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SUNDARAM BALANCED ADVANTAGE FUND - REGULAR PLAN GROWTH

Hybrid • Moderately High Risk

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SUNDARAM BALANCED ADVANTAGE FUND - REGULAR PLAN GROWTH

Category: Hybrid

CRISIL Rating: Moderately High Risk

Code: SUSAGP-GR

NAV

₹35.59

0.11 (0.30%)
2026-02-19
Fund Rating

2 ⭐

Fund Information
Fund Size (AUM): 170.53 CR
Fund Strategy: Moderately High Risk
Expense Ratio: 2.0600%
Fund Manager:
Min Lump Sum: ₹100.00
Min SIP: ₹100.00
ISIN: INF173K01585
Benchmark:
10.74% 3Y annualised
NAV

₹35.59

2026-02-19
Fund Rating

2 ⭐

Fund Size

170.53 CR

Fund Strategy

Moderately High Risk

₹500 ₹100,000
Total Investment: ₹15,000
Total Value: ₹0
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Sector Allocation
Top Holdings
Security Name Weight (%)
Cash Offset For Derivatives 13.06%
Reliance Industries Ltd 5.61%
7.1% Govt Stock 2034 5.57%
ICICI Bank Ltd 5.49%
HDFC Bank Ltd 5.01%
Bharti Airtel Ltd 4.31%
Kotak Mahindra Bank Ltd 3.41%
Treps 3.11%
Sundaram Liquid Dir Gr 2.51%
Infosys Ltd 2.15%

Fund Rating

⭐

2 out of 5

Funds in Same Category

No other funds found in this category.

Other Funds by This AMC

Fund Name Fund Strategy 3Y Returns Rating AUM (Cr)
SUNDARAM FINANCIAL SERVICES OPPORTUNITIES INSTITUTIONAL PLAN GROWTH Thematic 16.62% 5 ⭐ ₹0.00
SUNDARAM FINANCIAL SERVICES OPPORTUNITIES FUND - REGULAR PLAN - GROWTH Thematic 19.99% 4 ⭐ ₹0.00
SUNDARAM EQUITY SAVINGS FUND - REGULAR PLAN GROWTH Hybrid 11.71% 4 ⭐ ₹0.00
SUNDARAM EQUITY HYBRID FUND INSTITUTIONAL GROWTH Hybrid 0.00% 4 ⭐ N/A
SUNDARAM CONSERVATIVE HYBRID FUND REGULAR BONUS (BONUS) N/A 0.00% 4 ⭐ N/A
SUNDARAM GROWTH FUND INSTITUTIONAL PLAN GROWTH Thematic 0.00% 4 ⭐ N/A
SUNDARAM CORPORATE BOND FUND REGULAR BONUS (BONUS UNITS) N/A 0.00% 4 ⭐ N/A
SUNDARAM CONSUMPTION FUND INSTITUTIONAL GROWTH Thematic 0.00% 4 ⭐ N/A
SUNDARAM MID CAP FUND REGULAR GROWTH Mid Cap 24.88% 3 ⭐ ₹0.01
SUNDARAM LONG TERM MICRO CAP TAX ADV FUND SR 5-10 YRS REGULAR GROWTH Thematic 18.89% 3 ⭐ ₹0.00