- Mutual Funds
- Sundaram Mutual Fund
- Sundaram Balanced Advantage fund (PIDCW-M)
Formerly Principal Balanced Advtg Mn IDCW-P
Sundaram Balanced Advantage fund (PIDCW-M)
₹ 15.3953
NAV (Apr 16)
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.
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 15.3953
NAV (Apr 16)
Fund Returns
Last 1Y | 19.4% |
Last 3Y | 10.2% |
Last 5Y | 8.1% |
Last 10Y | 8.8% |
Since Inception | 8.7% |
6 Month CAGR | 9.7% |
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 | 2.09 |
Launched (14y ago) | Dec 16, 2010 |
AUM in Crores | 1519.640 |
ISIN | INF173K01551 |
Lock-in | No Lock-in |
Benchmark | Nifty Composite Debt Index TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 6.4 |
Standard Deviation (5yr) | 7.5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0.763 |
Sharpe Ratio (5yr) | 0.42 |
YTM | 7.39086 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Sundaram Balanced Advantage fund (PIDCW-M) | 8,91,777 | 1,59,165 | 8.1% | |
| 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
cash offset for derivatives
13.5%icici bank ltd
6.5%hdfc bank ltd
6.2%reliance industries ltd
5.8%infosys ltd
4.9%Allocation by Sector
financial services
24.7%consumer cyclical
8.9%technology
8.7%energy
6%healthcare
5.7%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr | ||
₹ 741 cr |
About the AMC
Sundaram Asset Management Company Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
12.6% | 8.7% | ||
22.7% | 20.6% | ||
5.1% | 4.8% | ||
21.6% | 12.9% | ||
19.9% | % |
Sundaram Balanced Advantage fund (PIDCW-M) Review
Sundaram Balanced Advantage fund (PIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.7% over a period of 13 years. The fund was previously known as Principal Balanced Advtg Mn IDCW-P. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Ravi Gopalakrishnan, S. Bharath.
Nav of Sundaram Balanced Advantage fund (PIDCW-M) as of 4/16/2024 is ₹15.40 with the total AUM as of 4/18/2024 is ₹1519.64. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Balanced Advantage fund (PIDCW-M) was launched on Dec 16, 2010. The category risk of the fund is High Risk.
The minimum SIP amount for Sundaram Balanced Advantage fund (PIDCW-M) 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.
Frequently Asked Questions
What is Sundaram Balanced Advantage fund (PIDCW-M)?
How to invest in Sundaram Balanced Advantage fund (PIDCW-M)?
You can invest in Sundaram Balanced Advantage fund (PIDCW-M) 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 (PIDCW-M)?
The minimum sip amount for Sundaram Balanced Advantage fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Sundaram Balanced Advantage fund (PIDCW-M) good to invest in?
As per Scripbox experts, Sundaram Balanced Advantage fund (PIDCW-M) is a Not Recommended fund. You can investSundaram Balanced Advantage fund (PIDCW-M) 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 (PIDCW-M)?
The expense ratio of the Sundaram Balanced Advantage fund (PIDCW-M) is 2.09% for regular plan.