Sundaram Balanced Advantage-IDCWM

Fund Category: Dynamic Asset Allocation or Balanced Advantage

Fund Category Dynamic Asset Allocation or Balanced Advantage

Moderately High Hybrid IDCW Monthly

2 Morning Star

5 Value Research

NAV( 3 Feb 2023)

₹ 13.98

3.33%

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Sundaram Balanced Advantage-IDCWM

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Performance

7.81%3y Returns

0.62% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

2.1%
Exit load

0.0% For units in excess of 25% of the investment

L After 365 days
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0.0%

1% will be charged for redemption within 365 days

Fund details

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Fund size

₹ 1,593 Cr
Plan

REGULAR
Launch date

26 Nov 2010
Fund type

OPEN
Fund benchmark

NIFTY 50 Hybrid Composite debt 50:50 Index
ISIN

INF173K01551

Fund allocation

Asset allocation

Company holdings

Company	Allocation %

Sectors

Company	Allocation %
Others	1.46%
Automobile	5.46%
Construction	4.56%
Consumer Staples	2.90%
Financial	23.35%
Diversified	0.44%
Capital Goods	2.21%
Chemicals	2.47%
Textiles	0.36%
Services	1.81%
Sovereign	10.94%
Energy	7.53%
Technology	8.24%
Metals & Mining	2.59%
Healthcare	5.03%
Communication	1.42%

Risk Associated

Moderately High

Investors be aware that principal under this fund will be at Moderately High risk
Wealth will be Multiplied In Short time!

About AMC

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Sundaram Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.sundarammutual.com
Phone:

Funds Offered

53
AUM

₹ 45,025 Cr
Website

http://www.sundarammutual.com

About

Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.

Fund Manager

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Ravi Gopalakrishnan

Funds Offered

8
AUM

₹ 19,934 Cr
Highest Return

24.12%

About

Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now