Sundaram Balanced Advantage Fund - Direct Plan - Growth Option

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.

Sundaram Balanced Advantage Fund - Direct Plan - Growth Option is an Allocation - Dynamic Asset Allocation fund. The fund was launched in Jan 1, 2013. Its risk level is High. The NAV of the fund as on Feb 27, 2025 is ₹37.83. Its expense ratio is 0.57 %. The fund has an AUM of ₹1,495.91 Cr.The fund is managed by Dwijendra Srivastava, Ravi Gopalakrishnan, S. Bharath, Clyton Fernandes. The minimum initial investment is ₹100 in Lumpsum mode.