Comprehensive analysis of Sundaram Balanced Advantage Fund (IDCW-M) (11875) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Asset Management Company Ltd
To generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt / money market instruments for defensive purposes.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
High Expenses
Diversified
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Market exposure level
Historical performance consistency
Risk-adjusted returns
Assets under management
Fund management costs
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 6.17% |
| Reliance Industries Ltd | Refineries | 5.61% |
| GSEC2034 | Govt. Securities | 5.57% |
| ICICI Bank Ltd | Banks | 5.49% |
| GSEC2034 | Govt. Securities | 5.28% |
| Reliance Industries Ltd | Refineries | 5.02% |
| HDFC Bank Ltd | Banks | 5.01% |
| HDFC Bank Ltd | Banks | 5.00% |
| Bharti Airtel Ltd | Telecomm-Service | 4.31% |
| Bharti Airtel Ltd | Telecomm-Service | 3.99% |
Compare against Dynamic Asset Allocation or Balanced Advantage category average
This comparison shows how the fund performs relative to the Dynamic Asset Allocation or Balanced Advantage category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dynamic Asset Allocation or Balanced Advantage category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund - Direct (G) | ₹565.58 | 5.11% | 6.58% | 24.05% |
| HDFC Balanced Advantage Fund (G) | ₹523.45 | 4.81% | 5.95% | 23.28% |
| Nippon India Balanced Advantage Fund - Direct (G) | ₹200.45 | 5.15% | 7.69% | 16.23% |
| Nippon India Balanced Advantage Fund (G) | ₹177.06 | 4.53% | 6.42% | 14.81% |
| Nippon India Balanced Advantage Fund (Bonus) | ₹177.06 | 4.53% | 6.42% | 14.81% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | ₹121.81 | 8.04% | 10.48% | 16.95% |
| Aditya Birla SL Balanced Advantage Fund (G) | ₹107.37 | 7.46% | 9.27% | 15.61% |
| ICICI Pru Balanced Advantage Fund - Dir (G) | ₹82.70 | 7.25% | 10.54% | 15.66% |
| ICICI Pru Balanced Advantage Fund (G) | ₹74.15 | 6.93% | 9.88% | 14.94% |
| Invesco India Balanced Advantage Fund-Direct (G) | ₹64.32 | 2.74% | 8.37% | 18.22% |
A seasoned investment professional with over 15 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.