NFO Information


NFO Information: 

Legal Name: Sundaram Balanced Advantage Reg Gr
Legal Structure Name: Open Ended Investment Company
Category: Dynamic Asset Allocation
Primary Benchmark: CRISIL Hybrid 50+50 - Moderate TR INR
Fund Company: Sundaram Asset Management Company Ltd
Transfer Agent Company: Karvy Computershare Pvt Ltd
Fund Manager: S. Bharath, Dwijendra Srivastava, S Krishnakumar
Initial Investment: 100
IPO Subscription Start Date: 14/02/2020
IPO Date: 28/02/2020
IPO Offer Price: 10.0000
Risk Level: Moderately High Risk
Defer Load Date: 05/02/2020 
Defer Load: Between 0 - 1 Years : 1.00 %; More Than 1 Years : 0.00 % 
Investment Strategy: The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.

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