Sundaram Balanced Advantage Growth
AllocationDynamic Asset Allocation
36.06
-0.04(-0.12%)
NAV as on 15 Dec, 2025
CAGR
10.18%
- AUM (Crs.)1,753.56
- Expense Ratio2.05 %
- Sharpe Ratio / Category Average0.51 / 0.73
- Standard Deviation / Category Average7.33 / 7.69
- Beta / Category Average1.05 / 1.03
- Portfolio Turnover / Category Average276.96 / 184.74
- Top 5 Stocks Wt.36.66
- Top 10 Stocks Wt.53.85
- Top 3 Sectors Wt.46.02
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryS. Bharath, Clyton Fernandes, Dwijendra Srivastava
- Launch Date16 Dec, 2010
- BenchmarkS&P BSE 500
Objective
The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.
Riskometer
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