Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

hybrid

RETURNS (5 YEARS) 6.25%
RETURNS (5 YEARS) 6.25%
NAV ₹26.90
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.98%
3M
-3.57%
6M
-3.31%
1Y
1.05%
3Y
6.98%
5Y
6.25%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1576.27 Cr

    AUM Fund Size

  • 0.48%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 0.25% if redeemed within 0-7 days

    0% if redeemed after 7 days

    Exit Load

Top 10 Holdings

  • 6.99%
  • 5.51%
  • 4.69%
  • 4.42%
  • 3.15%
  • 2.86%
  • 2.63%
  • 2.6%
  • 2.26%
  • 2.2%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Ravi Gopalakrishnan

    Manager

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