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

hybrid

RETURNS (5 YEARS) 9.58%
RETURNS (5 YEARS) 9.58%
NAV ₹18.37
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-0.29%
3M
2.45%
6M
9.73%
1Y
20.62%
3Y
11.65%
5Y
9.58%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1519.64 Cr

    AUM Fund Size

  • 0.61%

    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

  • 6.49%
  • 6.17%
  • 5.8%
  • 4.88%
  • 2.66%
  • 2.48%
  • 2.33%
  • 2.27%
  • 2.06%
  • 2.02%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Ravi Gopalakrishnan

    Manager

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