Compare Sundaram Balanced Advantage Fund vs HDFC Dynamic PE Ratio Fund of Funds
Fund Details
Risk | High | High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.08 | 1 |
NAV | ₹33.67 | ₹38.76 |
Fund Started | 26 Nov 2010 | 17 Jan 2012 |
Fund Size | ₹1533.07 Cr | ₹48.49 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days | Exit load of 1% if redeemed within 1 year. |
Returns
1 Year | 17.96% | 17.03% |
3 Year | 9.58% | 13.22% |
5 Year | 13.45% | 15.55% |
Holding Analysis
Equity | 56.35% | 0.00% |
Cash | 21.54% | 100.00% |
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 capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund. |
Launch Date | 26 Nov 2010 | 17 Jan 2012 |
