Sundaram Balanced Advantage Fund has announced change in investment factsheets and fund flash for the month ended February 28, 2023.
As on Feb 28, 2023, the total size of the Fund was Rs 1,532.50 crores, compared with Rs 1,550.76 crores in the last month. The Fund's NAV per unit was Rs 25.50 for Growth, while 52-Week High and Low ranges were Rs 27.15 and Rs 23.53 respectively.
The Equity - Hybrid fund with Growth plan was launched on Nov 26, 2010 and managed by Fund Managers Dwijendra Srivastava, S Bharath, Ravi Gopalakrishnan.
The top five companies based on a percentage of total holdings were HDFC Bank Ltd (129.14 Cr.), ICICI Bank Ltd (91.38 Cr.), Reliance Industries Ltd (75.48 Cr.), Infosys Ltd (63.96 Cr.) and Housing Development Finance Corporation Ltd (48.30 Cr.).
Sundaram Balanced Advantage Fund is promoted by Sundaram Mutual Fund and managed by Sundaram Asset Management Company Ltd..