Sundaram Balanced Advantage Fund - Direct (IDCW-M)

Sundaram Balanced Advantage Fund - Direct (IDCW-M)

ModerateEquityHybrid

Scheme Details

0.47%

Expense Ratio

₹1,529 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

19.73%

12.3%

10.31%

10.33%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

Sundaram Balanced Advantage Fund - Direct (IDCW-M)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Aditya Birla SL PSU Equity Fund - Direct (G)

SBI PSU Fund - Direct (G)

Holdings

Holdings

Sector Wise

H D F C

5.73%

ICICI Bank

4.3%

Infosys

4.18%

St Bk of India

3.78%

TBILL-182D

3.03%

Fund Manager

B

Bekxy Kuriakose

R

Ravi Gopalakrishnan