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

Formerly Principal Balanced Advtg Gr

Sundaram Mutual Fund

Sundaram Balanced Advantage fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

27.0062

NAV (Dec 02)

6.6%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

Dynamic asset allocation or balanced advantage funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

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 ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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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

27.0062

NAV (Dec 2)

Fund Returns

Last 1Y

7.4%

Last 3Y

9.3%

Last 5Y

6.6%

Last 10Y

9.1%

Since Inception

8.7%

6 Month CAGR

9.9%

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

2.07

Launched (12y ago)

Dec 16, 2010

AUM in Crores

1595.341

ISIN

INF173K01585

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

8.5

Standard Deviation (5yr)

7.1

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.581

Sharpe Ratio (5yr)

0.229

YTM

6.8071

Fund Managers

Ravi Gopalakrishnan

Fund Manager

S. Bharath

Fund Manager

Dwijendra Srivastava

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

cash offset for derivatives

17.9%
17.9%

hdfc bank ltd

7.4%
7.4%

icici bank ltd

6.5%
6.5%

nifty november 2022

5.4%
5.4%

infosys ltd

5.3%
5.3%
See all holdings

Allocation by Sector

financial services

30.1%
30.1%

consumer cyclical

8.6%
8.6%

technology

7.4%
7.4%

basic materials

7%
7%

consumer defensive

6.7%
6.7%
See all sectors

Compare Sundaram Balanced Advantage fund (Growth)

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

₹ 21,109 cr

₹ 3,307 cr

₹ 2,759 cr

₹ 761 cr

₹ 428 cr

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 57,917 crores and was set up on 26 February 1996. It's current offering of mutual fund schemes includes 160 equity,235 debt and 49 hybrid funds.

amc-img

  • 044-28583362
  • customerservices@sundarammutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.7%

    8.4%

    13.8%

    11.7%

    12.3%

    14.1%

    12.2%

    7.4%

    11.9%

    13.7%

    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 8.7% over a period of 11 years. The fund was previously known as Principal Balanced Advtg Gr. The fund is managed by Sundaram Asset Management Company Ltd. The fund managers are Dwijendra Srivastava, Ravi Gopalakrishnan, S. Bharath.

    Nav of Sundaram Balanced Advantage fund (G) as of 12/2/2022 is ₹27.01 with the total AUM as of 12/5/2022 is ₹1595.341. With Scripbox you can compare and check the latest nav for all mutual funds in India. Sundaram Balanced Advantage fund (G) was launched on Dec 16, 2010. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for Sundaram Balanced Advantage fund (G) is ₹0 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 stocks 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 ₹0. 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 Recommended 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 2.07% for regular plan.