• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M)

Formerly Principal Balanced Advtg Mn IDCW-R

Sundaram Mutual Fund

Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M)

HybridDynamic Asset Allocation Or Balanced Advantage

14.5795

NAV (Jan 21)

7%
5 Year CAGR
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

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

1,620 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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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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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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    Expert Investing Only

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Historical NAV

14.5795

NAV (Jan 21)

Fund Returns

Last 1Y

9.6%

Last 3Y

6.6%

Last 5Y

7%

Last 10Y

10.8%

Since Inception

8.5%

6 Month CAGR

4.1%

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Scheme Information

Investment Objective

The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes.

Expense Ratio

2.49

Launched (12y ago)

Dec 16, 2010

AUM in Crores

1619.490

ISIN

INF173K01569

Lock-in

No Lock-in

Benchmark

Nifty 50 Hybrid Comp Debt 50:50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Bekxy Kuriakose

Fund Manager

user-avatar

Ravi Gopalakrishnan

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 3,412 cr

5

₹ 1,954 cr

5

₹ 136 cr

5

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About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,416 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,228 debt and 52 hybrid funds.

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

    5%

    7.5%

    5.3%

    6.9%

    4.5%

    5.4%

    4.5%

    5.4%

    21.6%

    16%

    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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    Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M) Review

    Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.5% over a period of 11 years. The fund was previously known as Principal Balanced Advtg Mn IDCW-R. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Bekxy Kuriakose, Ravi Gopalakrishnan.

    Nav of Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M) as of 21/01/2022 is ₹14.58 with the total AUM as of 22/01/2022 is ₹1619.49. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M) was launched on Dec 16, 2010. The category risk of the fund is Moderate Risk.

    The minimum SIP amount for Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-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 of Income Distribution cum Cap Wdrl fund (RIDCW-M)?

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    Is Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M) good to invest in?

    What is the expense ratio of the Sundaram Balanced Advantage of Income Distribution cum Cap Wdrl fund (RIDCW-M)?