11874
18076
Sundaram Balanced Advantage Fund Growth
8.78
-1.73
8.08
-1.75
-1.06
-3.57
-4.59
8.34
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
6
1.47
8.08
Sundaram Balanced Advantage Fund (G)
1.47
8.08
1.19
3.5
5 Years
Sundaram Balanced Advantage Fund Growth
-
NAV
34.38
15 May 2026
-
-0.22%
1 Day
-
8.78%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.31%
Expense Ratio -
1,658 Cr
Fund Size -
15 Years
Fund Age
SIP Calculator
₹
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 15 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- -1.73%
- 8.78%
- 8.08%
- 8.34
- 0.84Alpha
- 2.52SD
- 0.64Beta
- 0.13Sharpe
- 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
- Fund Name
- Fund Size (Cr.) - ₹ 105,378
- Fund Size (Cr.) - ₹ 70,551
- Fund Size (Cr.) - ₹ 9,182
- Fund Size (Cr.) - ₹ 9,620
18076
- Fund Name
-
- Equity
- Mid Cap Fund
- AUM - ₹ 13,378
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 990
-
- Equity
- Small Cap Fund
- AUM - ₹ 3,563
-
- Other
- FoFs Overseas
- AUM - ₹ 162
-
- Equity
- ELSS
- AUM - ₹ 23
-
- Equity
- ELSS
- AUM - ₹ 34
- Address :
- Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai 600 014
-
- Contact :
- +91044-2858 3362/3367
-
- Email ID :
- customerservices@sundarammutual.com
Mutual Fund by Category
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 14.91%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
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FAQs
Sundaram Balanced Advantage Fund Growth has delivered 8.35% since inception
The NAV of Sundaram Balanced Advantage Fund Growth is ₹34.4565 as of 15 May 2026
The expense ratio of Sundaram Balanced Advantage Fund Growth is 2.31 % as of 15 May 2026
The AUM of Sundaram Balanced Advantage Fund Growth 1658.39 CR as of 15 May 2026
The minimum SIP amount of Sundaram Balanced Advantage Fund Growth is 100
The top stock holdings of Sundaram Balanced Advantage Fund Growth 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 Growth has invested in are
- - 0%