Sundaram Balanced Advantage Fund – Direct Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.62 %
Expense Ratio
★★★
Rating
1,519
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 18 March 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 23.9% 12.2% 10.2% 10.6%
Category Average 27.9% 15.3% 15.2% -

Scheme Allocation

By Holding
By Sector
By Asset
6.49%
6.17%
4.88%
Others
74.38%
View all Holdings
Holdings Sector Instrument Asset
ICICI Bank Banks Equity 6.49%
HDFC Bank Banks Equity 6.17%
Reliance Industr Refineries Equity 5.8%
Infosys IT - Software Equity 4.88%
Maruti Suzuki Automobile Equity 2.27%
Larsen & Toubro Infrastructure Developers & Operators Equity 2.06%
Kalyan Jewellers Diamond, Gems and Jewellery Equity 1.96%
Bharti Airtel Telecomm-Service Equity 1.89%
St Bk of India Banks Equity 1.75%
Axis Bank Banks Equity 1.7%
Bank of Baroda Banks Equity 1.62%
Kotak Mah. Bank Banks Equity 1.62%
TCS IT - Software Equity 1.43%
Shriram Finance Finance Equity 1.32%
HCL Technologies IT - Software Equity 1.27%
Sun Pharma.Inds. Pharmaceuticals Equity 1.25%
Zydus Lifesci. Pharmaceuticals Equity 1.24%
NTPC Power Generation & Distribution Equity 1.21%
Cipla Pharmaceuticals Equity 1.2%
Tube Investments Auto Ancillaries Equity 1.15%
Tata Motors-DVR Automobile Equity 1.04%
Varun Beverages FMCG Equity 1.02%
Tata Motors Automobile Equity 1.02%
IndusInd Bank Banks Equity 0.99%
Bajaj Auto Automobile Equity 0.94%
ITC Tobacco Products Equity 0.94%
Bajaj Finserv Finance Equity 0.88%
United Spirits Alcoholic Beverages Equity 0.86%
Jindal Steel Steel Equity 0.85%
Coromandel Inter Fertilizers Equity 0.83%
UltraTech Cem. Cement Equity 0.83%
Tata Consumer Plantation & Plantation Products Equity 0.78%
Cams Services Miscellaneous Equity 0.73%
GAIL (India) Gas Distribution Equity 0.72%
Bajaj Finance Finance Equity 0.69%
Union Bank (I) Banks Equity 0.67%
Shriram Properti Construction Equity 0.65%
Tata Steel Steel Equity 0.65%
M & M Automobile Equity 0.64%
Grindwell Norton Capital Goods-Non Electrical Equipment Equity 0.62%
Dr Reddy's Labs Pharmaceuticals Equity 0.59%
Polycab India Cables Equity 0.56%
Alkem Lab Pharmaceuticals Equity 0.56%
Schaeffler India Bearings Equity 0.55%
Voltas Consumer Durables Equity 0.55%
SBI Life Insuran Insurance Equity 0.51%
Grasim Inds Textiles Equity 0.5%
Hatsun Agro FMCG Equity 0.48%
Sona BLW Precis. Auto Ancillaries Equity 0.45%
Tech Mahindra IT - Software Equity 0.44%
Lupin Pharmaceuticals Equity 0.43%
Dalmia BharatLtd Cement Equity 0.43%
Fortis Health. Healthcare Equity 0.4%
Delhivery Logistics Equity 0.37%
ICICI Pru Life Insurance Equity 0.3%
TVS Supply Logistics Equity 0.21%
B P C L Refineries Equity 0.2%
Debt
22.58%
Banks
21.03%
IT-Software
8.02%
Petroleum Products
6%
Automobiles
5.91%
Others
36.47%
View all Sectors
Sectors Asset
Debt 22.58%
Banks 21.03%
IT-Software 8.02%
Petroleum Products 6%
Automobiles 5.91%
Pharmaceuticals & Biotech 5.26%
Finance 2.9%
Consumer Durables 2.51%
Auto Components 2.15%
Construction 2.06%
Telecom-Services 1.89%
Beverages 1.88%
Others 1.81%
Cement & Cement Products 1.76%
Ferrous Metals 1.5%
Power 1.21%
Industrial Products 1.18%
Diversified FMCG 0.94%
Fertilisers & Agrochemica 0.83%
Insurance 0.81%
Agricultural Food & other 0.78%
Capital Markets 0.73%
Gas 0.72%
Realty 0.65%
Transport Services 0.58%
Food Products 0.48%
Healthcare Services 0.4%
Cash & Others 0.31%
Equity
72.18%
Govt Securities / Sovereign
11.51%
Corporate Debentures
9.41%
REITs
2.48%
Derivatives
1.68%
Others
2.74%
View all Assets
Assets Asset
Equity 72.18%
Govt Securities / Sovereign 11.51%
Corporate Debentures 9.41%
REITs 2.48%
Derivatives 1.68%
Reverse Repos 1.21%
InvITs 0.63%
Debt & Others 0.45%
Net Curr Ass/Net Receivables 0.31%
Preference Shares 0.13%

Advance Ratio

2.12
Alpha
1.85
SD
0.44
Beta
0.82
Sharpe

Exit Load

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.

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

Peer Comparison

Fund Name

AMC Contact Details

Sundaram Mutual Fund
AUM:
49,195 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

More Funds from Sundaram Mutual Fund

Fund Name

Mutual Funds By Category

Equity

Debt

Hybrid

equity
Large Cap Mutual Funds Large Cap Mutual Funds
Large Cap
Fund Name
Mid Cap Mutual Funds Mid Cap Mutual Funds
Mid Cap
Fund Name
Small Cap Mutual Funds Small Cap Mutual Funds
Small Cap
Fund Name
Multi Cap Funds Multi Cap Funds
Multi Cap
Fund Name
ELSS Mutual Funds ELSS Mutual Funds
ELSS
Fund Name
Dividend Yield Funds Dividend Yield Funds
Dividend Yield
Fund Name
Sectoral / Thematic Mutual Funds Sectoral / Thematic Mutual Funds
Sectoral / Thematic
Fund Name
Focused Funds Focused Funds
Focused
Fund Name
debt
Ultra Short Duration Funds Ultra Short Duration Funds
Ultra Short Duration
Fund Name
Liquid Mutual Funds Liquid Mutual Funds
Liquid
Fund Name
Gilt Mutual Funds Gilt Mutual Funds
Gilt
Fund Name
Long Duration Funds Long Duration Funds
Long Duration
Fund Name
Overnight Mutual Funds Overnight Mutual Funds
Overnight
Fund Name
Floater Mutual Funds Floater Mutual Funds
Floater
Fund Name
hybrid
Arbitrage Mutual Funds Arbitrage Mutual Funds
Arbitrage
Fund Name
Equity Savings Mutual Funds Equity Savings Mutual Funds
Equity Savings
Fund Name
Aggressive Hybrid Mutual Funds Aggressive Hybrid Mutual Funds
Aggressive Hybrid
Fund Name

Frequently Asked Questions

How to invest in Sundaram Balanced Advantage Fund – Direct Growth ?

You can invest in Sundaram Balanced Advantage Fund – Direct Growth 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 Growth 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"

What is the NAV of Sundaram Balanced Advantage Fund – Direct Growth ?

The NAV of Sundaram Balanced Advantage Fund – Direct Growth is ₹35.8 as of 18 March 2024.

How to redeem Sundaram Balanced Advantage Fund – Direct Growth holding ?

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”.

What is the minimum sip amount of Sundaram Balanced Advantage Fund – Direct Growth?

The minimum SIP amount of Sundaram Balanced Advantage Fund – Direct Growth is ₹100

What are the top sectors Sundaram Balanced Advantage Fund – Direct Growth has invested in?

The top sectors Sundaram Balanced Advantage Fund – Direct Growth has invested in are
  1. Debt - 22.58%
  2. Banks - 21.03%
  3. IT-Software - 8.02%
  4. Petroleum Products - 6%
  5. Automobiles - 5.91%

Can I make investments in both the SIP and Lump Sum schemes of Sundaram Balanced Advantage Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Sundaram Balanced Advantage Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Sundaram Balanced Advantage Fund – Direct Growth generated ?

The Sundaram Balanced Advantage Fund – Direct Growth has delivered 10.6% since inception

What is the expense ratio of Sundaram Balanced Advantage Fund – Direct Growth ?

The expense ratio of Sundaram Balanced Advantage Fund – Direct Growth is 0.62 % as of 18 March 2024.

What is the AUM of Sundaram Balanced Advantage Fund – Direct Growth?

The AUM of Sundaram Balanced Advantage Fund – Direct Growth is ₹49,195 Cr as of 18 March 2024

What are the top stock holdings of Sundaram Balanced Advantage Fund – Direct Growth?

The top stock holdings of Sundaram Balanced Advantage Fund – Direct Growth are
  1. ICICI Bank - 6.49%
  2. HDFC Bank - 6.17%
  3. Reliance Industr - 5.8%
  4. Infosys - 4.88%
  5. Maruti Suzuki - 2.27%

How can I redeem my investments in Sundaram Balanced Advantage Fund – Direct Growth?

Step 1: Visit the fund house's 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 Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now