Widely used:Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
High
₹31.2631 0.15%
As on 19-Apr-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Balanced Advantage Fund
|
|
|
High
|
Please wait... |
2.09 |
|
 |
|
Very High
|
Please wait... |
1.37 |
||
 |
|
High
|
Please wait... |
1.47 |
||
|
|
Very High
|
Please wait... |
1.69 |
||
|
|
High
|
Please wait... |
1.68 |
₹1,526 Cr
1.00 (365)
100
100
100
6
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.
"When you invest for five years or more, you can expect gains that beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Dynamic Asset Allocation or Balanced Advantage funds invest your money in equity shares and bonds though their proportions are not fixed. The fund management team may increase of decrease the allocation to equity shares depending upon their market outlook.
These funds tend to fall less than pure equity funds when the stock markets decline because of their debt allocation. This makes them suitable for conservative equity investors.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other dynamic asset allocation fund, if you need to redeem your investment in less than five years."
Tax treatment depends upon last 12-month average equity allocation and may vary from fund to fund in the category.
Sundaram Balanced Advantage Fund invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Balanced Advantage Fund fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Balanced Advantage Fund is ₹31.2631 as of 19-Apr-2024.
The AUM of Sundaram Balanced Advantage Fund Fund is ₹1,526 Cr as of 31-Mar-2024
The riskometer level of Sundaram Balanced Advantage Fund is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.38 20/06/2027 |
2.65
|
|
Embassy Office |
2.44
|
|
GOI Sec 7.26 06/02/2033 |
2.32
|
|
GOI Sec 7.41 19/12/2036 |
2.02
|
|
GOI Sec 7.32 13/11/2030 |
1.99
|
As of 31-Mar-2024, Sundaram Balanced Advantage Fund had invested 58.89% in Equity, 21% in Debt, 17.04% in Cash & Cash Eq. and 3.06% in Real Estate See More
Sundaram Balanced Advantage Fund is 13 years 4 months old. It has delivered 10.05% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
19.56%
|
11.29%
|
11.48%
|
9.92%
|
10.42%
|
10.05%
|
No, There is no lock in period in Sundaram Balanced Advantage Fund.
The expense ratio of Sundaram Balanced Advantage Fund is 2.09.
