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Sundaram Balanced Advantage Fund - Growth - Direct Plan
Debt - Ultra Short Duration Fund
NAV as 27-Feb-2026 ₹ 41.8124
Returns (p.a.) 10.52%
Returns (day) -0.86%
Min. Investment
SIP ₹500 & Lumpsum ₹500
Riskometer Moderately High
Expense Ratio
0.6%
as on 31-Jan-2026
Age
13 Years 2 Months 2 Days
AUM (Fund size)
₹ 170536.61 Crs
Lock-In
No Lock-In Period
Exit Load
Nil upto 25% of units and 1% for remaining units on or before 1Y, Nil after 1Y
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
This Fund
NIFTY50
| Price/NAV | Percentage | Interval | |
|---|---|---|---|
| Mutual Fund | ₹41.81 | 10.52% | 6 Months |
| Index | 24865.70 | 0.00% | -- |
Historical Returns
1 Week
-0.85%
1 Month
0.67%
6 Months
2.03%
1 Year
10.52%
3 Years
0.00%
5 Years
10.63%
Max
10.27%
