- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A)
Formerly Sundaram Balanced Advantage Reg DS
Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A)
₹ 13.615
NAV (Dec 31)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.615
NAV (Dec 31)
Fund Returns
Last 1Y | 14.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.9% |
6 Month CAGR | -1.2% |
Scheme Information
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.
Expense Ratio | 2.23 |
Launched (4y ago) | Mar 06, 2020 |
AUM in Crores | 1247.870 |
ISIN | |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Comp Debt 50:50 TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 4.15602 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) | 10,47,861 | 3,15,249 | 14.4% | |
| 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
Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.6% | 20.4% | ||
5.1% | 4.8% | ||
21.3% | 12.8% | ||
19.7% | % |
Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) Review
Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 22.9% over a period of 4 years. The fund was previously known as Sundaram Balanced Advantage Reg DS. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.
Nav of Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) as of 12/31/2021 is ₹13.62 with the total AUM as of 4/19/2024 is ₹1247.87. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) was launched on Mar 06, 2020. The category risk of the fund is Moderately High risk.
The minimum SIP amount for Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A)?
How to invest in Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A)?
You can invest in Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A)?
The minimum sip amount for Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.
Is Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) good to invest in?
As per Scripbox experts, Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) is a Not Reviewed Yet fund. You can investSundaram Balanced Advantage Fund Transfer plan (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A)?
The expense ratio of the Sundaram Balanced Advantage Fund Transfer plan (PIDCW-A) is 2.23% for regular plan.