Sundaram Balanced Advantage Fund
Sundaram Mutual Fund
Dynamic Asset Allocation Fund Active Stock Picker As of 2026-05-31
Holdings
87
Well diversified
Top 10 weight
38%
Concentration
Active share
61%
Active Stock Picker
Equity
-
Asset allocation
Portfolio
1Sectors
8High-conviction bets
96%Top sector wt.
-Cash
Market-cap allocation
Large cap49%
Mid cap10%
Small cap7%
Asset allocation
Asset mix not available.
Top holdings
ICICI Bank LtdEQUITY
6.7%HDFC Bank LtdEQUITY
5.7%Reliance Industries LtdEQUITY
5.5%Bharti Airtel LtdEQUITY
4.0%TREPSCASH_EQUIVALENT
3.4%Kotak Mahindra Bank LtdEQUITY
3.3%Larsen & Toubro LtdEQUITY
3.2%Mahindra & Mahindra LtdEQUITY
2.0%1.9%
Bajaj Finance LtdEQUITY
1.8%Tata Steel LtdEQUITY
1.6%1.4%
1.4%
1.3%
Bharat Electronics LtdEQUITY
1.3%Cummins India LtdEQUITY
1.3%Fractal Analytics LtdEQUITY
1.3%Muthoot Finance LtdEQUITY
1.2%HCL Technologies LtdEQUITY
1.1%1.1%
Bajaj Finserv LtdEQUITY
1.0%1.0%
TVS Motor Company LtdEQUITY
1.0%Ultratech Cement LtdEQUITY
0.9%0.8%
0.7%
0.7%
AI Smart summary
Pros
- Well-diversified across 87 holdings.
- Low top-10 concentration (38%).
Cons
- No major structural red flags.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund312 holdings · 52% AS
Kotak Balanced Advantage Fund206 holdings · 53% AS
ICICI Prudential Balanced Advantage Fund203 holdings · 52% AS
Axis Balanced Advantage Fund158 holdings · 53% AS
NIPPON INDIA BALANCED ADVANTAGE FUND148 holdings · 55% AS
NJ Balanced Advantage Fund144 holdings · 68% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
Sector exposure appears once holdings data is connected.