Sundaram Balanced Advantage Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 22.02 | 11.47 | 10.29 | 8.06 |
Average Rolling Returns(%) | 9.33 | 9.57 | 8.83 | 8.92 |
The Current NAV of Sundaram Balanced Advantage Fund - Growth is ₹34.24.
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 2.05%
The process for redemption is
The AUM of Sundaram Balanced Advantage Fund - Growth is currently ₹1,544 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 18% 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 Oil & Gas accounting for 60% 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 Dwijendra Srivastava manage the Sundaram Balanced Advantage Fund - Growth Fund.
Sundaram Balanced Advantage Fund - Growth current PE ratio is 36.90 and PB ratio is 5.82
The asset allocation of Sundaram Balanced Advantage Fund - Growth is Stocks : 71.39%, Debt : 23.24% and Gold : 5.36%
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