What are the 1-year returns of Sundaram Balanced Advantage Fund Direct-Growth?
The 1-year trailing return for Sundaram Balanced Advantage Fund Direct-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Dynamic Asset Allocation category average and benchmark for context.
What are the 3-year returns of Sundaram Balanced Advantage Fund Direct-Growth?
The 3-year CAGR for Sundaram Balanced Advantage Fund Direct-Growth is in the Trailing Returns section, with benchmark and category comparisons.
What are the 5-year returns of Sundaram Balanced Advantage Fund Direct-Growth?
The 5-year CAGR for Sundaram Balanced Advantage Fund Direct-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.
What are the returns of Sundaram Balanced Advantage Fund Direct-Growth since inception?
Sundaram Balanced Advantage Fund Direct-Growth has delivered a CAGR of 11.06% since its launch. The fund's maximum historical drawdown has been -0.14%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.
How has Sundaram Balanced Advantage Fund Direct-Growth performed vs its category over the long term?
Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.
What is the Sharpe ratio of Sundaram Balanced Advantage Fund Direct-Growth?
The Sharpe ratio of Sundaram Balanced Advantage Fund Direct-Growth is 0.42. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.
What is the alpha of Sundaram Balanced Advantage Fund Direct-Growth?
The alpha of Sundaram Balanced Advantage Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.
What is the beta of Sundaram Balanced Advantage Fund Direct-Growth?
The beta of Sundaram Balanced Advantage Fund Direct-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.
What are the rolling returns of Sundaram Balanced Advantage Fund Direct-Growth?
Rolling returns for Sundaram Balanced Advantage Fund Direct-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.
How consistent are the period-wise returns of Sundaram Balanced Advantage Fund Direct-Growth?
Period-wise annual returns for Sundaram Balanced Advantage Fund Direct-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.
