Sundaram Balanced Advantage Fund has announced change in investment factsheets and fund flash for the month ended May 31, 2025.

As on May 31, 2025, the total size of the Fund was Rs 1,563.39 crores, compared with Rs 1,536.89 crores in the last month. The Fund's NAV per unit was Rs 34.92 for Growth, while 52-Week High and Low ranges were Rs 35.67 and Rs 32.08 respectively.

The Equity - Hybrid fund with Growth plan was launched on Nov 26, 2010 and managed by Fund Managers Dwijendra Srivastava, S Bharath, Clyton Richard Fernandes.

The top five companies based on a percentage of total holdings were Reliance Industries Ltd (88.86 Cr.), ICICI Bank Ltd (87.60 Cr.), HDFC Bank Ltd (74.26 Cr.), Bharti Airtel Ltd (63.58 Cr.) and Kotak Mahindra Bank Ltd (51.29 Cr.).

Sundaram Balanced Advantage Fund is promoted by Sundaram Mutual Fund and managed by Sundaram Asset Management Company Ltd..