Sundaram Balanced Advantage Fund
Fund Overview
Fund Performance
Note: The Benchmark adopted by the AMC may be different from the one indicated above. Information available here is on the basis of internal data, publicly available information and other sources believed to be reliable, produced for information purpose only and should not be construed as investment advice to any party.
Scheme Information
Investment Objective
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. The Scheme will decide on allocation of funds into equity assets based on equity market 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.
Sundaram Mutual Fund
Total AUM
No. of Schemes under this AMC
Phone
Incorporation Date
Address
Sundaram Towers,, 2nd Floor,, 46 Whites Road,
Chennai (Madras) - 600014
