Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
hybrid
RETURNS (5 YEARS)
11.87%
RETURNS (5 YEARS)
11.87%
NAV
₹42.78
Sub-Type
dynamic asset allocation
Rating
- Overview
- Holdings
- Manager
Returns
Timeframe
Fund(%)
1M
1.05%
3M
4.38%
6M
4.53%
1Y
7.31%
3Y
12.42%
5Y
11.87%
Fund Essentials
-
01 Jan 2013
Fund Started
-
₹1727.59 Cr
AUM Fund Size
-
0.59%
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
- 6.23%
- 6.0%
- 4.82%
- 4.81%
- 3.88%
- 3.7%
- 2.67%
- 2.65%
- 2.19%
- 1.82%
-
Dwijendra Srivastava
Manager
-
S. Bharath
Manager
-
Clyton Fernandes
Manager