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Sundaram Balanced Advantage Growth INF173K01585

NAV / 1-Day Return
32.73 / -0.40%
Total Assets
15.0 Bil
Inception Date
Dec 16, 2010
Expense Ratio
2.100%
Fee Level
Load
1.00%
Category
India Fund Dynamic Asset Allocation
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High/Moderate
Status
Open
TTM Yield
0.00%
Turnover
245%

Morningstar’s Analysis

Peer Group Not Mapped

This share class does not have an analyst-assigned peer group, making it ineligible for a Morningstar Medalist Rating. Rated on Dec 31, 2024

Growth of 10,000

A chart contrasting Fund Growth of 10k over 10 years versus Category and Index
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 YTD
Manager Change : Full Partial
Total Return %
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
YTD
Investment
3.40 4.54 13.14 3.23 1.03 10.02 10.87 5.74 14.10 12.64 -4.43
Category
3.63 5.81 20.10 1.26 7.11 12.54 14.32 4.51 18.43 12.88 -4.55
Index
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
Quartile Rank
Quartile Rank is second Quartile Rank is third Quartile Rank is first Quartile Rank is fourth Quartile Rank is third Quartile Rank is third Quartile Rank is first Quartile Rank is fourth Quartile Rank is second Quartile Rank is third
Percentile Rank
49 63 24 92 73 68 25 88 47 56
# of Invest. in Cat.
76 82 92 92 124 158 152 164 176 196 216
Category Name
IN012 India Fund Balanced Allocation
IN012 India Fund Balanced Allocation
IN052 India Fund Multi Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation
IN044 India Fund Dynamic Asset Allocation


Asset Allocation

Asset Class Net Short Long Cat. Index
Equity 55.53 14.78 70.30 69.21
Fixed Income 24.43 0.00 24.43 21.48
Preferred 0.00 0.00 0.00 0.00
Convertible 0.00 0.00 0.00 0.11
Cash 20.04 0.00 20.04 25.29
Other 0.00 0.00 0.00 0.07

Stock Style

People

Inception Date
Dec 16, 2010
Number of Managers
3
Longest Tenure
3.1 Years
Average Tenure
2.2 Years
Advisor(s)
Sundaram Asset Management Company Ltd

Management Team

Jan 01, 2022 –Present
Jan 01, 2022 –Present
Oct 04, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Risk vs. Category
Average
Return vs. Category
Below Avg.

Holdings

Portfolio Holdings
# Long
# Short
Equity Holding
65 17
Bond Holding
19 0
Other Holding
4 0
Total Holding
88 17
Equity Holdings
65
Bond Holdings
19
Other Holdings
4
Total Holdings
88
% Assets in Top 10 Holdings
39
Reported Turnover %
244.71
As of 03 / 31 / 24
Women Directors %
19
Women Executives %
10
Holdings
% Portfolio Weight
First Bought
Market Value as of Jan 31, 2025
Cur Currency
Share Change %
1-Year Return
Forward P/E
Equity Star Rating
Economic Moat
ESG Risk Rating Assessment
Sector
5.90 Dec 31, 2010 882,407,250
INR Indian Rupee
-15.98 18.90 Energy
5.21 Nov 30, 2018 779,114,700
INR Indian Rupee
18.96 Financial Services
4.76 Dec 31, 2010 712,755,504
INR Indian Rupee
18.16 17.21 Financial Services
4.33 Dec 31, 2017 647,403,120
INR Indian Rupee
12.59 24.27 Narrow Technology
3.82 Nov 30, 2018 571,400,505
INR Indian Rupee
44.51 Communication Services
2.84 Dec 31, 2021 424,978,576
INR Indian Rupee
11.97 Financial Services
2.08 Dec 31, 2010 311,061,334
INR Indian Rupee
-4.64 8.80 Financial Services
2.00 Dec 31, 2010 299,661,600
INR Indian Rupee
1.42 Industrials
1.91 Jun 30, 2023 286,456,800
INR Indian Rupee
-30.12 70.92 Momentum Financial Services
1.48 Oct 31, 2024 220,800,422
INR Indian Rupee
44.68 22.27 Consumer Cyclical
Holdings as of Jan 31, 2025 | The top 88 largest holdings are available for display across Equity, Bond and Other.


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