Sundaram Balanced Advantage Gr

Sundaram Balanced Advantage Gr is an open-ended Dynamic Asset Allocation or Balanced Advantage mutual fund scheme offered by Sundaram Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹33.94 per unit and the scheme manages ₹1,685.79 Cr in assets under management. The fund charges an expense ratio of 1.80% and is benchmarked against Nifty 50 Hybrid Comp Debt 50:50 TR INR (50%) + Nifty Composite Debt Index TR INR (50%). Over the trailing 5 years, Sundaram Balanced Advantage Gr has delivered +5.86% returns. SEBI's riskometer places this scheme in the Moderately High risk category, so read the scheme information document before investing.

Investment 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.

Regular Plan · Growth option · NAV as of 15 Oct 2026

Rolling returns

Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.

Fund house

Sundaram Mutual Fund

Scheme category

Hybrid

Scheme sub-category

Dynamic Asset Allocation or Balanced Advantage

Plan

Regular plan

Option

Growth

ISIN

INF173K01585

Scheme code

FSUSA0B6PA