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Sundaram Balanced Advantage Fund Direct Growth+0.44%

0.00%
1 Year Return
Hybrid
Dynamic Asset Allocation
4.0star
6M
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Fund Details

Sundaram Balanced Advantage Fund Direct Growth

RiskModerate
Min SIP Amount₹100
Expense Ratio0.49%
NAV₹13.23 (20 Jan 2021)
Fund Started05 Mar 2020
Fund Size744 Cr

Comparison

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Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity4.6%
Reliance Industries Ltd.EnergyEquity4.3%
HDFC Bank Ltd.FinancialEquity4.2%
Pidilite Industries Ltd.ChemicalsEquity3.4%
ICICI Bank Ltd.FinancialEquity3.2%
Housing Development Finance Corpn. Ltd.FinancialEquity2.8%
Marico Ltd.FMCGEquity2.5%
Axis Bank Ltd.FinancialEquity2.4%
United Spirits Ltd.FMCGEquity2.4%
National Bank For Agriculture & Rural DevelopmentFinancialNCD2.3%
See All

Fund Managers

S Krishnakumar
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Dwijendra Srivastava
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S Bharath
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Sundaram Balanced Advantage Fund Direct Growth Details

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.

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 managed dynamically.

Scheme Information Document(SID)

₹100
Min for First Investment
₹100
Min for Second Investment
For units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit Load

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About Sundaram Mutual Fund

Address
Sundaram Towers, 2nd Floor,46 Whites Road, Royapettah Chennai 600 014
Phone
044-28583362/3367
Launch Date
26 Feb 1996
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,
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