Sundaram Balanced Advantage Fund-Growth
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Hybrid, Dynamic Asset Allocation, Principal at moderately high risk
1 Year Return 4.47% at 22 Dec 2025 06:24 PM
Fund Details
NAV 35.9454
Sub-Type Dynamic Asset Allocation
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 15.02
Fund Size(in Crores) 1753.56
Fund Performance
1 Month -0.64%
3 Month 1.28%
6 Month 3.41%
1 Year 4.47%
3 Year 10.06%
5 Year 10.44%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.1%) Market Cap Mid Cap 23.76 Small Cap 0.04 Large Cap 76.3 Top Sectors Financial 17.29 Energy 15.76 Capital Goods 13.16 Consumer Staples 9.68 Automobile 8.67 Services 7.62 Metals & Mining 6.47 Healthcare 6.27 Construction 3.41 Chemicals 3.38 Materials 3.02 Insurance 2.92 Technology 2.45 Top Holding Britannia Industries 2.99 The Indian Hotels Company 2.83 Indian Oil Corporation 2.62 Siemens 1.26 Mazagon Dock Shipbuilders 0.88 GAIL (India) 2.06 Info Edge (India) 2.24 Divi's Laboratories 3.56 Indian Railway Finance Corporation 0.91 Power Fin. Corp. 2.29 TVS Motor Company 3.59 Life Insurance 0.86 Cholamandalam Investment and Finance Company 3.17 Lodha Developers 1.4 Bosch 1.36 Samvardhana Motherson 2.24 Ambuja Cements 1.49 Bank of Baroda 2.32 LTIMindtree 2.45 Zydus Lifesciences 1.02 ABB India 1.18 Hindustan Aero 3.74 Vedanta 3.87 Canara Bank 2.21 Siemens Energy India 1.21 Torrent Pharmaceuticals 1.69 Adani Energy Solutions 1.49 Hindustan Zinc 0.91 Solar Industries India 1.4 REC 1.95 Bajaj Housing Finance 0.42 Adani Green Energy 1.39 Bajaj Holdings & Invest. 2.16 JSW Energy 1.13 United Spirits 1.86 Bharat Petroleum Corporation 3.02 ICICI Lombard Gen. Insurance 2.06 Tata Power Company 2.84 CG Power 2 Havells India 1.58 Adani Power 2.52 Varun Beverages 2.83 Godrej Consumer 2 Shree Cement 1.53 TVS Motor Company - Pref. Shares 0.04 Jindal Steel 1.69 Punjab National Bank 1.86 Pidilite Industries 1.98 Avenue Supermarts 2.55 DLF 2.01 Hyundai Motor 1.44
Debt & Others (-0.10000000000000003%) Sector Allocation Cash 0 Net Payables -0.39 CBLO 0.29 Debt Credit Ratings Debt Category Others -0.1
Comparison with same funds
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-Growth Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Daily Reinvestment Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Fortnightly Reinvestment Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Quarterly Reinvestment Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Equity, Flexi Cap funds 360 ONE Liquid Fund Regular-IDCW Weekly Payout Ret 1M 0.44% Ret 1Y 6.32% Ret 3Y 6.79% Ret 5Y 5.58%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.05%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2010-12-16
Total AUM 2025-11-30
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.
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