Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - Monthly IDCW (Income Distribution CUM Capital Withdrawal)
Mutual Fund · Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation · As of 18 Oct 2026, 6:05 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
40/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Well behind the Nifty 50 over 3Y — -0.5% against 5.7%, which an index fund would have delivered at a fraction of the cost
Investment Checklist
2 / 4 checks passed
✗ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
