0072
Other Ratios
Jenson Ratio [%]0.0923
Treynor Ratio [%]-0.2472
Turnover Ratio [%]0.0000
FAMA Ratio [%]0.1048
SORTINO Ratio [%]-0.0590

Return Calculator

MARKET STATS As on 14/10/2021 As on 14/10/2021

18338.55 (0.97) 61305.95 (0.94)

TOP GAINERS

Company Price Change Gain (%)
Borosil276.2046.0019.98
Univastu India64.2510.7019.98

TOP LOSERS

Company Price Change Loss (%)
Suumaya Industries315.20-35.00-9.99
Arshiya38.25-4.20-9.89

Portfolio Comparison

MUTUAL FUND ACTIVITY