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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,565 Cr

Lock In Period

N/A

Expense Ratio

2.08

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 ₹34.8953 NAV as of Apr 17,2026 and returns since inception of 32.66%. Minimum investments start at SIP ₹100. The Sundaram Balanced Advantage Fund Growth AUM is ₹1,565 Cr, with a lock-in of N/A years, expense ratio of 2.08%, 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 3.36% returns, against a category average of 0.82% and a category best of 5.74%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.360.825.74
6M-2.931.9413.26
1Y3.396.1825.12
3Y9.8814.2860.04

Portfolio Analysis

  • Equity: 72.45%
  • Debt: 27.55%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd7.06%
2. HDFC Bank Ltd6.48%
3. Kotak Mahindra Bank Ltd3.27%

1. Infosys Ltd1.75%
2. HCL Technologies Ltd1.51%
3. Coforge Ltd1.01%
4. Fractal Analytics Ltd0.93%
5. Billionbrains Garage Ventures Ltd0.75%
6. Tech Mahindra Ltd0.31%

1. Reliance Industries Ltd4.96%
2. Bharat Petroleum Corporation Ltd0.34%

1. Bharti Airtel Ltd4.53%

1. Bajaj Finance Ltd1.69%
2. Cholamandalam Investment and Finance Company Ltd1.27%

1. Larsen & Toubro Ltd2.92%

1. Mahindra & Mahindra Ltd2.25%
2. Maruti Suzuki India Ltd0.62%

1. Embassy Office Parks (REIT)1.96%
2. Brookfield India Real Estate Trust REIT0.75%

1. Bharat Electronics Ltd1.39%
2. Hindustan Aeronautics Ltd0.99%

1. TVS Motor Company Ltd1.09%
2. Bajaj Auto Ltd0.64%

1. State Bank of India1.36%
2. Bank of Baroda0.25%

1. Mankind Pharma Ltd0.70%
2. Sun Pharmaceutical Industries Ltd0.67%
3. Cipla Ltd0.22%

1. Ultratech Cement Ltd0.83%
2. JK Cement Ltd0.64%

1. Zomato Ltd1.31%

1. Cummins India Ltd1.26%

1. Hindustan UniLever Ltd1.21%

1. PB Fintech Ltd1.19%

1. TATA Power Company Ltd1.15%

1. Coromandel International Ltd1.14%

1. Jubilant Foodworks Ltd0.90%
2. The Indian Hotels Company Ltd0.22%

1. Tata Steel Ltd1.11%

1. Bajaj Finserv Ltd1.01%

About Fund

Sundaram Balanced Advantage Fund Growth managed by Sundaram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,565 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.08. 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.

Fund Managers

Dwijendra Srivastava

Mr. Dwijendra holds Chartered Financial Analyst from CFA Institute, USA. He is also a Textile Engineer with Post Graduate Diploma in Finance. He was associated with Deutsche Asset Management (India) Ltd., as Vice President and Fund Manager since 2007, spearheading debt schemes. He was also involved in new product development. Before that he was with JM and Tata Asset Management Company Private Ltd., as fund manager.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBNP Paribas Dynamic Equity Fund Growth0422.95 CR2.33
This FundITI Balanced Advantage Fund Growth2347.67 CR2.39
This FundSundaram Balanced Advantage Fund Growth11564.62 CR2.08
This FundAxis Balanced Advantage Fund Growth33557.6 CR1.9
This FundHDFC Balanced Advantage Fund - Growth598457.75 CR1.36
Fund Name1Y3Y
This FundBNP Paribas Dynamic Equity Fund Growth4.341631.5048
This FundITI Balanced Advantage Fund Growth1.411732.0021
This FundSundaram Balanced Advantage Fund Growth3.388232.6574
This FundAxis Balanced Advantage Fund Growth4.660447.3133
This FundHDFC Balanced Advantage Fund - Growth5.051157.1638

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 2.08. 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 : 3.36%
  • 6 Months : -2.93%
  • 1 Year : 3.39%
  • 3 Years : 9.88%
Returns of Sundaram Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 34.8953 as on Apr 17,2026. Since inception, the return has been 32.66%.

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 ₹1,565 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