Sundaram Balanced Advantage Fund - Direct (G)

Sundaram Balanced Advantage Fund - Direct (G)

Moderately HighEquityHybrid
Not Rated
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Scheme Details

0.43%

Expense Ratio

₹1,107 cr

Fund Size

₹100

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
19.65%
N/A%
N/A%
26.58%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram Balanced Advantage Fund - Direct (G)
19.65%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
Derivatives
9%
H D F C
6.88%
ICICI Bank
5.63%
Reliance Industr
5.06%
St Bk of India
4.06%

Fund Manager

D
Dwijendra Srivastava
S
S Krishnakumar
S
S Bharath
R
Rahul Baijal