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Sundaram Balanced Advantage-IDCWM
Investment details
-
Min SIP amount
₹ 100
-
Min Lumpsum
₹ 100
-
Lock In
0
-
Expense ratio
2.06%
-
Exit load
1% For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
L After 365 days
Fund details
View Fund Documents-
Fund size
₹ 1,658 Cr
-
Plan
REGULAR
-
Launch date
26 Nov 2010
-
Fund type
OPEN
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Fund benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
-
ISIN
INF173K01551
Risk Associated
High
- Investors be aware that principal under this fund will be at High risk
- This product is suitable for investors who are seeking capital appreciation over long term
About AMC
View All Mutual Funds-
Funds Offered
48
-
AUM
₹ 72,203 Cr
-
Website
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.
Fund Manager
View All Mutual Funds-
Funds Offered
9
-
AUM
₹ 29,050 Cr
-
Highest Return
19.05%
About
Ravi Gopalakrishnan Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now
Frequently Asked Questions
View AllWhat is the current NAV of Sundaram Balanced Advantage-IDCWM?
The current NAV of Sundaram Balanced Advantage-IDCWM is ₹ 15.5214
How much does Sundaram Balanced Advantage-IDCWM charge as expense ratio?
The expense ratio of Sundaram Balanced Advantage-IDCWM is 2.06%
How to Redeem Sundaram Balanced Advantage-IDCWM 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-IDCWM?
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-IDCWM through both SIP and lump sum?
You can invest in Both SIP & Lumpsum in Sundaram Balanced Advantage-IDCWM based on your investment objective and risk profile.
What is the return of Sundaram Balanced Advantage-IDCWM?
For Sundaram Balanced Advantage-IDCWM, 3-year return is 9.76% per annum and 5-year return is 12.04% per annum. Check the return performance in detail on the page.
What is the lock-in period in Sundaram Balanced Advantage-IDCWM?
The lock-in-period of Sundaram Balanced Advantage-IDCWM 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!
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