Growth|Sundaram Mutual Fund
Sundaram Balanced Advantage Fund - Growth
29 May 2025
34.8983
0.0411
(0.12%)
-
YTD Return0.0411
-
Expense Ratio2.08
-
Turnover Ratio4.87
-
Inception Date16 Dec 2010
-
Std Deviation0.5948
-
52 W High35.6690
-
52 W Low31.2047
Performance Chart
ADVANCED CHARTING >>
AUM Movements
Assets size in Rs. (Cr.)
Min :
Max
Scheme Performance
(as on 30 May 2025)
| 1M | 3M | 6M | 1Y | 3Y | 5Y |
SINCE INCEPTION |
|
|---|---|---|---|---|---|---|---|
| Sundaram Balanced Advantage Fund - Growth |
1.34
|
8.59
|
1.39
|
9.87
|
12.37
|
11.92
|
9.01
|
| NIFTY 50 - TRI (BENCHMARK) |
-1.59
|
1.55
|
5.93
|
20.68
|
8.39
|
13.50
|
13.95
|
*Note, Benchmark returns below 1 Year is absolute returns and above one year is on CAGR basis.
Scheme Portfolio
AMC Details
|
AMC Name
Sundaram Mutual Fund |
|
Fund Manager
S. Bharath, Clyton Richard Fernandes
|
|
Regd. office
Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai - 600 014. |
|
Telephone No.
+91 (22) 28583362/3367 |
|
Fax No.
+91 (22) 22858 3156 |
Note: