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  • Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

Formerly Sundaram Balanced Advantage Reg DS

Sundaram Mutual Fund

Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

HybridDynamic Asset Allocation Or Balanced Advantage

13.6418

NAV (Oct 25)

25.9%
Till Date CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

1,164 Cr. Medium within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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Historical NAV

13.6418

NAV (Oct 25)

Fund Returns

Last 1Y
24.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
25.9%
6 Month CAGR
12.4%
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Scheme Information

Investment Objective

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

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Moderately High risk

Expense Ratio
2.4
Launched (1y ago)
Mar 06, 2020
AUM in Crores
1163.148
ISIN
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
0
Lumpsum Min.
5000
Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

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Rahul Baijal

Fund Manager

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S. Bharath

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 3,398 cr

5

₹ 96 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 35,925 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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    22.5%

    12.4%

    top-ranked-badge

    5.4%

    7.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    4.7%

    5.5%

    top-ranked-badge

    9.4%

    7.2%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
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    About Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

    About Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A)

    Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 25.9% over a period of 1 years. The fund was previously known as Sundaram Balanced Advantage Reg DS . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rahul Baijal, S. Bharath

    Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) Investment Objective

    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.

    Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) NAV,AUM,Risk

    The Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) fund was launched on Mar 06, 2020. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-10-25 is ₹13.64. The total AUM (Asset Under Management) of the fund as of 26/10/2021 is ₹1163.148. The category risk of the Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) fund is Moderately High risk. The fund charges 2.4 % as expense ratio.

    Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 45.8% in this asset class. The top three holdings of the fund are , cash offset for derivatives , margin money for derivatives , icici bank ltd , reliance industries ltd , nifty oct 2021 , state bank of india , housing development finance corp ltd , embassy office parks reit , infosys ltd , future on icici bank ltd , tech mahindra ltd , hdfc bank ltd , tata consultancy services ltd , axis bank ltd , bharti airtel ltd , united spirits ltd , future on united spirits ltd , housing development finance corporation limited , hindustan petroleum corporation limited , treps , future on reliance industries ltd , future on state bank of india , sona blw precision forgings ltd , future on bharti airtel ltd , grindwell norton ltd , future on tech mahindra ltd , power grid infrastructure investment trust(invit) , future on marico ltd , lic housing finance limited , marico ltd , national bank for agriculture and rural development , future on housing development finance corp ltd , hindustan unilever ltd , larsen & toubro ltd , chemplast sanmar ltd , schaeffler india ltd , future on pidilite industries ltd , pidilite industries ltd , ultratech cement ltd , navin fluorine international ltd , future on tata consultancy services ltd , housing development finance corporation limited , 5.22% goi 2025 , 7.32% govt stock 2024 , rural electrification corporation limited , lic housing finance limited , national bank for agriculture and rural development , housing development finance corporation limited , rural electrification corporation limited , sbi life insurance company limited , bajaj finserv ltd , hdfc life insurance company limited , future on hdfc life insurance company limited , hcl technologies ltd , future on dr reddy's laboratories ltd , dr reddy's laboratories ltd , page industries ltd , kotak mahindra bank ltd , varun beverages ltd , hindalco industries ltd , bharat petroleum corp ltd , sun pharmaceuticals industries ltd , max financial services ltd , quess corp ltd , tube investments of india ltd ordinary shares , kalyan jewellers india ltd , itc ltd , pi industries ltd , crompton greaves consumer electricals ltd , zomato ltd , voltas ltd , container corporation of india ltd , healthcare global enterprises ltd , future on tata steel ltd , tata steel ltd , mahindra & mahindra ltd , tata consumer products ltd , future on axis bank ltd , future on adani power ltd , gland pharma ltd , future on titan co ltd , titan co ltd , divi's laboratories ltd , future on bajaj auto ltd , bajaj auto ltd , l&t technology services ltd , ramco cements ltd , shriram transport finance co ltd , bank of baroda , adani ports & special economic zone ltd , lic housing finance limited , power finance corporation limited , rural electrification corporation limited , indian railway finance corporation limited , tata motors ltd , grasim industries ltd , coromandel international ltd , future on tata motors ltd , future on grasim industries ltd , action construction equipment ltd , future on punjab national bank , punjab national bank , jindal steel & power ltd , cash and other net current assets^ , future on tata chemicals ltd , icici lombard general insurance co ltd , cipla ltd , rane holdings ltd , future on divi's laboratories ltd , tata chemicals ltd , future on vedanta ltd , housing development finance corporation ltd , vedanta ltd

    Sundaram Balanced Advantage Fund Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

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