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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,248 Cr

Lock In Period

N/A

Expense Ratio

2.38

Benchmark

CRISIL Hybrid 50 + 50 - Moderate Index

Exit Load

For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.

Summary

Latest details for Sundaram Balanced Advantage Fund (Old) Growth include a ₹14.6302 NAV as of Dec 31,2021 and returns since inception of --%. Minimum investments start at SIP ₹100. The Sundaram Balanced Advantage Fund (Old) Growth AUM is ₹1,248 Cr, with a lock-in of N/A years, expense ratio of 2.38%, and benchmark CRISIL Hybrid 50 + 50 - Moderate Index. Exit load is - For units in excess of 25% of the investment, 1% will be charged for redemption within 365 days.. In the growth review for 1M Month/Year, the fund recorded 0.92% returns, against a category average of 1.86% and a category best of 5.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.921.865.94
6M6.151.8713.26
1Y14.916.1525.12
3Y0.0015.8061.08

Portfolio Analysis

  • Equity: 75.08%
  • Debt: 24.92%
  • Others
As on: 2021-11-30
View allocation % by

1. ICICI Bank Ltd5.63%
2. State Bank of India4.06%
3. Housing Development Finance Corporation Ltd3.13%
4. HDFC Bank Ltd3.10%
5. Axis Bank Ltd1.84%
6. SBI Life Insurance Company Ltd1.03%
7. HDFC Life Insurance Company Ltd0.78%
8. Kotak Mahindra Bank Ltd0.71%
9. Bajaj Finserv Ltd0.69%
10. Max Financial Services Ltd0.57%
11. Shriram Transport Finance Company Ltd0.47%
12. Bank of Baroda0.44%
13. HDFC Asset Management Company Ltd0.35%
14. Punjab National Bank0.30%
15. Bajaj Finance Ltd0.10%
16. Housing Development FinanceCorporation Ltd0.09%

1. Infosys Ltd3.10%
2. Tech Mahindra Ltd2.56%
3. Tata Consultancy Services Ltd2.38%
4. HCL Technologies Ltd0.60%
5. MphasiS Ltd0.02%

1. Reliance Industries Ltd5.06%
2. Chemplast Sanmar Ltd1.06%
3. Hindustan Petroleum Corporation Ltd0.54%
4. Bharat Petroleum Corporation Ltd0.53%
5. GAIL (IndiLtd0.21%

1. Embassy Office Parks(REIT)3.03%
2. Power Grid Infrastructure Investment Trust(InvIT)1.50%

1. Grindwell Norton Ltd1.78%
2. Schaeffler India Ltd1.06%
3. Orient Electric Ltd0.55%
4. Crompton Greaves Consumer Electricals Ltd0.47%
5. L&T Technology Services Ltd0.42%
6. Action Construction Equipments Ltd0.25%

1. United Spirits Ltd2.33%
2. Hindustan UniLever Ltd0.91%
3. TATA Consumer Products Ltd0.54%

1. Sona BLW Precision Forgings Ltd1.98%
2. Mahindra & Mahindra Ltd0.37%
3. Tata Motors Ltd0.32%
4. Bajaj Auto Ltd0.32%
5. Maruti Suzuki India Ltd0.11%
6. Ashok Leyland Ltd0.07%

1. Bharti Airtel Ltd2.92%
2. Bharti Airtel Ltd - Partly Paid Right Shares0.09%

1. Hindalco Industries Ltd1.44%
2. Tata Steel Ltd1.13%
3. Jindal Steel & Power Ltd0.30%
4. NMDC Ltd0.07%

1. Pidilite Industries Ltd0.95%
2. Navin Fluorine International Ltd0.90%
3. Tata Chemicals Ltd0.20%

1. Larsen & Toubro Ltd1.92%

1. Sun Pharmaceutical Industries Ltd0.69%
2. Gland Pharma Ltd0.40%
3. Lupin Ltd0.28%
4. Divi's Laboratories Ltd0.27%
5. Cipla Ltd0.19%

1. Ultratech Cement Ltd0.89%
2. The Ramco Cements Ltd0.30%

About Fund

Sundaram Balanced Advantage Fund (Old) Growth managed by Sundaram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,248 Crore. The fund benchmarks its performance against the CRISIL Hybrid 50 + 50 - Moderate Index while maintaining an expense ratio of 2.38. Under the expert guidance of S Bharath ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

S Bharath

Mr. Bharath is a B Com (H), MBA and ICWA. Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSundaram Balanced Advantage Fund (Old) Growth01247.87 CR2.38
This FundAxis Balanced Advantage Fund Growth33557.6 CR1.9
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundSundaram Balanced Advantage Fund (Old) Growth14.91250
This FundAxis Balanced Advantage Fund Growth4.22649.1561
This FundHDFC Balanced Advantage Fund - Growth4.7558.1809

FAQs

Sundaram Balanced Advantage Fund (Old) Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sundaram Balanced Advantage Fund (Old) Growth is 2.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Balanced Advantage Fund (Old) Growth’s fund performance is as follows:
  • 1 Month : 0.92%
  • 6 Months : 6.15%
  • 1 Year : 14.91%
  • 3 Years : 0.00%
Returns of Sundaram Balanced Advantage Fund (Old) Growth are updated daily based on NAV of ₹ 14.6302 as on Dec 31,2021. Since inception, the return has been 0.00%.

You can invest in Sundaram Balanced Advantage Fund (Old) Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sundaram Balanced Advantage Fund (Old) Growth is ₹1,248 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Balanced Advantage Fund (Old) Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500