What are the top holdings of Sundaram Balanced Advantage Fund?

Sundaram Balanced Advantage Fund holds 7 equity positions; the largest is ICICI Bank Limited at 6.74% of the portfolio, as on —. Information only, not investment advice.

How concentrated is Sundaram Balanced Advantage Fund?

Its single largest equity position is ICICI Bank Limited, at 6.74% of the fund's disclosed portfolio.

As of when is this Sundaram Balanced Advantage Fund portfolio?

Portfolio as on —, taken from Sundaram Mutual Fund's public monthly portfolio disclosure.

HybridModerately HighSundaram Mutual Fund

Sundaram Balanced Advantage Fund

Portfolio as on — · 7 equity positions

Equity positions

Equity value

₹0 Cr

Top holding

6.74%

ICICI Bank Limited

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NAV history

Chart will appear once NAV history has been loaded from AMFI (next monthly ingestion run).

Sector allocation

7stocks

Banks0%
Petroleum Products0%
Telecom - Services0%
Construction0%
Automobiles0%

Top holdings

Top 10 holdings make up 30.4% of the portfolio · top 5 = 25.2%.

7 stocks

#
1	ICICI BankBanks	6.74%	—	8.80 L
2	HDFC BankBanks	5.69%	—	12.54 L
3	Reliance IndustriesPetroleum Products	5.49%	—	6.83 L
4	Bharti AirtelTelecom - Services	3.97%	—	3.56 L
5	Kotak Mahindra BankBanks	3.28%	—	14.02 L
6	Larsen & ToubroConstruction	3.22%	—	1.30 L
7	Mahindra & MahindraAutomobiles	2.04%	—	1.10 L

Sundaram Balanced Advantage Fund — FAQ

What are the top holdings of Sundaram Balanced Advantage Fund?: Sundaram Balanced Advantage Fund holds 7 equity positions; the largest is ICICI Bank Limited at 6.74% of the portfolio, as on —. Information only, not investment advice.
How concentrated is Sundaram Balanced Advantage Fund?: Its single largest equity position is ICICI Bank Limited, at 6.74% of the fund's disclosed portfolio.
As of when is this Sundaram Balanced Advantage Fund portfolio?: Portfolio as on —, taken from Sundaram Mutual Fund's public monthly portfolio disclosure.

Similar funds

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Kotak Balanced Advantage FundKotak MF

How much does Sundaram Balanced Advantage overlap with SBI Equity Hybrid? →

Equity holdings only, ISIN-verified, from Sundaram Mutual Fund's public monthly portfolio disclosure (—). Not investment advice.
Weight = the position as a % of this fund's portfolio. Values in ₹: L = Lakh (1,00,000), Cr = Crore (1,00,00,000).