To generate capital appreciation and current income, through
a judicious mix of investments in equities and fixed-income
securities.
Positioning : Balanced Portfolio
Overview
Asset allocation between equity & debt combining and providing high-return potential of equity asset class with low-risk benefits of fixed income asset class
65%-75% of the assets are generally invested into a well diversified equity portfolio which is actively managed, while the balance is invested into a fixed income portfolio in order to minimise credit as well as interest rate risk
The fund is benchmarked to CRISIL Balanced Fund Index
Asset Allocation
Scheme/Instrument
% of the investible funds (indicative)
Risk Profile
Equity and equity-related instruments
(including investment in derivatives)
40%-75%
Medium to High
Fixed Income instruments*
(Debt and Money market instruments)
25%-60%
Low to Medium
* Including Securitised Debt up to 10%
Sundaram Balanced Fund Portfolio as on May 31, 2013
48.65
Regular