Sundaram Balanced Advantage Fund(G)
HybridHybrid - Dynamic Asset AllocationHigh
₹34.734827 Apr 2026
Chart
PlanNormal
Returns (6 months)-3.805%
Expense ratio2.08%
Min Investment100
AUM1,564.62 Cr
Inception date24 Dec 2010
Return Calculator
₹500₹1,00,00,000
%
1%30%
1YR40YR
Investment Amount₹0
Estimated Returns
Total Amount
Benchmark Returns
BENCHMARK: NIFTY 50 Hybrid Composite Debt 50:50 Index
Annualised returns
Holdings
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Instrument | Share % |
|---|---|
Domestic Equities | 7.06% |
Domestic Equities | 6.48% |
Domestic Equities | 4.96% |
Domestic Equities | 4.53% |
Government Securities | 3.63% |
Domestic Equities | 3.27% |
Domestic Equities | 2.92% |
Government Securities | 2.57% |
Domestic Equities | 2.25% |
Cash & Cash Equivalents and Net Assets | 2.17% |
REITs & InvITs | 1.96% |
Government Securities | 1.95% |
Government Securities | 1.95% |
Domestic Equities | 1.75% |
Cash & Cash Equivalents and Net Assets | 1.75% |
Domestic Equities | 1.69% |
Corporate Debt | 1.60% |
Corporate Debt | 1.58% |
Domestic Equities | 1.51% |
Domestic Equities | 1.39% |
Domestic Equities | 1.36% |
Domestic Equities | 1.31% |
Government Securities | 1.28% |
Domestic Equities | 1.27% |
Domestic Equities | 1.26% |
Domestic Equities | 1.21% |
Domestic Equities | 1.19% |
Domestic Equities | 1.15% |
Domestic Equities | 1.14% |
Domestic Equities | 1.11% |
Domestic Equities | 1.09% |
Domestic Equities | 1.01% |
Domestic Equities | 1.01% |
Domestic Equities | 0.99% |
Corporate Debt | 0.97% |
Corporate Debt | 0.96% |
Corporate Debt | 0.96% |
Domestic Equities | 0.95% |
Corporate Debt | 0.94% |
Domestic Equities | 0.93% |
Government Securities | 0.91% |
Domestic Equities | 0.90% |
Domestic Equities | 0.90% |
Domestic Equities | 0.83% |
Domestic Equities | 0.83% |
Domestic Equities | 0.83% |
Domestic Equities | 0.75% |
REITs & InvITs | 0.75% |
Domestic Equities | 0.71% |
Domestic Equities | 0.70% |
Domestic Equities | 0.69% |
Domestic Equities | 0.67% |
Government Securities | 0.65% |
Domestic Equities | 0.64% |
Domestic Equities | 0.64% |
Corporate Debt | 0.64% |
Corporate Debt | 0.64% |
Corporate Debt | 0.63% |
Cash & Cash Equivalents and Net Assets | 0.63% |
Domestic Equities | 0.62% |
Domestic Equities | 0.60% |
Domestic Equities | 0.56% |
Corporate Debt | 0.55% |
Domestic Equities | 0.53% |
Domestic Equities | 0.41% |
Domestic Equities | 0.40% |
Domestic Equities | 0.38% |
Domestic Equities | 0.38% |
Domestic Equities | 0.35% |
Domestic Equities | 0.34% |
Corporate Debt | 0.32% |
Government Securities | 0.32% |
Domestic Equities | 0.31% |
Domestic Equities | 0.27% |
Domestic Equities | 0.25% |
Domestic Equities | 0.22% |
Domestic Equities | 0.22% |
Domestic Equities | 0.01% |
Risk Meter
Your investment is at
High
Low
Moderately Low
Moderate
High
Very High Risk
Fund Managers
SB
S. BharathCF
Clyton Richard FernandesDS
Dwijendra SrivastavaLock in Period
Nil
Investment cannot be redeemed before this period completes.
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
