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Sundaram Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
Moderate Risk
26.90%
1Y return
+0.11% 1D
1M
6M
1Y
All
NAV: 30 Jul 2021₹14.41
Min. SIP Amount₹100
Rating4star
Fund Size₹1,004.71 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns26.9%NANA29.8%
Category average24.8%9.3%9.1%NA
Rank with in category10NANANA
Understand termsinfo

Holdings (81)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.9%
Reliance Industries Ltd.EnergyEquity4.4%
State Bank of India
FinancialEquity3.7%
Infosys Ltd.TechnologyEquity3.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.0%
HDFC Bank Ltd.FinancialEquity2.7%
Embassy Office Parks REITConstructionEquity2.6%
Tata Consultancy Services Ltd.TechnologyEquity2.4%
Axis Bank Ltd.FinancialEquity2.2%
Bharti Airtel Ltd.CommunicationEquity2.1%
See All

Expense ratio, exit load and tax

Expense ratio: 0.45%

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

NA

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

S Krishnakumar
Feb 2020 - Present
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Dwijendra Srivastava
Feb 2020 - Present
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S Bharath
Feb 2020 - Present
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Rahul Baijal
Feb 2021 - Present
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Fund house & investment objective

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Fund house contact details

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