Sundaram Balanced Advantage Fund-Direct (IDCW) RI

Sundaram Balanced Advantage Fund-Direct (IDCW) RI

Moderately HighEquityHybrid
Not Rated
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Scheme Details

0.38%

Expense Ratio

₹1,248 cr

Fund Size

₹100

Minimum Lumpsum

₹100

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
17.08%
N/A%
N/A%
25.59%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Sundaram Balanced Advantage Fund-Direct (IDCW) RI
17.08%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
Derivatives
9%
H D F C
6.79%
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