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Sundaram Balanced Advantage Fund(IDCW-Payout)

IDCW
HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 1,163 Cr
Moderately High RiskPrinciple investment will be at moderately high risk
14.070.02 (-0.12%)

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Investment Checklist

Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

HybridBalanced Advantage Fund
Mid-size FundAssets Under Mgmt: ₹ 1,163 Cr
Moderately High RiskPrinciple investment will be at moderately high risk

Key Metrics

Expense RatioExpense Ratio
0.40
No LabelNo Label
45.40
No LabelNo Label
3.04
No LabelNo Label
0.70
No LabelNo Label
38.01
No LabelNo Label
3.26

About Balanced Advantage Fund

Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation

Scheme Info

PlanPlan
IDCW
Lock inLock in
0 yrs
Exit LoadExit Load
1.00%
Nil upto 10% of units and 1% for remaining units on or before 1Y Nil after 1Y
Min. SIPMin. SIP
Min. LumpsumMin. Lumpsum
₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 50+50 - Moderate Index

Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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Fund ManagerRead more 

Exp: 7.11yrs

 | 

#Funds: 22

Exp: 10yrs

 | 

#Funds: 11

Exp: 13.2yrs

 | 

#Funds: 47

Know More

AMC profile

Sundaram Asset Management Company Limited is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited (SFL).

  • No.of Schemes

    52

  • Total AUM

    ₹ 33,597.04 Cr.