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| NAV: 30 Jul 2021 | ₹14.41 |
|---|---|
| Min. SIP Amount | ₹100 |
| Rating | 4star |
|---|---|
| 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%)
Understand terms
Annualised returns
Average of the yearly returns of a mutual fund over a given period.
Absolute returns
The total return of a mutual fund over a given period.
Returns and rankings
Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 26.9% | NA | NA | 29.8% |
| Category average | 24.8% | 9.3% | 9.1% | NA |
| Rank with in category | 10 | NA | NA | NA |
Understand termsinfo
Holdings (81)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.9% |
| Reliance Industries Ltd. | Energy | Equity | 4.4% |
State Bank of India | Financial | Equity | 3.7% |
| Infosys Ltd. | Technology | Equity | 3.1% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 3.0% |
| HDFC Bank Ltd. | Financial | Equity | 2.7% |
| Embassy Office Parks REIT | Construction | Equity | 2.6% |
| Tata Consultancy Services Ltd. | Technology | Equity | 2.4% |
| Axis Bank Ltd. | Financial | Equity | 2.2% |
| Bharti Airtel Ltd. | Communication | Equity | 2.1% |
See All
Understand terms
Expense ratio
A fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
Tax
A percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit load
A fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp duty
A form of tax payable for the purchase or sale of an asset or security.
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
View Details
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.
Also manages these schemes
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
| Rank (total assets) | #17 in India |
|---|---|
| Total AUM | 32,095.30 Cr |
| Date of Incorporation | 26 Feb 1996 |
|---|
Sundaram Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to in
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 26 Feb 1996. 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 ₹32,095 Cr and the Latest NAV as of 30 Jul 2021 is ₹14.41.
The Sundaram Balanced Advantage Fund Direct Growth is rated Moderate 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.
...Read more
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
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.
...Read more
| Fund benchmark | CRISIL Hybrid 50+50 Moderate Index |
|---|
Fund house contact details
Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
E-mail
[email protected]Website
NA
Sundaram 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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Sundaram Balanced Advantage Fund Direct Growth
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