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Business News/Market/Market Stats/    Sundaram Balanced Advantage Growth

Sundaram Balanced Advantage Growth

+
  • Hybrid
  • Dynamic Asset Allocation
  • Rating 2
  • Plan
32.10 +0.02 (0.07%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1528.77
  • CAGR 20.32%
  • Exit Load1.00%
  • Expense ratio2.09%
  • CategoryHybrid
  • Min Investment100
  • Min SIP100
  • Launch Date2010-12-16

Morning Star Rating 2

Low
Risk
Good
Return

Asset Allocation

Holdings As On - 27 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Cash Offset For Derivatives
  • 226.31
  • 14.80%
  • 7.38% Govt Stock 2027
  • 40.21
  • 2.63%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.84
  • Std Deviation 6.40%
  • Tracking Error 0.00%

About Fund

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.

 

The Sundaram Balanced Advantage Growth has an AUM of 1528.77 crores & has delivered CAGR of 9.09% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Sundaram Balanced Advantage Growth is Rs 100 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Low & Good respectively.

 

The top holdings of the fund include Cash Offset For Derivatives, HDFC Bank, Reliance Industries & ICICI Bank.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Biotechnology & Drugs.

 

Some of the similar funds are Union Balanced Advantage Fund Regular Growth, HSBC Balanced Advantage Fund Growth, Sundaram Balanced Advantage Growth, Motilal Oswal Balance Advantage Fund Regular Plan Growth Option, Mirae Asset Balanced Advantage Fund Regular Growth. Sundaram Balanced Advantage Growth has a sharpe ratio of 0.84 & a standard deviation of 6.40%.

FAQs about Sundaram Balanced Advantage Growth

According to the morning star rating Sundaram Balanced Advantage Growth has a Low risk & Good return.
Sundaram Balanced Advantage Growth is managed by Dwijendra Srivastava,Ravi Gopalakrishnan,S. Bharath.
The expense ratio of Sundaram Balanced Advantage Growth is 2.09%.
The 5 year annualized return on Sundaram Balanced Advantage Growth is 9.09% & it has generated 20.32% in the last 1 year.
The minimum investment in Sundaram Balanced Advantage Growth is 100 Rs.
Sundaram Balanced Advantage Growth has an AUM of 1528.77 crores.
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