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Value Research Rating
As on 29-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Sundaram Balanced Advantage Fund - Direct Plan
|
|
|
High
|
Please wait... |
0.57 |
|
|
|
Very High
|
Please wait... |
0.84 |
||
 |
|
High
|
Please wait... |
0.90 |
||
|
|
High
|
Please wait... |
0.50 |
||
|
|
Very High
|
Please wait... |
0.49 |
Sundaram Balanced Advantage Fund - Direct Plan invests in a mix of equity and fixed-income securities. The proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager.
Mutual funds can be bought directly from the website of the fund house. For instance, Sundaram Balanced Advantage Fund - Direct Plan fund can be purchased from the website of Sundaram Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Sundaram Balanced Advantage Fund - Direct Plan is ₹32.4859 as of 30-Sep-2023.
The AUM of Sundaram Balanced Advantage Fund - Direct Plan Fund is ₹1,533 Cr as of 31-Aug-2023
The riskometer level of Sundaram Balanced Advantage Fund - Direct Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
7.12
|
|
|
6.41
|
|
|
5.12
|
|
|
4.31
|
|
|
2.21
|
As of 31-Aug-2023, Sundaram Balanced Advantage Fund - Direct Plan had invested 58.46% in Equity, 20.66% in Debt, 18.16% in Cash & Cash Eq. and 2.71% in Real Estate See More
Sundaram Balanced Advantage Fund - Direct Plan is 10 years 9 months old. It has delivered 11.60% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
11.60%
|
14.49%
|
11.77%
|
10.60%
|
13.05%
|
11.60%
|
The minimum SIP amount of Sundaram Balanced Advantage Fund - Direct Plan is ₹100.
No, There is no lock in period in Sundaram Balanced Advantage Fund - Direct Plan.
The expense ratio of Sundaram Balanced Advantage Fund - Direct Plan is 0.57%.
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