Formerly Sundaram Balanced Advantage Reg DR
However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.
Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.
915 Cr. Small within the category
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Poor. The historical performance of the fund has been poor
The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity,debt,REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.
Low to Moderate
Mar 06, 2020
Launched (1y ago)
AUM in Crores
CRISIL Hybrid 50+50 - Moderate TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Hybrid Funds
Multi Asset Allocation
About the AMC
Sundaram Asset Management Company Ltd
Sundaram Asset Management Company Ltd manages assets worth 32,747 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.
₹ 1,462 Cr
₹ 386 Cr
₹ 3,662 Cr
₹ 3,662 Cr
₹ 1,034 Cr
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Sundaram Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a dynamic asset allocation or balanced advantage hybrid fund and has delivered an annualised return of 27.2% over a period of 1 years .The fund was previously known as Sundaram Balanced Advantage Reg DR.The fund is managed by Sundaram Asset Management Company Ltd.The fund managers are Dwijendra Srivastava, Rahul Baijal, S. Bharath, S Krishnakumar
The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity,debt,REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company. However, there is no assurance that the objective of the scheme will be realized.
The Sundaram Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Mar 06, 2020. The NAV (Net Asset Value) of this dynamic asset allocation or balanced advantage hybrid as of 2021-05-11 is ₹ 13.2825. The total AUM (Asset Under Management) of the fund as of 2021-05-12 is ₹ 914.648. The category risk of the Sundaram Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Moderate Risk. The fund charges 2.37 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 44.7% in this asset class. The top three holdings of the fund are 7.32% govt stock 2024,national bank for agriculture and rural development and lic housing finance limited
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 50+50 - Moderate TR INR
Sundaram Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 1 out of 5 based on historical performance. As compared to the other funds in its category, Sundaram Balanced Advantage Fund Inc Dist cum Cap Wdrl (RIDCW-A) has a score of 2 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.