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- Sundaram Balanced Advantage Fund Growth Direct Plan Adjusted
Sundaram Balanced Advantage Fund Growth Direct Plan Adjusted
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 Ratio36.12
- P/B Ratio5.75
- Alpha0
- Beta0
- Sharpe0.16
- Sortino0.29
Fund Overview
0.59%
0%
No Lock-in
₹ 1568.29 Cr
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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 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%) |
₹ 30,000 | ₹ 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%) |
₹ 50,000 | ₹ 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%) |
₹ 80,000 | ₹ 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%) |
₹ 1,00,000 | ₹ 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%) |
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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%
- Bank - Private18.70%
- Miscellaneous11.05%
- IT - Software7.67%
- Refineries4.97%
- Bank - Public3.36%
- Diamond & Jewellery2.03%
- Finance - NBFC1.90%
- Consumer Food1.65%
- Finance - Investment1.60%
- Cycles1.24%
- Cigarettes/Tobacco1.20%
- Fertilizers0.94%
- BPO/ITeS0.92%
- Insurance0.89%
- Abrasives0.74%
- Bearings0.71%
- Tea/Coffee0.69%
- Cable0.66%
- Retailing0.49%
- Air Conditioners0.47%
- Auto Ancillary0.45%
- Logistics0.26%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Quant Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Very High | 31.93% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 17.37% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 12.63% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.71% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.51% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.14% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 8.77% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 7.13% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 5.47% |
UTI Unit Linked Insurance Plan | HYBRID | High | 4.50% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 29.87% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 29.20% |
Franklin India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 26.04% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 22.74% |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 22.35% |
Mirae Asset Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 20.94% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 20.73% |
PGIM India Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 16.06% |
UTI Unit Linked Insurance Plan | HYBRID | High | 12.19% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 12.62% |
Shriram Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 11.94% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 11.52% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.58% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 8.35% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.67% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Edelweiss Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 14.35% |
Invesco India Balanced Advantage Fund - Growth | HYBRID | Very High | 10.79% |
Motilal Oswal Balanced Advantage Fund - Regular Plan - Growth | HYBRID | Very High | 10.72% |
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth | HYBRID | Moderate | 9.31% |
UTI Unit Linked Insurance Plan | HYBRID | High | 7.51% |
Fund Managers
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.
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.
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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Sundaram Balanced Advantage Fund - Growth - Direct Plan (Adjusted)
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