|NAV: 31 Dec 2021||₹15.15|
|Min. SIP amount||NA|
|Rank with in category||5||9||12||NA|
|ICICI Bank Ltd.||Financial||Equity||5.6%|
|Reliance Industries Ltd.||Energy||Equity||5.1%|
|State Bank of India||Financial||Equity||4.1%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||3.1%|
|HDFC Bank Ltd.||Financial||Equity||3.1%|
|Embassy Office Parks REIT||Construction||Equity||3.0%|
|Bharti Airtel Ltd.||Communication||Equity||2.9%|
|Tech Mahindra Ltd.||Technology||Equity||2.6%|
|Tata Consultancy Services Ltd.||Technology||Equity||2.4%|
Inclusive of GST
For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
0.005% (from July 1st, 2020)
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
|Min. for 1st investment||NA|
|Min. for 2nd investment onwards||NA|
|Min. for SIP||NA|
You can easily invest in Sundaram Balanced Advantage Fund(Ex) Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:
The Sundaram Balanced Advantage Fund(Ex) Direct Growth has been there from 06 Mar 2020 and the average annual returns provided by this fund is 17.08% since its inception.
Expense Ratio used for Sundaram Balanced Advantage Fund(Ex) Direct Growth or any other mutual fund is the annual
charges one needs to pay to the Mutual Fund company for managing your investments in that fund.
The Expense Ratio of Sundaram Balanced Advantage Fund(Ex) Direct Growth is 0.79% as of 04 Jul 2022...
If you want to sell your Sundaram Balanced Advantage Fund(Ex) Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
The NAV of Sundaram Balanced Advantage Fund(Ex) Direct Growth is ₹15.15 as of 31 Dec 2021.