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Sundaram Balanced Advantage Fund Direct IDCW-0.26%

32.32%
1 Year Return
Hybrid
Dynamic Asset Allocation
6M
1Y
All

Fund Details

Sundaram Balanced Advantage Fund Direct IDCW

RiskModerate
Min SIP Amount₹100
Expense Ratio0.48%
NAV₹14.02 (17 Jun 2021)
Fund Started06 Mar 2020
Fund Size966 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
32.3%
-
-
-
Category Average
26.3%
6.7%
8.4%
-
Rank Within Category
11
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount100
Amount Per Month₹5,000
Would have become
0
with 32.3% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity6.8%
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Infosys Ltd.TechnologyEquity2.8%
Housing Development Finance Corpn. Ltd.FinancialEquity2.7%
Bharti Airtel Ltd.CommunicationEquity2.7%
Embassy Office Parks REITConstructionEquity2.5%
Axis Bank Ltd.FinancialEquity2.3%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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S Bharath
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Rahul Baijal
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Sundaram Balanced Advantage Fund Direct IDCW Details

Sundaram Balanced Advantage Fund Direct IDCW is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 Mar 2020. S Krishnakumar is the Current Fund Manager of Sundaram Balanced Advantage Fund Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹966 Cr and the Latest NAV as of 17 Jun 2021 is ₹14.02.

The Sundaram Balanced Advantage Fund Direct IDCW is rated Moderate risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

Investment Objective

The Scheme seeks to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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