Formerly Principal Balanced Advtg Gr
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.
The performance of the fund on a Fund Size metric has been Neutral
The performance of the fund on a Outperformance Consistency metric has been Poor
NAV (Nov 30)
6 Month CAGR
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.
Launched (13y ago)
Dec 16, 2010
AUM in Crores
Nifty Composite Debt Index TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Sundaram Balanced Advantage fund (Growth)||8,74,154||1,41,542||7.3%|
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.
cash offset for derivatives17.2%
hdfc bank ltd7.1%
icici bank ltd6.2%
reliance industries ltd4.8%
|Fund Name||Fund Size||Rolling Returns|
₹ 26,182 cr
₹ 3,301 cr
₹ 2,920 cr
₹ 7,605 cr
₹ 1,354 cr
Sundaram Asset Management Company Ltd
|Fund Name||Scripbox Opinion||Till Date CAGR|
Sundaram Balanced Advantage fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 8.6% over a period of 12 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 11/30/2023 is ₹29.08 with the total AUM as of 12/1/2023 is ₹1491.888. 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.
What is Sundaram Balanced Advantage fund (G)?
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 2.08% for regular plan.