Sundaram Balanced Advantage Fund

Hybrid | Dynamic Asset Allocation or Balanced Advantage
 | 5
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500.0 ₹100.0 0.48 % 5★ ₹1,595.0 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500.0 ₹100.0 0.48 %
Min SIP Min Lumpsum Expense Ratio
5★ ₹1,595.0 Cr 10 Years
Rating Fund Size Fund Age

Scheme 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.

Scheme Performance

Returns and Ranks ( as on 25 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns 7.5% 10.5% 7.9% 10.1%
Category Average 7.4% 16.4% 14.4% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
6.48%
Infosys
5.3%
Reliance Industr
5.03%
TREPS
4.12%
TBILL-364D
3.1%
Others
75.97%
Banks
21.07%
Debt
19.91%
Finance
6.85%
Petroleum Products
5.06%
Beverages
3.48%
Others
43.62%
Equity
74.17%
Corporate Debentures
7.19%
Reverse Repos
4.12%
Govt Securities / Sovereign
3.98%
T-Bills
3.1%
Others
7.44%

Fund House Details

Sundaram Mutual Fund

Sundaram Balanced Advantage Fund

Fund Manager
S Bharath

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.

Advance Ratio

0.01 0.58 0.47 0.02
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

AMC Contact Details

Sundaram Mutual Fund
AUM:
39,953.0 Cr
Address:
Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
Contact:
044-2858 3362/3367
Email ID:
dhirent@sundarammutual.com

Frequently Asked Questions

You can invest in Sundaram Balanced Advantage Fund 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 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"
The Sundaram Balanced Advantage Fund has delivered 10.1% since inception
The NAV of Sundaram Balanced Advantage Fund is ₹30.1 as of 25 November 2022.
The expense ratio of Sundaram Balanced Advantage Fund is 0.48 % as of 25 November 2022.
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”.
Invest Now