
Sundaram Balanced Advantage Fund Direct Monthly Payout of Income Distribution cum Cap Wdrl
hybrid
RETURNS (5 YEARS)
13.30%
RETURNS (5 YEARS)
13.30%
NAV
₹19.14
Sub-Type
dynamic asset allocation
Rating
- Overview
- Holdings
- Manager
Returns
Timeframe
Fund(%)
1M
1.45%
3M
8.96%
6M
2.09%
1Y
11.42%
3Y
13.97%
5Y
13.30%
Fund Essentials
-
01 Jan 2013
Fund Started
-
₹1536.89 Cr
AUM Fund Size
-
0.62%
Expense Ratio
-
₹1000
Min SIP Amount
-
Moderate
Fund Risk
-
1.0% if redeemed within 0-1 years
0% if redeemed after 1 years
Exit Load
Top 10 Holdings
- 5.89%
- 5.8%
- 5.57%
- 4.83%
- 4.21%
- 3.55%
- 2.26%
- 2.21%
- 2.09%
- 2.06%
-
Dwijendra Srivastava
Manager
-
S. Bharath
Manager
-
Clyton Fernandes
Manager