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Portfolio as on Jul 2026 · 9 equity positions
Sundaram Balanced Advantage Fund is a Hybrid scheme managed by Sundaram MF Mutual Fund. As of disclosures dated Jul 2026, the scheme holds 9 equity positions with an estimated equity AUM of ₹0 Cr. The portfolio is anchored by its top conviction bet on ICICI Bank, which commands a weight of 7.39%of the fund's total assets.
From a sector allocation perspective, the fund managers have concentrated their largest bet on Banks, representing 0% of the equity portfolio. This is followed by Petroleum Products (0%) and Telecom - Services (0%). Under SEBI's guidelines and based on its underlying assets, this scheme carries a Moderately High risk classification.
Chart will appear once NAV history has been loaded from AMFI (next monthly ingestion run).
Top 10 holdings make up 36.5% of the portfolio · top 5 = 25.2%.
| # | ||||
|---|---|---|---|---|
| 1 | ICICI BankBanks— | 7.39% | — | 8.67 L |
| 2 | HDFC BankBanks— | 5.23% | — | 11.75 L |
| 3 | Reliance IndustriesPetroleum Products— | 4.84% | — | 6.22 L |
| 4 | Bharti AirtelTelecom - Services— | 4.05% | — | 3.45 L |
| 5 | EternalRetailing— | 3.71% | — | 20.63 L |
| 6 | Kotak Mahindra BankBanks— | 3.22% | — | 13.86 L |
| 7 | Larsen & ToubroConstruction— | 2.99% | — | 1.28 L |
| 8 | Bajaj FinservFinance— | 2.65% | — | 2.19 L |
| 9 | Mahindra & MahindraAutomobiles— | 2.41% | — | 1.19 L |
Equity holdings only, ISIN-verified, from Sundaram Mutual Fund's public monthly portfolio disclosure (Jul 2026). 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).