How to Invest in Sundaram Balanced Advantage Fund(Ex) Direct Growth?

You can easily invest in Sundaram Balanced Advantage Fund(Ex) Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for Sundaram Balanced Advantage Fund(Ex) Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in Sundaram Balanced Advantage Fund(Ex) Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Sundaram Balanced Advantage Fund(Ex) Direct Growth provide?

The Sundaram Balanced Advantage Fund(Ex) Direct Growth has been there from 06 Mar 2020 and the average annual returns provided by this fund is 17.08% since its inception.

How much expense ratio is charged by Sundaram Balanced Advantage Fund(Ex) Direct Growth?

The term Expense Ratio used for Sundaram Balanced Advantage Fund(Ex) Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of Sundaram Balanced Advantage Fund(Ex) Direct Growth is 0.79% as of 14 May 2024...

What is the AUM of Sundaram Balanced Advantage Fund(Ex) Direct Growth?

The AUM, short for Assets Under Management of Sundaram Balanced Advantage Fund(Ex) Direct Growth is ₹1,247.87Cr as of 14 May 2024.

How to Redeem Sundaram Balanced Advantage Fund(Ex) Direct Growth?

If you want to sell your Sundaram Balanced Advantage Fund(Ex) Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the NAV of Sundaram Balanced Advantage Fund(Ex) Direct Growth?

The NAV of Sundaram Balanced Advantage Fund(Ex) Direct Growth is ₹15.15 as of 31 Dec 2021.

What is the PE and PB ratio of Sundaram Balanced Advantage Fund(Ex) Direct Growth?

The PE ratio ratio of Sundaram Balanced Advantage Fund(Ex) Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Sundaram Balanced Advantage Fund(Ex) Direct Growth - NAV, Mutual Fund Performance & Portfolio

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Sundaram Balanced Advantage Fund(Ex) Direct Growth
Hybrid
Dynamic Asset Allocation
Moderately High Risk
1M
6M
1Y
All
 NAV: 31 Dec 2021₹15.15
Min. SIP amountNot Supported
RatingNA
Fund size₹1,247.87Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Hybrid Dynamic Asset Allocation
Absolute returns
3M6M1YAll
Fund returns1.6%7.2%17.1%51.5%
Category averageNANA22.1%NA
Rank with in category5912NA
Understand terms
Holdings (124)NameSectorInstrumentAssets
ICICI Bank Ltd.
FinancialEquity5.63%
Reliance Industries Ltd.
EnergyEquity5.06%
State Bank of India
FinancialEquity4.06%
Housing Development Finance Corpn. Ltd.
FinancialEquity3.13%
HDFC Bank Ltd.
FinancialEquity3.10%
Infosys Ltd.
TechnologyEquity3.10%
Embassy Office Parks REIT
ConstructionEquity3.03%
Bharti Airtel Ltd.
CommunicationEquity2.92%
Tech Mahindra Ltd.
TechnologyEquity2.56%
Tata Consultancy Services Ltd.
TechnologyEquity2.38%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
31 Dec 2021 - Present
0.79%
31 Dec 2021 - 31 Dec 2021
0.79%
30 Nov 2021 - 31 Dec 2021
0.38%
31 Oct 2021 - 30 Nov 2021
0.38%
30 Sep 2021 - 31 Oct 2021
0.40%
31 Aug 2021 - 30 Sep 2021
0.43%
31 Jul 2021 - 31 Aug 2021
0.43%
30 Jun 2021 - 31 Jul 2021
0.45%
31 May 2021 - 30 Jun 2021
0.46%
30 Apr 2021 - 31 May 2021
0.48%
31 Mar 2021 - 30 Apr 2021
0.49%
28 Feb 2021 - 31 Mar 2021
0.43%
31 Jan 2021 - 28 Feb 2021
0.47%
31 Dec 2020 - 31 Jan 2021
0.49%
30 Nov 2020 - 31 Dec 2020
0.51%
31 Oct 2020 - 30 Nov 2020
0.52%
30 Sep 2020 - 31 Oct 2020
0.55%
31 Aug 2020 - 30 Sep 2020
0.53%
31 Jul 2020 - 31 Aug 2020
0.54%
30 Jun 2020 - 31 Jul 2020
0.55%
31 May 2020 - 30 Jun 2020
0.56%
30 Apr 2020 - 31 May 2020
0.57%
31 Mar 2020 - 30 Apr 2020
0.59%
Expense ratio, exit load and taxExpense ratio: 0.79%Inclusive of GST
Exit loadFor units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementDwijendra Srivastava
Feb 2020 - Present
View details
Education
Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Also manages these schemes
Sundaram Diversified Equity Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Corporate Bond Fund Direct Growth
Sundaram Banking & PSU Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Short Term Debt Fund Direct Plan Growth
Sundaram Medium Duration Fund Direct Growth
Sundaram Low Duration Fund(Ex) Direct Growth
Sundaram Money Direct Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Select Micro Cap Series VIII Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Select Micro Cap Series X Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series III Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth
Sundaram Select Micro Cap Series XI Direct Growth
Sundaram Select Micro Cap Series XII Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth
Sundaram Select Micro Cap Series XIV Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Select Micro Cap Series XV Direct Growth
Sundaram Select Small Cap Series V Direct Growth
Sundaram Select Small Cap Series VI Direct Growth
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth
Sundaram Select Micro Cap Series XVI Direct Growth
Sundaram Select Micro Cap Series XVII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Long Term Tax Advantage Fund Series III Direct Growth
Sundaram Emerging Small Cap Series 1 Direct Growth
Sundaram Emerging Small Cap Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth
Sundaram Emerging Small Cap Series III Direct Growth
Sundaram Emerging Small Cap Series IV Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Emerging Small Cap Series V Direct Growth
Sundaram Emerging Small Cap Series VI Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Emerging Small Cap Series VII Direct Growth
Sundaram Money Market Fund Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Overnight Fund Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Low Duration Fund Direct Growth
Sundaram Ultra Short Duration Fund Direct Growth
Sundaram Arbitrage Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Liquid Direct Growth
Sundaram Equity Savings Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Sundaram Flexi Cap Fund Direct Growth
S Bharath
Feb 2020 - Present
View details
Education
Mr. Bharath is a B Com (H), MBA and ICWA.
Experience
Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Also manages these schemes
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Diversified Equity Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Mid Cap Fund Direct Growth
Sundaram Consumption Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Infrastructure Advantage Fund Direct Growth
Sundaram Long Term Tax Advantage Fund Series I Direct Growth
Sundaram Value Fund Series II Direct Growth
Sundaram Long Term Tax Advantage Fund Series II Direct Growth
Sundaram Value Fund Series III Direct Growth
Sundaram Smart NIFTY 100 Equal Weight Fund Direct Growth
Sundaram Value Fund Series VII Direct Growth
Sundaram Value Fund Series VIII Direct Growth
Sundaram Value Fund Series IX Direct Growth
Sundaram Value Fund Series X Direct Growth
Sundaram Multi Cap Fund Series I Direct Growth
Sundaram Multi Cap Fund Series II Direct Growth
Sundaram Equity Savings Fund(Ex) Direct Growth
Sundaram Equity Fund Direct Growth
Sundaram Arbitrage Fund(Ex) Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
Rahul Baijal
Feb 2021 - Present
View details
Education
Mr. Baijal has done PGDM(MBA) from IIM Calcutta and is an engineering graduate of Delhi college of Engineering
Experience
Prior to joining Sundaram Mutual Fund, he has worked with Bharti AXA Life Insurance, TVF Capital, HSBC Securities, Credit Suisse Securities & Standard Chartered Bank.
Also manages these schemes
HDFC Top 100 Fund Direct Plan Growth
Sundaram Equity Hybrid Fund Direct Growth
Sundaram Large and Mid Cap Fund Direct Growth
Sundaram Multi Asset Fund Direct Growth
Sundaram Select Focus Fund Direct Growth
Sundaram Financial Services Opportunities Fund Direct Growth
Sundaram Conservative Hybrid Fund Direct Plan Growth
Sundaram Hybrid Fund Series N Direct Growth
Sundaram Capital Protection Oriented Fund 5Years Series 8 Direct Growth
Sundaram Services Fund Direct Growth
Sundaram Balanced Advantage Fund(Ex) Direct Growth
Sundaram Large Cap Fund Direct Growth
Sundaram Focused Fund Direct Growth
Sundaram Aggressive Hybrid Fund Direct Growth
Sundaram Balanced Advantage Fund Direct Growth
HDFC Business Cycle Fund Direct Growth
HDFC MNC Fund Direct Growth
Fund house & investment objective
Sundaram Mutual Fund
Rank (total assets)#17 in India
Total AUM₹59,763.82Cr
Date of Incorporation26 Feb 1996
 Sundaram Balanced Advantage Fund(Ex) Direct Growth is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. S Krishnakumar is the Current Fund Manager of Sundaram Balanced Advantage Fund(Ex) Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹59,764 Cr and the Latest NAV as of 31 Dec 2021 is ₹15.15.
The Sundaram Balanced Advantage Fund(Ex) Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 1 year.
;
Investment ObjectiveThe Scheme seeks 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 benchmarkNIFTY 50 Hybrid Composite debt 50:50 Index
Scheme Information Document(SID)
Fund house contact details
Address
Sundaram Towers No. 46,,1st& 2nd Floor, Whites Road,Royapettah Chennai 600014
Phone
1860-425-7237
Launch Date
26 Feb 1996
E-mail
NA
Website
www.sundarammutual.com
Sundaram Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
Sundaram Balanced Advantage Fund(Ex) Direct Growth
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	3M	6M	1Y	All
Fund returns	1.6%	7.2%	17.1%	51.5%
Category average	NA	NA	22.1%	NA
Rank with in category	5	9	12	NA

Name	Sector	Instrument	Assets
ICICI Bank Ltd.	Financial	Equity	5.63%
Reliance Industries Ltd.	Energy	Equity	5.06%
State Bank of India	Financial	Equity	4.06%
Housing Development Finance Corpn. Ltd.	Financial	Equity	3.13%
HDFC Bank Ltd.	Financial	Equity	3.10%
Infosys Ltd.	Technology	Equity	3.10%
Embassy Office Parks REIT	Construction	Equity	3.03%
Bharti Airtel Ltd.	Communication	Equity	2.92%
Tech Mahindra Ltd.	Technology	Equity	2.56%
Tata Consultancy Services Ltd.	Technology	Equity	2.38%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹1,247.87Cr

Sundaram Balanced Advantage Fund(Ex) Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (124)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.79%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Dwijendra SrivastavaFeb 2020 - PresentView details

S BharathFeb 2020 - PresentView details

Rahul BaijalFeb 2021 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Dwijendra Srivastava
Feb 2020 - Present
View details

S Bharath
Feb 2020 - Present
View details

Rahul Baijal
Feb 2021 - Present
View details