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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 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)

HybridDynamic Asset Allocation Or Balanced Advantage

13.2825

NAV (May 11)

Scripbox Opinion

Neutral

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

915 Cr. Small within the category

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been 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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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

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Moderate Risk

2.37 %

Expense Ratio

Mar 06, 2020

Launched (1y ago)

₹ 915

AUM in Crores

ISIN

No Lock-in

Lock-in

CRISIL Hybrid 50+50 - Moderate TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
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Dwijendra Srivastava

Fund Manager

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Rahul Baijal

Fund Manager

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S. Bharath

Fund Manager

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S Krishnakumar

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 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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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
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comparison

Comparison with Hybrid Funds

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

Aggressive Hybrid

26 Years

Age

5

Track Record

ICICI Prudential Equity & Debt Fund (G)

ICICI Prudential Equity & Debt Fund (G)

Aggressive Hybrid

22 Years

Age

5

Track Record

Quant Absolute Fund (G)

Quant Absolute Fund (G)

Aggressive Hybrid

20 Years

Age

5

Track Record

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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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.

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  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,462 Cr

    Fund Size

    9%

    3Y returns

    Sundaram Low Duration fund (G)

    Sundaram Low Duration fund (G)

    Low Duration

    Top Ranked

    ₹ 386 Cr

    Fund Size

    3.1%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,662 Cr

    Fund Size

    5.4%

    3Y returns

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 3,662 Cr

    Fund Size

    5.4%

    3Y returns

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,034 Cr

    Fund Size

    9.4%

    3Y returns

    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
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 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.

    Relative Size

    Relative Size

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

    Category View

    Category View

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

    Consistency Of Performance

    Consistency Of 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.

    Relative Size

    Relative 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 Quality Of Fund’s Portfolio

    Credit Quality Of Fund’s Portfolio

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

    Equity Funds

    Debt Funds

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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 27.2% 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, S Krishnakumar

    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 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 Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) fund is Moderate Risk. The fund charges 2.37 % 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 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

    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 ₹ 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.

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

    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 Transfer of Income Distribution cum capital withdrawal plan (PIDCW-A) Review

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

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