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Sundaram Balanced Advantage Fund - Growth

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

Returns (NAV as on 22nd October, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 14-Oct-21 9890.20 -1.10% - -0.91% 15/23
1 Month 22-Sep-21 10103.20 1.03% - 1.26% 14/23
3 Month 22-Jul-21 10508.20 5.08% - 5.31% 11/22
6 Month 22-Apr-21 11275.50 12.75% - 12.14% 8/22
YTD 01-Jan-21 11478.40 14.78% - 14.80% 11/21
1 Year 22-Oct-20 12556.10 25.56% 25.56% 24.47% 9/21
Since Inception 06-Mar-20 14652.80 46.53% 26.41% 11.31% 1/28

SIP Returns (NAV as on 22nd October, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 22-Oct-20 12000 13385.81 11.55 % 22.02 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.13% 1.03% 5.08% 12.76% 15.09% 25.56% 0.00% 0.00% 0.00%
Nifty 50 -0.35% 3.24% 14.48% 25.74% 29.56% 52.27% 24.99% 20.90% 15.80%
Benchmark: Nifty 50 -0.27% 1.14% 7.41% 14.31% 17.27% 28.73% 19.03% 17.10% 12.81%
Category Average -0.15% 1.26% 5.31% 12.14% 14.80% 24.47% 15.15% 12.71% 9.72%
Category Rank 10/23 14/23 11/22 8/22 11/21 9/21 0/0 0/0 0/0
Best in Category 0.19% 4.87% 9.17% 24.03% 31.55% 57.91% 22.85% 18.19% 13.60%
Worst in Category -0.72% 0.14% 2.38% 6.10% 8.09% 12.84% 8.27% 4.66% 4.02%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q4 - 2020 11.23% 22.46% 22.04% 9.09%
Q4 - 2020 10.10% 22.46% 22.04% 9.09%
Q2 - 2020 9.97% 24.82% 24.78% 12.33%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2021 3.06% 4.80% 4.74% 2.92%
Q4 - 2021 1.28% 3.32% 2.85% 1.05%
Q1 - 2021 3.34% 4.80% 4.74% 2.92%

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