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Sundaram Balanced Advantage Fund Direct dividend payout
Hybrid • Dynamic • Direct dividend payout
Average credit rating
A
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Dynamic
Direct dividend payout
Launched On
01 Jan 2013
13.5 years ago
Lock-in Period
No lock-in
NAV
as of 25 Jun 2026
₹17.6935
+0.1228% (0.10)
AUM
₹1,658 Cr
Expense ratio
0.66%
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
Asset split
Market capital
Equity62.44%
Debt19.19%
Cash18.37%
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Energy
Technology
Fund House
Sundaram
Inc: 31 Mar 1996 • Total AUM: ₹65,685 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: 8.13 yrs • Total AUM: 2,26,329 Cr
Kumaresh Ramakrishnan
Experience: 7.74 yrs • Total AUM: 2,87,686 Cr
Clyton Fernandes
Experience: yrs • Total AUM: 1,09,931 Cr
Risk
Category risk
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'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.