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Fund Overview of Sundaram Balanced Advantage Fund-growth
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₹1,641.9 CrAUM
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₹34.91NAV
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2.23%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Sundaram Balanced Advantage Fund-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 3.23% | NA | 2.03% |
| 6 Months | -2.59% | NA | 8.29% |
| 1 Year | 0.07% | 0.07% | 2.86% |
| 2 Years | 6.44% | 3.17% | 14.51% |
| 3 Years | 28.16% | 8.62% | 13.46% |
| 5 Years | 47.60% | 8.10% | 14.09% |
| 7 Years | 97.03% | 10.17% | NA |
| 10 Years | 135.41% | 8.94% | 10.51% |
Compare Sundaram Balanced Advantage Fund-growth with other mutual funds in the same category
Sundaram Balanced Advantage Fund-growth
HDFC Balanced Advantage Fund Direct-growth
HDFC Balanced Advantage Fund Direct-idcw
Asset Allocation
equities
59.84%debt instruments
20.72%other assets or cash equivalents
16.85%Sundaram Balanced Advantage Fund-growth is one Hybrid mutual fund offered by Sundaram Mutual Fund. Launched on 16 Dec 2010, the fund aims Long term Capital Growth. Investment in equity & equity related securities including equity derivatives as well as Debt/Money Market securities through a systematic allocation of Funds between Equity & Debt on the basis of the Price Earnings Ratio of Nifty 50. It manages assets worth ₹1,641.9 crore as on Sun May 31, 2026. The expense ratio stands at 2.23%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Sundaram Balanced Advantage Fund-growth
The portfolio allocation consists of 59.84% in equities, 20.72% in debt instruments, 16.85% in other assets or cash equivalents.Managed by Bharath S., it has delivered a return of 0.07% in the last year, a total return since inception of 9.38%.
Long-term investors often compare the best sip in india to plan goal-based wealth.
Key Metrics of Sundaram Balanced Advantage Fund-growth
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Standard Deviation9.25%
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Sharpe Ratio0.28%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HDFC Balanced Advantage Fund Direct-growth  |
₹104,016 | 2.52% | 3.44% | 1.30% | 15.09% | 15.72% |
| HDFC Balanced Advantage Fund Direct-idcw |
₹104,016 | 2.52% | 3.44% | 1.30% | 15.09% | 15.72% |
| HDFC Balanced Advantage Fund Regular-growth |
₹104,016 | 2.48% | 3.30% | 0.71% | 14.40% | 15.01% |
| HDFC Balanced Advantage Fund Regular-idcw |
₹104,016 | 2.48% | 3.30% | 0.71% | 14.40% | 15.01% |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-growth |
₹4,871 | 1.85% | 7.19% | 6.59% | 13.97% | 12.80% |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw |
₹4,871 | 1.85% | 7.19% | 6.59% | 13.97% | 12.80% |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-growth |
₹233 | 2.08% | 5.48% | 3.51% | 14.63% | 12.75% |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-idcw Half Yearly |
₹233 | 2.08% | 5.48% | 3.51% | 14.63% | 12.75% |
| Franklin India Dynamic Asset Allocation Active Fof Direct-growth |
₹1,224 | 1.80% | 3.70% | 1.05% | 11.81% | 12.58% |
| Franklin India Dynamic Asset Allocation Active Fof Direct-idcw |
₹1,224 | 1.80% | 3.70% | 1.05% | 11.81% | 12.58% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Sundaram Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Sundaram Balanced Advantage Fund Direct-growth
|
₹1,642 | 1.67% | 3.60% | -1.89% | 1.53% | 10.20% |
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Sundaram Balanced Advantage Fund-idcw Monthly
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₹1,642 | 1.54% | 3.23% | -2.59% | 0.07% | 8.62% |
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Sundaram Balanced Advantage Fund Direct-idcw Monthly
|
₹1,642 | 1.67% | 3.60% | -1.89% | 1.53% | 10.20% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Balanced Advantage Fund Regular-growth |
₹104,016 | ₹519.48 | 14.40% | 15.01% | 13.94% |
| HDFC Balanced Advantage Fund Direct-growth |
₹104,016 | ₹564.46 | 15.09% | 15.72% | 14.80% |
| HDFC Balanced Advantage Fund Direct-idcw |
₹104,016 | ₹43.34 | 15.09% | 15.72% | 14.80% |
| HDFC Balanced Advantage Fund Regular-idcw |
₹104,016 | ₹36.53 | 14.40% | 15.01% | 13.94% |
| ICICI Prudential Balanced Advantage-growth |
₹70,570 | ₹77.15 | 11.76% | 10.82% | 11.05% |
| ICICI Prudential Balanced Advantage Direct-growth |
₹70,570 | ₹86.51 | 12.42% | 11.50% | 11.91% |
| ICICI Prudential Balanced Advantage Direct-idcw |
₹70,570 | ₹29.37 | 12.42% | 11.50% | 11.91% |
| ICICI Prudential Balanced Advantage-idcw |
₹70,570 | ₹18.01 | 11.76% | 10.82% | 11.05% |
| SBI Balanced Advantage Fund Direct-growth |
₹40,673 | ₹16.54 | 11.92% | - | - |
| SBI Balanced Advantage Fund Regular-growth |
₹40,673 | ₹15.80 | 10.95% | - | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Cash Margin | Unspecified | 13.46% | ₹221.01 Cr |
| Icici Bank Ltd | Financial | 6.74% | ₹110.61 Cr |
| Hdfc Bank Ltd | Financial | 5.69% | ₹93.38 Cr |
| Reliance Industries Ltd | Energy & Utilities | 5.49% | ₹90.19 Cr |
| Bharti Airtel Ltd | Technology | 3.97% | ₹65.13 Cr |
| Government Of India 36574 Goi 06ot35 6.48 Fv Rs 100 | Entities | 3.47% | ₹56.90 Cr |
| Repo | Unspecified | 3.41% | ₹55.98 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.28% | ₹53.87 Cr |
| Larsen & Toubro Ltd | Industrials | 3.22% | ₹52.81 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 2.04% | ₹33.43 Cr |
| Embassy Office Parks Reit | Real Estate | 1.90% | ₹31.15 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.89% | ₹31.08 Cr |
| Government Of India 33618 Goi 13nv30 7.32 Fv Rs 100 | Entities | 1.87% | ₹30.72 Cr |
| Government Of India 31719 Goi 20ju27 7.38 Fv Rs 100 | Entities | 1.85% | ₹30.40 Cr |
| Bajaj Finance Ltd | Financial | 1.79% | ₹29.45 Cr |
| Tata Steel Ltd | Materials | 1.57% | ₹25.70 Cr |
| Rec Limited Sr 234-b 7.58 Bd 31my29 Fvrs1lac | Financial | 1.52% | ₹24.89 Cr |
| National Bank For Agriculture And Rural Development Sr 26e 7.10 Bd 29mr29 Fvrs1lac | Financial | 1.49% | ₹24.54 Cr |
| Pb Fintech Ltd | Financial | 1.38% | ₹22.68 Cr |
| Zomato Ltd | Technology | 1.36% | ₹22.36 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund Direct-growth |
₹564.46 | 15.09% | 15.72% | - |
| HDFC Balanced Advantage Fund Direct-idcw |
₹43.34 | 15.09% | 15.72% | - |
| HDFC Balanced Advantage Fund Regular-growth |
₹519.48 | 14.40% | 15.01% | - |
| HDFC Balanced Advantage Fund Regular-idcw |
₹36.53 | 14.40% | 15.01% | - |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-growth |
₹28.23 | 13.97% | 12.80% | - |
| Baroda Bnp Paribas Balanced Advantage Fund Direct-idcw |
₹17.87 | 13.97% | 12.80% | - |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-growth |
₹60.67 | 14.63% | 12.75% | - |
| Aditya Birla Sun Life Dynamic Asset Allocation Omni Fof Direct-idcw Half Yearly |
₹55.56 | 14.63% | 12.75% | - |
| Franklin India Dynamic Asset Allocation Active Fof Direct-growth |
₹187.77 | 11.81% | 12.58% | - |
| Franklin India Dynamic Asset Allocation Active Fof Direct-idcw |
₹48.23 | 11.81% | 12.58% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Sundaram Balanced Advantage Fund-growth
What is the current AUM of Sundaram Balanced Advantage Fund-growth?
As of Sun May 31, 2026, Sundaram Balanced Advantage Fund-growth manages assets worth ₹1,641.9 crore
How has Sundaram Balanced Advantage Fund-growth performed recently?
- 3 Months: 3.23%
- 6 Months: -2.59%
What is the long-term performance of Sundaram Balanced Advantage Fund-growth?
- 3 Years CAGR: 8.62%
- 5 Years CAGR: 8.10%
- Since Inception: 9.38%
What is the portfolio composition of Sundaram Balanced Advantage Fund-growth?
Equity: 59.84%, Debt: 20.72%, Others: 16.85%.
Who manages Sundaram Balanced Advantage Fund-growth?
Sundaram Balanced Advantage Fund-growth is managed by Bharath S. from Sundaram Mutual Fund.
What is the market-cap allocation of Sundaram Balanced Advantage Fund-growth?
Large Cap: 72.00%, Mid Cap: 16.75%, Small Cap: 11.24%.
Which are the top companies Sundaram Balanced Advantage Fund-growth has invested in?
- Cash Margin – 13.46% of the fund's portfolio
- ICICI Bank Ltd – 6.74% of the fund's portfolio
- HDFC Bank Ltd – 5.69% of the fund's portfolio
- Reliance Industries Ltd – 5.49% of the fund's portfolio
- Bharti Airtel Ltd – 3.97% of the fund's portfolio
Which are the major sectors Sundaram Balanced Advantage Fund-growth focuses on?
- Financial – 23.78% of the fund's portfolio
- Unspecified – 16.87% of the fund's portfolio
- Entities – 7.19% of the fund's portfolio
- Energy & Utilities – 5.49% of the fund's portfolio
- Technology – 5.33% of the fund's portfolio
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