Contact Us 
Sundaram Balanced Advantage-IDCWM
Investment details
-
Min SIP amount
₹ 100
-
Min Lumpsum
₹ 100
-
Lock In
0
-
Expense ratio
2.08%
-
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
₹ 1,565 Cr
-
Plan
REGULAR
-
Launch date
26 Nov 2010
-
Fund type
OPEN
-
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
49
-
AUM
₹ 67,088 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.
Fund Manager
View All Mutual Funds-
Funds Offered
9
-
AUM
₹ 28,039 Cr
-
Highest Return
19.06%
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 ₹ 14.3496
How much does Sundaram Balanced Advantage-IDCWM charge as expense ratio?
The expense ratio of Sundaram Balanced Advantage-IDCWM is 2.08%
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 9.42% per annum and 5-year return is 8.75% 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!
Scan the QR code to download the app
Similar Mutual Funds
Min. Investment
Rs.250.0
Fund Size
Rs.198.63 Cr
Fund Manager
Abhiroop Mukherjee
NAV
9.93
Min Investment
₹250.0
Fund Size
₹198.63 cr
Fund Manager
Abhiroop Mukherjee
Min. Investment
Rs.99.0
Fund Size
Rs.1939.85 Cr
Fund Manager
Mahendra Kumar Jajoo
NAV
14.21
Min Investment
₹99.0
Fund Size
₹1939.85 cr
Fund Manager
Mahendra Kumar Jajoo
Min. Investment
Rs.1000.0
Fund Size
Rs.1105.84 Cr
Fund Manager
Suman Prasad
NAV
9.92
Min Investment
₹1000.0
Fund Size
₹1105.84 cr
Fund Manager
Suman Prasad
Min. Investment
Rs.100.0
Fund Size
Rs.984.41 Cr
Fund Manager
Amit Ganatra
NAV
51.11
Min Investment
₹100.0
Fund Size
₹984.41 cr
Fund Manager
Amit Ganatra
Min. Investment
Rs.1000.0
Fund Size
Rs.833.98 Cr
Fund Manager
Sanjeev Sharma
NAV
15.71
Min Investment
₹1000.0
Fund Size
₹833.98 cr
Fund Manager
Sanjeev Sharma
Min. Investment
Rs.500.0
Fund Size
Rs.1129.5 Cr
Fund Manager
Nimesh Chandan
NAV
11.13
Min Investment
₹500.0
Fund Size
₹1129.5 cr
Fund Manager
Nimesh Chandan
Min. Investment
Rs.100.0
Fund Size
Rs.8725.14 Cr
Fund Manager
Sailesh Jain
NAV
20.27
Min Investment
₹100.0
Fund Size
₹8725.14 cr
Fund Manager
Sailesh Jain
Min. Investment
Rs.100.0
Fund Size
Rs.2071.17 Cr
Fund Manager
Sachin Relekar
NAV
24.12
Min Investment
₹100.0
Fund Size
₹2071.17 cr
Fund Manager
Sachin Relekar
Min. Investment
Rs.100.0
Fund Size
Rs.66397.8 Cr
Fund Manager
Sankaran Naren
NAV
75.68
Min Investment
₹100.0
Fund Size
₹66397.8 cr
Fund Manager
Sankaran Naren
Min. Investment
Rs.100.0
Fund Size
Rs.3557.6 Cr
Fund Manager
R Sivakumar
NAV
20.85
Min Investment
₹100.0
Fund Size
₹3557.6 cr
Fund Manager
R Sivakumar
Min. Investment
Rs.100.0
Fund Size
Rs.1564.62 Cr
Fund Manager
Ravi Gopalakrishnan
NAV
34.34
Min Investment
₹100.0
Fund Size
₹1564.62 cr
Fund Manager
Ravi Gopalakrishnan
Min. Investment
Rs.100.0
Fund Size
Rs.1247.87 Cr
Fund Manager
-
NAV
14.63
Min Investment
₹100.0
Fund Size
₹1247.87 cr
Fund Manager
-
Min. Investment
Rs.500.0
Fund Size
Rs.833.19 Cr
Fund Manager
Rahul Pal
NAV
14.14
Min Investment
₹500.0
Fund Size
₹833.19 cr
Fund Manager
Rahul Pal
Min. Investment
Rs.1000.0
Fund Size
Rs.799.81 Cr
Fund Manager
Puneet Pal
NAV
14.65
Min Investment
₹1000.0
Fund Size
₹799.81 cr
Fund Manager
Puneet Pal
Min. Investment
Rs.500.0
Fund Size
Rs.1447.69 Cr
Fund Manager
Ritesh Jain
NAV
42.46
Min Investment
₹500.0
Fund Size
₹1447.69 cr
Fund Manager
Ritesh Jain
Min. Investment
Rs.100.0
Fund Size
Rs.12234.27 Cr
Fund Manager
Bhavesh Jain
NAV
51.08
Min Investment
₹100.0
Fund Size
₹12234.27 cr
Fund Manager
Bhavesh Jain
Min. Investment
Rs.500.0
Fund Size
Rs.1191.64 Cr
Fund Manager
Parijat Agrawal
NAV
19.83
Min Investment
₹500.0
Fund Size
₹1191.64 cr
Fund Manager
Parijat Agrawal
Min. Investment
Rs.100.0
Fund Size
Rs.98457.75 Cr
Fund Manager
Anil Bamboli
NAV
508.78
Min Investment
₹100.0
Fund Size
₹98457.75 cr
Fund Manager
Anil Bamboli
Min. Investment
Rs.100.0
Fund Size
Rs.3548.38 Cr
Fund Manager
Laukik Bagwe
NAV
27.92
Min Investment
₹100.0
Fund Size
₹3548.38 cr
Fund Manager
Laukik Bagwe
Min. Investment
Rs.1000.0
Fund Size
Rs.139.84 Cr
Fund Manager
Alok Singh
NAV
25.73
Min Investment
₹1000.0
Fund Size
₹139.84 cr
Fund Manager
Alok Singh
Min. Investment
Rs.100.0
Fund Size
Rs.16203.69 Cr
Fund Manager
Abhishek Bisen
NAV
20.27
Min Investment
₹100.0
Fund Size
₹16203.69 cr
Fund Manager
Abhishek Bisen
Min. Investment
Rs.100.0
Fund Size
Rs.2004.9 Cr
Fund Manager
Piyush Baranwal
NAV
14.03
Min Investment
₹100.0
Fund Size
₹2004.9 cr
Fund Manager
Piyush Baranwal
Min. Investment
Rs.250.0
Fund Size
Rs.4365.23 Cr
Fund Manager
Prashant R Pimple
NAV
24.29
Min Investment
₹250.0
Fund Size
₹4365.23 cr
Fund Manager
Prashant R Pimple
Min. Investment
Rs.200.0
Fund Size
Rs.652.81 Cr
Fund Manager
Yogesh Patil
NAV
13.07
Min Investment
₹200.0
Fund Size
₹652.81 cr
Fund Manager
Yogesh Patil
Min. Investment
Rs.500.0
Fund Size
Rs.2877.65 Cr
Fund Manager
Anurag Mittal
NAV
12.3
Min Investment
₹500.0
Fund Size
₹2877.65 cr
Fund Manager
Anurag Mittal
Min. Investment
Rs.1000.0
Fund Size
Rs.2666.02 Cr
Fund Manager
Rajeev Thakkar
NAV
11.55
Min Investment
₹1000.0
Fund Size
₹2666.02 cr
Fund Manager
Rajeev Thakkar
Min. Investment
Rs.100.0
Fund Size
Rs.8539.88 Cr
Fund Manager
Lovelish Solanki
NAV
107.51
Min Investment
₹100.0
Fund Size
₹8539.88 cr
Fund Manager
Lovelish Solanki
Min. Investment
Rs.250.0
Fund Size
Rs.38487.87 Cr
Fund Manager
Dinesh Ahuja
NAV
15.6
Min Investment
₹250.0
Fund Size
₹38487.87 cr
Fund Manager
Dinesh Ahuja
Min. Investment
Rs.500.0
Fund Size
Rs.2662.52 Cr
Fund Manager
Sachin Padwal-Desai
NAV
14.09
Min Investment
₹500.0
Fund Size
₹2662.52 cr
Fund Manager
Sachin Padwal-Desai
Min. Investment
Rs.500.0
Fund Size
Rs.701.81 Cr
Fund Manager
Santosh Singh
NAV
17.62
Min Investment
₹500.0
Fund Size
₹701.81 cr
Fund Manager
Santosh Singh
Min. Investment
Rs.100.0
Fund Size
Rs.9031.58 Cr
Fund Manager
Manish Gunwani
NAV
176.46
Min Investment
₹100.0
Fund Size
₹9031.58 cr
Fund Manager
Manish Gunwani
Click the “Allow” button to receive notifications
Stay updated
We're constantly crafting offers and deals for you. Get delivered straight to your device through website notifications.
All you have to do is click on “Allow”.
Fund added to your watchlist
Now keep a track on your favourite fund
Fund is already added to watchlist
Go to the watchlist page to remove a fund from the list.
Are you sure you want to logout?
Compare funds from watchlist
No funds are added to watchlist
Add your favourate funds to watchlist to keep them handy
Compare funds from watchlist
Funds Added to Compare 00/03 00/02
Compare funds from portfolio
No funds are added to portfolio
Add your favourate funds to portfolio to keep them handy
Compare funds from portfolio
Funds Added to Compare 00/03 00/02
Beware of Frauds!
-
Trust the links that start from https://www.tatacapitalmoneyfy.com
-
Do not make payments
in any individual’s bank accounts. -
Reach our Customer Care moneyfycare@tatacapital.com for assistance
For any assistance, contact our customer support
Login To
Hassle free registration &
KYC journey
Identify Top Mutual Funds
Invest & Track
your Investment Portfolio
Download the Moneyfy App
Start an SIP in minutes by signing up with the Tata Capital Moneyfy App. We are your one stop shop for all things investment.
SMS sent succesfullyScan QR to download the App
