Sundaram Balanced Advantage Fund Direct Growth
Scheme code: INF173K01FI7
NAV value:
₹ 39.6047
NAV date: 20 December, 2024
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Dynamic Asset Allocation or Balanced Advantage
Rolling returns
Summary
| Duration | Min | Max | Average XIRR (%) | Category average XIRR (%) |
|---|---|---|---|---|
| 1 year | 9.04 | 29.21 | 21.38 | 24.32 |
Rolling return for 1 year
Average return: 21.38| Min | Max | Min-Max | Max-Min | Standard Deviation | Mean | From | To |
|---|---|---|---|---|---|---|---|
| 21.96 | 20.4 | 25.1 | 17.37 | 2.79 | 21.21 | 11-2023 | 11-2024 |
| 25.04 | 25.73 | 29.21 | 21.68 | 2.67 | 25.42 | 10-2023 | 10-2024 |
| 23.81 | 25.37 | 27.86 | 21.39 | 2.35 | 24.61 | 09-2023 | 09-2024 |
| 22.2 | 25.27 | 26.7 | 20.82 | 2.35 | 23.75 | 08-2023 | 08-2024 |
| 22.74 | 23.8 | 26.35 | 20.25 | 2.19 | 23.28 | 07-2023 | 07-2024 |
| 17.71 | 23.04 | 26.17 | 14.78 | 4.45 | 20.42 | 06-2023 | 06-2024 |
| 20.27 | 20.88 | 23.36 | 17.85 | 1.96 | 20.59 | 05-2023 | 05-2024 |
| 22.35 | 22.59 | 24.85 | 20.13 | 1.67 | 22.48 | 04-2023 | 04-2024 |
| 23.15 | 22.93 | 25.93 | 20.22 | 2.02 | 23.06 | 03-2023 | 03-2024 |
| 20.41 | 21.1 | 23.12 | 18.44 | 1.67 | 20.77 | 02-2023 | 02-2024 |
| 18.2 | 17.34 | 20.78 | 14.84 | 2.12 | 17.79 | 01-2023 | 01-2024 |
| 12.46 | 13.72 | 17.28 | 9.04 | 2.95 | 13.12 | 12-2022 | 12-2023 |