DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AllocationDynamic Asset Allocation
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
3Y Annualised
10.61%
-0.94% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.32%
-0.94% 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 10 months
NIFTY 50
7 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹1434.84 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
Quant Dynamic Asset Allocation Fund Direct Growth
4.51%
4th
Quant Dynamic Asset Allocation Fund Direct Payout Inc Dist cum Cap Wdrl
4.51%
5th
Quant Dynamic Asset Allocation Fund Direct Reinvestment Inc Dist cum Cap Wdrl
4.51%
38th
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
3.32%
Fund Managers
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 ₹1434.84 Cr worth of assets under management (AUM) as of Sun Apr 06 2025. The latest Net Asset Value (NAV) of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option as of Fri Apr 04 2025 is ₹38.6766. The fund has an expense ratio of 0.72%, which is medium comparable to most other Allocation funds.
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option returns for the last 1 year are 6.08%. Since launch, it has delivered 10.36% average annual returns.
The Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has the majority of its money invested in Financial Services, null, Energy, Technology, Communication Services sectors.
Top 5 Holdings of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option.
- ICICI Bank Ltd: 6.11%
- 7.1% Govt Stock 2034: 6.05%
- Reliance Industries Ltd: 5.95%
- HDFC Bank Ltd: 5.84%
- Infosys Ltd: 4.15%
AMC Information
| Name | Sundaram Asset Management Company Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| customer@principalindia.com | |
| Phone | +91 44 28583362/3367 |
| Website | www.sundarammutual.com |
| Address | Principal 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 Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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