11874
18076
Sundaram Balanced Advantage Fund (G)
7.81
0.69
7.68
2.06
1.40
2.14
-0.16
8.41
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/sundaram-mf_1.png
6
1.45
7.68
Sundaram Balanced Advantage Fund (G)
1.56
9.31
1.19
3.5
5 Years
Sundaram Balanced Advantage Fund (G)
Invest in Mutual Funds at 0 Transaction cost
-
NAV
35.32
31 Jul 2026
-
0.39%
1 Day
-
7.81%
3Y CAGR returns
Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
2.6%
Expense Ratio -
1,664 Cr
Fund Size -
15 Years
Fund Age
Returns and Ranks ( as on 31 Jul 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 0.69%
- 7.81%
- 7.68%
- 8.41
- 2.13Alpha
- 2.66SD
- 0.66Beta
- 0.31Sharpe
- 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
Frequently Asked Questions
Sundaram Balanced Advantage Fund (G) has delivered 8.35% since inception
The NAV of Sundaram Balanced Advantage Fund (G) is ₹34.4565 as of 31 Jul 2026
The expense ratio of Sundaram Balanced Advantage Fund (G) is 2.6 % as of 31 Jul 2026
The AUM of Sundaram Balanced Advantage Fund (G) 1658.39 CR as of 31 Jul 2026
The minimum SIP amount of Sundaram Balanced Advantage Fund (G) is 100
The top stock holdings of Sundaram Balanced Advantage Fund (G) are
- ICICI Bank - 7.16%
- HDFC Bank - 5.64%
- Reliance Industr - 5.19%
- Bharti Airtel - 3.80%
- GSEC2035 6.48 - 3.48%
The top sectors Sundaram Balanced Advantage Fund (G) has invested in are
- - 0%