• 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

31.6071

NAV (Apr 12)

8.7%
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

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

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

31.6071

NAV (Apr 12)

Fund Returns

Last 1Y
20.6%
Last 3Y
11.2%
Last 5Y
8.7%
Last 10Y
9%
Since Inception
9%
6 Month CAGR
10.8%

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
2.1
Launched (14y ago)
Dec 16, 2010
AUM in Crores
1519.640
ISIN
INF173K01585
Lock-in
No Lock-in
Benchmark
Nifty Composite Debt Index TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
6.4
Standard Deviation (5yr)
7.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.823
Sharpe Ratio (5yr)
0.469
YTM
7.39086
Fund Managers

Ravi Gopalakrishnan

Fund Manager

S. Bharath

Fund Manager

Dwijendra Srivastava

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Sundaram Balanced Advantage fund (Growth)70%9,05,297 1,72,6858.7%
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 2024-04-12

Top Stock Holdings

cash offset for derivatives

13.5%
13.5%

icici bank ltd

6.5%
6.5%

hdfc bank ltd

6.2%
6.2%

reliance industries ltd

5.8%
5.8%

infosys ltd

4.9%
4.9%
See all holdings

Allocation by Sector

financial services

24.7%
24.7%

consumer cyclical

8.9%
8.9%

technology

8.7%
8.7%

energy

6%
6%

healthcare

5.7%
5.7%
See all sectors

Comparison with Hybrid Funds

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

₹ 33,502 cr

₹ 10,737 cr

₹ 8,943 cr

₹ 3,417 cr

₹ 3,102 cr

amc-img

About the AMC

Sundaram Asset Management Company Ltd

Sundaram Asset Management Company Ltd manages assets worth 72,537 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

13.1%

8.7%

24.2%

20.9%

5.1%

4.8%

24.2%

13.1%

21.6%

%

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 9% over a period of 13 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 4/12/2024 is ₹31.61 with the total AUM as of 4/14/2024 is ₹1519.64. 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 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 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 2.1% for regular plan.