Item: Sundaram Balanced Advantage Growth
Rating: 2
Author: Morningstar

Home › Mutual Funds › Sundaram Mutual Fund › Sundaram Balanced Advantage Growth

35.203 (0.225%)

NAV on August 19, 2025

Category Allocation:
Dynamic Asset Allocation

Total Assets 1,679 cr

Turnover Ratio 244.71%

Expense Ratio 2.06%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: -0.27%
1Y: 2.91%
3M: 0.66%
3Y: 10.65%
6M: 7.24%
5Y: 10.37%

Min Investment 100

ADDITIONAL INFO

Fund Manager Dwijendra Srivastava (Since over 3 years) S. Bharath (Since over 3 years) Clyton Fernandes (Since 11 months)

ISIN INF173K01585

Fund Family Sundaram

P/E Ratio 21.76

P/B Ratio 3.23

Launch Date December 16, 2010

Benchmark

Nifty Composite Debt Index TR INR

Nifty 50 Hybrid Comp Debt 50:50 TR INR

RISK MEASURES (3 yrs)

vs Nifty Composite Debt Index TR INR Nifty 50 Hybrid Comp Debt 50:50 TR INR

Alpha -

Beta -

R-Squared -

Info Ratio -

Tracking Err -

Sortino 1.009

Sharpe 0.633

Std Dev 7.440

Risk Average

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.

View Factsheet

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NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
ICICI Prudential Balanced Advantage Fund Direct Plan Growth	83.080	7.81%	64,964 cr	0.85%	Low
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option	121.040	7.07%	8,157 cr	0.68%	Average
Baroda BNP Paribas Balanced Advantage Fund Direct Growth	26.613	6.08%	4,424 cr	0.74%	Above Average
Mahindra Manulife Balanced Advantage Fund Direct Growth	15.358	3.81%	923 cr	0.54%	Above Average
Edelweiss Balanced Advantage Fund Direct Plan Growth	57.600	2.62%	12,792 cr	0.51%	Average
HDFC Balanced Advantage Fund Direct Plan Growth Option	558.403	2.60%	101,773 cr	0.75%	Above Average