Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
3Y Annualised
11.27%
0.02% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
Annualised
-4.57%
0.02% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 6 months
6 years 3 months
9 years 7 months
Fund info
Fund size
₹1495.91 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.0025%
If units purchased or switched in from another scheme of the Fund are redeemed or switched out within 365 days from the date of allotment: for up to 25% of such units - exit load: Nil. for more than 25% of such units exit load: 1% of applicable Net asset Value (NAV) If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 365 days from the date of allotment - NIL.
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
3rd
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl
4th
ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl
5th
SBI Dynamic Asset Allocation Direct Payout Inc Dist cum Cap Wdrl
158th
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
Fund Managers
About Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has ₹1495.91 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option as of Wed Mar 05 2025 is ₹37.7157. The fund has an expense ratio of 0.07%, which is medium comparable to most other Allocation funds.
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option returns for the last 1 year are 3.18%. Since launch, it has delivered 10.14% average annual returns.
The Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has the majority of its money invested in Energy, null, Financial Services, Technology, Communication Services sectors.
Top 5 Holdings of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option.
- Reliance Industries Ltd: 5.90%
- 7.1% Govt Stock 2034: 5.82%
- HDFC Bank Ltd: 5.21%
- ICICI Bank Ltd: 4.76%
- Infosys Ltd: 4.33%
AMC Information
Name | Sundaram Asset Management Company Ltd |
---|---|
Founding Date | 2013-01-01 |
customer@principalindia.com | |
Phone | +91 44 28583362/3367 |
Website | www.sundarammutual.com |
Address | Principal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East) |
Tax Implications of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
---|---|
Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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