Sundaram Balanced Advantage Fund
Get the latest NAV of Sundaram Balanced Advantage Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹40.24
1D
NAV as on 10 Jun 2026
9.73%/per year
Since Inception
▲▼
147 people have invested ₹ 3.8L in Sundaram Balanced Advantage Fund in the last three months
Sundaram Balanced Advantage Fund Performance vs. Dynamic Asset Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (10-Jun-26)
The fund has outperformed the benchmark (Dynamic Asset Allocation Index) over 3Y, 5Y, but underperformed over 1Y.
Sundaram Balanced Advantage Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 14 out of 17 mutual funds in the dynamic asset allocation category as per INDmoney.
Sundaram Balanced Advantage Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Sundaram Balanced Advantage Fund Asset Allocation
See fund asset allocation details as on (14-May-26)
Fund Distribution
as on (14-May-26)
Sundaram Balanced Advantage Fund Sector Allocation
See fund sector allocation details as on (14-May-26)
Sector Allocation
Top 3 Sectors in April were Government, Financial Services & Consumer Cyclical
Government
53%
Financial Services
37%
Consumer Cyclical
12%
Government
46%
Financial Services
37%
Consumer Cyclical
12%
Sundaram Balanced Advantage Fund Holdings Details
as on (31-May-26)
Sundaram Balanced Advantage Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.66% |
Benchmark | null |
| AUM | ₹1658 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹100/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 276.96% |
| Risk |   High Risk |
About 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.
Key Parameters
- Sundaram Balanced Advantage Fund has ₹1658 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Sundaram Balanced Advantage Fund has given a CAGR return of 9.73% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.34%, 9.49% and 8.72% respectively.
Holdings
Sundaram Balanced Advantage Fund has allocated its funds majorly in Government, Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Corporate, Tech, Energy, Basic Materials, Communication, Consumer Defensive, Real Estate, Utilities, Health.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Sundaram Balanced Advantage Fund
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 and lockin period
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.
Fund Manager
Dwijendra Srivastava
Fund Manager of Sundaram Balanced Advantage Fund, since 1 January 2022
Clyton Fernandes
Fund Manager of Sundaram Balanced Advantage Fund, since 4 October 2024
S. Bharath
Fund Manager of Sundaram Balanced Advantage Fund, since 1 January 2022
- AUM of the fund stands at 1.7K Cr as of Apr'26
- AUM increased by 93.8 Cr between Apr'26 and Mar'26
Frequently Asked Questions for Sundaram Balanced Advantage Fund
How do I invest in Sundaram Balanced Advantage Fund?
- Download the INDmoney app.
- Search for ‘Sundaram Balanced Advantage Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.