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16279
18076
Sundaram Balanced Advantage Fund - Direct (G)
9.08
0.76
9.10
-0.54
-0.11
0.78
-0.01
9.84
6
1.55
9.1
Sundaram Balanced Advantage Fund - Direct (G)
1.55
9.1
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    41.53

    27 Jul 2026

  • 0.81%

     1 Day

  • 9.08%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 1.18%

    Expense Ratio

  • 3

     Rating

  • 1,664 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 27 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 0.76%
  • 9.08%
  • 9.10%
  • 9.84

Scheme Allocation

By Holding By Sector By Asset
7.16%
5.64%
5.19%
3.80%
3.48%
74.73%
View All

Advance Ratio

  • 3.59Alpha
  • 2.66SD
  • 0.66Beta
  • 0.46Sharpe

Exit Load & Tax Implication

  • Exit Load
  • 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

Fund Objective

To generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt / money market instruments for defensive purposes.

Fund Managers

S Bharath

Risk-o-meter

Low Low to
moderate Moderate Moderately
High High Very
High

Peer Comparison

  • Fund Name
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More Funds from Sundaram Mutual Fund

18076
  • Fund Name
  • AUM - ₹ 23

AMC Contact Details

  • Address :
  • Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
    • Contact :
    • +91044-2858 3362/3367
    • Email ID :
    • customerservices@sundarammutual.com
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Equity Debt Hybrid

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