Sundaram Balanced Advantage Fund – Direct Growth
₹ 100
Min SIP
₹ 100
Min Lumpsum
0.55 %
Expense Ratio
Rating
1,544
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.8% | 13.4% | 12.4% | 11.1% | ||||
| Category Average | 19.6% | 13.9% | 14.6% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.25
Alpha
1.98
SD
0.48
Beta
0.86
Sharpe
Exit Load
| Exit Load | 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment. |
|---|
Fund Objective
To generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt / money market instruments for defensive purposes.
Fund Managers
S Bharath
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- 5,437
-
14.1%Fund Size - 5,437
-
8.8%Fund Size - 5,437
-
11%Fund Size - 5,437
-
- 89,903
-
39.4%Fund Size - 89,903
-
25%Fund Size - 89,903
-
21.5%Fund Size - 89,903
-
- 133
-
23.6%Fund Size - 133
-
16.5%Fund Size - 133
-
13.7%Fund Size - 133
-
- 11,720
-
25.5%Fund Size - 11,720
-
14.8%Fund Size - 11,720
-
18%Fund Size - 11,720
-
- 58,562
-
22.7%Fund Size - 58,562
-
14.6%Fund Size - 58,562
-
14.9%Fund Size - 58,562
AMC Contact Details
Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
More Funds from Sundaram Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Small Cap .
-
- 116
-
27.6%Fund Size - 116
-
36.2%Fund Size - 116
-
18.9%Fund Size - 116
-
- Equity .
- Small Cap .
-
- 45
-
52.6%Fund Size - 45
-
24.4%Fund Size - 45
-
29.1%Fund Size - 45
-
- Equity .
- Small Cap .
-
- 159
-
52.6%Fund Size - 159
-
24.4%Fund Size - 159
-
29.1%Fund Size - 159
-
- Equity .
- Small Cap .
-
- 136
-
27.6%Fund Size - 136
-
36.2%Fund Size - 136
-
18.9%Fund Size - 136
-
- Equity .
- Small Cap .
-
- 212
-
27.6%Fund Size - 212
-
36.2%Fund Size - 212
-
18.9%Fund Size - 212
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 29,533
-
37.9%Fund Size - 29,533
-
26.1%Fund Size - 29,533
-
22%Fund Size - 29,533
-
- Equity .
- Large Cap .
-
- 2,120
-
42.2%Fund Size - 2,120
-
21.5%Fund Size - 2,120
-
21.7%Fund Size - 2,120
-
- Equity .
- Large Cap .
-
- 13,930
-
32.1%Fund Size - 13,930
-
17.7%Fund Size - 13,930
-
21.5%Fund Size - 13,930
-
- Equity .
- Large Cap .
-
- 59,364
-
38.6%Fund Size - 59,364
-
22.4%Fund Size - 59,364
-
21.4%Fund Size - 59,364
-
- Equity .
- Large Cap .
-
- 8,847
-
34.6%Fund Size - 8,847
-
18.6%Fund Size - 8,847
-
21.1%Fund Size - 8,847
Frequently Asked Questions
How to invest in Sundaram Balanced Advantage Fund – Direct Growth ?
You can invest in Sundaram Balanced Advantage Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Balanced Advantage Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Sundaram Balanced Advantage Fund – Direct Growth ?
The NAV of Sundaram Balanced Advantage Fund – Direct Growth is ₹39.6 as of 26 July 2024.
How to redeem Sundaram Balanced Advantage Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Sundaram Balanced Advantage Fund – Direct Growth?
The minimum SIP amount of Sundaram Balanced Advantage Fund – Direct Growth is ₹100
What are the top sectors Sundaram Balanced Advantage Fund – Direct Growth has invested in?
The top sectors Sundaram Balanced Advantage Fund – Direct Growth has invested in are
- Banks - 23.45%
- Debt - 22.84%
- IT-Software - 6.74%
- Petroleum Products - 6.44%
- Pharmaceuticals & Biotech - 5.08%
Can I make investments in both the SIP and Lump Sum schemes of Sundaram Balanced Advantage Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Sundaram Balanced Advantage Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Sundaram Balanced Advantage Fund – Direct Growth generated ?
The Sundaram Balanced Advantage Fund – Direct Growth has delivered 11.1% since inception
What is the expense ratio of Sundaram Balanced Advantage Fund – Direct Growth ?
The expense ratio of Sundaram Balanced Advantage Fund – Direct Growth is 0.55 % as of 26 July 2024.
What is the AUM of Sundaram Balanced Advantage Fund – Direct Growth?
The AUM of Sundaram Balanced Advantage Fund – Direct Growth is ₹49,195 Cr as of 26 July 2024
What are the top stock holdings of Sundaram Balanced Advantage Fund – Direct Growth?
The top stock holdings of Sundaram Balanced Advantage Fund – Direct Growth are
- HDFC Bank - 7.23%
- Reliance Industr - 6.24%
- ICICI Bank - 4.88%
- Infosys - 3.15%
- Bharti Airtel - 2.57%
How can I redeem my investments in Sundaram Balanced Advantage Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Sundaram Balanced Advantage Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.