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Sundaram Balanced Advantage Fund (G)

Dynamic Asset Allocation or Balanced Advantage • OPEN
NAV as of May 20, 2026
₹34.34
1 day change
Returns since inception
8.31%
CAGR
AUM (Fund size)
₹1,565 Cr
NAV: ₹ 34.34
as on May 20, 2026
Sundaram Balanced Advantage Fund (G)

Sundaram Balanced Advantage Fund (G) Overview

AUM (Fund size) ₹ 1,565 Cr
Expense ratio 2.08 %
Exit load 0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.
Plan type Regular Fund
Risk High
Lock-in Period Nil
Benchmark Nifty 50 Hybrid Composite Debt 50:50 Index
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 15 yrs 5 m since Nov 26, 2010
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
24.65%
Banks
18.42%
IT-Software
5.50%
Petroleum Products
5.30%
Finance
5.26%

Top Holdings

ICICI Bank 7.06%
HDFC Bank 6.48%
Reliance Industr 4.96%
Bharti Airtel 4.53%
GSEC2035 6.48 3.63%
Kotak Mah. Bank 3.27%
Larsen & Toubro 2.92%
GSEC2034 2.57%
M & M 2.25%
TREPS 2.17%

Scheme Information

Sundaram Balanced Advantage Fund (G) was launched on 26/11/2010. The fund manages ₹1,565 Cr in assets. Its current expense ratio is 2.08%.

Fund Manager: S Bharath

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FAQs on Sundaram Balanced Advantage Fund (G)

The current expense ratio of Sundaram Balanced Advantage Fund (G) is 2.08%.

The AUM of Sundaram Balanced Advantage Fund (G) is ₹1,565 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Sundaram Balanced Advantage Fund (G) allows both SIP and lump sum investments.

The latest NAV is ₹34.34.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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