Sundaram Balanced Advantage Fund – Direct (IDCW-M)
Hybrid .
Dynamic Asset Allocation or Balanced Advantage
. 3
Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹ 500 | ₹ 100 | 0.48 % | 3★ | ₹ - | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size | Fund Age |
| ₹ 500 | ₹ 100 | 0.48 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 3★ | ₹ 0.48 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Performance
| 1 Month | 1M | 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.53% | 9.76% | 7.15% | 9.75% | ||||
| Category Average | 6.38% | 9.79% | 14.92% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
Infosys
Reliance Industr
TBILL-364D
Axis Bank
Others
Exit Load & Tax Implication
| 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. |
|---|
Advance Ratio
| -0.01 | 0.48 | 0.41 | -0.02 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
View all schemesAMC Contact Details
Sundaram Mutual Fund
AUM:
39,954 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
The NAV of Sundaram Balanced Advantage Fund – Direct (IDCW-M) is ₹16.83 as of 12 August 2022.
