|Min SIP Amount||₹100|
|NAV||₹13.12 (22 Jan 2021)|
|Fund Started||06 Mar 2020|
|Fund Size||₹744 Cr|
|Reliance Industries Ltd.||Energy||Equity||4.0%|
|Pidilite Industries Ltd.||Chemicals||Equity||3.6%|
|HDFC Bank Ltd.||Financial||Equity||3.4%|
|ICICI Bank Ltd.||Financial||Equity||3.2%|
|Embassy Office Parks REIT||Construction||Equity||3.0%|
|Bharti Airtel Ltd.||Communication||Equity||2.6%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.6%|
|United Spirits Ltd.||FMCG||Equity||2.3%|
Sundaram Balanced Advantage Fund Direct Dividend 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 Dividend fund.The fund currently has an Asset Under Management(AUM) of ₹744 Cr and the Latest NAV as of 22 Jan 2021 is ₹13.12.
The Sundaram Balanced Advantage Fund Direct Dividend is rated Moderate risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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.