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Sundaram Dynamic Asset Allocation Fund
HybridDynamic Asset Allocation
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Risk
High
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Rating
3.0
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Min SIP Amount
₹100
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Expense Ratio
2.54
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NAV
₹33.02
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Fund Started
26 Nov 2010
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Fund Size
₹1596.06 Cr
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Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
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1 Year
-8.25%
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3 Year
5.51%
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5 Year
5.52%
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Equity
63.56%
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Cash
17.67%
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Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.12% |
Reliance Industries Ltd. | 5.12% |
Eternal Ltd. | 4.20% |
Bharti Airtel Ltd. | 3.86% |
HDFC Bank Ltd. | 3.79% |
Kotak Mahindra Bank Ltd. | 3.24% |
Larsen & Toubro Ltd. | 2.98% |
Bajaj Finserv Ltd. | 2.20% |
Cholamandalam Investment and Finance Company Ltd. | 1.95% |
TVS Motor Company Ltd. | 1.86% |
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Name
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Start Date
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Description
The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on 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.
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Launch Date
26 Nov 2010
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