|Min SIP Amount||₹100|
|NAV||₹13.68 (17 Jun 2021)|
|Fund Started||06 Mar 2020|
|Fund Size||₹966 Cr|
|ICICI Bank Ltd.||Financial||Equity||6.8%|
|Reliance Industries Ltd.||Energy||Equity||3.6%|
|Pidilite Industries Ltd.||Chemicals||Equity||3.2%|
|State Bank of India||Financial||Equity||3.1%|
|HDFC Bank Ltd.||Financial||Equity||2.9%|
|Housing Development Finance Corpn. Ltd.||Financial||Equity||2.7%|
|Bharti Airtel Ltd.||Communication||Equity||2.7%|
|Embassy Office Parks REIT||Construction||Equity||2.5%|
|Axis Bank Ltd.||Financial||Equity||2.3%|
Sundaram Balanced Advantage Fund Regular IDCW is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 06 Mar 2020. S Krishnakumar is the Current Fund Manager of Sundaram Balanced Advantage Fund Regular IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹966 Cr and the Latest NAV as of 17 Jun 2021 is ₹13.68.
The Sundaram Balanced Advantage Fund Regular IDCW is rated Moderate risk. Minimum SIP Investment is set to 100. Minimum Lumpsum Investment is 100. For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
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.