Launch of Sundaram Balanced Advantage Fund

Sundaram-nfo

Launch of Sundaram Balanced Advantage Fund, an open ended Dynamic Asset Allocation Fund closing for subscription on 28th Feb 2020

In our continuous endeavour to update our valued investor about the New Investment Ideas / Theme, we would like to share launch of Sundaram Balanced Advantage Fund, an open ended Dynamic Asset Allocation Fund closing for subscription on 28th Feb 2020.

We believe that the Sundaram Balanced Advantage Fund gives Investor, freedom from managing Equity and Debt Allocation manually during market ups and downs, giving them a balanced growth….It’s AUTOMATIC !

It is suitable for investors who are seeking:

  • Wealth creation over a long period of time.
  • Investment in Equity, Equity Derivatives, Debt and REITs / InvITs while managing risk through active allocation.

Balanced Advantage Fund – Risk Return Positioning

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Why Balanced Advantage Fund

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           Dynamic Allocation Investment Strategy

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Illustrative Dynamic Asset Allocation Table

TTM PE Bands Illustrative Net Equity Allocation Bands (%)
> 24 30 – 45
21 to 24 45 – 60
18 to 21 60 – 75
15 to 18 75 – 90
< 15 90 – 100

Equity Allocation increases with fall in TTM PE and vice versa

TTM PE – Trailing Twelve Month Price to Earnings Ratio

Observation & Recommendation :

  • The Funds’ Equity Strategy is to have Multi Cap Portfolio and in the present Market Scenario, replete with uncertainty, exposure to MULTICAP is advisable.
  • The Funds’ Debt Strategy is to invest Predominantly in AAA Rated Bonds and Gsec with low to medium duration.
  • Experienced Fund Management Teams both on Equity & Fixed Income fronts.
  • Fund Manager will devise the Portfolio Afresh in 1 – 2 months, capturing the Volatility.

Performance of Equity Schemes of Sundaram Mutual Fund

Data as on February 13, 2020 AUM Returns(%)
Rs. Crore 3 Month 6 Month 1 Year 2 Years 3 Years 5 Years 6 Years 10 Years
Sundaram Select Focus Fund 1074 5.03 13.33 19.40 9.90 14.36 8.31 14.32 9.61
Sundaram Large and Mid Cap Fund 1110 4.17 17.94 20.68 7.96 13.04 10.65 18.19 11.49
Sundaram Mid Cap Fund 6178 11.10 19.75 17.83 -1.92 5.11 8.30 19.71 14.38
Sundaram Small Cap Fund 1149 7.58 18.08 13.11 -12.34 0.21 3.44 18.63 10.66
Sundaram Diversified Equity Fund 2597 3.77 13.88 13.96 0.25 6.43 6.87 14.86 10.30
Sundaram Fin Ser Opportunities Fund 247 4.73 18.34 30.51 10.72 13.47 9.81 19.62 12.45
Sundaram Services Fund 1304 11.03 26.13 32.33
Sundaram Equity Hybrid Fund 1876 5.40 13.05 16.90 9.37 11.18 8.25 12.33 8.70

 

Author: Midas Finserve

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