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Sundaram Balanced Advantage Fund Direct dividend payout
Hybrid • Dynamic • Direct dividend payout
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct dividend payout
Launched On
01 Jan 2013
13.1 years ago
Lock-in Period
No lock-in
NAV
as of 13 Feb 2026
₹18.66
-0.7403% (-0.10)
AUM
₹1,737 Cr
Expense ratio
0.59%
Benchmark
Fund Plan
Monthly
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Industrials
Energy
Technology
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹63,357 Cr • Rank #21Sundaram Mutual Fund, started in 1996, has Sundaram Finance Limited as its sponsors. The fund house is headed by Sunil Subramaniam as the CEO. As of 31 March 2024, it has an AUM of ₹70,065 Cr. The company has around 35 lakh clients.
Fund Managers
S. Bharath
Experience: 7.76 yrs • Total AUM: 2,51,569 Cr
Dwijendra Srivastava
Experience: 15.55 yrs • Total AUM: 3,43,301 Cr
Clyton Fernandes
Experience: yrs • Total AUM: 1,06,119 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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