₹ 34.7806
NAV (Oct 21)
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 34.7806
NAV (Oct 21)
Last 1Y | 22.3% |
Last 3Y | 10.8% |
Last 5Y | 14.3% |
Last 10Y | 10% |
Since Inception | 10.5% |
6 Month CAGR | 11.7% |
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 | 2.07% |
Launched 13Y ago | 2010-12-16 |
AUM in Crores | 1591.2 |
ISIN | INF173K01585 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY 50 Hybrid Composite debt 50:50 Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 7 |
Beta | 0.6 |
Sharpe Ratio | 0.9 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Sundaram Balanced Advantage Fund (G) | 10,45,041 | 3,12,429 | 14.3% | |
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.
Others
13.21%HDFC Bank Ltd.
6.91%Reliance Industries Ltd.
5.89%ICICI Bank Ltd.
4.71%Infosys Ltd.
3.69%Financial
16.02%Energy
7.87%Technology
6.76%Automobile
5.8%Healthcare
4.42%Fund Name | Fund Size | |
---|---|---|
₹ 50,495 cr | ||
₹ 3,342 cr | ||
₹ 5,410 cr | ||
₹ 12,689 cr | ||
₹ 24,796 cr |
Sundaram Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
15.3% | 22.1% | ||
16.4% | 15.1% | ||
10.2% | 8.5% | ||
5.7% | 5% | ||
15.5% | 12% |
Sundaram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 10.55% over 13 years. The fund has grown over a period of 13 years. The fund is managed by Sundaram Mutual Fund. The fund managers are Bharath S., Dwijendra Srivastava, Ravi Gopalakrishnan.
Nav of Sundaram Balanced Advantage Fund (G) as of 10/21/2024 is ₹34.78 with the total AUM as of 10/22/2024 is ₹1591.2. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Balanced Advantage Fund (G) was launched on 2010-12-16. The category risk of the fund is Low.
The minimum SIP amount for Sundaram Balanced Advantage Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.
What is Sundaram Balanced Advantage Fund (G)?
How to invest in Sundaram Balanced Advantage Fund (G)?
You can invest in Sundaram Balanced Advantage Fund (G) 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 (G)?
The minimum sip amount for Sundaram Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Balanced Advantage Fund (G) good to invest in?
According to Scripbox opinion, it is a 1-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.
What is the expense ratio of the Sundaram Balanced Advantage Fund (G)?
The expense ratio of the Sundaram Balanced Advantage Fund (G) is 2.07% for regular plan.
What is the NAV of Sundaram Balanced Advantage Fund (G)?
Today's Sundaram Balanced Advantage Fund (G) NAV is ₹34.78.