Savings Boxes

Sundaram Balanced Advantage Fund Direct-Growth

NAV

₹40.7002

as on 16 Sep 2024, 09:41 PM

₹0.0387(0.10%)

Last Change

Schemes Managed By

Bharath S.

Fund Manager

Dwijendra Srivastava

Fund Manager

Scheme Information

Sundaram Balanced Advantage Fund Direct-Growth

as of 31 Aug 2024, 05:30 AM

₹1,574.40 Cr

0.59%

17.77%

Scheme Asset Size

Expense Ratio

Cash Holding

Fund Type

Open-End

Plan

Growth

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Benchmark

NIFTY 50 Hybrid Composite debt 50:50 Index

Scheme Document

View

Sectors Holding in this Mutual Fund

Financial

14.68%

₹231.14 Cr

Energy

7.45%

₹117.34 Cr

Technology

7.06%

₹111.18 Cr

Automobile

5.84%

₹91.98 Cr

Healthcare

4.32%

₹68.07 Cr

Others

60.64%

₹954.72 Cr

Financial

14.68%

₹231.14 Cr

Energy

7.45%

₹117.34 Cr

Technology

7.06%

₹111.18 Cr

Automobile

5.84%

₹91.98 Cr

Healthcare

4.32%

₹68.07 Cr

Others

60.64%

₹954.72 Cr

GOI

11.46%

₹180.43 Cr

Reliance Industries Ltd.

6.24%

₹98.24 Cr

HDFC Bank Ltd.

6.15%

₹96.83 Cr

ICICI Bank Ltd.

4.88%

₹76.83 Cr

Others

71.27%

₹1,122.08 Cr

GOI

11.46%

₹180.43 Cr

Reliance Industries Ltd.

6.24%

₹98.24 Cr

HDFC Bank Ltd.

6.15%

₹96.83 Cr

ICICI Bank Ltd.

4.88%

₹76.83 Cr

Others

71.27%

₹1,122.08 Cr

Funds in this Category

View All

This fund's returns: 13.61%

HDFC Balanced Advantage Fund Direct Plan-Growth

Min. Investment

₹100

24.55

Category Returns

8.53%

24.55%

3Y Returns

24.55 %

Franklin India Dynamic Asset Allocation Fund of Funds Direct-Growth

Min. Investment

₹500

16.56

Category Returns

8.53%

24.55%

3Y Returns

16.56 %

Bank of India Balanced Advantage Fund Direct-Growth

Min. Investment

₹1000

16.43

Category Returns

8.53%

24.55%

3Y Returns

16.43 %

About Sundaram Balanced Advantage Fund Direct-Growth

Sundaram Balanced Advantage Fund Direct-Growth scheme return performance in last 1 year is 23.96%, in last 3 years is 46.67% and 249.93% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.

Scheme Details

AUM:	₹1,574.40 Cr
Category:	Hybrid: Dynamic Asset Allocation
Launch Date:	Invalid date
Fund Type:	Open-End

AMC Information

Sundaram Mutual Fund

₹67,442.81 Cr

AUM

108

Schemes

Address

Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah600014

Phone Number

Phone : 1860-425-7237

Email / Website

http://www.sundarammutual.com

Investment Performance

₹ 1,00,000

would have given a return of

₹1,10,871

₹1,21,647

₹1,40,046

₹1,46,674

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

Profit (absolute return)

₹46,674

46.67%

Investment Returns

In the last 3 months

7.73%

In the last 6 months

13.64%

In the last 1 year

23.96%

In the last 3 years

46.67%

In the last 5 years

115.83%

In the last 10 years

193.02%

Scheme Riskometer

Investors understand that their principal will be at high risk