| Your Current Location : Fund Card : Fund Summary |
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| Sundaram Balanced Advantage Fund Reg (G) |
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| [Hybrid: Balanced Advantage] |
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| Fund Details |
| Fund Type |
Growth |
Launch Date |
26 Nov 2010 |
| Corpus(Cr.) |
1533.0 |
Scheme NAV |
34.295 |
| Equity(%) |
54.78 |
52 Week High |
35.669 |
| Debt(%) |
42.82 |
52 Week Low |
28.8536 |
| Others(%) |
2.4 |
Exit Load |
For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days |
| Minimum Investment |
- |
Availability |
Open |
| Entry Load |
- |
Expense Ratio(%) |
2.04 |
| Scheme Benchmark |
CRISIL Hybrid 50+50 Moderate Index |
Broader Benchmark |
NSE - Nifty 50 TRI |
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| Scheme Objective |
| The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of `Price to Earnings` Ratio`; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. |
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