• Mutual Funds
  • Sundaram Mutual Fund
  • Sundaram Balanced Advantage Fund (Growth)
Sundaram Mutual Fund

Sundaram Balanced Advantage Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

14.6302

NAV (Dec 31)

23.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.6302

NAV (Dec 31)

Fund Returns

Last 1Y
14.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
23.2%
6 Month CAGR
6.2%

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.

Expense Ratio
2.23
Launched (4y ago)
Mar 06, 2020
AUM in Crores
1247.870
ISIN
INF903JA1IT6
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Comp Debt 50:50 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
4.15602
Fund Managers

Dwijendra Srivastava

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Balanced Advantage Fund (Growth)70%10,61,690 3,29,07814.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2021-12-31

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 34,733 cr

₹ 11,135 cr

₹ 9,107 cr

₹ 3,140 cr

₹ 3,402 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 74,974 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 166 equity,239 debt and 45 hybrid funds.amc-img
phone-img044-28583362
Fund NameScripbox Opinion
Till Date CAGR

12.5%

8.8%

21.4%

20.5%

5.2%

4.8%

21.4%

13.1%

19.9%

%

Sundaram Balanced Advantage Fund (G) Review

Sundaram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 23.2% over a period of 4 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund manager’s name is Dwijendra Srivastava.

Nav of Sundaram Balanced Advantage Fund (G) as of 12/31/2021 is ₹14.63 with the total AUM as of 5/18/2024 is ₹1247.87. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Balanced Advantage Fund (G) was launched on Mar 06, 2020. The category risk of the fund is Moderately High risk.

The minimum SIP amount for Sundaram Balanced Advantage Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Sundaram Balanced Advantage Fund (G)?

Sundaram Balanced Advantage Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Sundaram Balanced Advantage Fund (G)?

You can invest in Sundaram Balanced Advantage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Sundaram Balanced Advantage Fund (G)?

The minimum sip amount for Sundaram Balanced Advantage Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Sundaram Balanced Advantage Fund (G) good to invest in?

As per Scripbox experts, Sundaram Balanced Advantage Fund (G) is a Not Reviewed Yet fund. You can investSundaram Balanced Advantage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Sundaram Balanced Advantage Fund (G)?

The expense ratio of the Sundaram Balanced Advantage Fund (G) is 2.23% for regular plan.