Apr 25, 2025
To generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt / money market instruments for defensive purposes.
| Returns Type | 1 Month (%) | 6 Months (%) | 1 Year (%) | 3 Years (%) | 5 Years (%) | Since Inception (%) |
|---|---|---|---|---|
| Scheme - Sundaram Balanced Advantage Fund (IDCW-M) | 1.75 | -0.62 | 7.53 | 10.99 |
| Benchmark - Crisil Balanced Fund - Aggressive Index | 0 | 0 | 0 | 0 |
| Category Average - BEST HYBRID PERFORMERS | 1.42 | -0.52 | 6.05 | 11.37 |
| Category Rank | 4/3 | 5/3 | 6/3 | 3/3 |
| Fund Name | Nav () | Chg (%) | 1Y Return(%) | 3Y Return(%) | 5Y Return(%) | AUM ( in Crs) | Exp. Ratio (%) | Min.Invst() | Action |
|---|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Balance Advantage Fund (IDCW-A) | 13.0097 | 0.34 | -9.08 | 4.88 | 8.30 | 917.89 | 2.28 | 500.00 | invest |
| Motilal Oswal Balance Advantage Fund (IDCW-Q) | 11.5155 | 0.34 | -9.08 | 9.23 | 10.97 | 917.89 | 2.28 | 500.00 | invest |
| Motilal Oswal Balance Advantage Fund (G) | 18.1440 | 0.34 | -9.08 | 6.67 | 9.41 | 917.89 | 2.28 | 500.00 | invest |
| Unifi Dynamic Asset Allocation Fund - Regular (G) | 10.1377 | 0.08 | 0.00 | 0.00 | 0.00 | 527.81 | 0.00 | 5,000.00 | invest |
| Edelweiss Balanced Advantage Fund (IDCW-M) | 21.5100 | -1.83 | 4.78 | 11.42 | 16.15 | 12,239.77 | 1.68 | 100.00 | invest |
| Company Name | As on Date | Invested Amt (Cr) | % Portfolio Weight | Change (%) (Invested Amt.) |
4 Months Trends |
|---|---|---|---|---|---|
| Equity-Infosys | Mar 31, 2025 | 37.92 | 2.54 | -36.25 |
|
| Equity-Kotak Mah. Bank | Mar 31, 2025 | 51.94 | 3.48 | 12.22 |
|
| Equity-ICICI Bank | Mar 31, 2025 | 80.95 | 5.43 | -7.64 |
|
| Equity-HDFC Bank | Mar 31, 2025 | 80.60 | 5.41 | -3.75 |
|
| Equity-Bharti Airtel | Mar 31, 2025 | 60.90 | 4.09 | 10.39 |
|
| Corporate Debts-REC Ltd | Mar 31, 2025 | 35.39 | 2.37 | 0.90 |
|
| Equity-St Bk of India | Mar 31, 2025 | 33.94 | 2.28 | 12.01 |
|
| Equity-Reliance Industr | Mar 31, 2025 | 90.66 | 6.08 | 6.25 |
|
| Govt. Securities-GSEC2034 | Mar 31, 2025 | 87.77 | 5.89 | 1.10 |
|
| Reverse Repo-TREPS | Mar 31, 2025 | 52.21 | 3.50 | 84.09 |
|
Sundaram Mutual Fund has announced 19 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 11 March 2025 as the record date for the...
Sundaram Mutual Fund has announced 17 February 2025 as the record date for ...
Sundaram Mutual Fund has announced 17 January 2025 as the record date for t...
Sundaram Mutual Fund has announced change in Fund Managers of the following...
| AMC Name | : | Sundaram Mutual Fund |
| Fund Name | : | Sundaram Balanced Advantage Fund (IDCW-M) |
| Contact Persone | : | S Bharath |
| Registered Address | : | Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014 |
| Telephone No | : | 044-2858 3362/3367 |
| Fax No. | : | 044-2858 3156 |
| : | customerservices:sundarammutual.com | |
| Website | : | www.sundarammutual.com |
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