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Fund Details
Sundaram Balanced Advantage Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹100 |
| Expense Ratio | 0.49% |
| NAV | ₹13.59 (11 May 2021) |
|---|---|
| Fund Started | 05 Mar 2020 |
| Fund Size | ₹889 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
32.8%
-
-
35.7%
Category Average
26.3%
6.7%
8.4%
-
Rank Within Category
11
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹100
Amount Per Month₹5,000
Would have become
₹0
with 32.8% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 6.3% |
| Reliance Industries Ltd. | Energy | Equity | 3.7% |
| HDFC Bank Ltd. | Financial | Equity | 3.1% |
| Pidilite Industries Ltd. | Chemicals | Equity | 3.1% |
| Infosys Ltd. | Technology | Equity | 3.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.9% |
| Bharti Airtel Ltd. | Communication | Equity | 2.8% |
| Embassy Office Parks REIT | Construction | Equity | 2.7% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.5% |
| State Bank of India | Financial | Equity | 2.5% |
See All
Fund Managers
S Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
Dwijendra Srivastava
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.
Funds Managed
S Bharath
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.
Funds Managed
Rahul Baijal
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.
Funds Managed
Sundaram Balanced Advantage Fund Direct Growth Details
Sundaram Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 05 Mar 2020. S Krishnakumar is the Current Fund Manager of Sundaram Balanced Advantage Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹889 Cr and the Latest NAV as of 11 May 2021 is ₹13.59.
The Sundaram Balanced Advantage Fund Direct Growth is rated Moderately High 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
E-mail
ravis@sundarammutual.comWebsite
NASundaram 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,
Website
www.karvymfs.comSimilar Funds
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