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MF_149717

Sundaram Dynamic Asset Allocation Fund Direct Plan - Growth

Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation

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End Amount
₹14,277.92
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
7.66%
MF_149717 Return
Benchmark CAGR
6.99%
Nifty 50
Inflation Adj. CAGR
3.14%
Real Annualized Return
Alpha
0.01
Excess Return vs Benchmark
Beta
0.63
Volatility vs Benchmark
Sharpe Ratio
0.26
Risk-Adjusted Return
Sortino Ratio
0.38
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 51% 12% 24%
60 days 52% 9% 13%
90 days 50% 7% 9%
180 days 43% 5% 5%
1Yr 47% 3% 4%
3Yr 32% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Sundaram Dynamic Asset Allocation Fund Direct Plan - Growth Nifty 50
30 days -8.1% | -42.5% | 11.2% | 85.2% 26.6% | -59.7% | 8.7% | 163.5%
60 days -28.6% | -29.1% | 10.0% | 59.6% -23.0% | -41.6% | 7.8% | 94.7%
90 days -19.0% | -21.5% | 10.6% | 42.2% -25.0% | -32.5% | 11.5% | 61.5%
1 Year -5.0% | -2.1% | 9.2% | 24.5% -10.0% | -6.9% | 9.8% | 31.0%
3 Years 7.9% | 7.5% | 11.7% | 15.4% 7.7% | 6.2% | 12.7% | 18.2%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 17, 2022 Aug. 6, 2022 201 days 8% Nifty 50: 16% 10199 9338 10221
Dec. 14, 2022 June 3, 2023 171 days 6% Nifty 50: 9% 10860 10232 10867
Sept. 26, 2024 June 26, 2025 273 days 10% Nifty 50: 15% 14642 13251 14695
Nov. 28, 2025 Oct. 30, 2026 336 days 10% Nifty 50: 15% 15156 13687 14278