
Sundaram Balanced Advantage Fund Direct Monthly Reinvestment of Income Distribution cum Cap Wdrl
hybrid
RETURNS (5 YEARS)
13.28%
RETURNS (5 YEARS)
13.28%
NAV
₹18.84
Sub-Type
dynamic asset allocation
Rating
- Overview
- Holdings
- Manager
Returns
Timeframe
Fund(%)
1M
4.22%
3M
1.97%
6M
0.11%
1Y
10.31%
3Y
13.23%
5Y
13.28%
Fund Essentials
-
01 Jan 2013
Fund Started
-
₹1490.89 Cr
AUM Fund Size
-
0.72%
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
- 6.08%
- 5.89%
- 5.43%
- 5.41%
- 4.09%
- 3.48%
- 2.54%
- 2.28%
- 2.11%
- 2.09%
-
Dwijendra Srivastava
Manager
-
S. Bharath
Manager
-
Clyton Fernandes
Manager