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| Home >> Sundaram Balanced Fund |
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| Sundaram Balanced Fund |
Balanced Portfolio |
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| Snapshot of Performance |
Performance data as on 31.03.2012 |
| Period |
NAV Per Unit (Rs) |
Fund % |
Benchmark % |
S&P CNX Nifty % |
Excess % Points |
| Since inception |
45.11 |
13.6 |
- |
10.4 |
- |
| 31/03/11 to 31/03/12 |
45.11 |
-8.5 |
-4.6 |
-9.2 |
-3.9 |
| 31/03/10 to 31/03/11 |
49.30 |
11.2 |
9.4 |
11.1 |
1.8 |
| 31/03/09 to 31/03/10 |
44.34 |
71.5 |
47.3 |
73.8 |
24.2 |
| Last 3 years |
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20.4 |
15.4 |
20.6 |
5.0 |
| Last 5 years |
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7.7 |
7.6 |
6.7 |
0.2 |
| Last 8 years |
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13.2 |
11.3 |
14.7 |
1.9 |
| Rs 10,000 invested at launch |
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45,109 |
- |
35,970 |
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| Snapshot of SIP Performance |
Performance data as on 31.03.2012 |
| Value of Rs 1000 a month SIP |
| Period |
Investment |
Fund |
Benchmark |
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| Since Inception Returns |
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13.9% |
- |
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| Since Inception |
1,41,000 |
3,35,607 |
- |
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| Last 7 years |
84,000 |
1,10,842 |
1,11,139 |
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| Last 5 years |
60,000 |
69,423 |
69,641 |
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| Last 3 years |
36,000 |
37,472 |
38,054 |
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| Last 2 years |
24,000 |
23,230 |
24,011 |
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| Last 10 years |
1,20,000 |
2,34,412 |
- |
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| Last 1 year |
12,000 |
11,895 |
12,063 |
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Note: Past performance may or may not be sustained in future. Returns/investment value are as of March 31,
2012. Returns are on a compounded annual basis for period more than one year and absolute for one-year
period and computed using NAV of Growth Option. Value of Rs 10,000 invested at inception is as on March
31, 2012 . SIP values are in rupees. Performance Analysis on annualised basis using month-end NAVs since
launch. |
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