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. The Scheme will decide on allocation of funds into equity assets based on equity market Price Earnings Ratio (PE Ratio) levels. When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equitiesand move assets into cash future arbitrage/ equity derivatives debt and/or money market instruments and vice versa. .
Category
- Hybrid - Dynamic Asset Allocation
Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
Returns
Absolute
1M
1.17%
3M
4.56%
6M
10.95%
Annualised
1Y
8.50%
3Y
9.50%
5Y
6.11%
Historical NAV
NAV for scheme Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option
is
Growth of 10,000
An investment of 10000 for
in this scheme would have grown to Rs.
Risk of the fund
AUM
1532.99 Cr
Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout AUM is 33% lower than other schemes in the category
Load
Entry Load - NIL
Exit Load - Nil upto 25% of units and 1% for remaining units on or before 1Y Nil after 1Y
Lock In Period - NIL
Expense Ratio
2.07%
Turnover Ratio
266.00%
