Sundaram Balanced Advantage Fund - Direct (IDCW-M) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Sundaram Balanced Advantage Fund - Direct (IDCW-M) (16308) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Sundaram Balanced Advantage Fund - Direct (IDCW-M)
Sundaram Asset Management Company Ltd
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
Low Expense Ratio
Portfolio Mix
Diversified
Management
Experienced Team
Quality Score
Average Quality
Sundaram Balanced Advantage Fund - Direct (IDCW-M) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 6.17% |
| GSEC2034 | Govt. Securities | 5.28% |
| Reliance Industries Ltd | Refineries | 5.02% |
| HDFC Bank Ltd | Banks | 5.00% |
| Bharti Airtel Ltd | Telecom-Service | 3.99% |
| TREPS | Debt Others | 3.73% |
| Kotak Mahindra Bank Ltd | Banks | 3.20% |
| N A B A R D | Debt Others | 2.71% |
| Embassy Office Parks REIT | Infra/ Real Estate Investment Trust | 2.53% |
| REC Ltd | Finance - Term-Lending Institutions | 2.13% |
Sector Breakdown
Compare against Dynamic Asset Allocation or Balanced Advantage category average
Performance Summary
This comparison shows how the fund performs relative to the Dynamic Asset Allocation or Balanced Advantage category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Dynamic Asset Allocation or Balanced Advantage category
Sundaram Balanced Advantage Fund - Direct (IDCW-M) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund - Direct (G) | ₹570.48 | 10.16% | 0.59% | 19.14% |
| HDFC Balanced Advantage Fund (G) | ₹527.06 | 9.84% | -0.00% | 18.40% |
| Nippon India Balanced Advantage Fund - Direct (G) | ₹205.14 | 10.30% | 3.02% | 13.34% |
| Nippon India Balanced Advantage Fund (G) | ₹180.58 | 9.65% | 1.81% | 11.97% |
| Nippon India Balanced Advantage Fund (Bonus) | ₹180.58 | 9.65% | 1.81% | 11.97% |
| Aditya Birla SL Balanced Advantage Fund-Dir (G) | ₹123.18 | 12.12% | 4.83% | 13.97% |
| Aditya Birla SL Balanced Advantage Fund (G) | ₹108.23 | 11.51% | 3.70% | 12.67% |
| ICICI Pru Balanced Advantage Fund - Dir (G) | ₹85.18 | 11.30% | 6.43% | 13.69% |
| ICICI Pru Balanced Advantage Fund (G) | ₹76.24 | 10.98% | 5.81% | 12.99% |
| Invesco India Balanced Advantage Fund-Direct (G) | ₹64.80 | 10.04% | 3.12% | 14.57% |
Category Average Returns
S Bharath
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.