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Sundaram Balanced Advantage Fund Reg-G
Fund Category: Dynamic Asset Allocation or Balanced Advantage
Fund Category Dynamic Asset Allocation or Balanced Advantage
NAV( 31 Dec 2021)
₹ 14.63
-%
Sundaram Balanced Advantage Fund Reg-G
Investment details
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Min SIP amount
₹ 100
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Min Lumpsum
₹ 100
-
Lock In
0
-
Expense ratio
2.23%
-
Exit load
L After 365 days
Fund details
View Fund Documents-
Fund size
₹ 1,248 Cr
-
Plan
REGULAR
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Launch date
14 Feb 2020
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Fund type
OPEN
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Fund benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
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ISIN
INF903JA1IT6
Risk Associated
Moderately High
- Investors be aware that principal under this fund will be at Moderately High risk
- This product is suitable for investors who are seeking capital appreciation over long term
About AMC
View All Mutual Funds-
Funds Offered
42
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AUM
₹ 84,487 Cr
-
Website
http://www.sundarammutual.com
About
Sundaram Mutual Fund is a fully owned subsidiary of one of India's oldest and most respected NBFCs - Sundaram Finance Limited. Established in 1996, Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences. Their deep commitment to making mutual funds accessible to everyone is the impetus that drives their expansion. They have over 93 branches across India, with an office in Dubai and a wholly owned subsidiary in Singapore. Sundaram Asset Management Company, manages funds that cater to the investment needs of investors with different risk, reward and liquidity preferences.
Frequently Asked Questions
View AllWhat is the current NAV of Sundaram Balanced Advantage Fund Reg-G?
The current NAV of Sundaram Balanced Advantage Fund Reg-G is ₹ 14.6302
How much does Sundaram Balanced Advantage Fund Reg-G charge as expense ratio?
The expense ratio of Sundaram Balanced Advantage Fund Reg-G is 2.23%
How to Redeem Sundaram Balanced Advantage Fund Reg-G Regular Growth?
To redeem, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.
What are the steps to invest in Sundaram Balanced Advantage Fund Reg-G?
To invest, follow the steps below:
1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click
on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.
Secure your future with hassle-free investing on Moneyfy!
Can I invest in Sundaram Balanced Advantage Fund Reg-G through both SIP and lump sum?
You can invest in Both SIP & Lumpsum in Sundaram Balanced Advantage Fund Reg-G based on your investment objective and risk profile.
What is the return of Sundaram Balanced Advantage Fund Reg-G?
For Sundaram Balanced Advantage Fund Reg-G, 3-year return is -% per annum and 5-year return is -% per annum. Check the return performance in detail on the page.
What is the lock-in period in Sundaram Balanced Advantage Fund Reg-G?
The lock-in-period of Sundaram Balanced Advantage Fund Reg-G is 0 years.
How to Start your Investing journey on Tata Moneyfy?
At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:
Create account
Register your mobile number and email ID with Moneyfy
Complete KYC
Set up your account and update your KYC details
Start investing
Once we verify your KYC details, you’re ready to start investing!
Scan the QR code to download the app
Similar Mutual Funds
Min. Investment
Rs.100.0
Fund Size
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Fund Manager
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NAV
14.63
Min Investment
₹100.0
Fund Size
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Fund Manager
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