• 1 Year Returns: -7.99%
• 3 Year Returns: 0.27%
• 5 Year Returns: 0.82%

• Private Banks | 13.93%
• G-Sec | 12.07%
• Others | 7.16%
• Investment Banking & Brokerage | 5.87%
• IT Services & Consulting | 5.27%

• ICICI Bank Limited | 7.41%
• Reliance Industries Ltd | 4.67%
• Eternal Limited | 3.97%
• Bharti Airtel Ltd | 3.68%
• HDFC Bank Limited | 3.43%

• Equity | 74.50%
• Government Securities | 12.07%
• Corporate Debt | 6.72%
• Cash & Equivalents | 4.09%
• REITs & InvIT | 2.63%

The alpha ratio for the Sundaram Dynamic Asset Allocation Fund(M-IDCW) is 1.31

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 8.98

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 -0.42

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 -0.04

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.