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Sundaram Balanced Advantage Fund - Direct (G)

Dynamic Asset Allocation or Balanced Advantage • OPEN
NAV as of May 19, 2026
₹40.69
1 day change
Returns since inception
9.82%
CAGR
AUM (Fund size)
₹1,658 Cr
NAV: ₹ 40.69
as on May 19, 2026
Sundaram Balanced Advantage Fund - Direct (G)

Sundaram Balanced Advantage Fund - Direct (G) Overview

AUM (Fund size) ₹ 1,658 Cr
Expense ratio 0.89 %
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 Direct Fund
Risk High
Lock-in Period Nil
Benchmark Nifty 50 Hybrid Composite Debt 50:50 Index
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 13 yrs 4 m since Jan 01, 2013
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 - Direct (G) was launched on 01/01/2013. The fund manages ₹1,658 Cr in assets. Its current expense ratio is 0.89%.

Fund Manager: S Bharath

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FAQs on Sundaram Balanced Advantage Fund - Direct (G)

The current expense ratio of Sundaram Balanced Advantage Fund - Direct (G) is 0.89%.

The AUM of Sundaram Balanced Advantage Fund - Direct (G) is ₹1,658 crore.

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

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

The latest NAV is ₹40.69.

Minimum SIP starts from ₹100.

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

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