Sundaram Balanced Advantage Fund Direct Growth

Hybrid
Dynamic Asset Allocation
High Risk
12.81%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2024₹40.62
Min. SIP amount₹100
Rating4
Fund size₹1,591.20Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Dynamic Asset Allocation
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.4%12.8%16.4%12.6%
Category average24.3%11.6%13.9%NA
Rank with in category17175NA
Understand terms

Holdings (97)

NameSectorInstrumentAssets
FinancialEquity6.82%
EnergyEquity5.83%
FinancialEquity4.46%
TechnologyEquity3.83%
SovereignGOI Sec3.56%
CommunicationEquity2.60%
SovereignGOI Sec2.58%
Consumer DiscretionaryEquity2.26%
FinancialEquity2.26%
ConstructionEquity2.05%
See All

Expense ratio, exit load and tax

Expense ratio: 0.56%

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Clyton Richard Fernandes
Oct 2024 - Present
View details

Education
Mr. Fernandes has done B.E and MBA
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
Citibank NA
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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