DS
Dwijendra SrivastavaFund Manager Since 1 Jan 2022
AllocationDynamic Asset Allocation
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
3Y Annualised
12.91%
0.36% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.99%
0.36% 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
5 years 8 months
NIFTY 50
5 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1705.37 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
4.50%
4th
Quant Dynamic Asset Allocation Fund Regular Growth
4.38%
5th
Helios Balanced Advantage Fund Direct Growth
3.91%
57th
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
1.99%
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 13 years, having been launched on 2013-01-01. Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has ₹1705.37 Cr worth of assets under management (AUM) as of Tue Feb 24 2026. The latest Net Asset Value (NAV) of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option as of Mon Feb 23 2026 is ₹42.3244. The fund has an expense ratio of 0.6%, which is medium comparable to most other Allocation funds.
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option returns for the last 1 year are 10.87%. Since launch, it has delivered 10.38% average annual returns.
The Sundaram Balanced Advantage Fund - Direct Plan - Growth Option has the majority of its money invested in Financial Services, Communication Services, Energy, null, Industrials, Consumer Cyclical, Real Estate sectors.
Top 5 Holdings of Sundaram Balanced Advantage Fund - Direct Plan - Growth Option.
- HDFC Bank Ltd: 5.97%
- ICICI Bank Ltd: 5.78%
- Bharti Airtel Ltd: 4.41%
- Reliance Industries Ltd: 4.18%
- 7.10% Gs 2034: 3.90%
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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Sundaram Banking & PSU Fund Regular Growth
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expense ratio
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fund size
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
