Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option
Fund House: Sundaram Mutual Fund| Category: Hybrid: Dynamic Asset Allocation |
| Launch Date: 02-01-2013 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index |
| TER: 2.08% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,533.07 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: 246% | Exit Load: For units in excess of 25% of the investment,1% will be charged for redemption within 365 days |
15.9086
0.06 (0.3552%)
8.86%
Benchmark: 11.66%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 6.44 |
| Sharpe Ratio | 0.78 |
| Alpha | 0.86 |
| Beta | 0.54 |
| Yield to Maturity | 7.07 |
| Average Maturity | 6.68 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.3%
Others
38.18%
Large Cap
55.92%
Mid Cap
12.26%
