|Min SIP Amount||₹100|
|NAV||₹13.59 (11 May 2021)|
|Fund Started||05 Mar 2020|
|Fund Size||₹889 Cr|
|ICICI Bank Ltd.||Financial||Equity||6.3%|
|Reliance Industries Ltd.||Energy||Equity||3.7%|
|HDFC Bank Ltd.||Financial||Equity||3.1%|
|Pidilite Industries Ltd.||Chemicals||Equity||3.1%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.9%|
|Bharti Airtel Ltd.||Communication||Equity||2.8%|
|Embassy Office Parks REIT||Construction||Equity||2.7%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.5%|
|State Bank of India||Financial||Equity||2.5%|
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 ₹889 Cr and the Latest NAV as of 11 May 2021 is ₹13.59.
The Sundaram Balanced Advantage Fund Direct Growth is rated Moderately High 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.
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.