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Sundaram Balanced Advantage Fund(G)

+12.8%
(3Y CAGR)
HybriddotDynamic Asset AllocationdotHighdotVR Rating
ratingratingratingratingrating
VR Rating: 
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Fund Type

Scheme Details

NAV18 Jul 2025
35.3
AUM01 Jun 2025

1,597 Cr.

52 week high (NAV)26 Sep 2024
35.7
52 week low (NAV)03 Mar 2025
32.1
Inception date2010-12-16
Lock-in period

None

Minimum SIP100
Minimum Lumpsum100
Exit load info
NIL
Benchmark IndexNIFTY 50 Hybrid Composite Debt 50:50 Index

Debt Quants

Average maturity
6.1 years
Modified duration
4.2 years
Yeild to maturity
6.4%
Potential risk class
N.A
KEY RATIOSinfo
Alpha0.01
Beta0.59
Standard Deviation2.21%
Sharpe Ratio0.27

Asset Allocation

InstrumentsRatingHoldings
Instruments (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

S. Bharath2022-01-01 - Present
Clyton Richard Fernandes
Dwijendra Srivastava
Sundaram Balanced Advantage Fund(G) was launched on 2010-12-16 by Sundaram Mutual Fund. It is a Hybrid - Equity Oriented with an AUM of 1597crore. The latest NAV is 35.30, as of 2025-07-18. The Sundaram Balanced Advantage Fund(G) is rated as 3. The minimum SIP amount for the Sundaram Balanced Advantage Fund(G) is 100 and the minimum lumpsum amount is 100.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in Sundaram Balanced Advantage Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram Balanced Advantage Fund(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in Sundaram Balanced Advantage Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select Sundaram Balanced Advantage Fund(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in Sundaram Balanced Advantage Fund(G).

It will take up to one trading day for the invested Sundaram Balanced Advantage Fund(G) units to reflect in your portfolio. For example, If you have made the investment in Sundaram Balanced Advantage Fund(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.