Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Sundaram Mutual Fund
Dynamic Asset Allocation Fund As of 2026-06-30
Holdings
86
Well diversified
Top 10 weight
39%
Concentration
Strategy data
N/A
Not reported
Equity
76%
Asset allocation
Portfolio
31Sectors
3Large positions
16.6%Top: Banks
2.5%Cash
Market-cap allocation
Large cap47%
Mid cap12%
Small cap9%
Asset allocation
Equity76%
Debt19%
Cash3%
Top holdings
Holdings appear once portfolio data is connected.
AI Smart summary
Portfolio read
- 76% equity, 19% debt, 3% cash.
- 86 disclosed positions across 31 classified equity sectors.
- Largest equity sector is Banks at 16.6% of the portfolio.
- Top 10 positions account for 39%, 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 Fund320 holdings · 31% top 10
ICICI Prudential Balanced Advantage Fund210 holdings · 32% top 10
Aditya Birla Sun Life Balanced Advantage Fund161 holdings · 24% top 10
Axis Balanced Advantage Fund156 holdings · 41% top 10
NJ Balanced Advantage Fund154 holdings · 35% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.6%
8.1%
5.2%
4.1%
3.8%
3.5%
3.1%
2.7%
2.6%
2.6%
2.1%
1.8%
1.6%
1.5%
Other 17 sectors16.2%
1.5%
1.4%
1.4%
1.3%
1.3%
1.2%
1.2%
1.1%
1.1%
0.9%
0.8%
0.6%
0.6%
0.6%
0.5%
0.3%
0.2%