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Sundaram Balanced Advantage Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Dynamic Asset Allocation or Balanced Advantage

Returns (NAV as on 27th July, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 20-Jul-21 10058.30 0.58% - 0.58% 12/22
1 Month 25-Jun-21 10114.30 1.14% - 1.17% 12/22
3 Month 27-Apr-21 10671.60 6.72% - 6.12% 8/22
6 Month 27-Jan-21 11048.20 10.48% - 9.38% 8/21
YTD 01-Jan-21 11039.20 10.39% - 9.77% 7/21
1 Year 27-Jul-20 12661.70 26.62% 26.62% 23.89% 7/21
Since Inception 06-Mar-20 14318.90 43.19% 29.43% 12.60% 1/22

SIP Returns (NAV as on 27th July, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 27-Jul-20 12000 13572.65 13.11 % 25.24 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.29% 1.14% 6.72% 10.48% 10.69% 26.62% 0.00% 0.00% 0.00%
Nifty 50 -0.49% -0.72% 7.46% 12.74% 12.62% 41.45% 18.07% 11.76% 12.81%
Benchmark: Nifty 50 -0.24% 0.08% 5.12% 8.94% 8.97% 24.99% 16.25% 12.53% 11.94%
Category Average -0.25% 1.17% 6.12% 9.38% 9.77% 23.89% 15.32% 10.43% 10.63%
Category Rank 15/21 12/22 8/22 8/21 7/21 7/21 0/0 0/0 0/0
Best in Category -0.03% 2.52% 11.75% 19.94% 20.76% 48.64% 22.97% 14.34% 13.65%
Worst in Category -0.96% -0.24% 2.99% 4.09% 5.45% 11.38% 9.19% 2.66% 4.62%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2020 11.77% 22.46% 22.04% 6.38%
Q2 - 2020 10.50% 24.82% 24.78% 9.07%
Q3 - 2020 5.98% 7.84% 7.42% 2.58%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2021 3.53% 4.80% 4.74% 1.48%
Q2 - 2021 4.78% 5.75% 6.45% 2.92%
Q3 - 2021 1.47% 0.92% 1.04% 1.54%

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