Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Holdings
79
Well diversified
Top 10 weight
40%
Concentration
Strategy data
N/A
Not reported
Equity
77%
Asset allocation
Portfolio
29Sectors
2Large positions
16.3%Top: Banks
0.0%Cash
Market-cap allocation
Large cap46%
Mid cap13%
Small cap10%
Asset allocation
Equity77%
Debt18%
Top holdings
ICICI Bank LtdEQUITY
7.4%HDFC Bank LtdEQUITY
5.2%Reliance Industries LtdEQUITY
4.8%Bharti Airtel LtdEQUITY
4.0%3.7%
Kotak Mahindra Bank LtdEQUITY
3.2%Larsen & Toubro LtdEQUITY
3.0%Bajaj Finserv LtdEQUITY
2.6%Mahindra & Mahindra LtdEQUITY
2.4%TREPSDERIVATIVE
2.2%Embassy Office Parks (REIT)REIT_INVIT
1.9%Coforge LtdEQUITY
1.6%1.5%
1.5%
1.4%
PB Fintech LtdEQUITY
1.4%Tata Steel LtdEQUITY
1.3%1.3%
TVS Motor Company LtdEQUITY
1.3%Fractal Analytics LtdEQUITY
1.2%1.2%
Cummins India LtdEQUITY
1.2%1.2%
1.1%
1.0%
Bharat Electronics LtdEQUITY
0.98%Aster DM Healthcare LtdEQUITY
0.90%Ultratech Cement LtdEQUITY
0.87%UNO Minda LtdEQUITY
0.86%Delhivery LtdEQUITY
0.85%0.82%
CCL Products (India) LtdEQUITY
0.79%0.77%
Bajaj Finance LtdEQUITY
0.76%Mankind Pharma LtdEQUITY
0.76%0.74%
Brookfield India Real Estate Trust REITREIT_INVIT
0.73%0.71%
CRISIL LtdEQUITY
0.71%Interglobe Aviation LtdEQUITY
0.70%Granules India LtdEQUITY
0.70%Bajaj Auto LtdEQUITY
0.69%Patanjali Foods LtdEQUITY
0.68%Force Motors LtdEQUITY
0.64%Affle (India) LtdEQUITY
0.64%0.64%
Alkem Laboratories LtdEQUITY
0.62%MTAR Technologies LtdEQUITY
0.62%JK Cement LtdEQUITY
0.62%0.61%
Poonawalla Fincorp LtdEQUITY
0.60%Indegene LimitedEQUITY
0.51%GAIL (India) LtdEQUITY
0.44%TD Power Systems LtdEQUITY
0.34%0.34%
0.34%
Ashok Leyland LtdEQUITY
0.33%NTPC LTDEQUITY
0.32%State Bank of IndiaEQUITY
0.32%0.23%
Union Bank of IndiaEQUITY
0.19%Margin Money For DerivativesDERIVATIVE
0.0%Cash and Other Net Current Assets^DERIVATIVE
-0.2%AI Smart summary
Portfolio read
- 77% equity, 18% debt.
- 79 disclosed positions across 29 classified equity sectors.
- Largest equity sector is Banks at 16.3% of the portfolio.
- Top 10 positions account for 40%, indicating relatively distributed position weights.
Watchpoints
- No threshold-based concentration or allocation warning was triggered by the available portfolio data.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
HDFC Balanced Advantage Fund319 holdings · 31% top 10 · 52% AS
ICICI Prudential Balanced Advantage Fund221 holdings · 32% top 10 · 52% AS
Axis Balanced Advantage Fund213 holdings · 48% top 10 · 53% AS
Kotak Balanced Advantage Fund198 holdings · 34% top 10 · 53% AS
NJ Balanced Advantage Fund147 holdings · 37% top 10
WhiteOak Capital Balanced Advantage Fund140 holdings · 33% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.3%
7.0%
5.0%
4.8%
4.3%
4.0%
3.7%
3.1%
3.1%
3.0%
2.9%
1.8%
1.7%
1.6%
Other 15 sectors14.5%
1.5%
1.4%
1.3%
1.3%
1.3%
1.2%
1.2%
1.2%
1.2%
0.7%
0.6%
0.5%
0.4%
0.3%
0.3%