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
Why Balanced Advantage Fund
Dynamic Allocation Investment Strategy
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 |
