3 Year return

Launched on January 2013 (11 years)

Investment Details


Minimum SIP Amount


Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund


Your Investment ₹3,00,000
  • Total Value


Your Investment
  • Total Value

Risk Involved


Your principal will be at

High Risk

Scheme Information

Asset Under Management

₹1504.64 Cr.

Expense Ratio

0.57% (inclusive of GST)

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.


ARQ Rating

Ratings by other agencies


Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings


Sundaram Mutual Fund Managers


S Bharath

Fund Manager since Nov 2012

View Details

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund Asset management company

AUM ₹56,666.82 Cr.
No. of Schemes 124
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Sundaram Mutual Fund

List of mutual fund schemes by AMC

About Sundaram Balanced Advantage Fund

Sundaram Balanced Advantage Fund Direct-Growth is a Dynamic Asset Allocation mutual fund scheme from Sundaram Mutual Fund. This type of fund, also known as a Balanced Advantage Fund, is a hybrid mutual fund that invests in both equity and debt instruments without any strict restriction on asset allocation. The dynamic asset allocation of Sundaram Balanced Advantage Fund helps reduce downside risks, thereby aiming to generate better risk-adjusted returns. The fund maintains at least a 65% gross allocation to equity.

Investment Objectives of the Scheme

The objective of the Sundaram Balanced Advantage Fund - Direct Plan - Growth Option is two-fold: accrual income generation and capital appreciation. This is achieved by investing in a well-balanced mix of equity, debt, Real Estate Investment Trusts (REITs)/Infrastructure Investment Trusts (InvITs), and equity derivatives, all managed dynamically.

Key Features of The Fund

5-year return 11.66%
Expense Ratio 0.57%
Fund Manager S Bharath
Fund Size ₹1504.64 Cr
Risk Profile High

Is This Scheme Right for Me?

This fund might be the right choice if you are an investor with a long-term horizon of three years or more. This fund is particularly fitting for first-time mutual fund investors who are seeking to explore the potential of mutual funds while balancing their risk exposure. It's important to remember to align your investments with your personal financial goals and risk appetite before proceeding with any investment decision.

AMC Contact Details

Name Sundaram Mutual Fund
Launch Date 1996
Addresss Sundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact 1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Email customerservices@sundarammutual.com
Website https://www.sundarammutual.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.


What is today's NAV of Sundaram Balanced Advantage Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Balanced Advantage Fund Jun 21 2024 is 37.9938

What is the AUM of Sundaram Balanced Advantage Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Balanced Advantage Fund is 1504.64 crore.

What is the expense ratio of Sundaram Balanced Advantage Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Sundaram Balanced Advantage Fund is 0.57%

What are the returns of Sundaram Balanced Advantage Fund since inception?

The Sundaram Balanced Advantage Fund was launched on Jan 01 2013. The fund has delivered a CAGR of 10.88 since inception.

What is the minimum SIP amount to invest in Sundaram Balanced Advantage Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Balanced Advantage Fund is 100.

How do I invest in Sundaram Balanced Advantage Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Sundaram Balanced Advantage Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Sundaram Balanced Advantage Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Sundaram Balanced Advantage Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.