Sundaram Balanced Advantage Fund Direct Growth+0.68%

4
0.00%
1 Year Return
Hybrid
Dynamic Asset Allocation
4.0star
All

Fund Details

Sundaram Balanced Advantage Fund Direct Growth

RiskModerately High
Min SIP Amount₹100
Expense Ratio0.56%
NAV10.92 (02 Jul 2020)
Fund Started05 Mar 2020
Fund Size543 Cr

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
Bharti Airtel Ltd.CommunicationEquity4.5%
Hindustan Unilever Ltd.FMCGEquity4.3%
Pidilite Industries Ltd.ChemicalsEquity3.9%
ICICI Prudential Life Insurance Company Ltd.FinancialEquity3.7%
United Spirits Ltd.FMCGEquity3.4%
Infosys Ltd.TechnologyEquity3.0%
Marico Ltd.FMCGEquity3.0%
Housing Development Finance Corpn. Ltd.FinancialEquity2.9%
ICICI Bank Ltd.FinancialEquity2.7%
Reliance Industries Ltd.EnergyEquity2.6%
See All

Fund Managers

addS Krishnakumar
Education
Mr. Kumar is a B. Tech from National Institute of Technology Trichy, and MBA from LIBA Chennai.
Experience
Prior to joining Sundaram BNP Paribas Mutual Fund he has worked with Anush Shares & Securities.
Funds Managed
addDwijendra Srivastava
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Funds Managed

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 ₹543 Cr and the Latest NAV as of 02 Jul 2020 is ₹10.92.

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 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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