Mutual Fund Details

Sundaram Balanced Advantage Fund Direct-Growth

Name: Sundaram Balanced Advantage Fund Direct-Growth
Brand: Sundaram Mutual Fund

Hybrid Dynamic Asset Allocation

NAV

₹38.6329

as on 11 Apr 2025, 10:13 PM

₹0.4007(1.05%)

Last Change

Scheme Ratings

rated by Value Research

Dynamic Asset Allocation

Rankings based on | as on Invalid date

Videos: for Sundaram Mutual Fund

Principal Balanced Advantage Fund

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,29,763

₹1,35,659

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹35,659

Profit (absolute return)

35.66%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

1.74%

In the last 6 months

4.44%

In the last 1 year

5.51%

In the last 3 years

35.66%

In the last 5 years

102.40%

In the last 10 years

161.00%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at high risk

Scheme Information

Sundaram Balanced Advantage Fund Direct-Growth

as of 31 Mar 2025, 05:30 AM

₹1,490.89 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

0.69%

Expense Ratio

Plan

Growth

16.88%

Cash Holding

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Scheme Document

View

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Exit Load

For units in excess of 25% of the investment,1% will be charged for redemption within 365 days

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Mar 2025

Sort By

Value

Sector

Financial

17.17%

₹256.00 Cr

Energy

6.98%

₹104.02 Cr

Technology

5.42%

₹80.83 Cr

Automobile

4.30%

₹64.16 Cr

Healthcare

3.98%

₹59.41 Cr

Others

62.14%

₹926.44 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Mar 2025

Sort By

Value

Sector

Financial

17.17%

₹256.00 Cr

Energy

6.98%

₹104.02 Cr

Technology

5.42%

₹80.83 Cr

Automobile

4.30%

₹64.16 Cr

Healthcare

3.98%

₹59.41 Cr

Others

62.14%

₹926.44 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2025

Sort By

Value

Company

GOI

11.46%

₹170.86 Cr

Reliance Industries Ltd.

6.24%

₹93.03 Cr

HDFC Bank Ltd.

6.15%

₹91.69 Cr

ICICI Bank Ltd.

4.88%

₹72.76 Cr

Others

71.27%

₹1,062.56 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Mar 2025

Sort By

Value

Company

GOI

11.46%

₹170.86 Cr

Reliance Industries Ltd.

6.24%

₹93.03 Cr

HDFC Bank Ltd.

6.15%

₹91.69 Cr

ICICI Bank Ltd.

4.88%

₹72.76 Cr

Others

71.27%

₹1,062.56 Cr

View All

Funds in this Category

This fund's returns:

10.69%

Return Duration

3 Years

HDFC Balanced Advantage Fund Direct Plan-Growth

HybridDynamic Asset Allocation

Axis Balanced Advantage Fund Direct-Growth

HybridDynamic Asset Allocation

HDFC Dynamic PE Ratio FoF Direct- Growth

HybridDynamic Asset Allocation

About Sundaram Balanced Advantage Fund Direct-Growth

Sundaram Balanced Advantage Fund Direct-Growth is a Hybrid mutual fund scheme from Sundaram Mutual Fund. This scheme was launched on Invalid date. It has an AUM of ₹1,490.89 Crores and the latest NAV decalared is ₹38.633 as on 15 Apr 2025 at 4:13 pm.

Sundaram Balanced Advantage Fund Direct-Growth scheme return performance in last 1 year is 5.51%, in last 3 years is 35.66% and 232.47% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.