Hybrid | Dynamic Asset Allocation
3Y Returns
NA
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.59%
Fund Size
₹1568 Cr
Inception Date
01-Jan-13
Fund Manager
S. Bharath
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
73.68%
Debt & Others
26.32%
Market Cap Allocation
Large Cap
60.97%
Mid Cap
10.64%
Small Cap
2.07%
Other Cap
26.32%
Investment Objective
The Primary Objective Of The Scheme Is To Seek To Generate Long Term Capital Appreciation With Relatively Lower Volatility Through Systematic Allocation Of Funds Into Equity; And In Debt /Money Market Instruments For Defensive Purposes. The Scheme Will Decide On Allocation Of Funds Into Equity Assets Based On Equity Market Price Earnings Ratio (Pe Ratio) Levels. When The Markets Become Expensive In Terms Of �Price To Earnings� Ratio; The Scheme Will Reduce Its Allocation To Equitiesand Move Assets Into Cash Future Arbitrage/ Equity Derivatives, Debt And/Or Money Market Instruments And Vice Versa.
Fund House Detail
AMC Name
Sundaram Asset Management Company Limited
Scheme Document
https://www.sundarammutual.com/DownloadsAddress
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014.
Sundaram Balanced Advantage Fund - Direct Plan Growth
1Y
22.87%
3Y
NA
5Y
NA
Hdfc Balanced Advantage Fund - Direct Plan - Growth Option
1Y
32.37%
3Y
21.66%
5Y
20.83%
Hdfc Asset Allocator Fof Direct Growth
1Y
25.63%
3Y
15.86%
5Y
NA
Hdfc Dynamic Pe Ratio Fund Of Funds - Direct Plan - Growth (Erstwhile Morgan Stanley Multi Asset Fund)
1Y
21.45%
3Y
14.99%
5Y
16.63%
Bank Of India Balanced Advantage Fund - Direct Plan Growth
1Y
22.93%
3Y
14.91%
5Y
12.35%
Aditya Birla Sun Life Asset Allocator Fof Scheme Direct Plan Growth Option
1Y
30.15%
3Y
14.63%
5Y
17.41%
Franklin India Dynamic Asset Allocation Fund Of Funds - Direct Growth
1Y
20.99%
3Y
14.29%
5Y
14.15%
Sbi Balanced Advantage Fund - Direct Plan - Growth
1Y
23.32%
3Y
13.96%
5Y
NA
Baroda Bnp Paribas Balanced Advantage Fund - Direct Growth
1Y
26.56%
3Y
13.86%
5Y
17.33%
Invesco India Balanced Advantage Fund - Direct Plan Growth
1Y
26.71%
3Y
13.35%
5Y
13.19%
Axis Balanced Advantage Fund Direct Plan Growth
1Y
30.15%
3Y
13.26%
5Y
13.81%
Nippon India Balanced Advantage Fund Direct Plan Growth Plan - Growth Option Growth
1Y
24.13%
3Y
12.82%
5Y
14.25%
Icici Prudential Balanced Advantage Fund - Direct Plan - Growth
1Y
21.01%
3Y
12.76%
5Y
13.81%
Tata Balanced Advantage Fund Direct Plan Growth
1Y
21.27%
3Y
12.66%
5Y
15.01%
Edelweiss Balanced Advantage Fund - Direct Plan Growth Option
1Y
25.04%
3Y
12.4%
5Y
16.53%
Motilal Oswal Balance Advantage Fund - Direct Growth
1Y
19.11%
3Y
12.38%
5Y
11.99%
Nj Balanced Advantage Fund Direct Plan - Growth
1Y
23.95%
3Y
12.31%
5Y
NA
Aditya Birla Sun Life Balanced Advantage Fund - Growth Direct
1Y
23.5%
3Y
12.14%
5Y
14.09%
Kotak Balanced Advantage Fund -Direct Plan - Growth
1Y
22.15%
3Y
12.11%
5Y
13.53%
Dsp Dynamic Asset Allocation Fund - Dir - Growth
1Y
23.28%
3Y
11.06%
5Y
11.94%
Pgim India Balanced Advantage Fund - Direct Plan - Growth
1Y
21.12%
3Y
10.94%
5Y
NA
Shriram Balanced Advantage Fund Direct - Growth
1Y
21.23%
3Y
10.89%
5Y
12.36%
Iti Balanced Advantage Fund- Direct Plan- Growth
1Y
24.86%
3Y
10.72%
5Y
NA
Union Balanced Advantage Fund Direct Plan - Growth
1Y
19.79%
3Y
10.19%
5Y
12.98%
Bandhan Balanced Advantage Fund Direct Plan - Growth
1Y
21.09%
3Y
10.16%
5Y
12.6%
Hsbc Balanced Advantage Fund Direct Plan - Growth
1Y
NA
3Y
0.76%
5Y
5.7%
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth
1Y
27.68%
3Y
NA
5Y
NA
Samco Dynamic Asset Allocation Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
Lic Mf Balanced Advantage Fund Direct Plan-Growth
1Y
20.08%
3Y
NA
5Y
NA
Whiteoak Capital Balanced Advantage Fund - Direct Plan Growth
1Y
25.65%
3Y
NA
5Y
NA
BSE Member code: 58371
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