Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
hybrid
RETURNS (5 YEARS)
12.26%
RETURNS (5 YEARS)
12.26%
NAV
₹42.53
Sub-Type
dynamic asset allocation
Rating
- Overview
- Holdings
- Manager
Returns
Timeframe
Fund(%)
1M
3.62%
3M
3.19%
6M
6.64%
1Y
6.75%
3Y
12.84%
5Y
12.26%
Fund Essentials
-
01 Jan 2013
Fund Started
-
₹1678.45 Cr
AUM Fund Size
-
0.60%
Expense Ratio
-
₹1000
Min SIP Amount
-
Moderately High
Fund Risk
-
1.0% if redeemed within 0-1 years
0% if redeemed after 1 years
Exit Load
Top 10 Holdings
- 6.19%
- 5.74%
- 5.21%
- 4.5%
- 4.37%
- 3.61%
- 2.7%
- 2.14%
- 2.05%
- 1.87%
-
Dwijendra Srivastava
Manager
-
S. Bharath
Manager
-
Clyton Fernandes
Manager