16279
18076
Sundaram Balanced Advantage Fund - Direct (G)
9.60
-1.15
8.91
-0.57
-1.84
-2.05
-5.42
9.73
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
6
1.53
8.91
Sundaram Balanced Advantage Fund - Direct (G)
1.42
7.28
1.19
3.5
5 Years
Sundaram Balanced Advantage Fund - Direct (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
40.42
05 Jun 2026
-
0.06%
1 Day
-
9.60%
3Y CAGR returns
Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only.
Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
0.67%
Expense Ratio -
1,658 Cr
Fund Size -
13 Years
Fund Age
Returns and Ranks ( as on 05 Jun 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -1.15%
- 9.60%
- 8.91%
- 9.73
- 2.31Alpha
- 2.52SD
- 0.64Beta
- 0.30Sharpe
- 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.
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.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Other Calculators
FAQs
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 05 Jun 2026
The expense ratio of Sundaram Balanced Advantage Fund - Direct (G) is 0.67 % as of 05 Jun 2026
The AUM of Sundaram Balanced Advantage Fund - Direct (G) 1504.64 CR as of 05 Jun 2026
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
- ICICI Bank - 6.09%
- HDFC Bank - 5.85%
- Reliance Industr - 5.01%
- Bharti Airtel - 3.69%
- Kotak Mah. Bank - 3.44%
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%