Risk | Moderate |
---|---|
Min SIP Amount | ₹100 |
Expense Ratio | 0.49% |
NAV | ₹13.23 (20 Jan 2021) |
---|---|
Fund Started | 05 Mar 2020 |
Fund Size | ₹744 Cr |
Name | Sector | Instrument | % Assets |
---|---|---|---|
Infosys Ltd. | Technology | Equity | 4.6% |
Reliance Industries Ltd. | Energy | Equity | 4.3% |
HDFC Bank Ltd. | Financial | Equity | 4.2% |
Pidilite Industries Ltd. | Chemicals | Equity | 3.4% |
ICICI Bank Ltd. | Financial | Equity | 3.2% |
Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.8% |
Marico Ltd. | FMCG | Equity | 2.5% |
Axis Bank Ltd. | Financial | Equity | 2.4% |
United Spirits Ltd. | FMCG | Equity | 2.4% |
National Bank For Agriculture & Rural Development | Financial | NCD | 2.3% |
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 ₹744 Cr and the Latest NAV as of 20 Jan 2021 is ₹13.23.
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 10% of the investment,1% will be charged for redemption within 1 year.
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.