Sundaram Balanced Fund Add to compare
76.3305
-0.0517
(-0.07%)
1 day change as on 21 Apr 2017
Investment Objective: To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed-income securities.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 265.48
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Months to 12 Months; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
23-06-2000 Shiv Chanani 0.00
Benchmark Email / Website Bonus
CRISIL Balanced Fund - Aggressive Index sritharants@sundarammutual.com / www.sundarammutual.com
AMC Name
Sundaram Asset Management Co Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Sundaram Balanced Fund 344.35 2.47 7.92 4.55 22.65 12.03 11.15 12.73
PRINCIPAL Balanced Fund 112.42 3.45 9.82 6.67 25.92 17.17 16.24 11.29
HDFC Prudence Fund 19959.45 2.97 8.67 6.62 25.54 18.57 16.14 17.93
Birla Sun Life Balanced Advantage Fund 630.55 2.74 6.70 7.34 24.77 16.53 14.06 9.72
ICICI Prudential Balanced Fund 9146.74 0.65 5.88 6.22 23.40 19.35 18.22 14.93
DSP BlackRock Balanced Fund 3541.66 2.98 7.97 3.46 22.57 20.37 14.94 15.55
Top 10 Holdings
Company Name Sector Name Asset %
Sundaram Mutual Fund (Sundaram Money Fund - Dir - Growth) Mutual Funds 5.81
HDFC Bank Ltd. Financial Services 4.19
Reverse Repo Current Assets 4.08
8.46 Housing Development Finance Corporation Ltd. Jun 24 2026 Financial Services 3.01
State Bank of India Financial Services 2.98
 
Company Name Sector Name Asset %
9.14 Bank of Baroda Mar 22 2022 Financial Services 2.91
9.2 ICICI Bank Ltd. Mar 17 2022 Financial Services 2.91
9.21 Punjab National Bank Mar 29 2022 Financial Services 2.91
9.95 Bank of India Mar 15 2022 Financial Services 2.89
8.39 State Bank of India Oct 25 2021 Financial Services 2.88
AUM Movement
Asset Allocation