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

hybrid

RETURNS (5 YEARS) 12.23%
RETURNS (5 YEARS) 12.23%
NAV ₹19.28
Sub-Type dynamic asset allocation
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
0.43%
3M
7.08%
6M
5.21%
1Y
6.08%
3Y
14.52%
5Y
12.23%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1596.76 Cr

    AUM Fund Size

  • 0.62%

    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

  • 5.61%
  • 5.57%
  • 5.49%
  • 5.01%
  • 4.31%
  • 3.41%
  • 2.51%
  • 2.15%
  • 2.03%
  • 1.98%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Clyton Fernandes

    Manager

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