Sundaram Balanced Advantage Fund Direct dividend payout

Hybrid • Dynamic • Direct dividend payout

Credit Rating
Average credit rating
A

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Dynamic

Direct dividend payout

Launched On
01 Jan 2013
13.6 years ago
Lock-in Period
No lock-in
NAV
as of 21 Aug 2026
₹17.8835
+0.0453% (0.10)
AUM
₹1,664 Cr
Expense ratio
0.56%
Benchmark
Fund Plan
Monthly
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

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

Financial Services

35.26%
Consumer Cyclical

Consumer Cyclical

13.65%
Industrials

Industrials

11.86%
Technology

Technology

7.37%
Basic Materials

Basic Materials

6.65%

Fund House

Sundaram

Sundaram

Inc: 31 Mar 1996 • Total AUM: ₹72,119 Cr • Rank #21
Sundaram 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: 8.29 yrs • Total AUM: 2,35,463 Cr

Kumaresh Ramakrishnan

Experience: 7.90 yrs • Total AUM: 3,35,206 Cr

Clyton Fernandes

Experience: yrs • Total AUM: 1,13,220 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.