TickerKhojSundaram Mutual Fund · Hybrid · Balanced Advantage · Regular plan
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Regular Plan - Growth
₹34.0743NAV on 2 Nov 2026Expense ratio 2.54%
3 Nov 2025NAV low 32.62 · high 36.3-5.4%
In plain words
Over 3 years it returned +6.6% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -10.1%.
On 3-year return it ranks 22 of 30 funds in Balanced Advantage.
A monthly SIP over 3 years ended ₹8,427 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.9% | +4.6% |
| 3 months | -3.5% | -3.8% |
| 6 months | -1.4% | -1.6% |
| 1 year | -5.1% | -8.1% |
| 3 years (yearly) | +6.6% | +8.0% |
| Since start (yearly) | +6.3% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,844 | -4.8% |
| 3 years | ₹3,60,000 | ₹3,64,659 | +0.8% |
Other plan of this fund: Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - Growth