Rating : N/A

Sundaram Balanced Advantage Fund Direct Dividend Reinvestment

Hybrid

  

Balanced Advantage

NAV

13.3607-0.1763

(as on 26 Feb, 2021)

RETURNS

NA

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio

0%

Asset Size

777.27 Cr.

(As of 31 Jan, 2021)

Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR

Riskometer

Investors understand that their principal will be at Moderate Risk.

Objective

The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.

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Fund manager

S Krishnakumar

Exit load

1 %

(If redeemed within 365 days)

Minimum sip

₹100

Minimum investment

₹100

Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.

Company

Assets

ICICI Bank Ltd Ordinary Shares

4.99%

HDFC Bank Ltd

3.81%

Reliance Industries Ltd Ordinary Shares

3.25%

Infosys Ltd

3.25%

Sector Allocation

About the Scheme Type

Balanced Advantage Funds are open ended dynamic asset allocation funds which dynamically invest in the debt and equity part of the corpus as per the market conditions. The waythis works is if the market is very high or overvalued, they’ll have lower equity exposure and if the market is undervalued or rightly-priced, they’ll increase their equity exposure. The fund aims to benefit from the market fluctuations and give attractivereturns to the investors.

Ratings

This fund is rated 0 stars by Morning Star Ratings.

N/A

Overview of Sundaram Asset Management Company Ltd

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