Sundaram Balanced Fund

Sundaram Balanced Fund OBJECTIVE:

 

·         To generate capital appreciation and current income, through a judicious mix of investments in equities and fixed-income securities.

 

Sundaram Balanced Fund CHARACTERISTICS:

 

·         Mix of investments in equities (65% - 70%) and fixed income securities (35% - 30%).

 

·         Equity portion of the portfolio consists of large caps (58%) and mid & small cap (42%) stocks.

 

·         Steady accrual income offsets uncertain equity returns during down markets while in up-markets, accrual income combines with equity appreciation to provide higher returns.

 

·         YTM of portfolio: 8.04%; Average duration of portfolio: 3.38 years Debt portion).

 

 

WHO SHOULD INVEST in Sundaram Balanced Fund:

 

·         Investor seeking long term capital appreciation with lower volatility than in a 100% equity oriented fund.

 

·         Suitable for investing in volatile and uncertain market conditions. Suitable for investors seeking lower volatility in down markets, and willing to forego the possibility of higher returns in an up-market.

 

 

PERFORMANCE:

 

Equity Fund Category	AAUM	NAV	RETURNS
	Rs. Crore	Rs	3 Month	6 Months	1 Year	2 Years	3 Years	5 Years	Since Launch
Sundaram Balanced Fund - Regular Plan	455	78.77	4.32	12.28	15.79	10.68	9.64	11.26	12.86

 

 

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