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Sundaram Balanced Advantage Fund Direct Growth
Direct
Growth
3 yr CAGR
+17.08%
Direct
Growth
3 yr CAGR
+17.08%
Fund overview
Net Asset Value
₹15.0909
AUM (Fund size)
1,247.87 Crore
Lock-in period
No Lock-in
Exit Load
1% in 365 days
Expense ratio
0.38%
Risk
Moderately High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
5,000₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
Min investment of ₹100 required
Top holdings
| Holdings | Weightage |
|---|---|
| Cash Offset For Derivatives | 29.15% |
| Margin Money For Derivatives | 9% |
| ICICI Bank Ltd | 5.63% |
| Reliance Industries Ltd | 5.06% |
| Nifty Dec 2021 | 4.78% |
| State Bank of India | 4.06% |
| Housing Development Finance Corp Ltd | 3.13% |
| HDFC Bank Ltd | 3.1% |
| Infosys Ltd | 3.1% |
| Embassy Office Parks Reit | 3.03% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 52.86 | 11.96% | High Risk | |
| 36.92 | 15.12% | Very High Risk | |
| 126.82 | 10.56% | Very High Risk | |
| 14.35 | 8.68% | Moderately High risk | |
| 14.44 | 11.54% | Moderately High risk | |
| 76.02 | 11.66% | Moderately High risk | |
| 32.94 | 8.82% | Moderately High risk | |
| 20.74 | 9.23% | Moderately High risk | |
| 15.09 | 6.78% | Very High Risk |
About Sundaram Asset Management Company Ltd
Sundaram Mutual Fund was started in 1996. It is a fully owned subsidiary of one of Indía's oldest NBFCs - Sundaram Finance Limited.
Managers | Dwijendra Srivastava, S. Bharath, Rahul Baijal |
Custodians | HDFC Bank Ltd |
Address | Sundaram Asset Management Company Limited Sundaram Towers, |
Fax Nos. | +91 44 2858 3156 |
Telephone Nos. | +91 44 28583362/3367 |
Homepage | www.sundarammutual.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
5,000₹
The fund house has restricted SIP and Lumpsum (One-Time) investment in this fund right now.
Min investment of ₹100 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
