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

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