Sundaram Balanced Advantage Growth
Medium
Risk
Other Schemes
Dynamic Asset Allocation
+
11.03
%
11.03
%
3Y annualised
+
0.18
%
0.18
%
1D
1M
6M
1Y
3Y
All
Fund size
1524
NAV:
Mar 7, 2024
31.6342
Sector
Tech
Type
Other_schemes
Launched
Dec 2010
Min Investment
100
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
6.93
%
ICICI Bank Ltd
6.33
%
Reliance Industries Ltd
5.65
%
Infosys Ltd
4.83
%
7.38% Govt Stock 2027
2.65
%
Embassy Office Parks Reit
2.38
%
7.26% Govt Stock 2033
2.31
%
Larsen & Toubro Ltd
2.17
%
Maruti Suzuki India Ltd
2.05
%
7.41% Govt Stock 2036
2
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Sundaram Balanced Advantage Growth
More details
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. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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