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

hybrid

RETURNS (5 YEARS) 9.36%
RETURNS (5 YEARS) 9.36%
NAV ₹17.59
Sub-Type dynamic asset allocation
Rating
Invest
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-6.35%
3M
-6.00%
6M
-4.89%
1Y
4.77%
3Y
10.64%
5Y
9.36%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1694.61 Cr

    AUM Fund Size

  • 0.60%

    Expense Ratio

  • ₹100.0

    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

  • 7.01%
  • 5.82%
  • 4.33%
  • 4.23%
  • 3.54%
  • 3.44%
  • 3.1%
  • 2.42%
  • 2.2%
  • 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
Moderately High

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