Sundaram Balanced Advantage Fund
500
Min SIP
100
Min Lumpsum
0.57 %
Expense Ratio
Rating
1,551
Fund Size (in Cr)
10 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 | 11.3% | 11.8% | 7.7% | 9.8% | ||||
| Category Average | 13.5% | 24.3% | 13.7% | - |
Scheme Allocation
By Holding
By Sector
By Asset
HDFC Bank
ICICI Bank
Reliance Industr
Infosys
H D F C
Others
Advance Ratio
0.28
Alpha
1.79
SD
0.35
Beta
0.53
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
- 1Y
- 3Y
- 5Y
-
- 54,412
-
19.1%Fund Size - 54,412
-
28.2%Fund Size - 54,412
-
14.1%Fund Size - 54,412
-
- 8,906
-
11.7%Fund Size - 8,906
-
18%Fund Size - 8,906
-
12.4%Fund Size - 8,906
-
- 45,584
-
11.1%Fund Size - 45,584
-
17.3%Fund Size - 45,584
-
11%Fund Size - 45,584
-
- 6,711
-
11.4%Fund Size - 6,711
-
17.1%Fund Size - 6,711
-
10.4%Fund Size - 6,711
-
- 6,357
-
12.2%Fund Size - 6,357
-
17%Fund Size - 6,357
-
10.7%Fund Size - 6,357
AMC Contact Details
Sundaram Mutual Fund
AUM:
39,953 Cr
Address:
Sundaram Towers, 2nd Floor,
46 White Road, Royapettah,
Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com
Frequently Asked Questions
How to invest in Sundaram Balanced Advantage Fund ?
You can invest in Sundaram Balanced Advantage Fund 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 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 ?
The NAV of Sundaram Balanced Advantage Fund is ₹30.6 as of 02 June 2023.
How to redeem Sundaram Balanced Advantage Fund 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?
The minimum SIP amount of Sundaram Balanced Advantage Fund is ₹500
What are the top sectors Sundaram Balanced Advantage Fund has invested in??
The top sectors Sundaram Balanced Advantage Fund has invested in are
- HDFC Bank - 8.78%
- ICICI Bank - 6.46%
- Reliance Industr - 5.07%
- Infosys - 3.51%
- H D F C - 3.31%
How much returns have Sundaram Balanced Advantage Fund generated ?
The Sundaram Balanced Advantage Fund has delivered 9.8% since inception
What is the expense ratio of Sundaram Balanced Advantage Fund ?
The expense ratio of Sundaram Balanced Advantage Fund is 0.57 % as of 02 June 2023.
What is the AUM of Sundaram Balanced Advantage Fund?
The AUM of Sundaram Balanced Advantage Fund is ₹39,953 Cr as of 02 June 2023
What are the top stock holdings of Sundaram Balanced Advantage Fund?
The top stock holdings of Sundaram Balanced Advantage Fund are
- HDFC Bank - 8.78%
- ICICI Bank - 6.46%
- Reliance Industr - 5.07%
- Infosys - 3.51%
- H D F C - 3.31%