Sundaram Balanced Advtg Dir Gr

hybrid

RETURNS (5 YEARS) 11.85%
RETURNS (5 YEARS) 11.85%
NAV ₹37.80
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.75%
3M
-7.11%
6M
-7.03%
1Y
5.65%
3Y
11.26%
5Y
11.85%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1434.84 Cr

    AUM Fund Size

  • 0.07%

    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

  • 6.11%
  • 6.05%
  • 5.95%
  • 5.84%
  • 4.15%
  • 3.84%
  • 3.23%
  • 2.15%
  • 2.15%
  • 2.13%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Clyton Fernandes

    Manager

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