Sundaram Balanced Advantage Fund Direct Growth

Scheme code: INF173K01FI7 NAV value: ₹ 39.5083 NAV date: 19 March, 2026 TER: 0.60%

Fund option: Direct Fund type: Growth

Asset class: Hybrid Asset category: Dynamic Asset Allocation or Balanced Advantage

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-10.73	55.18	8.97	11.69	11.09
3 year	1.12	21.27	9.71	10.11	13.61
5 year	3.24	16.57	8.76	9.59	11.6
7 year	6.57	12.79	9.44	9.26	11.09
10 year	8.04	12.19	9.82	10.00	11.84
12 year	9.90	12.43	11.23	11.24	13.27

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	11.69
3 year	6.28	30.95	15.04	10.11
5 year	8.38	26.02	14.22	9.59
7 year	10.18	15.62	12.93	9.26
10 year	11.42	12.93	12.18	10
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	11.69
3 year	6.56	19.64	13.57	10.11
5 year	9.22	12.29	10.75	9.59

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	11.69
3 year	7.68	21.49	15.06	10.11
5 year	10.37	13.5	11.93	9.59

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	11.69
3 year	8.04	32.03	17.81	10.11
5 year	8.18	28.64	15.34	9.59
7 year	10.64	16.42	13.77	9.26
10 year	12.56	14.06	13.31	10

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,60,135 - Absolute Returns: ₹60,135 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹41,41,571 - Absolute Returns: ₹5,41,571 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹75,53,802 - Absolute Returns: ₹15,53,802 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,15,57,639 - Absolute Returns: ₹31,57,639 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,99,90,874 - Absolute Returns: ₹79,90,874 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,71,42,654 - Absolute Returns: ₹1,27,42,654 - CAGR: %

Drawdown Metrics

Max Drawdown

-13.84 %

Drawdown Duration

7 months

Recovery Time

2 months

Avg Drawdown

-1.76 %

Calmar Ratio by Duration

1 Y

0.8448

3 Y

0.7306

5 Y

0.6931

7 Y

0.6692

10 Y

0.7227

12 Y

0.8123

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-0.00	0.58	60.9	57.5	5.04 %	4.00 %
3 years	2.01	0.58	60.2	53.8	11.27 %	11.28 %
5 years	1.43	0.51	53.0	47.5	9.42 %	9.44 %
7 years	0.63	0.39	44.2	40.0	8.80 %	10.74 %
10 years	0.51	0.38	41.8	37.1	9.13 %	12.06 %
12 years	-0.26	0.38	41.8	37.1	7.58 %	10.00 %
15 years	-1.02	0.38	41.8	37.1	6.02 %	7.92 %