Sundaram Balanced Advantage Fund Growth Direct Plan Adjusted

36.05
NAV (Mar 27,2024)

Invest in Sundaram Balanced Advantage Fund - Growth - Direct Plan (Adjusted) with a minimum investment of ₹100. The scheme has an expense ratio of 0.59% and an established date of 2013-01-01. With a PE ratio of 36.11 and PB ratio of 5.75, this fund offers a balanced approach for growth-oriented investors. Its scheme AUM stands at ₹1568.29 crore. Take advantage of this fund's potential by investing in it today.

Sundaram Balanced Advantage Fund Growth Direct Plan Adjusted Latest Trend

  • 1M
  • 2M
  • 3M

Sundaram Balanced Advantage Fund Growth Direct Plan Adjusted Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    36.12
  • P/B Ratio
    UM_URBAN_MONEY

    5.75
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.16
  • Sortino
    UM_URBAN_MONEY

    0.29

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.59%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

1568.29 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
High

Investment Return Calculator

as on Mar 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

12,444.35 (24.44%)14,540.71 (45.41%)18,875.65 (88.76%)10,365.77 (3.66%)11,092.67 (10.93%)
37,333.05 (24.44%)43,622.13 (45.41%)56,626.95 (88.76%)31,097.31 (3.66%)33,278.01 (10.93%)
62,221.75 (24.44%)72,703.55 (45.41%)94,378.25 (88.76%)51,828.85 (3.66%)55,463.35 (10.93%)
99,554.8 (24.44%)1,16,325.68 (45.41%)1,51,005.2 (88.76%)82,926.16 (3.66%)88,741.36 (10.93%)
1,24,443.5 (24.44%)1,45,407.1 (45.41%)1,88,756.5 (88.76%)1,03,657.7 (3.66%)1,10,926.7 (10.93%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd10.71%
  • Central Government Securities10.54%
  • ICICI Bank Ltd6.28%
  • Reliance Industries Ltd4.97%
  • Infosys Ltd4.36%
  • Margin Money For Derivatives2.54%
  • Larsen & Toubro Ltd2.32%
  • Maruti Suzuki India Ltd2.12%
  • Embassy Office Parks REIT2.09%
  • National Bank for Agricultural & Rural Development2.09%
  • Kalyan Jewellers India Ltd2.03%
  • Bharti Airtel Ltd1.81%
  • Kotak Mahindra Bank Ltd1.78%
  • Axis Bank Ltd1.74%
  • LIC Housing Finance Ltd1.61%
  • Tata Motors Ltd1.59%
  • State Bank of India1.45%
  • NTPC LTD1.39%
  • Bank of Baroda1.37%
  • Mahindra & Mahindra Ltd1.29%
  • Tata Consultancy Services Ltd1.28%
  • Tube Investments of India Ltd1.24%
  • ITC Ltd1.20%
  • Bajaj Finserv Ltd1.17%
  • United Spirits Ltd1.15%
  • Shriram Finance Ltd1.14%
  • HCL Technologies Ltd1.08%
  • Cipla Ltd1.06%
  • IndusInd Bank Ltd1.05%
  • Sun Pharmaceutical Industries Ltd1.04%
  • REC LTD0.95%
  • Coromandel International Ltd0.94%
  • Zydus Lifesciences Ltd0.88%
  • Varun Beverages Ltd0.87%
  • Ultratech Cement Ltd0.85%
  • Jindal Steel & Power Ltd0.79%
  • Bajaj Auto Ltd0.79%
  • Shriram Properties Ltd0.77%
  • Bajaj Finance Ltd0.76%
  • Grindwell Norton Ltd0.74%
  • Schaeffler India Ltd0.71%
  • Indian Railway Finance Corporation Ltd0.70%
  • TATA Consumer Products Ltd0.69%
  • Polycab India Ltd0.66%
  • Power Finance Corporation Ltd0.63%
  • Tata Steel Ltd0.62%
  • GAIL India Ltd0.62%
  • Power Grid Infrastructure Investment Trust InvIT0.62%
  • Computer Age Management Services Ltd0.61%
  • Hindustan UniLever Ltd0.59%
  • SBI Life Insurance Company Ltd0.59%
  • Dalmia Cement Bharat Ltd0.58%
  • TREPS0.58%
  • Eicher Motors Ltd0.55%
  • Union Bank of India0.53%
  • Alkem Laboratories Ltd0.50%
  • Cholamandalam Investment and Company Ltd0.49%
  • Metro Brands Ltd0.49%
  • LTIMindtree Ltd0.48%
  • Fortis Health Care Ltd0.48%
  • Hatsun Agro Product Ltd0.47%
  • Voltas Ltd0.47%
  • Tech Mahindra Ltd0.46%
  • Sona BLW Precision Forgings Ltd0.45%
  • Cholamandalam Financial Holdings Ltd0.43%
  • Lupin Ltd0.34%
  • Central Government Securities Floating Rate Bond0.32%
  • Marico Ltd0.31%
  • Info Edge India Ltd0.31%
  • ICICI Prudential Life Insurance Company Ltd0.29%
  • TVS Supply Chain Solutions Ltd0.26%
  • TVS Holdings Ltd Preference share0.13%
  • Maharashtra State Development Loan0.12%
  • Karnataka State Development Loan0.06%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Quant Dynamic Asset Allocation Fund - Regular Plan - GrowthQuant Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Very High

31.93%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

17.37%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

12.63%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.71%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.51%

Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.14%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

8.77%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

7.13%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

5.47%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

4.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

29.87%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

29.20%

Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

26.04%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

22.74%

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

22.35%

Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

20.94%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

20.73%

PGIM India Balanced Advantage Fund - Regular Plan - GrowthPGIM India Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

16.06%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

12.19%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

12.62%

Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

11.94%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

11.52%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.58%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

8.35%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.67%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

14.35%

Invesco India Balanced Advantage Fund - GrowthInvesco India Balanced Advantage Fund - Growth

HYBRID

Very High

10.79%

Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Balanced Advantage Fund - Regular Plan - Growth

HYBRID

Very High

10.72%

DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Dynamic Asset Allocation Fund - Regular Plan - Growth

HYBRID

Moderate

9.31%

UTI Unit Linked Insurance PlanUTI Unit Linked Insurance Plan

HYBRID

High

7.51%

Fund Managers

SB

Mr. S. BharathFund Manager - Overseas Securities

Mr. S. Bharath joined Sundaram Mutual in August 2004 as a Research Analyst before moving into the fund management team. Apart from the funds he manages, he is also the dedicated fund manager for investments in overseas securities.

RG

Mr. Ravi GopalakrishnanHead - Equity

Mr. Ravi Gopalakrishnan Over 20 years of experience in managing/advising portfolios for institutional and individual investors and , handling research function. His previous expereinces includes ED & CIO-Equities with Pramerica Asset Managers Private Limited, Portfolio Advisor with Hudson Fairfax Group, USA, Head - Portfolio Management Services with Principal PNB Asset Management, Fund Manager - Equities with Sun F&C asset Management Ltd.

DS

Mr. Dwijendra SrivastavaHead - Fixed Income

Mr.Dwijendra Srivastava has 9 years of experience in financial markets and an over all 9 years of experience in financial markets and an over all work experience of more than 12 years. In Deutsche Asset Management (India) Private Limited he is a Fund Manager (July 2007 to present).

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