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Sundaram Balanced Advantage Fund (IDCW-M) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Dividend | S Bharath

25 Jul 24 | 12:00 AM

16.36 0.01 (0.08%)

  • Underperforms

    21.04%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -6.91%

  • Less Volatile

    0.52%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.12%

  • Inconsistent

    3/9

    Months

    Has underperformed Hybrid - Equity Oriented

  • Value research rating

Critical Parameters

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Returns

In last 1 year Sundaram Balanced Advantage Fund (IDCW-M), has underperformed its benchmark, Hybrid - Equity Oriented by -6.91% (CAGR difference)

21.04%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

04 Oct 2023

Risk

In last 1 year , the volatility of Sundaram Balanced Advantage Fund (IDCW-M),is Lower than its benchmark, Hybrid - Equity Oriented by -0.12%

0.52%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 3 out of Last 9 Months, i.e 33.33% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 39 Stocks beating the benchmark 20 Stocks not beating the benchmark

View Stock Composition