icon
AllocationDynamic Asset Allocation

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

3Y Annualised

11.27%

0.02% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

Annualised

-4.57%

0.02% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

6 years 6 months

NIFTY 50

6 years 3 months

FD

9 years 7 months

Fund info

Fund size

₹1495.91 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹100

Exit load

0.0025%

If units purchased or switched in from another scheme of the Fund are redeemed or switched out within 365 days from the date of allotment: for up to 25% of such units - exit load: Nil. for more than 25% of such units exit load: 1% of applicable Net asset Value (NAV) If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 365 days from the date of allotment - NIL.

Risk Profile

Moderately High risk

Peer comparison

This Fund's Performance Compared With Peers

Over the Period of oneMonth

1st

ICICI Prudential Balanced Advantage Fund Quarterly Payout of Inc Dist cum Cap Wdrl

4.56%

2nd

ICICI Prudential Balanced Advantage Fund Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl

4.56%

3rd

ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Payout of Inc Dist cum Cap Wdrl

1.80%

4th

ICICI Prudential Balanced Advantage Fund Direct Plan Quarterly Rnvstmnt of Inc Dist cum Cap Wdrl

1.80%

5th

SBI Dynamic Asset Allocation Direct Payout Inc Dist cum Cap Wdrl

0.01%

158th

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

-4.57%

Fund Managers

DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
SB
S. BharathFund Manager Since 1 Jan 2022
RB
Rahul BaijalFund Manager Since 1 Jan 2022

About Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option is a Allocation mutual fund scheme from Sundaram Asset Management Company Ltd. This fund has been in existence for 12 years, having been launched on 2013-01-01. Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has ₹1495.91 Cr worth of assets under management (AUM) as of Thu Mar 06 2025. The latest Net Asset Value (NAV) of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option as of Wed Mar 05 2025 is ₹37.7157. The fund has an expense ratio of 0.07%, which is medium comparable to most other Allocation funds.

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option returns for the last 1 year are 3.18%. Since launch, it has delivered 10.14% average annual returns.

The Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has the majority of its money invested in Energy, null, Financial Services, Technology, Communication Services sectors.

Top 5 Holdings of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option.

  1. Reliance Industries Ltd: 5.90%
  2. 7.1% Govt Stock 2034: 5.82%
  3. HDFC Bank Ltd: 5.21%
  4. ICICI Bank Ltd: 4.76%
  5. Infosys Ltd: 4.33%

AMC Information

NameSundaram Asset Management Company Ltd
Founding Date2013-01-01
Emailcustomer@principalindia.com
Phone+91 44 28583362/3367
Websitewww.sundarammutual.com
AddressPrincipal Pnb Asset Management Co. Pvt. Ltd.,Exchange Plaza, Ground Floor, B Wing,,NSE Building, Bandra Kurla Complex,,Bandra (East)

Tax Implications of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from Sundaram Asset Management Company Ltd

Calculate Your Returns

Estimated Returns in 3 Years

₹0

Total Amount

₹0

Invest Nowcta image

FAQs

View All

It’s Time to Grow Your Wealth

₹1,000+ cr

AUM

1+ Lac

Investors

stack mb