Market Snapshot
  • BSE Sensex: 83432.89 0.23%
  • BSE 500: 36967.25 0.21%
  • BSE 200: 11561.75 0.23%
  • BSE 100: 26686.3 0.22%
  • BSE MidCap: 46814.34 0.23%
  • BSE SmallCap: 54830.34 0.17%
  • BSE BANKEX: 63661.83 0.44%
  • BSE IT: 38317.07 0.67%
  • Nifty 50: 25461 0.22%
  • Nifty 500: 23562.45 0.17%
  • Nifty 200: 14217.15 0.20%
  • Nifty 100: 26066.65 0.24%
  • Nifty Midcap 100: 59677.75 -0.01%
  • Nifty Small 100: 19033.05 0.03%
  • Nifty IT: 39166.55 0.80%
  • Nifty PSU Bank: 7152.95 0.32%
News:
  • GPT Infraprojects bags supply ...
  • Lupin launches generic version...
  • India Ratings affirms ratings ...
  • Nuvama Wealth Management Ltd l...
  • Crisil Ratings reaffirms ratin...
  • Euro to INR:  100.93 0.01%
  • Pound to INR:  117.11 -0.43%
  • Yen to INR:  0.60 -0.16%
  • Dollar to INR:  85.63 0.05%
My Portfolio:
  • 0.00 0

Quotes

Back To Menu

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

Plan: OPEN | Option: Dividend | S Bharath

03 Jul 25 | 12:00 AM

15.81 -0.02 (-0.10%)

  • Underperforms

    5.24%

    Return (1Y)

    underperformed Hybrid - Equity Oriented by -0.59%

  • Less Volatile

    0.51%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.14%

  • Not so consistent

    6/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 06May 06Jun 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9Sundaram Balanced Advantage Fund (IDCW-M)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Sundaram Balanced Advantage Fund (IDCW-M), has Underperformed its benchmark, Hybrid - Equity Oriented by -0.59% (CAGR difference)

5.24%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

04 Jul 2024

JavaScript chart by amCharts 3.20.95.205.255.305.355.405.455.505.555.605.655.705.755.805.85
JavaScript chart by amCharts 3.20.9Sundaram Balanced Advantage Fund (IDCW-M) Hybrid - Equity Oriented

Risk

In last 1 year , the volatility of Sundaram Balanced Advantage Fund (IDCW-M),is Lower than its benchmark, Hybrid - Equity Oriented by -0.14%

0.51%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.500.510.520.530.540.550.560.570.580.590.600.610.620.630.640.650.66
JavaScript chart by amCharts 3.20.9Sundaram Balanced Advantage Fund (IDCW-M) Hybrid - Equity Oriented

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Equity Oriented

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-10-50510
JavaScript chart by amCharts 3.20.9Sundaram Balanced Advantage Fund (IDCW-M) Hybrid - Equity Oriented
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 34 Stocks beating the benchmark 30 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

View Stock Composition