Download APP

Sundaram Balanced Advtg Dir Mn IDCW-P

hybrid

RETURNS (5 YEARS) 10.61%
RETURNS (5 YEARS) 10.61%
NAV ₹18.59
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
1.98%
3M
-0.65%
6M
2.48%
1Y
10.80%
3Y
12.84%
5Y
10.61%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1705.37 Cr

    AUM Fund Size

  • 0.60%

    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

  • 5.97%
  • 5.78%
  • 4.41%
  • 4.18%
  • 3.9%
  • 3.46%
  • 2.83%
  • 2.21%
  • 1.96%
  • 1.86%

  • 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

Similar Funds

Axis Balanced Advantage Dir IDCW-P

NAV ₹15.2
Expense ratio 0.73%
15.83% RETURNS (5 YEARS)

Axis Balanced Advantage Dir IDCW-R

NAV ₹15.2
Expense ratio 0.73%
15.83% RETURNS (5 YEARS)

HDFC Balanced Adv Dir Growth

NAV ₹578.21
Expense ratio 0.76%
17.79% RETURNS (5 YEARS)
View More