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

Plan: OPEN | Option: Dividend | S Bharath

13 May 25 | 12:00 AM

15.70 -0.06 (-0.39%)

  • Underperforms

    10.05%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -0.43%

  • Less Volatile

    0.59%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.16%

  • Consistent

    7/12

    Months

    Has beaten 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 -0.43% (CAGR difference)

10.05%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

14 May 2024

Risk

In last 1 year , the volatility of Sundaram Balanced Advantage Fund (IDCW-M),is Lower than its benchmark, Hybrid - Equity Oriented by -0.16%

0.59%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% 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, 34 Stocks beating the benchmark 35 Stocks not beating the benchmark

View Stock Composition