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

hybrid

RETURNS (5 YEARS) 11.20%
RETURNS (5 YEARS) 11.20%
NAV ₹19.13
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.29%
3M
2.66%
6M
2.99%
1Y
4.35%
3Y
11.50%
5Y
11.20%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1753.56 Cr

    AUM Fund Size

  • 0.59%

    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

  • 6.06%
  • 5.88%
  • 4.66%
  • 4.64%
  • 3.83%
  • 3.56%
  • 2.62%
  • 2.54%
  • 2.24%
  • 1.79%

  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Clyton Fernandes

    Manager

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

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