Sundaram Balanced Advantage Fund
Direct · Growth ₹41.23
23 Apr 2026
NAV
10.1%
3Y CAGR
9.6%
5Y CAGR
10.0%
10Y CAGR
10.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
3.98
Sharpe
-13.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.56 L | 11.8% | -21.0% | 66.0% |
| 3 Years | ₹36.00 L | ₹41.38 L | 9.8% | -4.9% | 20.3% |
| 5 Years | ₹60.00 L | ₹75.32 L | 9.4% | 0.4% | 16.5% |
| 10 Years | ₹1.20 Cr | ₹2.00 Cr | 9.9% | 8.0% | 11.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 11.8% | 0.9% | +11.0% |
| 3 Years | 9.8% | 11.2% | -1.4% |
| 5 Years | 9.4% | 11.1% | -1.7% |
| 10 Years | 9.9% | 11.9% | -2.0% |