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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SUSundaram MFRegular · Growth

Sundaram Balanced Advantage Fund - Regular Plan - Growth(Merged)

hybridHybrid - Balanced AdvantageBenchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
NAV · 31 Dec 2021₹14.63+0.39%
AUM₹1.2k Cr
Expense Ratio2.23%
CAGR—
Exit LoadNil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Min SIP₹100
Launched2020

Investment Objective

The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically.

Fund Mandate

units issued by REITs / InvITs0%–10%
Asset Allocation
Domestic Equity70.4%
Debt14.7%
Cash & Equivalents10.3%
Other4.7%
Fund Managers
SB
S. Bharath
Fund Manager
Key Information
2.23%
₹100
₹100
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Nil
Inception06 Mar 2020
AMCSundaram MF
Top Holdings
1Margin Money For Derivatives7.16%
2ICICI Bank LtdBanks5.63%
3Reliance Industries LtdPetroleum Products5.06%
4State Bank of IndiaBanks4.06%
5Housing Development Finance Corporation LtdFinance3.13%
6HDFC Bank LtdBanks3.10%
7Infosys LtdSoftware3.10%
8Embassy Office Parks(REIT)Construction3.03%
9Bharti Airtel LtdTelecom - Services2.92%
10Tech Mahindra LtdSoftware2.56%
Sector Allocation
Banks14.6%
Other13.4%
Software8.0%
Petroleum Products5.1%
Finance3.1%
Construction3.0%
Telecom - Services2.9%
Consumer Non Durables2.3%
Auto Ancillaries2.0%
Construction Project1.9%
Industrial Products1.8%
Power1.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sundaram Balanced Advantage Fund - Regular Plan - Growth(Merged).

Sundaram MF Latest News

Trailing Returns
PeriodReturns
1 Day+0.39%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.23%
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Nil
₹100
₹100
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme