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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,695 Cr

Lock In Period

N/A

Expense Ratio

2.06

Benchmark

Crisil Balanced Fund Index

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.

Summary

Latest details for Sundaram Balanced Advantage Fund Growth include a ₹32.6212 NAV as of Mar 30,2026 and returns since inception of 29.73%. Minimum investments start at SIP ₹100. The Sundaram Balanced Advantage Fund Growth AUM is ₹1,695 Cr, with a lock-in of N/A years, expense ratio of 2.06%, and benchmark Crisil Balanced Fund Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded -6.22% returns, against a category average of -2.17% and a category best of 1.80%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.22-2.171.80
6M-5.050.5413.26
1Y-1.123.9125.12
3Y9.0611.4857.16

Portfolio Analysis

  • Equity: 73.48%
  • Debt: 26.53%
  • Others
As on: 2026-02-28
View allocation % by

1. ICICI Bank Ltd7.01%
2. HDFC Bank Ltd5.82%
3. Kotak Mahindra Bank Ltd3.54%

1. Infosys Ltd1.61%
2. HCL Technologies Ltd1.39%
3. Fractal Analytics Ltd0.88%
4. Coforge Ltd0.70%
5. Billionbrains Garage Ventures Ltd0.51%
6. Tech Mahindra Ltd0.28%

1. Reliance Industries Ltd4.33%
2. Bharat Petroleum Corporation Ltd0.96%

1. Bharti Airtel Ltd4.23%

1. Bank of Baroda1.78%
2. State Bank of India1.54%

1. Bajaj Finance Ltd1.86%
2. Cholamandalam Investment and Finance Company Ltd1.43%

1. Larsen & Toubro Ltd3.10%

1. Mahindra & Mahindra Ltd2.20%
2. Maruti Suzuki India Ltd0.69%

1. Embassy Office Parks (REIT)1.83%
2. Brookfield India Real Estate Trust REIT0.78%

1. Bharat Electronics Ltd1.40%
2. Hindustan Aeronautics Ltd1.03%

1. TVS Motor Company Ltd1.03%
2. Bajaj Auto Ltd0.67%

1. Ultratech Cement Ltd0.91%
2. JK Cement Ltd0.66%

1. Mankind Pharma Ltd0.73%
2. Sun Pharmaceutical Industries Ltd0.61%
3. Cipla Ltd0.22%

1. Zomato Ltd1.30%

1. Hindustan UniLever Ltd1.27%

1. Cummins India Ltd1.26%

1. Jubilant Foodworks Ltd1.00%
2. The Indian Hotels Company Ltd0.24%

1. Coromandel International Ltd1.22%

1. Bajaj Finserv Ltd1.14%

1. PB Fintech Ltd1.14%

1. Power Finance Corporation Ltd1.14%

1. Amber Enterprises India Ltd1.04%

1. CRISIL Ltd0.64%
2. Indegene Limited0.40%

About Fund

Sundaram Balanced Advantage Fund Growth managed by Sundaram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,695 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.06. Under the expert guidance of Dwijendra Srivastava ,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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundUnion Balanced Advantage Fund Growth21304.78 CR2.16
This FundSundaram Balanced Advantage Fund Growth11694.61 CR2.06
This FundAxis Balanced Advantage Fund Growth33799.23 CR1.91
This FundHDFC Balanced Advantage Fund - Growth5107589.67 CR1.35
Fund Name1Y3Y
This FundUnion Balanced Advantage Fund Growth-0.10427.0324
This FundSundaram Balanced Advantage Fund Growth-1.117529.7312
This FundAxis Balanced Advantage Fund Growth0.695145.4806
This FundHDFC Balanced Advantage Fund - Growth0.086754.3424

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 2.06. 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 : -6.22%
  • 6 Months : -5.05%
  • 1 Year : -1.12%
  • 3 Years : 9.06%
Returns of Sundaram Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 32.6212 as on Mar 30,2026. Since inception, the return has been 29.73%.

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 ₹1,695 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.
Min Inv Amount: ₹500