Sundaram Balanced Fund Add to compare
82.6623
0.2872
(0.35%)
1 day change as on 21 Feb 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 740.26
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 861.28 -3.97 0.74 4.23 12.68 7.15 10.59 12.58
BOI AXA MID CAP EQUITY & DEBT FUND 330.19 -5.97 2.41 14.34 29.43 -- -- 23.75
PRINCIPAL Balanced Fund 1018.49 -4.13 -0.74 8.68 24.35 13.27 17.17 11.74
Escorts Opportunities Fund 14.22 -3.74 1.95 9.22 20.20 8.29 12.70 10.67
Reliance Regular Savings Fund - Balanced 12199.81 -4.43 -0.81 4.24 16.59 10.52 16.59 14.22
HDFC Balanced Fund 20080.76 -4.24 -0.51 4.10 16.42 10.71 18.65 16.68
Top 10 Holdings
Company Name Sector Name Asset %
HDFC Bank Ltd. Financial Services 6.16
Cash Current Assets 6.11
ICICI Bank Ltd. Financial Services 5.19
Infosys Ltd. IT 4.23
Reliance Industries Ltd. Energy 3.51
 
Company Name Sector Name Asset %
Housing Development Finance Corporation Ltd. Financial Services 2.56
Larsen & Toubro Ltd. Construction 2.51
8.39 State Bank of India Financial Services 2.29
8.15 State Bank of India Financial Services 2.27
Tata Motors Finance Ltd. Financial Services 2.27
AUM Movement
Asset Allocation