InvestVerdict
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)
Regular Plan · GROWTH · Balanced Advantage · Scheme code 149715
Fund houseSundaram Mutual Fund
CategoryBalanced Advantage
Plan & optionRegular · GROWTH
History4.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.87 | 4.61 | 1.35 | 3.30 | 8.42 | — | — | — | 7.68 |
| Nifty 100 benchmark |
0.25 | 3.49 | -1.52 | 1.84 | 10.52 | 9.38 | — | — | 12.79 |
| Balanced Advantage category median |
— | — | — | 3.38 | 9.66 | 8.48 | — | 10.30 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 8.0% | 0.24 | 0.34 | 0.59 | -0.47% | -10.1% | 93.58 |
| Nifty 100 benchmark |
17.1% | 0.23 | 0.32 | — | — | -37.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the 55 months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 180 | -3.8% | 8.0% | 25.3% | 7% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.