Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan
hybrid
RETURNS (5 YEARS)
5.69%
RETURNS (5 YEARS)
5.69%
NAV
₹15.78
Sub-Type
Dynamic Hybrid
Rating
- Overview
- Holdings
- Manager
Returns
Timeframe
Fund(%)
1M
-5.10%
3M
-3.83%
6M
-4.94%
1Y
4.15%
3Y
6.30%
5Y
5.69%
Fund Essentials
-
01 Jan 2013
Fund Started
-
₹1610.92 Cr
AUM Fund Size
-
0.47%
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
- 6.75%
- 5.52%
- 4.43%
- 3.48%
- 3.08%
- 2.74%
- 2.73%
- 2.35%
- 2.08%
- 1.93%
-
Dwijendra Srivastava
Manager
-
S. Bharath
Manager
-
Rahul Baijal
Manager
