Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - GROWTH

Sundaram Mutual Fund · Balanced Advantage Fund/ Dynamic Asset Allocation

NAV as of 18 Sept 2026

₹41.8711

1y return: +0.10%; absolute
3y return: +8.40%; CAGR
5y return: —; CAGR

NAV history

Low ₹38.6593High ₹42.8079

Scheme details

Fund house: Sundaram Mutual Fund
Category: Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation
Plan: Direct Plan
Option: GROWTH
AMFI scheme code: 149717
ISIN (growth / payout): INF173K01FI7
ISIN (reinvestment): —
52-week high: ₹42.8079
52-week low: ₹38.6593

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 8.4% p.a.: ₹9,41,975

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Direct · Monthly IDCW (Income Distribution CUM Capital Withdrawal)	Direct · Monthly IDCW (Income Distribution CUM Capital Withdrawal)	₹17.5417	−7.99%	+0.27%	—
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Regular · GROWTH	Regular · GROWTH	₹35.0965	−1.33%	+6.85%	—
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Regular · Monthly IDCW (Income Distribution CUM Capital Withdrawal)	Regular · Monthly IDCW (Income Distribution CUM Capital Withdrawal)	₹14.0907	−9.42%	−1.22%	—

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.