Sundaram Balanced Advantage Fund Direct Monthly Payout of Income Distribution cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 10.27%
RETURNS (5 YEARS) 10.27%
NAV ₹18.78
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.88%
3M
2.18%
6M
11.37%
1Y
21.39%
3Y
12.02%
5Y
10.27%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1528.77 Cr

    AUM Fund Size

  • 0.57%

    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

  • 6.78%
  • 5.91%
  • 5.27%
  • 4.12%
  • 2.63%
  • 2.38%
  • 2.37%
  • 2.12%
  • 2.07%
  • 1.99%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Ravi Gopalakrishnan

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderate