Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout

Hybrid Generate Income and create wealth
Dynamic Asset Allocation
Category Rank
Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout
Rating
Fund
Time to Invest
Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout
NAV
13.3589
(05/07/2022)
L 52Wk H
13.07
14.86
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Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout

Hybrid
Dynamic Asset Allocation
Generate Income and create wealth
Rank Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout
Fund
NAV
13.3589
(05/07/2022)
Time to Invest
Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout
Rating
L 52Wk H
13.07
14.86
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
-1.63%
3M
-5.70%
6M
-5.60%
Annualised
1Y
-0.35%
3Y
4.64%
5Y
3.88%
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

Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout

AUM

1610.92 Cr
Sundaram Balanced Advantage Fund - Regular Plan Monthly Idcw Payout AUM is 43% 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

2.52%

Turnover Ratio

409.00%