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 ₹31.22.
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 2.09%
The process for redemption is
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