Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

hybrid

RETURNS (5 YEARS) 10.99%
RETURNS (5 YEARS) 10.99%
NAV ₹42.13
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.73%
3M
-0.06%
6M
1.30%
1Y
7.92%
3Y
12.11%
5Y
10.99%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1736.50 Cr

    AUM Fund Size

  • 0.59%

    Expense Ratio

  • ₹100.0

    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

  • 6.07%
  • 5.62%
  • 4.62%
  • 4.6%
  • 3.85%
  • 3.73%
  • 2.69%
  • 2.52%
  • 2.24%
  • 1.94%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Clyton Fernandes

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹100.0
Risk-o-meter
Moderate