Sundaram Balanced Advantage Fund Direct Growth
Start investing with ₹100
-
NAV
42.60
04 Dec 2025
-
-0.01%
1 Day
-
11.75%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.59%
Expense Ratio -
1,574 Cr
Fund Size -
12 Years
Fund Age
Fund Comparison
Investment Period : 5 Years
Returns and Ranks ( as on 04 Dec 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 5.58%
- 11.75%
- 11.69%
- 10.57
- 2.82Alpha
- 2.13SD
- 0.62Beta
- 0.87Sharpe
- 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.
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size (Cr.) - ₹ 106,494
- Fund Size (Cr.) - ₹ 68,450
- Fund Size (Cr.) - ₹ 8,617
- Fund Size (Cr.) - ₹ 1,091
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 12,713
-
- Other
- FoFs Overseas
- AUM - ₹ 114
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 1,053
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,503
-
- Equity
- ELSS
- AUM - ₹ 25
-
- Equity
- ELSS
- AUM - ₹ 39
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
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- Contact :
- +91044-2858 3362/3367
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- Email ID :
- customerservices@sundarammutual.com
Large Cap
- Fund Name
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 32,884
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 4,457
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 64,223
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,686
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 599
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
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Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
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FAQs
You can invest in Sundaram Balanced Advantage Fund - Direct (G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Sundaram Balanced Advantage Fund - Direct (G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
Sundaram Balanced Advantage Fund - Direct (G) has delivered 11.08% since inception
The NAV of Sundaram Balanced Advantage Fund - Direct (G) is ₹39.0305 as of 04 Dec 2025
The expense ratio of Sundaram Balanced Advantage Fund - Direct (G) is % as of 04 Dec 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of Sundaram Balanced Advantage Fund - Direct (G) 1504.64 CR as of 04 Dec 2025
The minimum SIP amount of Sundaram Balanced Advantage Fund - Direct (G) is 100
The top stock holdings of Sundaram Balanced Advantage Fund - Direct (G) are
- HDFC Bank - 6.23%
- ICICI Bank - 6.00%
- Reliance Industr - 4.82%
- Bharti Airtel - 4.81%
- GSEC2034 - 3.88%
The top sectors Sundaram Balanced Advantage Fund - Direct (G) has invested in are
- Banks - 23.45%
- Debt - 22.84%
- IT-Software - 6.74%
- Petroleum Products - 6.44%
- Pharmaceuticals & Biotech - 5.08%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select Sundaram Balanced Advantage Fund - Direct (G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of Sundaram Balanced Advantage Fund - Direct (G) based on your investment objective and risk tolerance