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Sundaram Balanced Advantage Fund(Ex) Direct IDCW

Hybrid
Dynamic Asset Allocation
Moderately High Risk
Payout
1.08%
1M return
+0.40% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹14.10
Min. SIP amountNA
RatingNA
Fund size₹1,247.87Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Absolute returns
3M6M1YAll
Fund returns1.6%7.2%17.1%51.5%
Category averageNANA24.8%NA
Rank with in category5912NA
Understand terms

Holdings (83)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.6%
Reliance Industries Ltd.EnergyEquity5.1%
State Bank of IndiaFinancialEquity4.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
HDFC Bank Ltd.FinancialEquity3.1%
Infosys Ltd.TechnologyEquity3.1%
Embassy Office Parks REITConstructionEquity3.0%
Bharti Airtel Ltd.CommunicationEquity2.9%
Tech Mahindra Ltd.TechnologyEquity2.6%
Tata Consultancy Services Ltd.TechnologyEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

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

Fund management

Dwijendra Srivastava
Feb 2020 - Present
View details

Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes

S Bharath
Feb 2020 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Rahul Baijal
Feb 2021 - Present
View details

Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Amc Image
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
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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FAQs

How to Invest in Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

You can easily invest in Sundaram Balanced Advantage Fund(Ex) Direct IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Sundaram Balanced Advantage Fund(Ex) Direct IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Sundaram Balanced Advantage Fund(Ex) Direct IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Balanced Advantage Fund(Ex) Direct IDCW provide?

The Sundaram Balanced Advantage Fund(Ex) Direct IDCW has been there from 06 Mar 2020 and the average annual returns provided by this fund is 17.08% since its inception.

How much expense ratio is charged by Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

The term Expense Ratio used for Sundaram Balanced Advantage Fund(Ex) Direct IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Sundaram Balanced Advantage Fund(Ex) Direct IDCW is 0.79% as of 16 May 2022...

What is the AUM of Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

The AUM, short for Assets Under Management of Sundaram Balanced Advantage Fund(Ex) Direct IDCW is ₹1,247.87Cr as of 16 May 2022.

How to Redeem Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

If you want to sell your Sundaram Balanced Advantage Fund(Ex) Direct IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

You can select either SIP or Lumpsum investment of Sundaram Balanced Advantage Fund(Ex) Direct IDCW based on your investment objective and risk tolerance.

What is the NAV of Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

The NAV of Sundaram Balanced Advantage Fund(Ex) Direct IDCW is ₹14.10 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Balanced Advantage Fund(Ex) Direct IDCW?

The PE ratio ratio of Sundaram Balanced Advantage Fund(Ex) Direct IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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