Hybrid
Dynamic Asset Allocation
Moderately High
Investment Returns (CAGR)
1 yr.
8.49
3 yr.
13.09
5 yr.
11.82
Since Inception.
11.0%
Fund Size (Rs.)
1527 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF173K01FI7
Expense Ratio
0.59%
Minimum SIP (Rs.)
100
Launch Date
02-Jan-2013
Fund House
Sundaram Mutual Fund
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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. ;
Hybrid
Dynamic Asset Allocation
Moderately High
Fund Size (Rs.)
1527 Cr
Benchmark Index
----
Scheme Type
Growth
ISIN
INF173K01FI7
Expense Ratio
0.59%
Minimum SIP (Rs.)
100
Launch Date
02-Jan-2013
Fund House
Sundaram Mutual Fund
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
1 yr. 8.49
3 yr. 13.09
5 yr. 11.82
Since Inception. 11.0%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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. ;
