Sundaram Balanced Advantage Fund Direct IDCW Monthly

Sundaram Balanced Advantage Fund Direct IDCW Monthly is a Hybrid Mutual Fund Scheme launched by Sundaram Mutual Fund. This scheme was made available to investors on 26 Feb 1996. P V K Mohan, Bekxy Kuriakose is the Current Fund Manager of Sundaram Balanced Advantage Fund Direct IDCW Monthly fund. The fund currently has an Asset Under Management(AUM) of ₹71,486 Cr and the Latest NAV as of 30 Oct 2025 is ₹19.20. The Sundaram Balanced Advantage Fund Direct IDCW Monthly is rated High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. For units in excess of 25% of the investment,1% will be charged for redemption within 365 days ;

Investment Objective

The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. ;