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Sundaram Balanced Advantage Fund (Formerly Principal Balanced Advantage Fund) - IDCW
ISIN No.
INF173K01551
Current NAV
14.9142
Category
Hybrid Funds - Dynamic Asset Allocation / Balanced Advantage
Launch Date
16 Dec 2010
Type
Open Ended
Net Assets
3571.11 (in Lakhs)
Benchmark Name
Crisil Balanced Fund Index
Riskometer
Low
Moderate Low
Moderate
Moderate High
High
Very High
Investment Details
100
Minimum Investment
100
Subsequent Investment
1
Multiples
2000
SIP Initial Investment
Exit Load
Entry Load Nil, Exit Load: W.E.F Dec 31, 2021 Upto 25% of Units purchased/ switchin - NIL In excess of the above: 1% if redeemed/ SWP/STP within 1 year from the date of allotment. NIL if redeemed /SWP/STP after 1 year  from the date of allotment
Who is Eligible?

Individuals

Minor through Parent/Lawful Guardian

Foreign Institutional Investors

Financial Institutions and Investment Institutions

Non-resident Indians/Persons of Indian origin residing abroad

Association of Persons

Partner(s) of Partnership Firms

Societies

Companies

Trusts

YearFund Return
2022 -1.8710
2021 5.1132
2020 2.7799
2019 -7.7083
2018 -7.0368
YearQ1Q2Q3Q4
2022 -1.8738 -6.9517 5.7485 2.0554
2021 0.4383 2.6812 2.3994 -0.7586
2020 -9.9925 8.2981 2.5721 3.7936
2019 -0.7639 -3.9133 -2.3965 -0.6726
2018 -3.7444 -0.7353 -0.8778 -2.1074
Sponsor Name Sundaram BNP Paribas Asset Management Co Ltd.
Fund Manager Mr. Rajat Jain
Since 16 Dec 2010
Status A
Setup Date 16 Dec 2010
Phone 28583362/28583367/
Address 46, Whites Road,2nd Floor, Royapettah,Chennai,Tamil Nadu - 600014
Email service@sundarambnpparibas.in
KFin Technologies Private Limited
Address 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet,Street No.1 ,Banjara Hills,,HYDERABAD - 500003
Phone 04044857874//
Fax
Email investorsupport.mfs@kfintech.com

Disclaimer :-

1. Investors should consult their Financial Advisers if before making any Investment Decision on sutability of the Product.
2. Past performance may or may not be sustained in future and should not be used as a basis for investments.
3. Fund Returns and Benchmark Performance figures are calculated on a daily NAV to basis for the Growth option of the selected scheme for the relevant
4. The Net Assets are as per the last published Monthly AUM by the respective fund house.
5. Investors are advised to check the information Shown abobe from AMFI , Mutual Fund and Over websites before Making any Investment RR will not take any responsibility for any information provide on this website.
Top 10 Holdings (as on 31-Aug-2015) Portfolio Chart (as on 31-Aug-2015)

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Customer Care
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