• Home
  • Mutual Funds
  • Sundaram Balanced Advantage Fund Growth

Sundaram Balanced Advantage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Sundaram Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,658 Cr

Lock In Period

N/A

Expense Ratio

2.31

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 ₹34.2258 as of 31 May, 2026. Sundaram Balanced Advantage Fund Growth has delivered 28.85% 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 ₹1,658 Cr. The expense ratio of the fund is 2.31%, 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 -0.43% returns.

Sundaram Balanced Advantage Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.431.962.48
6M-4.702.9713.26
1Y-0.796.7912.73
3Y8.8218.5754.07

Portfolio Analysis

  • Equity: 77.07%
  • Debt: 22.91%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd6.09%
2. HDFC Bank Ltd5.85%
3. Kotak Mahindra Bank Ltd3.44%

1. HCL Technologies Ltd1.40%
2. Infosys Ltd1.26%
3. Fractal Analytics Ltd1.21%
4. Coforge Ltd1.12%
5. Billionbrains Garage Ventures Ltd1.10%
6. Persistent Systems Ltd0.29%

1. Reliance Industries Ltd5.01%

1. Bharti Airtel Ltd3.69%

1. Bajaj Finance Ltd2.01%
2. Cholamandalam Investment and Finance Company Ltd1.46%

1. Larsen & Toubro Ltd3.42%

1. Mahindra & Mahindra Ltd2.31%
2. Maruti Suzuki India Ltd0.66%

1. Embassy Office Parks (REIT)1.87%
2. Brookfield India Real Estate Trust REIT0.71%

1. PB Fintech Ltd1.45%
2. One 97 Communications Ltd0.87%

1. TVS Motor Company Ltd1.13%
2. Bajaj Auto Ltd0.72%

1. State Bank of India1.54%
2. Union Bank of India0.19%

1. Multi Commodity Exchange of India Ltd1.66%

1. Ultratech Cement Ltd0.98%
2. JK Cement Ltd0.66%

1. Bharat Electronics Ltd1.41%
2. Hindustan Aeronautics Ltd0.22%

1. Tata Steel Ltd1.32%
2. Vedanta Iron and Steel Ltd.0.16%

1. Mankind Pharma Ltd0.78%
2. Sun Pharmaceutical Industries Ltd0.69%
3. Cipla Ltd0.00%

1. TATA Power Company Ltd1.39%

1. Zomato Ltd1.33%

1. Hindustan UniLever Ltd1.31%

1. Cummins India Ltd1.26%

1. Coromandel International Ltd1.24%

1. Amber Enterprises India Ltd1.17%

1. CRISIL Ltd0.64%
2. Indegene Limited0.41%

1. Bajaj Finserv Ltd1.02%

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 ₹1,658 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.31. 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
Union Balanced Advantage Fund Growth21241.37 CR2.15
Sundaram Balanced Advantage Fund Growth11658.39 CR2.31
Baroda BNP Paribas Balanced Advantage Fund Growth54755.77 CR1.9
HDFC Balanced Advantage Fund - Growth4105377.65 CR1.34
Fund Name1Y3Y
This FundUnion Balanced Advantage Fund Growth0.351626.4557
This FundSundaram Balanced Advantage Fund Growth-0.790528.8542
This FundBaroda BNP Paribas Balanced Advantage Fund Growth7.171547.0547
This FundHDFC Balanced Advantage Fund - Growth-0.409351.3082

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 2.31. 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 : -0.43%
  • 6 Months : -4.70%
  • 1 Year : -0.79%
  • 3 Years : 8.82%
Returns of Sundaram Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 34.2258 as on May 29,2026. Since inception, the return has been 28.85%.

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 ₹1,658 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.