|NAV: 01 Jul 2022||₹13.31|
|Min. SIP amount||NA|
|Rank with in category||11||5||4||NA|
|Reliance Industries Ltd.||Energy||Equity||6.7%|
|HDFC Bank Ltd.||Financial||Equity||5.5%|
|ICICI Bank Ltd.||Financial||Equity||4.4%|
Reserve Bank of India
|Axis Bank Ltd.||Financial||Equity||2.7%|
|Embassy Office Parks REIT||Construction||REITs||2.7%|
|State Bank of India||Financial||Equity||2.3%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.1%|
|Bharti Airtel Ltd.||Communication||Equity||1.9%|
Inclusive of GST
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
0.005% (from July 1st, 2020)
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
|Min. for 1st investment||NA|
|Min. for 2nd investment onwards||NA|
|Min. for SIP||NA|
You can easily invest in Sundaram Balanced Advantage Fund IDCW Monthly 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 IDCW Monthly has been there from 16 Dec 2010 and the average annual returns provided by this fund is 1.05% since its inception.
Expense Ratio used for Sundaram Balanced Advantage Fund IDCW Monthly 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 IDCW Monthly is 2.09% as of 02 Jul 2022...
If you want to sell your Sundaram Balanced Advantage Fund IDCW Monthly 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 IDCW Monthly is ₹13.31 as of 01 Jul 2022.