NAV on (No Data Available)
₹0.00
No Data Available
Fund Size
₹1247.87 Crores
1Y Returns
No Data Available%
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. There is no guarantee or assurance that the investment objective of the scheme will be achieved.
Sundaram Asset Management Company Ltd.
Launch Date
February 14, 2020
Fund Manager
Mr. S Bharath
Initial Price
10
AUM Fund
1247.87 Cr
Min investment
Rs 100
Expense Ratio
2.38%
Weekly - Rs. 1000/-Monthly - Rs. 100/- Quarterly - Rs. 750/-
For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 126.76% | 126.76% | ₹3700.53 | |
| 126.42% | 126.42% | ₹3700.53 | |
| 126.26% | 126.26% | ₹3700.53 | |
| 126.25% | 126.25% | ₹3700.53 | |
| 126.21% | 126.21% | ₹3700.53 |
Q: What is the current NAV of Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment?
A: The latest NAV of Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment is ₹ .
Q: What type of mutual fund is Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment?
A: Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment is a 'Hybrid - Equity Oriented' type mutual fund managed by 'Sundaram Asset Management Company Ltd.'.
Q: What is the expense ratio of Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment?
A: The expense ratio of Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment is 2.38%, which impacts overall returns.
Q: Who manages Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment?
A: Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment is managed by Mr. S Bharath, who oversees investment strategy and portfolio decisions.
Q: Is Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment a good investment?
A: Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment?
A: The exit load of Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment is For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days., applicable if redeemed within the specified period.
Q: How is Sundaram Balanced Advantage Fund (Old) - IDCW-Reinvestment taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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