Sundaram Balanced Fund Add to compare
85.1382
0.162
(0.19%)
1 day change as on 19 Apr 2018
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 864.97
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 5000
Launch Date Fund Manager Last Dividend
23-06-2000 Rahul Baijal 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - 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 909.38 3.88 -0.75 4.79 12.11 8.89 11.82 12.67
BOI AXA Mid & Small Cap Equity & Debt Fund 354.77 3.25 -2.01 8.78 27.69 -- -- 24.27
PRINCIPAL Balanced Fund 1094.08 5.11 -1.36 4.66 21.92 14.71 18.57 11.81
Escorts Opportunities Fund 13.12 4.98 -0.68 7.32 18.75 7.27 13.02 10.77
HDFC Childrens Gift Fund Investment 2109.27 3.99 -2.30 4.98 16.27 11.04 19.01 17.19
SBI Magnum Balanced Fund 21801.63 4.46 -2.84 4.53 16.01 9.50 18.25 14.45
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 5.48
Infosys Ltd. IT 5.1
Housing Development Finance Corporation Ltd. Financial Services 3.95
ICICI Bank Ltd. Financial Services 3.88
Reliance Industries Ltd. Energy 3.05
 
Company Name Sector Name Asset %
Tata Motors Finance Ltd. Financial Services 2.67
HCL Technologies Ltd. IT 2.67
Larsen & Toubro Ltd. Construction 2.48
Sundaram Mutual Fund (Sundaram Money Fund - Dir - Growth) Mutual Funds 2.2
Maruti Suzuki India Ltd. Automobile 2.2
AUM Movement
Asset Allocation