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Sundaram Balanced Advantage Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Sundaram Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,664 Cr

Lock In Period

N/A

Expense Ratio

2.6

Exit Load

If units purchased or switched in from another scheme of the Fund are redeemed or switched outwithin 1 year from the date of allotment: - for up to 25% of such units: Nil For more than 25% of such units: 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 1 year from the date of allotment: Nil.

Benchmark

Crisil Balanced Fund Index

Sundaram Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.010.532.67
6M-0.542.6113.26
1Y0.045.0125.12
3Y7.8514.4946.37

Portfolio Analysis

  • Equity: 76.69%
  • Debt: 23.31%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd7.16%
2. HDFC Bank Ltd5.64%
3. Kotak Mahindra Bank Ltd3.24%

1. Bajaj Finance Ltd2.57%
2. Cholamandalam Investment and Finance Company Ltd1.50%
3. Muthoot Finance Ltd1.03%
4. Poonawalla Fincorp Ltd0.58%

1. Coforge Ltd1.32%
2. Fractal Analytics Ltd1.18%
3. Billionbrains Garage Ventures Ltd1.15%
4. Oracle Financial Services Software Ltd0.93%
5. HCL Technologies Ltd0.71%

1. Reliance Industries Ltd5.19%

1. Bharti Airtel Ltd3.80%

1. Larsen & Toubro Ltd3.12%

1. Sun Pharmaceutical Industries Ltd0.97%
2. Mankind Pharma Ltd0.79%
3. Granules India Ltd0.54%
4. Alkem Laboratories Ltd0.40%
5. Lupin Ltd0.01%
6. Cipla Ltd0.00%

1. Embassy Office Parks (REIT)1.92%
2. Brookfield India Real Estate Trust REIT0.72%

1. One 97 Communications Ltd1.32%
2. PB Fintech Ltd1.25%

1. Bharat Electronics Ltd1.31%
2. MTAR Technologies Ltd0.70%
3. Hindustan Aeronautics Ltd0.22%

1. Mahindra & Mahindra Ltd1.96%

1. TVS Motor Company Ltd0.99%
2. Bajaj Auto Ltd0.60%

1. Ultratech Cement Ltd0.83%
2. JK Cement Ltd0.63%

1. Zomato Ltd1.42%

1. TATA Power Company Ltd1.07%
2. NTPC LTD0.33%

1. Tata Steel Ltd1.35%

1. TATA Consumer Products Ltd0.73%
2. CCL Products (IndiLtd0.55%

1. Cummins India Ltd1.21%

1. CRISIL Ltd0.67%
2. Indegene Limited0.52%

1. Amber Enterprises India Ltd1.17%

1. Coromandel International Ltd1.13%

1. Bajaj Finserv Ltd1.03%

About Fund Sundaram Balanced Advantage Fund Growth

Sundaram Balanced Advantage Fund Growth managed by Sundaram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,664 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.6. Under the expert guidance of Kumaresh Ramakrishnan ,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

Kumaresh Ramakrishnan

Mr. Kumaresh did his Engineering from Mumbai University and MBA from NMIMS (Mumbai). He has work experience of more than 13 years in Indian Fixed Income Markets. Prior to this, he has worked with Society General (SG) as Senior Credit Analyst and also as Senior Rating Analyst with Credit Analysis & Research Ltd.(CARE).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
SBI Dynamic Asset Allocation Fund Growth2644 CR2.02
Union Balanced Advantage Fund Growth21,236 CR2.5
Sundaram Balanced Advantage Fund Growth11,663 CR2.6
ICICI Prudential Balanced Advantage Fund Growth572,486 CR1.57
HDFC Balanced Advantage Fund - Growth4106,456 CR1.29
Fund Name1Y3Y
This FundSBI Dynamic Asset Allocation Fund Growth25.115122.2407
This FundUnion Balanced Advantage Fund Growth1.335324.7109
This FundSundaram Balanced Advantage Fund Growth0.036425.4604
This FundICICI Prudential Balanced Advantage Fund Growth6.880739.7132
This FundHDFC Balanced Advantage Fund - Growth1.557143.7587

Sundaram Balanced Advantage Fund Growth FAQs

Sundaram Balanced Advantage Fund 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 Growth is 2.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sundaram Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 1.01%
  • 6 Months : -0.54%
  • 1 Year : 0.04%
  • 3 Years : 7.85%
Returns of Sundaram Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 35.3156 as on Jul 31,2026. Since inception, the return has been 25.46%.

You can invest in Sundaram Balanced Advantage Fund 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 Growth is ₹1,664 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sundaram Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.