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Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

hybrid

RETURNS (5 YEARS) 10.66%
RETURNS (5 YEARS) 10.66%
NAV ₹41.50
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-2.62%
3M
-2.08%
6M
-0.17%
1Y
6.96%
3Y
11.39%
5Y
10.66%

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
Invest
Invest
Risk-o-meter
Moderate

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