Sundaram Balanced Advantage Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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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)
₹1,642 Cr
Lock In Period
N/A
Expense Ratio
2.09
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
Summary
Sundaram Balanced Advantage Fund Growth NAV is ₹34.9244 as of 20 Jun, 2026. Sundaram Balanced Advantage Fund Growth has delivered 28.43% returns since its launch. The minimum SIP investment amount in Sundaram Balanced Advantage Fund Growth is ₹100. The AUM of Sundaram Balanced Advantage Fund Growth is ₹1,642 Cr. The expense ratio of the fund is 2.09%, and its benchmark is Crisil Balanced Fund Index. The current exit load of the fund 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 last 1M months, Sundaram Balanced Advantage Fund Growth has delivered 2.12% returns.
Sundaram Balanced Advantage Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.12 | 0.50 | 3.34 |
| 6M | -2.33 | 2.11 | 13.26 |
| 1Y | 0.31 | 4.82 | 25.12 |
| 3Y | 8.70 | 13.17 | 52.93 |
Portfolio Analysis
- Equity: 75.30%
- Debt: 24.69%
- Others
As on: 2026-05-31
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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 ₹1,642 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.09. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Union Balanced Advantage Fund Growth | 2 | 1218.2 CR | 2.2 |
| Sundaram Balanced Advantage Fund Growth | 1 | 1641.95 CR | 2.09 |
| Baroda BNP Paribas Balanced Advantage Fund Growth | 5 | 4870.96 CR | 1.9 |
| HDFC Balanced Advantage Fund - Growth | 4 | 104016.21 CR | 1.28 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUnion Balanced Advantage Fund Growth | 1.7544 | 26.7166 |
| This FundSundaram Balanced Advantage Fund Growth | 0.3133 | 28.434 |
| This FundBaroda BNP Paribas Balanced Advantage Fund Growth | 5.8872 | 43.4666 |
| This FundHDFC Balanced Advantage Fund - Growth | 1.0595 | 50.1947 |
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 2.09. 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 : 2.12%
- 6 Months : -2.33%
- 1 Year : 0.31%
- 3 Years : 8.70%
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 ₹1,642 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.
