Sundaram Balanced Advantage Fund Regular Plan - Growth

Sundaram Balanced Advantage Fund Regular Plan - Growth

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 01-03-2020
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.22% As on (31-10-2021)
Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,225.45 Cr As on (31-10-2021)
Turn over: 391.00
NAV as on 08-12-2021

14.6667

0.11 (0.7657%)

CAGR Since Inception

24.45%

NIFTY 50 TRI 14.17%

PERFORMANCE of Sundaram Balanced Advantage Fund Regular Plan - Growth

Scheme Performance (%) Data as on - 08-12-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Sundaram Balanced Advantage Fund Regular Plan - Growth 17.41 - - - 24.45
NIFTY 50 TRI 30.12 18.51 17.66 14.4 14.17
Hybrid: Dynamic Asset Allocation 16.09 11.88 10.18 12.32 9.98

Yearly Performance (%)

Nav Movement

Fund Managers

Dwijendra Srivastava,S Bharath,S Krishnakumar,Rahul Baijal

Investment Objective

The Scheme seeks to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically.

RETURNS CALCULATOR for Sundaram Balanced Advantage Fund Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Sundaram Balanced Advantage Fund Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Sundaram Balanced Advantage Fund Regular Plan - Growth 4.11 0.82
Hybrid: Dynamic Asset Allocation - - - - - -

PEER COMPARISION of Sundaram Balanced Advantage Fund Regular Plan - Growth

Period
Data as on - 08-12-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Sundaram Balanced Advantage Fund Regular Plan - Growth 01-03-2020 17.41 0.0 0.0 0.0 0.0
HDFC Balanced Advantage Fund - Growth Plan 15-09-2000 31.19 18.8 15.22 14.26 13.52
ITI Balanced Advantage Fund - Regular Plan - Growth Option 03-12-2019 23.25 0.0 0.0 0.0 0.0
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 20-08-2009 21.66 21.35 16.74 14.38 12.33
Tata Balanced Advantage Fund-Regular Plan-Growth 05-01-2019 18.66 16.31 0.0 0.0 0.0
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option 05-11-2004 18.5 14.14 12.28 11.84 13.66
Baroda Dynamic Equity Fund-Regular Plan -Growth Option 05-11-2018 17.74 21.62 17.84 0.0 0.0
Axis Balanced Advantage Fund - Regular Plan - Growth 05-08-2017 17.73 13.03 10.81 0.0 0.0
UTI - Unit Linked Insurance Plan 01-10-1971 17.65 15.08 9.91 9.23 10.13
IDFC Balanced Advantage Fund Regular Plan Growth 05-10-2014 17.54 14.5 12.78 10.78 0.0

PORTFOLIO ANALYSIS of Sundaram Balanced Advantage Fund Regular Plan - Growth

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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Member Code: 32262
AMFI
ARN: 160300