Sundaram Balanced Advantage Fund

Sundaram Balanced Advantage Fund is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Dwijendra Srivastava, Clyton Fernandes, S. Bharath. This fund gives you the benefit of diversification.

1. Sundaram Balanced Advantage Fund has ₹1695 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Sundaram Balanced Advantage Fund has given a CAGR return of 9.83% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 5.36%, 11.27% and 9.42% respectively.

Sundaram Balanced Advantage Fund has allocated its funds majorly in Cash Equivalent, Government, Financial Services, Consumer Cyclical, Industrial, Corporate, Energy, Tech, Communication, Real Estate, Basic Materials, Consumer Defensive, Health, Utilities.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Sundaram Balanced Advantage Fund has no lock in period.