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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹1,705 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 ₹35.8804 NAV as of Feb 17,2026 and returns since inception of 36.17%. Minimum investments start at SIP ₹100. The Sundaram Balanced Advantage Fund Growth AUM is ₹1,705 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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2026-01-31
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About Fund
Sundaram Balanced Advantage Fund Growth managed by Sundaram Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹1,705 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUnion Balanced Advantage Fund Growth | 2 | 1301.37 CR | 2.16 |
| This FundSundaram Balanced Advantage Fund Growth | 1 | 1705.37 CR | 2.06 |
| This FundAxis Balanced Advantage Fund Growth | 3 | 3773.12 CR | 1.91 |
| This FundHDFC Balanced Advantage Fund - Growth | 5 | 106820.61 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUnion Balanced Advantage Fund Growth | 10.8498 | 34.5879 |
| This FundSundaram Balanced Advantage Fund Growth | 9.019 | 36.1685 |
| This FundAxis Balanced Advantage Fund Growth | 9.3259 | 49.6877 |
| This FundHDFC Balanced Advantage Fund - Growth | 11.7673 | 63.3634 |
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 Months : %
- 1 Year : %
- 3 Years : %
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 ₹1,705 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