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<h1 class="wow fadeInUp d-blue bold fs-26" data-wow-delay="0.3s" style="visibility: visible; animation-delay: 0.3s;">Sundaram Balanced Advantage Fund </h1>
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<p class="wow fadeInUp text-left text-dark" data-wow-delay="0.4s" style="visibility: visible; animation-delay: 0.4s;">
<i class="fa fa-star text-primary"> </i>Dynamically allocates across asset classes (equity, debt, derivatives)
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<p class="text-dark"> Higher allocation to equity<br class="d-none d-sm-none d-md-block"> up to 100% when there is opportunity<br class="d-none d-sm-none d-md-block"> for growth </p>
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<p class="text-dark"> Higher allocation to debt<br class="d-none d-sm-none d-md-block"> up to 100% in periods of<br class="d-none d-sm-none d-md-block"> high volatility </p>
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<p class="text-dark"> Can allocate up to 50% to derivatives at times of volatility to impart the stability of hedged equities to portfolio </p>
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<p class="wow fadeInUp text-left text-dark mb-0" data-wow-delay="0.4s" style="visibility: visible; animation-delay: 0.4s;">
<i class="fa fa-star text-primary"> </i>Flexible portfolio gives it the ability to deliver better risk adjusted returns
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<h3 class="text-sm-left text-center">An opportunity to benefit from market volatility with flexible allocation across asset classes </h3>
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<h3 class="text-sm-left text-center">Aims to capture equity<br class="d-none d-sm-block d-md-block"> taxation benefits </h3>
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<h3 class="text-sm-left text-center">Earn better risk-adjusted<br class="d-none d-sm-block d-md-block"> returns </h3>
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<h3 class="d-blue bold fs-26 fadeInUp" data-wow-delay="0.3s">Performance comparison with benchmark </h3>
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<tbody>
<tr>
<th class="align-middle" rowspan="2">Period</th>
<th class="align-middle" rowspan="2">Fund<br>(%)</th>
<th class="align-middle" colspan="2">NIFTY 50 Hyb.<br>Comp. Debt 50:50</th>
<th class="align-middle" rowspan="2">Additional Benchmark<br>Nifty 50 TRI<br>(%)</th>
</tr>
<tr>
<th class="align-middle">(Tier I)<br>(%)</th>
<th class="align-middle">(Tier II)<br>(%)</th>
</tr>
<tr>
<td class="align-middle">Last 1 Year</td>
<td class="align-middle">3.33</td>
<td class="align-middle">3.60</td>
<td class="align-middle">3.60</td>
<td class="align-middle">3.18</td>
</tr>
<tr>
<td class="align-middle">Last 3 Years</td>
<td class="align-middle">12.97</td>
<td class="align-middle">11.54</td>
<td class="align-middle">11.54</td>
<td class="align-middle">15.21</td>
</tr>
<tr>
<td class="align-middle">Last 5 Years</td>
<td class="align-middle">8.51</td>
<td class="align-middle">9.85</td>
<td class="align-middle">9.85</td>
<td class="align-middle">11.25</td>
</tr>
<tr>
<td class="align-middle">Since Inception</td>
<td class="align-middle">9.47</td>
<td class="align-middle">9.71</td>
<td class="align-middle">9.71</td>
<td class="align-middle">10.72</td>
</tr>
</tbody>
</table>
</div>
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<h3 class="d-blue bold fs-26 fadeInUp" data-wow-delay="0.3s">Performance of <i class="fa fa-inr"></i>10,000 invested at launch </h3>
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<tbody>
<tr>
<th class="align-middle" rowspan="2">Period</th>
<th class="align-middle" rowspan="2">Fund<br>(<i class="fa fa-inr"></i>)</th>
<th class="align-middle" colspan="2">NIFTY 50 Hyb.<br>Comp. Debt 50:50</th>
<th class="align-middle" rowspan="2">Additional Benchmark<br>Nifty 50 TRI<br>(<i class="fa fa-inr"></i>)</th>
</tr>
<tr>
<th class="align-middle">(Tier I)<br>(<i class="fa fa-inr"></i>)</th>
<th class="align-middle">(Tier II)<br>(<i class="fa fa-inr"></i>)</th>
</tr>
<tr>
<td class="align-middle">Last 1 Year</td>
<td class="align-middle">10,333</td>
<td class="align-middle">10,360</td>
<td class="align-middle">10,360</td>
<td class="align-middle">10,318</td>
</tr>
<tr>
<td class="align-middle">Last 3 Years</td>
<td class="align-middle">14,424</td>
<td class="align-middle">13,881</td>
<td class="align-middle">13,881</td>
<td class="align-middle">15,298</td>
</tr>
<tr>
<td class="align-middle">Last 5 Years</td>
<td class="align-middle">15,046</td>
<td class="align-middle">15,998</td>
<td class="align-middle">15,998</td>
<td class="align-middle">17,047</td>
</tr>
<tr>
<td class="align-middle">Since Inception</td>
<td class="align-middle">29,973</td>
<td class="align-middle">30,788</td>
<td class="align-middle">30,788</td>
<td class="align-middle">34,425</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
<div class="col-12">
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<div class="col-12">
<p class="fs-13"> Returns are computed using the NAV of the Regular Plan - Growth Option on a CAGR basis for periods above one year and on an absolute basis for a one-year period for Regular Plan - Growth Option. Load and taxes are
not considered for computation of returns. All data provided is as on <span id="date">January 31, 2023</span> unless otherwise mentioned. </p>
<p class="fs-13"> To view performance of other schemes managed by the fund manager <a href="https://www.sundarammutual.com/" target="_blank"><u>click here</u></a>
</p>
</div>
</div>
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<h4 class="d-blue bold fadeInUp fs-26" data-wow-delay="0.3s">Fund Details</h4>
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<h6 class="d-blue bold mb-1">Scheme Type </h6>
<p class="mt-0 text-dark fs-14"> An open-ended dynamic asset allocation fund </p>
</div>
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<h6 class="d-blue bold mb-1">Benchmark </h6>
<p class="mt-0 text-dark fs-14"> NIFTY 50 Hybrid Composite Debt 50:50 Index </p>
</div>
<div class="col-md-4 col-12">
<h6 class="d-blue bold mb-1">Fund Managers </h6>
<p class="mt-0 text-dark fs-14"> Mr. Bharath S, Mr. Ravi Gopalakrishnan<br> and Mr. Dwijendra Srivastava </p>
</div>
</div>
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<h6 class="d-blue bold mb-1">Plans </h6>
<p class="mt-0 text-dark fs-14"> Regular, Direct </p>
</div>
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<h6 class="d-blue bold mb-1">Options </h6>
<p class="mt-0 text-dark fs-14"> Growth, Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer </p>
</div>
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<h6 class="d-blue bold mb-1">Min. Initial Investment </h6>
<p class="mt-0 text-dark fs-14">
<i class="fa fa-inr"> </i>100
</p>
</div>
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<h6 class="d-blue bold mb-1">Additional Purchase </h6>
<p class="mt-0 text-dark fs-14">
<i class="fa fa-inr"> </i>100
</p>
</div>
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<h6 class="d-blue bold mb-1">SIP/STP </h6>
<p class="mt-0 text-dark fs-14">
<b>Quarterly:</b> <i class="fa fa-inr"> </i>750<br>
<b>Monthly:</b> <i class="fa fa-inr"> </i>100<br>
<b>Weekly:</b> <i class="fa fa-inr"> </i>1000
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<h6 class="d-blue bold mb-1">Entry Load </h6>
<p class="mt-0 text-dark fs-14"> Nil </p>
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<h6 class="d-blue bold mb-1">Exit Load </h6>
<p class="mt-0 text-dark fs-14"> 1. If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment: </p>
<p class="mt-0 ml-4 text-dark fs-14"> For up to 25% of such units - exit load: Nil.<br> For more than 25% of such units: Exit Load: 1% of applicable Net Asset Value (NAV) </p>
<p class="mt-0 text-dark fs-14"> 2. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 Year from the date of allotment – Nil. </p>
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<p><b>Investment Objective:</b> To provide accrual income and capital appreciation by investing in a mix of equity, debt, REITs/InvITs and equity derivatives thatare managed dynamically.</p>
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<small><b>Benchmark</b></small><br>
<div id="riskmeter-BnchMark"><img src="../../images/BM_Riskometer/high-risk.svg" alt="High Risk" class="img-fluid mt-1"><br><small
style="line-height: 20px !important; font-size:75%;"><b>NIFTY 50 Hybrid Composite Debt 50:50 Index</b></small></div>
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<label id="FundGroupID" hidden="">SA</label>
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<p class="text-dark mb-0">This product is suitable for investors who are seeking*</p>
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<li>Income generation and long-term capital appreciation.</li>
<li>Investment in a dynamically managed asset allocation fund, consisting of a portfolio of equities, debt, derivatives and REITs/InvITs.</li>
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<p>*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.</p>
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Sundaram Balanced Advantage Fund * * About * Why Sundaram BAF? * Fund Performance * Fund Details E SUNDARAM BALANCED ADVANTAGE FUND Please fill in your details to know more Please fill in your details to know more jh84jkf8j48rekd843jf9i32811ksd83kd83k https://www.sundarammutual.com/S_LP20jh84jkf8j48rekd843jf9i32811ksd83kd83k/Sundaram_Balanced_Advantage/registration?utm_source=InActiveInv&utm_medium=Email&utm_campaign=BAF+LP InActiveInv 2 Name* Mobile Number* Email* Location* Scheme Information Service Request Comments* CONNECT WITH US Subscribe to our Blog - Wise Investor By submitting my details, I override my NDNC registration and authorize Sundaram Mutual and its representatives to contact me. I would like to get the latest brand, fund, and market updates on WhatsApp. SUNDARAM BALANCED ADVANTAGE FUND Dynamically allocates across asset classes (equity, debt, derivatives) Higher allocation to equity up to 100% when there is opportunity for growth Higher allocation to debt up to 100% in periods of high volatility Can allocate up to 50% to derivatives at times of volatility to impart the stability of hedged equities to portfolio Flexible portfolio gives it the ability to deliver better risk adjusted returns WHY SUNDARAM BALANCED ADVANTAGE FUND? AN OPPORTUNITY TO BENEFIT FROM MARKET VOLATILITY WITH FLEXIBLE ALLOCATION ACROSS ASSET CLASSES AIMS TO CAPTURE EQUITY TAXATION BENEFITS EARN BETTER RISK-ADJUSTED RETURNS PERFORMANCE COMPARISON WITH BENCHMARK Period Fund (%) NIFTY 50 Hyb. Comp. Debt 50:50 Additional Benchmark Nifty 50 TRI (%) (Tier I) (%) (Tier II) (%) Last 1 Year3.333.603.603.18Last 3 Years12.9711.5411.5415.21Last 5 Years8.519.859.8511.25Since Inception9.479.719.7110.72 PERFORMANCE OF 10,000 INVESTED AT LAUNCH Period Fund () NIFTY 50 Hyb. Comp. Debt 50:50 Additional Benchmark Nifty 50 TRI () (Tier I) () (Tier II) () Last 1 Year10,33310,36010,36010,318Last 3 Years14,42413,88113,88115,298Last 5 Years15,04615,99815,99817,047Since Inception29,97330,78830,78834,425 Returns are computed using the NAV of the Regular Plan - Growth Option on a CAGR basis for periods above one year and on an absolute basis for a one-year period for Regular Plan - Growth Option. Load and taxes are not considered for computation of returns. All data provided is as on January 31, 2023 unless otherwise mentioned. To view performance of other schemes managed by the fund manager click here FUND DETAILS SCHEME TYPE An open-ended dynamic asset allocation fund BENCHMARK NIFTY 50 Hybrid Composite Debt 50:50 Index FUND MANAGERS Mr. Bharath S, Mr. Ravi Gopalakrishnan and Mr. Dwijendra Srivastava PLANS Regular, Direct OPTIONS Growth, Income Distribution cum Capital Withdrawal (IDCW): Payout, Reinvestment, Transfer MIN. INITIAL INVESTMENT 100 ADDITIONAL PURCHASE 100 SIP/STP Quarterly: 750 Monthly: 100 Weekly: 1000 ENTRY LOAD Nil EXIT LOAD 1. If units purchased/ switched in from any of our other schemes of the Fund are redeemed or switched out within 1 year from the date of allotment: For up to 25% of such units - exit load: Nil. For more than 25% of such units: Exit Load: 1% of applicable Net Asset Value (NAV) 2. If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 Year from the date of allotment – Nil. Investment Objective: To provide accrual income and capital appreciation by investing in a mix of equity, debt, REITs/InvITs and equity derivatives thatare managed dynamically. Benchmark NIFTY 50 Hybrid Composite Debt 50:50 Index SA Fund This product is suitable for investors who are seeking* * Income generation and long-term capital appreciation. * Investment in a dynamically managed asset allocation fund, consisting of a portfolio of equities, debt, derivatives and REITs/InvITs. *Investors should consult their financial advisers if in doubt about whether the product is suitable for them. OTHER RESOURCES YOU MAY LIKE BALANCED FUNDS VS BALANCED ADVANTAGE FUNDS What are Balanced and Balanced Advantage Funds & how are they different from each other? Read More EQUITY OUTLOOK JANUARY 2020 Wondering how markets did in December and what to watch out for? Read More ACTIVE VS PASSIVE MUTUAL FUNDS What is the difference between active and passive funds, and which should you invest in? Read More GET IN TOUCH WITH A MUTUAL FUND DISTRIBUTOR TODAY! YOU CAN REACH US ON 18604257237 / CUSTOMERSERVICES@SUNDARAMMUTUAL.COM FOLLOW US Privacy policy Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in future. New Investor? Talk to an MFD Invest with our Digital Partners Do It Yourself × INVEST WITH OUR DIGITAL PARTNERS × × × Scroll to the top