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    • Sundaram Balanced Advantage Fund (Growth)
    Sundaram Mutual Fund

    Sundaram Balanced Advantage Fund (Growth)

    HybridDynamic Asset Allocation Or Balanced Advantage

    14.5985

    NAV (Sep 15)

    28.1%
    Till Date CAGR
    Scripbox Opinion

    Not Recommended

    Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

    However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

    Dynamic Asset Allocation funds change their exposure to debt and equity dynamically - taking a call on market valuation & conditions.

    This makes their performance difficult to assess.

    With a high Equity component, the impact of market fluctuations on these funds is high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

    Relative Size

    1,108 Cr. Medium within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Consistently poor. The historical performance of the fund has been consistently poor

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      Historical growth rate of 12% per annum
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      Recommended Duration 1 - 5 years
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      No Lock-in
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    Historical NAV

    14.5985

    NAV (Sep 15)

    Fund Returns

    27.4%
    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    28.1%
    Since Inception
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity,debt,REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    2.42 %
    Launched (1y ago)
    Mar 06, 2020
    AUM in Crores
    ₹ 1,108
    ISIN
    INF903JA1IT6
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 50+50 - Moderate TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Dwijendra Srivastava

    Fund Manager

    user-avatar

    Rahul Baijal

    Fund Manager

    user-avatar

    S. Bharath

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
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    comparison

    Comparison with Hybrid Funds

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aggressive Hybrid

    26 Years

    Age

    5

    Track Record

    ICICI Prudential Equity & Debt Fund (G)

    ICICI Prudential Equity & Debt Fund (G)

    Aggressive Hybrid

    22 Years

    Age

    5

    Track Record

    ICICI Prudential Savings Fund (G)

    ICICI Prudential Savings Fund (G)

    Conservative Hybrid

    17 Years

    Age

    5

    Track Record

    LIC MF Equity Hybrid Fund (G)

    LIC MF Equity Hybrid Fund (G)

    Aggressive Hybrid

    22 Years

    Age

    5

    Track Record

    HDFC Hybrid Debt Fund (G)

    HDFC Hybrid Debt Fund (G)

    Conservative Hybrid

    18 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Sundaram Asset Management Company Ltd

    Sundaram Asset Management Company Ltd manages assets worth 35,716 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 145 equity,182 debt and 36 hybrid funds.

    amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Sundaram large and Mid Cap Fund (G)

    Sundaram large and Mid Cap Fund (G)

    Diversified

    Top Ranked

    ₹ 1,803 Cr

    Fund Size

    17.30%

    5 Year CAGR

    5 Y CAGR

    Sundaram Low Duration fund (G)

    Sundaram Low Duration fund (G)

    Low Duration

    Top Ranked

    ₹ 378 Cr

    Fund Size

    2.70%

    3 Year CAGR

    3 Y CAGR

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Dividend Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 2,796 Cr

    Fund Size

    4.90%

    3 Year CAGR

    3 Y CAGR

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Sundaram Money Fund Unclaimed Amount Plan Unclaimed Redemption Less Than Three Years (G)

    Liquid

    Top Ranked

    ₹ 2,796 Cr

    Fund Size

    4.90%

    3 Year CAGR

    3 Y CAGR

    Sundaram Corporate Bond Fund (G)

    Sundaram Corporate Bond Fund (G)

    Corporate Bond

    Top Ranked

    ₹ 1,254 Cr

    Fund Size

    9.70%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Sundaram Balanced Advantage Fund (G)

    About Sundaram Balanced Advantage Fund (G)

    Sundaram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 28.1% over a period of 1 years. . The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rahul Baijal, S. Bharath

    Sundaram Balanced Advantage Fund (G) Investment Objective

    The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity,debt,REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company. . However, there is no assurance that the objective of the scheme will be realized.

    Sundaram Balanced Advantage Fund (G) NAV,AUM,Risk

    The Sundaram Balanced Advantage Fund (G) fund was launched on Mar 06, 2020. The NAV (Net Asset Value) of this Dynamic Asset Allocation Or Balanced Advantage Hybrid fund as of 2021-09-15 is ₹14.60. The total AUM (Asset Under Management) of the fund as of 16/09/2021 is ₹1107.35. The category risk of the Sundaram Balanced Advantage Fund (G) fund is Moderately High risk. The fund charges 2.42 % as expense ratio.

    Sundaram Balanced Advantage Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 46.4% in this asset class. The top three holdings of the fund are , cash offset for derivatives , margin money for derivatives , icici bank ltd , reliance industries ltd , nifty sep 2021 , state bank of india , housing development finance corp ltd , future on icici bank ltd , infosys ltd , tech mahindra ltd , hdfc bank ltd , tata consultancy services ltd , bharti airtel ltd , embassy office parks reit , axis bank ltd , hindustan petroleum corporation limited , housing development finance corporation limited , treps , united spirits ltd , future on united spirits ltd , future on reliance industries ltd , future on state bank of india , future on tech mahindra ltd , sona blw precision forgings ltd , power grid infrastructure investment trust(invit) , future on bharti airtel ltd , marico ltd , national bank for agriculture and rural development , grindwell norton ltd , future on marico ltd , lic housing finance limited , future on housing development finance corp ltd , ultratech cement ltd , hindustan unilever ltd , future on tata consultancy services ltd , larsen & toubro ltd , pidilite industries ltd , future on pidilite industries ltd , navin fluorine international ltd , schaeffler india ltd , 7.32% govt stock 2024 , sbi life insurance company limited , rural electrification corporation limited , housing development finance corporation limited , rural electrification corporation limited , lic housing finance limited , housing development finance corporation limited , national bank for agriculture and rural development , future on hdfc life insurance company limited , hdfc life insurance company limited , chemplast sanmar ltd , pi industries ltd , bajaj finserv ltd , future on dr reddy's laboratories ltd , hcl technologies ltd , bharat petroleum corp ltd , max financial services ltd , dr reddy's laboratories ltd , kotak mahindra bank ltd , quess corp ltd , tube investments of india ltd ordinary shares , tata steel ltd , crompton greaves consumer electricals ltd , kalyan jewellers india ltd , varun beverages ltd , zomato ltd , aditya birla fashion and retail ltd , mahindra & mahindra ltd , tata consumer products ltd , container corporation of india ltd , gland pharma ltd , healthcare global enterprises ltd , future on axis bank ltd , divi's laboratories ltd , sun pharmaceuticals industries ltd , indian railway finance corporation limited , rural electrification corporation limited , power finance corporation limited , lic housing finance limited , power finance corporation limited , future on bajaj auto ltd , future on titan co ltd , titan co ltd , future on adani power ltd , adani ports & special economic zone ltd , itc ltd , hindalco industries ltd , l&t technology services ltd , ramco cements ltd , shriram transport finance co ltd , bank of baroda , voltas ltd , bajaj auto ltd , coromandel international ltd , tata metaliks ltd , rane holdings ltd , jindal steel & power ltd , future on punjab national bank , punjab national bank , future on grasim industries ltd , grasim industries ltd , future on tata motors ltd , cipla ltd , icici lombard general insurance co ltd , tata motors ltd , future on tata chemicals ltd , tata chemicals ltd , future on vedanta ltd , vedanta ltd , housing development finance corporation ltd , cash and other net current assets^

    Sundaram Balanced Advantage Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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