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See the fund house's risk level(opens in a new tab) · Balanced Advantage
Balanced Advantage funds are often used for leaving the shares-or-bonds decision to the fund.
Sundaram Mutual Fund · Regular · Payout (IDCW)
Price per unit ₹13.53 on 16 Oct 2026
Past performance may or may not be sustained in future and is not a guarantee of future returns.
−2.3% a year
Over the 3 years to 16 Oct 2026.
Price per unit (NAV)
What a past investment would be worth today.
Started
Five thousand rupees
Based on actual past NAVs. Past performance may or may not be sustained in future and is not a guarantee of future returns. Leaves out stamp duty, early-withdrawal fees and tax. It is not a forecast.
₹5,000 a month for 36 months, from 16 Oct 2023, would be worth ₹1,58,954 on 16 Oct 2026.
Past performance may or may not be sustained in future and is not a guarantee of future returns. Listed by 3-year return, not a recommendation.
3- and 5-year returns are yearly averages.