Sundaram Balanced Advantage Fund Direct Monthly Payout of Income Distribution cum Cap Wdrl

hybrid

RETURNS (5 YEARS) 10.99%
RETURNS (5 YEARS) 10.99%
NAV ₹18.32
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.86%
3M
-2.40%
6M
-3.48%
1Y
6.66%
3Y
11.10%
5Y
10.99%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1495.91 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

  • 5.9%
  • 5.82%
  • 5.21%
  • 4.76%
  • 4.33%
  • 3.82%
  • 2.84%
  • 2.08%
  • 2.08%
  • 2.07%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Clyton Fernandes

    Manager

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