| NAV: 01 Jul 2022 | ₹26.95 |
| Min. SIP amount | NA |
| Rating | 4 |
| Fund size | ₹1,576.27Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 2.8% | 12.4% | 9.4% | 11.0% |
| Category average | 24.8% | 9.3% | 9.1% | NA |
| Rank with in category | 9 | 4 | 3 | NA |
Holdings (95)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Reliance Industries Ltd. | Energy | Equity | 6.7% |
| HDFC Bank Ltd. | Financial | Equity | 5.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.4% |
| Infosys Ltd. | Technology | Equity | 3.5% |
Reserve Bank of India | Financial | T-Bills | 3.1% |
| Axis Bank Ltd. | Financial | Equity | 2.7% |
| Embassy Office Parks REIT | Construction | REITs | 2.7% |
| State Bank of India | Financial | Equity | 2.3% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 2.1% |
| Bharti Airtel Ltd. | Communication | Equity | 1.9% |
Expense ratio, exit load and tax
Expense ratio: 0.48%
Inclusive of GST
Exit load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Ravi GopalakrishnanMay 2022 - PresentView details
Dwijendra SrivastavaJan 2022 - PresentView details
S BharathJan 2022 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Sundaram Balanced Advantage Fund Direct Growth?
You can easily invest in Sundaram Balanced Advantage Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
- Log on to your Groww account
- Search for Sundaram Balanced Advantage Fund Direct Growth from the search box
- In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
- Once you are done with that, you can start investing in Sundaram Balanced Advantage Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Sundaram Balanced Advantage Fund Direct Growth provide?
The Sundaram Balanced Advantage Fund Direct Growth has been there from 02 Jan 2013 and the average annual returns provided by this fund is 2.79% since its inception.
How much expense ratio is charged by Sundaram Balanced Advantage Fund Direct Growth?
The term
Expense Ratio used for Sundaram Balanced Advantage Fund Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Balanced Advantage Fund Direct Growth is 0.48% as of 02 Jul 2022...
What is the AUM of Sundaram Balanced Advantage Fund Direct Growth?
The AUM, short for Assets Under Management of Sundaram Balanced Advantage Fund Direct Growth is ₹1,576.27Cr as of 02 Jul 2022.
How to Redeem Sundaram Balanced Advantage Fund Direct Growth?
If you want to sell your Sundaram Balanced Advantage Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of Sundaram Balanced Advantage Fund Direct Growth?
What is the NAV of Sundaram Balanced Advantage Fund Direct Growth?
The NAV of Sundaram Balanced Advantage Fund Direct Growth is ₹26.95 as of 01 Jul 2022.
