• 1 Year Returns: -7.37%
• 3 Year Returns: 0.05%
• 5 Year Returns: 0.94%

• Private Banks | 15.84%
• G-Sec | 12.17%
• Others | 6.20%
• Investment Banking & Brokerage | 6.05%
• Construction & Engineering | 5.10%

• ICICI Bank Limited | 7.39%
• HDFC Bank Limited | 5.23%
• Reliance Industries Ltd | 4.84%
• Bharti Airtel Ltd | 4.05%
• Eternal Limited | 3.71%

• Equity | 76.43%
• Government Securities | 12.17%
• Corporate Debt | 6.77%
• REITs & InvIT | 2.63%
• Cash & Equivalents | 1.99%

The alpha ratio for the Sundaram Dynamic Asset Allocation Fund(M-IDCW) is 1.38

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Sundaram Dynamic Asset Allocation Fund(M-IDCW) is 8.80

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Sundaram Dynamic Asset Allocation Fund(M-IDCW) is -0.32

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Sundaram Dynamic Asset Allocation Fund(M-IDCW) is -0.03

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.