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Sundaram Balanced Advantage Fund - Regular Plan - IDCW-Reinvestment

 NAV (Rs.) 15.80  
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21 Sep, 2016

HOW HOT IS THIS FUND?
Initial Price
10.00
Min investment
Rs. 5,000.00
Entry load
0.00
Exit load
1.00%

NAV returns

1 month
0.89%
6 months
6.18%
1 year
4.91%

Last 15 days data © Rediff.com


Details for Sundaram Balanced Advantage Fund - Regular Plan - http://www.sundarammutual.com

Essential

Fund category
Equity - Hybrid
Scheme plan
IDCW-Reinvestment
Scheme type
Open Ended
Launch date
November 26, 2010
Fund manager
Ms. Bekxy Kuriakose

Fund Info

AMC
Sundaram Asset Management Company Ltd.
Objective
The primary objective of the scheme is to seek 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. The Scheme will decide on allocation of funds into equity assets based on equity market 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.
Asset
(Rs. Cr)
30 (January 31, 2017)

Other Detail

Regd.
office
Sundaram Towers, 2nd Floor, 46 Whites Road, Royapettah,
Tel
28583362, 28583367
Fax
28583156
Email
dhirent@sundarammutual.com
Website
http://www.sundarammutual.com
Board of
trustees

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