Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment
Hybrid, Dynamic Asset Allocation, Principal at high risk
1 Year Return -2.57% at 08 Jun 2026 12:22 PM
Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment: Mutual Fund Overview
Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment is an Dynamic Asset Allocation mutual fund with over 15.48 years of performance history. The scheme manages an AUM of ₹1658.39 Cr and has a NAV of ₹13.9924. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -2.57%.
Fund Details
NAV 13.9924
Sub-Type Dynamic Asset Allocation
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 15.48
Fund Size(in Crores) 1658.39
Fund Performance
1 Month -1.95%
3 Month -2.39%
6 Month -6.09%
1 Year -2.57%
3 Year 8.02%
5 Year 7.64%
Know This Fund
As on 08 Jun 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Energy 27.39 Others 26.9 Chemicals 20.53 Metals & Mining 7.9 Capital Goods 5.48 Consumer Staples 3.54 Services 2.62 Diversified 1.5 Consumer Discretionary 1.29 Top Holding
Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.09%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Clyton Richard Fernandes
Education Mr. Fernandes has done B.E and MBA
Experience Prior to joining Sundaram Mutual Fund, he has worked with Canara HSBC Life, Mahindra Manulife AMC, Bank of Baroda Capital Markets and Systematix Shares & Stocks
Bharath S
Education Mr. Bharath is a B Com (H), MBA and ICWA.
Experience Prior to joining Sundaram Mutual Fund he has worked with Navia Markets Ltd.
Dwijendra Srivastava
Education Mr. Srivastava is B.Tech , PGDM (Finance) and CFA.
Experience Prior to joining Sundaram Mutual Fund he has worked with PGIM India Mutual Fund, JM Financial AMC, Tata AMC Private Ltd., Tower Capital and Securities, Indo Swiss Financial and Gontermann Pipers.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at high risk
AMC and Fund details
Rank (total sets) 34
Date of Incorporation 2010-12-16
Total AUM 75523.59
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment FAQs
How to invest in Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
Investing in Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The term expense ratio for Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment is 2.09% as of 08 Jun 2026.
What is the NAV of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The NAV of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment is ₹13.9924 as of 08 Jun 2026.
What is the AUM of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The AUM (Assets Under Management) of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment is ₹1658.39 Cr as of 08 Jun 2026.
What is the PE and PB ratio of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The PE ratio of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
Yes, you can invest in Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment in the last 5 years?
The return of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment in the last 5 years is 7.64%.
What is the minimum SIP investment required in Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The minimum SIP investment in Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment depends on the fund's scheme rules and usually starts at a small amount. For Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment, the minimum SIP amount is ₹100.0.
What is the current NAV of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The NAV of Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment, as of 08 Jun 2026, is ₹13.9924.
Who manages the Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment?
The fund managers responsible for Sundaram Balanced Advantage Fund-IDCW Monthly Reinvestment are:
- Clyton Richard Fernandes
- Bharath S
- Dwijendra Srivastava