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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Balanced Advantage Fund Direct Growth

Sundaram Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
Moderate Risk
8.61%
3Y annualised
-0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2022₹27.82
Min. SIP amountNA
Rating3
Fund size₹1,619.49Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns11.9%8.6%8.3%10.1%
Category average24.8%9.3%9.1%NA
Rank with in category171812NA
Understand terms

Holdings (105)

NameSectorInstrumentAssets
EnergyEquity5.1%
FinancialEquity4.2%
TechnologyEquity3.7%
FinancialEquity3.4%
FinancialEquity3.3%
TechnologyEquity2.6%
FinancialEquity2.5%
TechnologyEquity2.4%
CommunicationEquity2.4%
ConstructionNA2.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.78%

Inclusive of GST

Exit load

Exit load of 0.25% if redeemed within 7 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Jan 2022 - Present
View details
S Bharath
Jan 2022 - Present
View details
Rahul Baijal
Jan 2022 - Present
View details

Fund house & investment objective

Fund house contact details

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