FAQ : Sundaram Balanced Advantage Fund - Growth

Sundaram Balanced Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 21.66 10.82 8.64 7.36
Average Rolling Returns(%) 8.98 9.53 8.82 8.99

The Current NAV of Sundaram Balanced Advantage Fund - Growth is ₹31.61.

You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.

Sundaram Balanced Advantage Fund - Growth fund’s expense ratio is 2.10%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Sundaram Balanced Advantage Fund - Growth is currently ₹1,526 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 17% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 34% of fund’s portfolio respectively.

Top three sectors of Sundaram Balanced Advantage Fund - Growth fund are BFSI, Others and IT accounting for 56% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Dynamic Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Sundaram Balanced Advantage Fund - Growth Fund is Hybrid - Dynamic Asset Allocation.

S. Bharath and Ravi Gopalakrishnan manage the Sundaram Balanced Advantage Fund - Growth Fund.

Sundaram Balanced Advantage Fund - Growth current PE ratio is 33.89 and PB ratio is 5.42

The asset allocation of Sundaram Balanced Advantage Fund - Growth is Stocks : 71.62%, Debt : 25.32% and Gold : 3.06%

The minimum SIP amount for Sundaram Balanced Advantage Fund - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Sundaram Balanced Advantage Fund - Growth is Nil upto 25% of units and 1% for remaining units on or before 1 year, Nil after 1 year

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