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Home>Mutual Funds>Sundaram Mutual Fund>Sundaram Balanced Advantage Fund(Ex) Direct Growth

Sundaram Balanced Advantage Fund(Ex) Direct Growth

Hybrid
Dynamic Asset Allocation
Moderately High Risk
1.08%
1M return
+0.40% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹15.15
Min. SIP amountNA
RatingNA
Fund size₹1,247.87Cr

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Absolute returns
3M6M1YAll
Fund returns1.6%7.2%17.1%51.5%
Category averageNANA24.8%NA
Rank with in category5912NA
Understand terms

Holdings (83)

NameSectorInstrumentAssets
FinancialEquity5.6%
EnergyEquity5.1%
FinancialEquity4.1%
FinancialEquity3.1%
FinancialEquity3.1%
TechnologyEquity3.1%
ConstructionEquity3.0%
CommunicationEquity2.9%
TechnologyEquity2.6%
TechnologyEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.79%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dwijendra Srivastava
Feb 2020 - Present
View details
S Bharath
Feb 2020 - Present
View details
Rahul Baijal
Feb 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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