Sundaram Balanced Advantage Fund-Growth
Hybrid
Dynamic Asset Allocation
₹-0.4% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹100
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1664 Cr
- Created on4 Dec 2010
Fund Ranking
#25
/ 30 in Dynamic Asset Allocation
Risk Level
High
High
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Returns
Trailing Return
Rolling Return
- 6 Month-1.0%
- 1 Year-1.9%
- 3 Year (CAGR)7.4%
- All Time (CAGR)9.3%
Category Return
- 6 Month1.5%
- 1 Year-
- 3 Year (CAGR)8.9%
- All Time (CAGR)-
Asset Allocation
- Equity60.5%
- Debt20.7%
- Real Estate2.6%
- Other16.2%
Top 5 Holdings
Top 5 Sectors
- Amara Raja Energy & Mobility0.87%
- Bajaj Finance2.01%
- Bharat Electronics1.41%
- Cholamandalam Investment and Finance Company0.53%
- Cholamandalam Investment and Finance Company1.46%
Fund Information
- Expense Ratio2.55%
- Exit LoadNo Exit Load
- Lock-In PeriodNo Lock-In
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.27 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 9.22 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00