- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Balanced Advantage Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Plan Growth
₹ 38.68
NAV (Apr 04)
Dynamic Asset Allocation Or Balanced Advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Sundaram Balanced Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,60,929
Wealth Gained10,93,541
Total Corpus Created (₹)
With CAGR of 16.021 % in 5 yearsHistorical NAV
₹ 38.6766
NAV (Apr 4)
Fund Returns
Last 1Y | 6.1% |
Last 3Y | 10.6% |
Last 5Y | 16% |
Last 10Y | 10.2% |
Since Inception | 11.7% |
6 Month CAGR | -4.1% |
Scheme Information
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.
Expense Ratio | 0.72 % |
Launched 12Y ago | 2013-01-02 |
AUM in Crores | 1434.8 |
ISIN | INF173K01FI7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 7.9 |
Beta | 0.6 |
Sharpe Ratio | 0.6 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Balanced Advantage Fund Direct (G) | 10,93,541 | 3,60,929 | 16% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
13.21%HDFC Bank Ltd.
6.91%Reliance Industries Ltd.
5.89%ICICI Bank Ltd.
4.71%Infosys Ltd.
3.69%
Allocation by Sector
Financial
17.99%Technology
6.94%Energy
6.9%Healthcare
3.88%Consumer Staples
3.53%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,236 cr | ||
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
About the AMC
Sundaram Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.4% | 18% | ||
7.3% | 7.6% | ||
12.8% | 12% | ||
14% | 20.1% | ||
17.7% | 14% |
Sundaram Balanced Advantage Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,60,929
Wealth Gained10,93,541
Total Corpus Created (₹)
With CAGR of 16.021 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Sundaram Balanced Advantage Fund Direct Plan Growth?
What is the current AUM of Sundaram Balanced Advantage Fund Direct Growth?
What is the latest NAV of Sundaram Balanced Advantage Fund Direct Growth?
What is the Riskometer rating for Sundaram Balanced Advantage Fund Direct Plan Growth?
Which are the top sector holdings in Sundaram Balanced Advantage Fund Direct Plan?
Which are the top stock holdings in Sundaram Balanced Advantage Fund Direct Plan?
What is the asset allocation of Sundaram Balanced Advantage Fund Direct Plan Growth?
What has been the performance of Sundaram Balanced Advantage Fund Direct Growth returns?
Does Sundaram Balanced Advantage Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Sundaram Balanced Advantage Fund Direct Plan Growth?
How to invest in Sundaram Balanced Advantage Fund Direct Growth?
How can I redeem my investment in Sundaram Balanced Advantage Fund Direct Plan?