Sundaram Balanced Advantage Fund Regular Growth

Fund Overview

Fund Size

₹1,686 Cr

Expense Ratio

1.80%

ISIN

INF173K01585

Minimum SIP

₹100

Exit Load

1.00%

Inception Date

16 Dec 2010

About this fund

Sundaram Balanced Advantage Fund Regular Growth is a Dynamic Asset Allocation mutual fund schemes offered by Sundaram Mutual Fund. This fund has been in existence for 15 years, 9 months and 14 days, having been launched on 16-Dec-10.
As of 29-Sep-26, it has a Net Asset Value (NAV) of ₹34.06, Assets Under Management (AUM) of 1685.79 Crores, and an expense ratio of 1.8%.

Sundaram Balanced Advantage Fund Regular Growth has given a CAGR return of 8.07% since inception.
The fund's asset allocation comprises around 63.78% in equities, 17.95% in debts, and 18.27% in cash & cash equivalents.
You can start investing in Sundaram Balanced Advantage Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-2.61%

+0.80% (Cat Avg.)

3 Years

+6.22%

+8.15% (Cat Avg.)

5 Years

+6.41%

+7.93% (Cat Avg.)

10 Years

+6.64%

+8.88% (Cat Avg.)

Since Inception

+8.07%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹1,075.17 Cr	63.78%
Debt	₹302.67 Cr	17.95%
Others	₹307.95 Cr	18.27%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Cash Offset For Derivatives	Cash - General Offset	₹225.1 Cr	13.35%
ICICI Bank Ltd	Equity	₹124.95 Cr	7.41%
Reliance Industries Ltd	Equity	₹78.73 Cr	4.67%
Eternal Ltd	Equity	₹66.86 Cr	3.97%
Bharti Airtel Ltd	Equity	₹62.01 Cr	3.68%
HDFC Bank Ltd	Equity	₹57.87 Cr	3.43%
6.48% Govt Stock 2035	Bond - Gov't/Treasury	₹57.29 Cr	3.40%
Treps	Cash - Repurchase Agreement	₹55.87 Cr	3.31%
Kotak Mahindra Bank Ltd	Equity	₹52 Cr	3.08%
Larsen & Toubro Ltd	Equity	₹51.11 Cr	3.03%
Future on ICICI Bank Ltd	Equity - Future	₹-47.89 Cr	2.84%
6.94% Govt Stock 2036	Bond - Gov't/Treasury	₹39.97 Cr	2.37%
Bajaj Finserv Ltd	Equity	₹39.12 Cr	2.32%
Mahindra & Mahindra Ltd	Equity	₹38.58 Cr	2.29%
One97 Communications Ltd	Equity	₹37.28 Cr	2.21%
Future on Reliance Industries Ltd	Equity - Future	₹-32.72 Cr	1.94%
Embassy Office Parks REIT	Equity - REIT	₹31.97 Cr	1.90%
Coforge Ltd	Equity	₹31.31 Cr	1.86%
7.32% Govt Stock 2030	Bond - Gov't/Treasury	₹30.85 Cr	1.83%
7.38% Govt Stock 2027	Bond - Gov't/Treasury	₹30.37 Cr	1.80%
Future on Eternal Ltd	Equity - Future	₹-28.84 Cr	1.71%
PB Fintech Ltd	Equity	₹27.18 Cr	1.61%
Oracle Financial Services Software Ltd	Equity	₹26.02 Cr	1.54%
Cholamandalam Investment and Finance Co Ltd	Equity	₹25.73 Cr	1.53%
TVS Motor Co Ltd	Equity	₹25.02 Cr	1.48%
Rec Limited	Bond - Corporate Bond	₹24.94 Cr	1.48%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹24.65 Cr	1.46%
Hindalco Industries Ltd	Equity	₹23.28 Cr	1.38%
Future on Kotak Mahindra Bank Ltd	Equity - Future	₹-22.45 Cr	1.33%
Fractal Analytics Ltd	Equity	₹21.35 Cr	1.27%
7.23% Govt Stock 2039	Bond - Gov't/Treasury	₹20.3 Cr	1.20%
Amber Enterprises India Ltd Ordinary Shares	Equity	₹20.26 Cr	1.20%
Vedanta Aluminium Metal Ltd	Equity	₹20.11 Cr	1.19%
Future on Bajaj Finserv Ltd	Equity - Future	₹-19.48 Cr	1.16%
Future on HDFC Bank Ltd	Equity - Future	₹-18.69 Cr	1.11%
Cummins India Ltd	Equity	₹18.17 Cr	1.08%
Aster DM Quality Care Ltd Ordinary Shares	Equity	₹17.78 Cr	1.05%
Coromandel International Ltd	Equity	₹17.49 Cr	1.04%
Poonawalla Fincorp Ltd	Equity	₹17.35 Cr	1.03%
Billionbrains Garage Ventures Ltd	Equity	₹17.26 Cr	1.02%
Sun Pharmaceuticals Industries Ltd	Equity	₹16.92 Cr	1.00%
Future on Bharti Airtel Ltd	Equity - Future	₹-16.47 Cr	0.98%
UNO Minda Ltd	Equity	₹15.44 Cr	0.92%
MTAR Technologies Ltd	Equity	₹15.15 Cr	0.90%
Multi Commodity Exchange of India Ltd	Equity	₹15.12 Cr	0.90%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹14.99 Cr	0.89%
National Bank For Agriculture And Rural Development	Bond - Corporate Bond	₹14.71 Cr	0.87%
7.34% Govt Stock 2064	Bond - Gov't/Treasury	₹14.42 Cr	0.86%
Delhivery Ltd	Equity	₹14.3 Cr	0.85%
UltraTech Cement Ltd	Equity	₹14.06 Cr	0.83%
JSW Infrastructure Ltd	Equity	₹13.3 Cr	0.79%
Amara Raja Energy & Mobility Ltd	Equity	₹13.19 Cr	0.78%
Force Motors Ltd	Equity	₹13.14 Cr	0.78%
CRISIL Ltd	Equity	₹12.66 Cr	0.75%
Cash And Other Net Current Assets^	Cash - Collateral	₹12.65 Cr	0.75%
Home First Finance Co India Ltd	Equity	₹12.61 Cr	0.75%
CCL Products (India) Ltd	Equity	₹12.43 Cr	0.74%
Brookfield India Real Estate Trust	Equity - REIT	₹12.32 Cr	0.73%
Bajaj Auto Ltd	Equity	₹12.24 Cr	0.73%
Horizon Industrial Parks Ltd	Equity	₹12.24 Cr	0.73%
Future on Bajaj Finance Ltd	Equity - Future	₹-12.05 Cr	0.71%
Mankind Pharma Ltd	Equity	₹11.95 Cr	0.71%
Bajaj Finance Ltd	Equity	₹11.89 Cr	0.71%
Granules India Ltd	Equity	₹11.76 Cr	0.70%
InterGlobe Aviation Ltd	Equity	₹11.57 Cr	0.69%
Prudent Corporate Advisory Services Ltd	Equity	₹10.46 Cr	0.62%
Mrs Bectors Food Specialities Ltd Ordinary Shares	Equity	₹10.33 Cr	0.61%
7.17% Govt Stock 2030	Bond - Gov't/Treasury	₹10.21 Cr	0.61%
Affle 3i Ltd	Equity	₹10.17 Cr	0.60%
Indegene Ltd	Equity	₹10.13 Cr	0.60%
Indian Railway Finance Corporation Limited	Bond - Corporate Bond	₹10.09 Cr	0.60%
Pnb Housing Finance Limited	Bond - Corporate Bond	₹9.9 Cr	0.59%
Alkem Laboratories Ltd	Equity	₹9.72 Cr	0.58%
Cholamandalam Investment And Finance Company Limited	Bond - Corporate Bond	₹8.98 Cr	0.53%
Future on One97 Communications Ltd	Equity - Future	₹-7.96 Cr	0.47%
TD Power Systems Ltd	Equity	₹7.86 Cr	0.47%
Ashok Leyland Ltd	Equity	₹5.82 Cr	0.35%
State Bank of India	Equity	₹5.49 Cr	0.33%
Clean Science and Technology Ltd	Equity	₹5.47 Cr	0.32%
Future on State Bank of India	Equity - Future	₹-5.45 Cr	0.32%
Elecon Engineering Co Ltd	Equity	₹5.34 Cr	0.32%
Cochin Shipyard Ltd	Equity	₹5.21 Cr	0.31%
NTPC Ltd	Equity	₹5.06 Cr	0.30%
Future on NTPC Ltd	Equity - Future	₹-5.03 Cr	0.30%
LIC Housing Finance Ltd	Bond - Corporate Bond	₹5 Cr	0.30%
Future on Hindustan Aeronautics Ltd Ordinary Shares	Equity - Future	₹-4.07 Cr	0.24%
Hindustan Aeronautics Ltd Ordinary Shares	Equity	₹4.03 Cr	0.24%
Union Bank of India	Equity	₹3.59 Cr	0.21%
Future on Union Bank of India	Equity - Future	₹-3.53 Cr	0.21%
Future on 360 One Wam Ltd Ordinary Shares	Equity - Future	₹-0.47 Cr	0.03%
360 One Wam Ltd Ordinary Shares	Equity	₹0.47 Cr	0.03%
Margin Money For Derivatives	Cash - Collateral	₹0.35 Cr	0.02%
Cipla Ltd	Equity	₹0.02 Cr	0.00%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

UNRATED

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹433.74 Cr	25.73%
Consumer Cyclical	₹191.54 Cr	11.36%
Industrials	₹165.06 Cr	9.79%
Technology	₹115.95 Cr	6.88%
Basic Materials	₹80.42 Cr	4.77%
Energy	₹78.73 Cr	4.67%
Healthcare	₹78.29 Cr	4.64%
Communication Services	₹72.19 Cr	4.28%
Consumer Defensive	₹22.77 Cr	1.35%
Real Estate	₹12.24 Cr	0.73%
Utilities	₹5.06 Cr	0.30%

Risk & Performance Ratios

Fund Managers

Kumaresh Ramakrishnan

Since June 2026

S. Bharath

Since January 2022

Clyton Fernandes

Since October 2024

Additional Scheme Detailsas of 31st August 2026

ISIN

INF173K01585

Expense Ratio

1.80%

Exit Load

1.00%

Fund Size

₹1,686 Cr

Age

15 years 9 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty Composite Debt Index TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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Bajaj Finserv Balanced Advantage Fund Regular Growth Very High Risk	2.6%	1.0%	₹1276.19 Cr	2.0%
HSBC Balanced Advantage Fund Direct Growth Very High Risk	1.2%	1.0%	₹1522.18 Cr	1.3%
HDFC Balanced Advantage Fund Direct Growth Very High Risk	0.8%	1.0%	₹107295.79 Cr	-1.5%
HDFC Balanced Advantage Fund Regular Growth Very High Risk	1.3%	1.0%	₹107295.79 Cr	-2.0%
Edelweiss Balanced Advantage Fund Regular Growth Very High Risk	2.1%	1.0%	₹13445.00 Cr	2.2%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.6%	1.0%	₹1685.79 Cr	-1.2%
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth Moderately High risk	0.9%	0.0%	₹10125.45 Cr	5.6%
Nippon India Balanced Advantage Fund Direct Growth Very High Risk	0.9%	1.0%	₹9917.51 Cr	1.8%
Invesco India Balanced Advantage Fund Direct Growth Moderately High risk	1.1%	0.0%	₹937.48 Cr	-2.4%
Tata Balanced Advantage Fund Regular Growth Very High Risk	1.9%	0.0%	₹8538.57 Cr	-0.7%
Tata Balanced Advantage Fund Direct Growth Very High Risk	0.7%	0.0%	₹8538.57 Cr	0.6%
DSP Dynamic Asset Allocation Fund Regular Growth Very High Risk	2.3%	1.0%	₹3821.11 Cr	1.4%
DSP Dynamic Asset Allocation Fund Direct Growth Very High Risk	1.1%	1.0%	₹3821.11 Cr	2.6%
HSBC Balanced Advantage Fund Regular Growth Very High Risk	2.5%	1.0%	₹1522.18 Cr	0.0%
LIC MF Balanced Advantage Fund Regular Growth Very High Risk	3.0%	1.0%	₹695.74 Cr	-0.3%
LIC MF Balanced Advantage Fund Direct Growth Very High Risk	1.6%	1.0%	₹695.74 Cr	1.2%
ICICI Prudential Balanced Advantage Fund Regular Growth High Risk	1.5%	1.0%	₹75399.17 Cr	2.1%
ITI Balanced Advantage Fund Regular Growth Very High Risk	3.3%	0.0%	₹348.34 Cr	-1.2%
ITI Balanced Advantage Fund Direct Growth Very High Risk	1.7%	0.0%	₹348.34 Cr	0.5%
Invesco India Balanced Advantage Fund Regular Growth Moderately High risk	2.4%	0.0%	₹937.48 Cr	-3.6%
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Union Balanced Advantage Fund Regular Growth Very High Risk	2.6%	1.0%	₹1240.12 Cr	-0.5%
Union Balanced Advantage Fund Direct Growth Very High Risk	1.5%	1.0%	₹1240.12 Cr	0.6%
Edelweiss Balanced Advantage Fund Direct Growth Very High Risk	1.0%	1.0%	₹13445.00 Cr	3.3%
Bank of India Balanced Advantage Fund Regular Growth Very High Risk	2.6%	1.0%	₹175.65 Cr	3.0%
Bank of India Balanced Advantage Fund Direct Growth Very High Risk	1.4%	1.0%	₹175.65 Cr	4.2%
Kotak Balanced Advantage Fund Regular Growth Very High Risk	1.9%	1.0%	₹17373.40 Cr	0.3%
Kotak Balanced Advantage Fund Direct Growth Very High Risk	0.8%	1.0%	₹17373.40 Cr	1.4%
PGIM India Balanced Advantage Fund Regular Growth Moderately High risk	2.5%	0.0%	₹738.64 Cr	-4.7%
PGIM India Balanced Advantage Fund Direct Growth Moderately High risk	0.9%	0.0%	₹738.64 Cr	-3.2%
Axis Balanced Advantage Fund Regular Growth Moderately High risk	2.1%	1.0%	₹3835.99 Cr	0.3%
Axis Balanced Advantage Fund Direct Growth Moderately High risk	1.1%	1.0%	₹3835.99 Cr	1.5%
ICICI Prudential Balanced Advantage Fund Direct Growth High Risk	1.0%	1.0%	₹75399.17 Cr	2.6%

About the AMC

Sundaram Mutual Fund

+91 44 28583362/3367

https://www.sundarammutual.com/

Total AUM

₹84,896 Cr

Address

Sundaram Towers, Chennai, 600 014

Other Funds by Sundaram Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Sundaram Income Plus Arbitrage Active FoF Direct Growth Low to Moderate Risk	0.3%	0.0%	₹70.99 Cr	-
Sundaram Multi-Factor Fund Direct Growth Very High Risk	1.6%	1.0%	₹870.78 Cr	-5.4%
Sundaram Business Cycle Fund Direct Growth Very High Risk	1.3%	1.0%	₹1747.12 Cr	2.1%
Sundaram Multi Asset Allocation Fund Direct Growth Very High Risk	0.8%	1.0%	₹3406.52 Cr	2.7%
Sundaram Emerging Small Cap - Series VI Direct Growth Low Risk	0.8%	0.0%	₹45.47 Cr	7.8%
Sundaram Long Term Tax Advantage Fund Series I Direct Growth High Risk	1.4%	0.0%	₹19.18 Cr	8.1%
Sundaram Long Term Micro Cap Tax Advantage Fund Series V Direct Growth Very High Risk	1.0%	0.0%	₹31.62 Cr	9.0%
Sundaram FTP IQ Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Tax Advantage Fund Series II Direct Growth Very High Risk	1.2%	0.0%	₹13.10 Cr	5.9%
Sundaram Emerging Small Cap - Series VII Direct Growth Low Risk	1.0%	0.0%	₹159.75 Cr	11.3%
Sundaram Long Term Micro CapTax Advantage Fund Sries III Direct Growth Very High Risk	0.8%	0.0%	₹78.05 Cr	8.3%
Sundaram Emerging Small Cap - Series V Direct Growth Low Risk	0.8%	0.0%	₹83.88 Cr	7.5%
Sundaram Long Term Tax Advantage Fund Series III Direct Growth Very High Risk	1.0%	-	₹34.84 Cr	10.4%
Sundaram Long Term Tax Advantage Fund Series IV Direct Growth Very High Risk	1.0%	0.0%	₹23.09 Cr	9.8%
Sundaram Long Term Tax Advantage Fund - Series VI Direct Growth Very High Risk	1.1%	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series IV Direct Growth Very High Risk	1.1%	0.0%	₹37.28 Cr	8.1%
Sundaram Fixed Term Plan Series IM Direct Growth Moderate Risk	-	0.0%	-	-
Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Direct Growth Very High Risk	1.0%	0.0%	₹37.07 Cr	7.9%
Sundaram Multi Cap Fund Direct Growth Very High Risk	0.8%	1.0%	₹3069.63 Cr	0.9%
Sundaram Dividend Yield Fund Direct Growth Very High Risk	1.0%	1.0%	₹806.55 Cr	-5.0%
Sundaram Aggressive Hybrid Fund Direct Growth High Risk	0.6%	1.0%	₹9272.45 Cr	-2.5%
Sundaram Liquid Fund Direct Growth Moderate Risk	0.1%	0.0%	₹9094.46 Cr	6.6%
Sundaram Low Duration Fund Direct Growth Moderate Risk	0.4%	0.0%	₹446.35 Cr	6.0%
Sundaram Equity Savings Fund Direct Growth Moderate Risk	0.7%	0.0%	₹1002.49 Cr	0.6%
Sundaram Focused Fund Direct Growth Very High Risk	1.1%	0.0%	₹1096.80 Cr	2.5%
Sundaram Nifty 100 Equal Weight Fund Direct Growth High Risk	0.5%	0.0%	₹147.07 Cr	1.0%
Sundaram Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹178.26 Cr	5.4%
Sundaram Ultra Short Duration Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹2416.24 Cr	6.5%
Sundaram Tax Savings Fund Direct Growth Very High Risk	1.8%	0.0%	₹1284.96 Cr	-5.9%
Sundaram Balanced Advantage Fund Direct Growth High Risk	0.6%	1.0%	₹1685.79 Cr	-1.2%
Sundaram Large Cap Fund Direct Growth Very High Risk	0.6%	1.0%	₹3055.94 Cr	-3.5%
Sundaram Services Fund Direct Growth Very High Risk	0.8%	1.0%	₹5262.21 Cr	3.3%
Sundaram Flexi Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹1962.63 Cr	-5.2%
Sundaram Money Market Fund Direct Growth Moderate Risk	0.2%	0.0%	₹1719.29 Cr	6.5%
Sundaram Medium Term Bond Fund Direct Growth Moderate Risk	1.0%	1.0%	₹32.60 Cr	3.5%
Sundaram Infrastructure Advantage Fund Direct Growth Very High Risk	1.5%	0.0%	₹971.13 Cr	3.2%
Sundaram Financial Services Opportunities Direct Growth Very High Risk	0.9%	0.0%	₹1722.04 Cr	4.6%
Sundaram Banking & PSU Debt Fund Direct Growth Moderate Risk	0.2%	0.0%	₹261.54 Cr	4.8%
Sundaram large and Mid Cap Fund Direct Growth Very High Risk	1.5%	1.0%	₹7543.73 Cr	6.6%
Sundaram Global Brand Fund Direct Growth Very High Risk	1.3%	1.0%	₹174.45 Cr	15.6%
Sundaram Corporate Bond Fund Direct Growth Moderate Risk	0.3%	0.0%	₹617.02 Cr	4.6%
Sundaram Debt Oriented Hybrid Fund Direct Growth Moderate Risk	1.0%	0.0%	₹18.92 Cr	-0.4%
Sundaram Small Cap Fund Direct Growth Very High Risk	1.0%	1.0%	₹4155.35 Cr	15.9%
Sundaram Diversified Equity Direct Growth Very High Risk	1.8%	0.0%	₹1284.42 Cr	-6.5%
Sundaram Consumption Fund Direct Growth Very High Risk	1.1%	0.0%	₹1516.36 Cr	-5.8%
Sundaram Mid Cap Fund Direct Growth Very High Risk	1.1%	1.0%	₹14863.43 Cr	4.8%
Sundaram Overnight Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1335.29 Cr	5.2%
Sundaram Arbitrage Fund Direct Growth Low Risk	0.2%	0.0%	₹553.90 Cr	6.6%

Risk Level

Your principal amount will be at High Risk

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What is the current NAV of Sundaram Balanced Advantage Fund Regular Growth?

The NAV of Sundaram Balanced Advantage Fund Regular Growth, as of 29-Sep-2026, is ₹34.06.

What are the returns of Sundaram Balanced Advantage Fund Regular Growth?

The fund has generated -2.61% over the last 1 year and 6.22% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

What is the portfolio composition of Sundaram Balanced Advantage Fund Regular Growth?

The fund's allocation of assets is distributed as 63.78% in equities, 17.95% in bonds, and 18.27% in cash and cash equivalents.

Who manages the Sundaram Balanced Advantage Fund Regular Growth?

The fund managers responsible for Sundaram Balanced Advantage Fund Regular Growth are:-

Kumaresh Ramakrishnan
S. Bharath
Clyton Fernandes

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Sundaram Balanced Advantage Fund Regular Growth

Fund Overview