Sundaram Balanced Advantage Fund(Ex) Regular IDCW

Hybrid
Dynamic Asset Allocation
Moderately High Risk
Payout
0.92%
1M return
+0.39% 1D
1M
6M
1Y
All
NAV: 31 Dec 2021₹13.62
Min. SIP amountNot Supported
RatingNA
Fund size₹1,247.87Cr

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
Absolute returns
3M6M1YAll
Fund returns1.1%6.2%14.9%46.3%
Category averageNANA1.5%NA
Rank with in category51013NA
Understand terms

Holdings (83)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.6%
Reliance Industries Ltd.EnergyEquity5.1%
State Bank of IndiaFinancialEquity4.1%
Housing Development Finance Corpn. Ltd.FinancialEquity3.1%
HDFC Bank Ltd.FinancialEquity3.1%
Infosys Ltd.TechnologyEquity3.1%
Embassy Office Parks REITConstructionEquity3.0%
Bharti Airtel Ltd.CommunicationEquity2.9%
Tech Mahindra Ltd.TechnologyEquity2.6%
Tata Consultancy Services Ltd.TechnologyEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 2.52%

Inclusive of GST

Exit load

For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dwijendra Srivastava
Feb 2020 - Present
View details

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.
Also manages these schemes

S Bharath
Feb 2020 - Present
View details

Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes

Rahul Baijal
Feb 2021 - Present
View details

Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Sundaram Towers, 2nd Floor,46, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
Website
NA
Sundaram Mutual Fund
Asset Management Company
Custodian
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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