Sundaram Balanced Advantage Fund - Direct Growth
-
NAV
39.67
as on 17 Apr 2025
-
₹0.38 (0.96%)
Last Change
-
11.55%
3Y CAGR returns
-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.69%
Expense Ratio -
1,491 Cr
Fund Size -
12 Years
Fund Age
Returns and Ranks ( as on 17 Apr 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 9.04%
- 11.55%
- 13.38%
- 10.42
- 2.70Alpha
- 2.34SD
- 0.59Beta
- 0.63Sharpe
- 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.
- Tax implication
- Returns are taxed as per your Income Tax slab.
S Bharath
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 94,824
- Fund Size (Cr.) - ₹ 8,808
- Fund Size (Cr.) - ₹ 943
- Fund Size (Cr.) - ₹ 60,591
- Fund Size (Cr.) - ₹ 7,321
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 11,333
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,415
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 882
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,445
-
- Equity
- Small Cap Fund
- AUM - ₹ 2,955
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 3,746
- Address :
- Sundaram Towers, 2nd Floor,46 White Road, Royapettah,Chennai 600 014
- Contact :
- +91044-2858 3362/3367
- Email ID :
- customerservices@sundarammutual.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 37,546
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 5,070
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 64,963
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 36,109
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,432
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
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"
Sundaram Balanced Advantage Fund - Direct Growth has delivered 11.08% since inception
The NAV of Sundaram Balanced Advantage Fund - Direct Growth is ₹39.0305 as of 17 Apr 2025
The expense ratio of Sundaram Balanced Advantage Fund - Direct Growth is % as of 17 Apr 2025
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
The AUM of Sundaram Balanced Advantage Fund - Direct Growth 1504.64 CR as of 17 Apr 2025
The minimum SIP amount of Sundaram Balanced Advantage Fund - Direct Growth is 100
The top stock holdings of Sundaram Balanced Advantage Fund - Direct Growth are
- Reliance Industr - 6.08%
- GSEC2034 - 5.89%
- ICICI Bank - 5.43%
- HDFC Bank - 5.41%
- Bharti Airtel - 4.09%
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%
- Step 1: Visit the fund house 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.
Yes, You can select both SIP or Lumpsum investment of Sundaram Balanced Advantage Fund - Direct Growth based on your investment objective and risk tolerance