Can I invest in SIP and Lumpsum in Sundaram Balanced Advantage Fund (G) Direct Growth?

Yes, you can invest both lumpsum and SIP in Sundaram Balanced Advantage Fund (G). Minimum lumpsum investment Sundaram Balanced Advantage Fund (G) is ₹100 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Sundaram Balanced Advantage Fund (G) Direct Growth?

The latest NAV ( Net Asset Value ) of Sundaram Balanced Advantage Fund (G) is Sundaram Balanced Advantage Fund (G) is ₹34.88 as on 2025-08-01.

Which are the biggest stock holdings of Sundaram Balanced Advantage Fund (G)?

The 5 biggest stock holdings of Sundaram Balanced Advantage Fund (G) are: Reliance Industr (5.61%), ICICI Bank (5.49%), HDFC Bank (5.01%), Bharti Airtel (4.31%), Kotak Mah. Bank (3.41%)

What are the top sectors Sundaram Balanced Advantage Fund (G) invests in?

A majority of Sundaram Balanced Advantage Fund (G) 's AUM worth ₹1,596.76 (Cr) is invested in these 3 top sectors: Debt : 26.47% Banks : 20.99% Petroleum Products : 6.97%

Mutual Funds
AMC
Sundaram Balanced Advantage Fund (G)

Sundaram Balanced Advantage Fund (G)

Dynamic Asset Allocation or Balanced Advantage

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NAV
34.88(-0.54%)
Fund Size (CR)
₹1,596.76
Expense Ratio
2.06
Scheme Type
Active Fund
Value Research

Min. investment
₹100
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.25%
Return Since Launch
8.91%

Absolute Return: 1.15%

Annualized Return: 0%

Basic Details

Scheme Manager

S Bharath

Bench Mark

NIFTY 50 Hybrid Composite Debt 50:50 Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	25 July 2025	9931.47	-0.69%	-	-0.77%	58/147
1 Month	1 July 2025	9846.61	-1.53%	-	-1.72%	58/147
3 Month	30 April 2025	10147.01	1.47%	-	2.57%	125/147
6 Month	31 January 2025	10450.07	4.50%	-	4.58%	75/145
1 Year	1 August 2024	10137.25	1.37%	1.37%	1.28%	86/141
3 Year	1 August 2022	13691.92	36.92%	11.03%	12.47%	82/107
5 Year	31 July 2020	16400.38	64.00%	10.39%	13.18%	78/87
Since Inception	16 December 2010	34883.60	248.84%	8.91%	10.74%	109/147

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 August 2024	1,30,000	132338.08	1.80%	1.80%
3 Year	1 August 2022	3,70,000	429718.22	16.14%	5.11%
5 Year	3 August 2020	6,10,000	783236.04	28.40%	5.13%
10 Year	3 August 2015	12,10,000	1888508.90	56.08%	4.55%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

2.23%

Standard Deviation

0.59%

Beta

0.93%

Sharpe Ratio

0.01%

Treynor's Ratio

1.30%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Reliance Industr	5.61%	596837	89.56	Equity	Refineries
ICICI Bank	5.49%	605913	87.60	Equity	Banks
HDFC Bank	5.01%	400052	80.07	Equity	Banks
Bharti Airtel	4.31%	342510	68.83	Equity	Telecomm-Service
Kotak Mah. Bank	3.41%	251441	54.40	Equity	Banks
Infosys	2.15%	214375	34.34	Equity	IT - Software
St Bk of India	2.03%	394485	32.36	Equity	Banks
Axis Bank	1.86%	247104	29.63	Equity	Banks
M & M	1.59%	79750	25.39	Equity	Automobile
Larsen & Toubro	1.48%	64350	23.62	Equity	Infrastructure Developers & Operators

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
WhiteOak Capital Balanced Advantage Fund - Dir (G)	1654.01	-1.25%	3.26%	7.04%	8.23%	-
DSP Dynamic Asset Allocation Fund -Dir (G)	3453.72	-0.10%	2.49%	5.71%	6.79%	12.61%
DSP Dynamic Asset Allocation Fund -Dir (IDCW-M)	3453.72	-0.10%	2.49%	5.37%	6.45%	12.50%
Parag Parikh Dynamic Asset Allocation Fund-Dir (G)	2238.35	0.30%	1.39%	4.03%	6.04%	-

List of Schemes under Sundaram Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Sundaram Aggressive Hybrid Fund	Hybrid	High	1.76%	3	₹6,428.51
Sundaram Liquid Fund	Debt	Moderate	7.18%	5	₹6,449.73
Sundaram Low Duration Fund	Debt	Moderate	8.53%	5	₹366.69
Sundaram Equity Savings Fund	Hybrid	Moderate	7.17%	0	₹1,091.91
Sundaram Dividend Yield Fund	Equity	Very High	-6.7%	0	₹914.79
Sundaram Multi Cap Fund	Equity	Very High	0.53%	2	₹2,853.08
Sundaram Nifty 100 Equal Weight Fund	Other	Very High	-6.45%	4	₹110.05
Sundaram Focused Fund	Equity	Very High	-1.25%	2	₹1,112.64
Sundaram Ultra Short Duration Fund	Debt	Moderately Low	7.88%	5	₹2,548.65
Sundaram Balanced Advantage Fund	Hybrid	High	2.85%	3	₹1,596.76
Sundaram Short Duration Fund	Debt	Moderate	9.39%	4	₹218.27
Sundaram ELSS Tax Saver Fund	Equity	Very High	1.28%	3	₹1,394.52
Sundaram Medium Duration Fund	Debt	Moderate	7.89%	1	₹42.94
Sundaram Large and Mid Cap Fund	Equity	Very High	-0.91%	2	₹6,892.55
Sundaram Corporate Bond Fund	Debt	Moderately Low	9.25%	3	₹773.31
Sundaram Banking & PSU Fund	Debt	Moderately Low	9.04%	3	₹470.34
Sundaram Global Brand Theme - Equity Active FoF	Other	Very High	17.39%	0	₹122.90
Sundaram Conservative Hybrid Fund	Hybrid	Moderate	5.3%	3	₹21.61
Sundaram Small Cap Fund	Equity	Very High	0.18%	3	₹3,438.89
Sundaram Mid Cap Fund	Equity	Very High	2.22%	4	₹6,336.32
Sundaram Infrastructure Advantage Fund	Equity	Very High	-4.09%	2	₹981.80
Sundaram Fin Serv Opportunities	Equity	Very High	4.21%	4	₹1,604.71
Sundaram Consumption Fund	Equity	Very High	0.7%	3	₹1,595.84
Sundaram Diversified Equity	Equity	Very High	0.82%	0	₹1,519.21
Sundaram Long Term Tax Advantage Fund-Sr.II	Equity	Very High	-0.72%	0	₹13.44
Sundaram Arbitrage Fund	Hybrid	Moderately Low	7.51%	2	₹254.53
Sundaram LT MC Tax Advantage Fund - Sr.III	Equity	Very High	-0.48%	0	₹80.22
Sundaram LT MC Tax Advantage Fund - Sr.IV	Equity	Very High	-0.02%	0	₹37.74
Sundaram LT MC Tax Advantage Fund - Sr.V	Equity	Very High	0.65%	0	₹31.75
Sundaram LT MC Tax Advantage Fund - Sr.VI	Equity	Very High	0.73%	0	₹38.17
Sundaram LT Tax Advantage Fund - Sr.III	Equity	Very High	0.02%	0	₹35.00
Sundaram LT Tax Advantage Fund - Sr.IV	Equity	Very High	0.75%	0	₹23.09
Sundaram Services Fund	Equity	Very High	11.03%	0	₹4,428.77
Sundaram Money Market Fund	Debt	Low	8.09%	3	₹1,971.35
Sundaram Overnight Fund	Debt	Low	6.3%	3	₹1,101.22
Sundaram Large Cap Fund	Equity	Very High	-1.95%	3	₹3,471.13
Sundaram Flexi Cap Fund	Equity	Very High	3.57%	0	₹2,107.86
Sundaram Multi Asset Allocation Fund	Hybrid	Very High	8.43%	0	₹2,688.25
Sundaram Business Cycle Fund	Equity	Very High	6.62%	0	₹1,829.90
Sundaram Multi-Factor Fund	Equity	Very High	0%	0	₹0.00

News

Sundaram MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
Sundaram Mutual Fund has announced 24 July 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
Sundaram Small Cap Fund:
Regular Plan ' IDCW: 2.338
Direct Plan ' IDCW: 2.648
Sundaram Mid Cap Fund:
Regular Plan ' IDCW: 4.622
Direct Plan ' IDCW: 5.101
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW)
Sundaram Mutual Fund has announced 19 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Diversified Equity Fund - Regular Plan - IDCW Option: 0.126
Sundaram Diversified Equity Fund - Direct Plan - IDCW Option: 0.153
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Sundaram MF announces Income Distribution cum capital withdrawal (IDCW) under two schemes
Sundaram Mutual Fund has announced 17 June 2025 as the record date for the declaration of Income Distribution cum capital withdrawal (IDCW) on the face value of Rs 10 per unit under the following schemes. The amount of IDCW (Rs per unit) will be:
Sundaram Aggressive Hybrid Fund - Regular Plan-Monthly-IDCW Option: 0.250
Sundaram Aggressive Hybrid Fund - Direct Plan-Monthly-IDCW Option: 0.350
Sundaram Balanced Advantage Fund - Regular Plan-Monthly-IDCW Option: 0.115
Sundaram Balanced Advantage Fund - Direct Plan-Monthly-IDCW Option: 0.140
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Fund House Details & Investment Objective

Date of Incorporation

26 November 2010

Total AUM (Cr)

₹1596.76

Sundaram Balanced Advantage Fund (G) is an Dynamic Asset Allocation or Balanced Advantage-oriented fund from the renowned AMC, Sundaram Mutual Fund. Launched in 26 November 2010, this fund is managed by S Bharath. With assets under management (AUM) worth ₹1,596.76 (Cr), as of 1 August 2025, Sundaram Balanced Advantage Fund (G) is categorized as a Dynamic Asset Allocation or Balanced Advantage within its segment. The fund has generated a return of 8.91% since its launch.
The current NAV of Sundaram Balanced Advantage Fund (G) is ₹34.88, as on 1 August 2025. The fund's benchmark index is NIFTY 50 Hybrid Composite Debt 50:50 Index. You can invest in Sundaram Balanced Advantage Fund (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹100.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment. The fund has generated 11.03% and 10.39% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 71.73% in Equity, 24.75% in Debt and 3.53% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 26.47% in Debt, 20.99% in Banks, 6.97% in Petroleum Products, 6.13% in IT-Software, 4.77% in Pharmaceuticals & Biotech

FAQs

How to Invest in Sundaram Balanced Advantage Fund (G) Direct Growth?

Sundaram Balanced Advantage Fund (G) is a popular fund in the Dynamic Asset Allocation or Balanced Advantage segment. The fund has generated a return of 8.91% since inception. Looking to invest in Sundaram Balanced Advantage Fund (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Sundaram Balanced Advantage Fund (G) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Sundaram Balanced Advantage Fund (G)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Sundaram Balanced Advantage Fund (G) today and reap the benefits of this Dynamic Asset Allocation or Balanced Advantage fund!

How much returns has Sundaram Balanced Advantage Fund (G) Direct Growth generated?

In the short term, i.e., 1 year, Sundaram Balanced Advantage Fund (G) has generated annualised return of 1.37%. In the long-term, the fund has generated 11.03% and 10.39% in 3 and 5 years respectively. Since its inception, the fund has generated 8.91% returns.

What is the expense ratio of Sundaram Balanced Advantage Fund (G) Direct Growth?

The expense ratio of Sundaram Balanced Advantage Fund (G) Direct Growth is 2.06%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Sundaram Balanced Advantage Fund (G) Fund Direct Growth?

The Assets Under Management (AUM) of Sundaram Balanced Advantage Fund (G) is ₹1,596.76 (Cr) as of 2025-08-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Sundaram Balanced Advantage Fund (G) Direct Growth?

Redeeming or selling units of Sundaram Balanced Advantage Fund (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Sundaram Balanced Advantage Fund (G):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Sundaram Balanced Advantage Fund (G)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).