Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Balanced Advantage Fund Direct Growth

Sundaram Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
Moderately High Risk
1.94%
1M return
+0.38% 1D
1M
6M
1Y
All
NAV: 14 Oct 2021₹15.28
Min. SIP amount₹100
Rating4star
Fund size₹1,163.15 Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Absolute returns
3M6M1YAll
Fund returns6.8%14.7%29.2%52.8%
Category averageNANA24.8%NA
Rank with in category131311NA
Understand termsinfo

Holdings (85)

NameSectorInstrumentAssets
FinancialEquity6.1%
EnergyEquity4.3%
State Bank of India
FinancialEquity3.4%
FinancialEquity3.3%
TechnologyEquity3.0%
TechnologyEquity2.7%
FinancialEquity2.6%
TechnologyEquity2.5%
ConstructionEquity2.4%
CommunicationEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.43%

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
Check past data

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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