• 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 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

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

Relative Size

1,248 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

Invest in this fund
You can invest in more appropriate funds with a Scripbox plan. Explore the plan below.
Build Long Term Wealth

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

No single fund can achieve what a plan can. Learn why

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%

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.

Expense Ratio

2.23

Launched (2y 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

Fund Managers
user-avatar

Dwijendra Srivastava

Fund Manager

user-avatar

Rahul Baijal

Fund Manager

user-avatar

S. Bharath

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 1,954 cr

5

₹ 455 cr

5

amc-icon

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,027 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,232 debt and 52 hybrid funds.

amc-img

  • tel-amc-about
    044-28583362
  • mail-amc-about
    customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5%

    7.5%

    4.5%

    5.4%

    4.5%

    5.4%

    5.3%

    6.9%

    21.6%

    15.8%

    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

    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 1 years. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Rahul Baijal, S. Bharath.

    Nav of Sundaram Balanced Advantage Fund (G) as of 31/12/2021 is ₹14.63 with the total AUM as of 29/01/2022 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)?

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

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

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

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