Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹ 500 | ₹ 100 | 0.48 % | 3★ | ₹ - | 9 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 | 9 Years |
| Rating | Fund Size | Fund Age |
Scheme Performance
| 1 Month | 1M | 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 1.26% | 6.69% | 5.75% | 9.02% | ||||
| Category Average | -7.43% | 2.07% | 12.87% | - |
Scheme Allocation
Holding
Sector
Asset
HDFC Bank
Reliance Industr
ICICI Bank
Derivatives
Infosys
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
| 0.00 | 0.46 | 0.40 | 0.01 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
View all schemesAMC Contact Details
Sundaram Mutual Fund
AUM:
43,107 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 ₹15.57 as of 28 June 2022.
