Sundaram Balanced Advantage Fund(G)
HybridHybrid - Dynamic Asset AllocationHigh
₹34.603524 Jul 2026
Chart
PlanNormal
Returns (6 months)-1.442%
Expense ratio2.6%
Min Investment100
AUM1,663.71 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 | 7.16% |
Domestic Equities | 5.64% |
Domestic Equities | 5.19% |
Domestic Equities | 3.80% |
Government Securities | 3.48% |
Domestic Equities | 3.24% |
Domestic Equities | 3.12% |
Domestic Equities | 2.57% |
Government Securities | 2.44% |
Cash & Cash Equivalents and Net Assets | 2.22% |
Domestic Equities | 1.96% |
REITs & InvITs | 1.92% |
Government Securities | 1.86% |
Government Securities | 1.83% |
Corporate Debt | 1.52% |
Domestic Equities | 1.50% |
Corporate Debt | 1.50% |
Domestic Equities | 1.42% |
Domestic Equities | 1.35% |
Domestic Equities | 1.32% |
Domestic Equities | 1.32% |
Domestic Equities | 1.31% |
Domestic Equities | 1.25% |
Government Securities | 1.24% |
Domestic Equities | 1.21% |
Domestic Equities | 1.18% |
Domestic Equities | 1.17% |
Domestic Equities | 1.15% |
Domestic Equities | 1.13% |
Domestic Equities | 1.07% |
Domestic Equities | 1.03% |
Domestic Equities | 1.03% |
Domestic Equities | 0.99% |
Domestic Equities | 0.97% |
Domestic Equities | 0.93% |
Corporate Debt | 0.91% |
Corporate Debt | 0.90% |
Corporate Debt | 0.89% |
Government Securities | 0.89% |
Domestic Equities | 0.83% |
Domestic Equities | 0.82% |
Domestic Equities | 0.80% |
Domestic Equities | 0.79% |
Domestic Equities | 0.79% |
Domestic Equities | 0.77% |
Domestic Equities | 0.74% |
Domestic Equities | 0.73% |
Domestic Equities | 0.73% |
REITs & InvITs | 0.72% |
Domestic Equities | 0.71% |
Domestic Equities | 0.70% |
Domestic Equities | 0.68% |
Domestic Equities | 0.67% |
Domestic Equities | 0.63% |
Domestic Equities | 0.62% |
Government Securities | 0.62% |
Corporate Debt | 0.62% |
Domestic Equities | 0.62% |
Corporate Debt | 0.60% |
Domestic Equities | 0.60% |
Corporate Debt | 0.60% |
Domestic Equities | 0.59% |
Domestic Equities | 0.58% |
Domestic Equities | 0.58% |
Domestic Equities | 0.58% |
Domestic Equities | 0.56% |
Domestic Equities | 0.55% |
Domestic Equities | 0.54% |
Corporate Debt | 0.54% |
Domestic Equities | 0.52% |
Domestic Equities | 0.42% |
Domestic Equities | 0.41% |
Domestic Equities | 0.40% |
Domestic Equities | 0.40% |
Domestic Equities | 0.34% |
Cash & Cash Equivalents and Net Assets | 0.33% |
Domestic Equities | 0.33% |
Domestic Equities | 0.32% |
Corporate Debt | 0.30% |
Domestic Equities | 0.22% |
Domestic Equities | 0.21% |
Domestic Equities | 0.20% |
Domestic Equities | 0.03% |
Domestic Equities | 0.02% |
Cash & Cash Equivalents and Net Assets | 0.01% |
Domestic Equities | 0.01% |
Domestic Equities | 0.00% |
Risk Meter
Your investment is at
High
Low
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Moderate
High
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Fund Managers
SB
S. BharathCF
Clyton Richard FernandesKR
Kumaresh RamakrishnanLock 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
