Compare Sundaram Balanced Advantage Fund vs HDFC Balanced Advantage Fund
Fund Details
Risk | High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.08 | 1.35 |
NAV | ₹33.71 | ₹492.47 |
Fund Started | 26 Nov 2010 | 20 Jul 2000 |
Fund Size | ₹1533.07 Cr | ₹94865.65 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. |
Returns
1 Year | 17.96% | 25.92% |
3 Year | 9.58% | 19.70% |
5 Year | 13.45% | 20.05% |
Holding Analysis
Equity | 56.35% | 51.72% |
Cash | 21.54% | 18.15% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dwijendra Srivastava | Anil Bamboli |
Start Date | 03 Nov 2015 | 16 Apr 2021 |
About Fund
Description | 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. | The Scheme seeks to provide long term capital appreciation / income from a dynamic mix of equity and debt investments. |
Launch Date | 26 Nov 2010 | 20 Jul 2000 |
