Sundaram Balanced Advantage Fund

Sundaram Mutual FundHybridPortfolio as of 31 July 2026

Sundaram Balanced Advantage Fund holds 95 instruments (79.09% equity), led by ICICI Bank Limited (7.39%), HDFC Bank Limited (5.23%) and Reliance Industries Limited (4.84%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
95
Equity Allocation
79.09%
AMC
Sundaram Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of Sundaram Balanced Advantage Fund, managed by Sundaram Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 95 instruments with an equity allocation of 79.09%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Sundaram Balanced Advantage Fund's top 10 holdings account for 38.39% of its portfolio, more concentrated than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 29.42% of net assets, spread across 13 sectors in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 9 positions, with ETERNAL LIMITED seeing the largest move (+2.29pp to 3.71%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

4 new entries9 exits10 increased7 reduced

Biggest Weight Increases

StockWeightChange
ETERNAL LIMITED1.42% → 3.71%▲ +2.29
Bajaj Finserv Limited1.03% → 2.65%▲ +1.62
Vedanta Aluminium Metal Limited0.62% → 1.26%▲ +0.64
Oracle Financial Services Software Limited0.93% → 1.43%▲ +0.5
Mahindra & Mahindra Limited1.96% → 2.41%▲ +0.45
Coforge Limited1.32% → 1.63%▲ +0.31
TVS Motor Company Limited0.99% → 1.26%▲ +0.27
Delhivery Limited0.59% → 0.85%▲ +0.26
Bharti Airtel Limited3.8% → 4.05%▲ +0.25
CCL Products (India) Limited0.55% → 0.79%▲ +0.24

Biggest Weight Reductions

StockWeightChange
Bajaj Finance Limited2.57% → 0.76%▼ -1.81
HDFC Bank Limited5.64% → 5.23%▼ -0.41
TATA CONSUMER PRODUCTS LIMITED0.73% → 0.34%▼ -0.39
Reliance Industries Limited5.19% → 4.84%▼ -0.35
Bharat Electronics Limited1.31% → 0.98%▼ -0.33
Larsen & Toubro Limited3.12% → 2.99%▼ -0.13
Patanjali Foods Limited0.79% → 0.68%▼ -0.11

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 7.01%, Mar: 7.06%, Apr: 6.09%, May: 6.74%, Jun: 7.16%, Jul: 7.39%
7.39%
Feb: 5.82%, Mar: 6.48%, Apr: 5.85%, May: 5.69%, Jun: 5.64%, Jul: 5.23%
5.23%
Feb: 4.33%, Mar: 4.96%, Apr: 5.01%, May: 5.49%, Jun: 5.19%, Jul: 4.84%
4.84%
Feb: 4.23%, Mar: 4.53%, Apr: 3.69%, May: 3.97%, Jun: 3.8%, Jul: 4.05%
4.05%
Feb: 1.3%, Mar: 1.31%, Apr: 1.33%, May: 1.36%, Jun: 1.42%, Jul: 3.71%
3.71%

Full Portfolio (95 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services7.39%
2HDFC Bank LimitedFinancial Services5.23%
3Reliance Industries LimitedEnergy4.84%
4Bharti Airtel LimitedTelecommunication4.05%
5ETERNAL LIMITEDConsumer Discretionary3.71%
66.48% Central Government Securitiesbond3.43%
7Kotak Mahindra Bank LimitedFinancial Services3.22%
8Larsen & Toubro LimitedIndustrials2.99%
9Bajaj Finserv LimitedFinancial Services2.65%
10Mahindra & Mahindra LimitedConsumer Discretionary2.41%
116.94% Central Government Securitiesbond2.4%
12TREPStreps2.23%
13EMBASSY OFFICE PARKS REITReal Estate1.9%
147.32% Government of India (MD )bond1.84%
157.38% Central Government Securitiesbond1.81%
16Coforge LimitedInformation Technology1.63%
17One 97 Communications LimitedFinancial Services1.54%
18Cholamandalam Investment and Finance Company LimitedFinancial Services1.53%
197.58% REC Limitedbond1.5%
20National Bank for Agriculture & Rural Development - 7.1%bond1.47%
21Oracle Financial Services Software LimitedInformation Technology1.43%
22PB Fintech LimitedFinancial Services1.4%
23Tata Steel LimitedMaterials1.35%
24Vedanta Aluminium Metal LimitedDiversified1.26%
25TVS Motor Company LimitedConsumer Discretionary1.26%
26Fractal Analytics LimitedInformation Technology1.23%
27Amber Enterprises India LimitedConsumer Discretionary1.22%
287.23% Central Government Securitiesbond1.22%
29Cummins India LimitedIndustrials1.17%
30Coromandel International LimitedMaterials1.16%
31Billionbrains Garage Ventures LimitedFinancial Services1.09%
32Sun Pharmaceutical Industries LimitedHealthcare1.03%
33Bharat Electronics LimitedIndustrials0.98%
34Aster DM Healthcare LimitedHealthcare0.9%
357.62% National Bank For Agriculture and Rural Developmentbond0.89%
366.66% National Bank for Agriculture and Rural Development (MD )bond0.88%
37UltraTech Cement LimitedMaterials0.87%
387.34% Central Government Securitiesbond0.86%
39UNO Minda LimitedConsumer Discretionary0.86%
40Delhivery LimitedServices0.85%
41Amara Raja Energy & Mobility LimitedConsumer Discretionary0.82%
42CCL Products (India) LimitedConsumer Staples0.79%
43Home First Finance Company India LimitedFinancial Services0.77%
44Bajaj Finance LimitedFinancial Services0.76%
45Mankind Pharma LimitedHealthcare0.76%
46Multi Commodity Exchange of India LimitedFinancial Services0.74%
47BROOKFIELD INDIA REAL ESTATEReal Estate0.73%
48Mrs. Bectors Food Specialities LimitedConsumer Staples0.71%
49Crisil LimitedFinancial Services0.71%
50InterGlobe Aviation LimitedServices0.7%
51Granules India LimitedHealthcare0.7%
52Bajaj Auto LimitedConsumer Discretionary0.69%
53Patanjali Foods LimitedConsumer Staples0.68%
54FORCE MOTORS LTDConsumer Discretionary0.64%
55Affle 3i LimitedInformation Technology0.64%
56HDFC Asset Management Company LimitedFinancial Services0.64%
57Alkem Laboratories LimitedHealthcare0.62%
58Mtar Technologies LimitedIndustrials0.62%
59JK Cement LimitedMaterials0.62%
60Indian Railway Finance Corporation Ltd - 7.74%bond0.61%
617.17% Government Securities - 17/04/20230bond0.61%
62Prudent Corporate Advisory Services LimitedFinancial Services0.61%
63Poonawalla Fincorp LimitedFinancial Services0.6%
64PNB Housing Finance Ltd - 7.28%bond0.59%
657.50% 7.50% Cholamandalam Investment and Finance Company Limitedbond0.53%
66Indegene LimitedHealthcare0.51%
67GAIL (India) LimitedUtilities0.44%
68TD Power Systems LimitedIndustrials0.34%
69Elecon Engineering Company LimitedIndustrials0.34%
70TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.34%
71Ashok Leyland LimitedIndustrials0.33%
72NTPC LimitedUtilities0.32%
73State Bank of IndiaFinancial Services0.32%
746.17% LIC Housing Finance Limitedbond0.3%
75Hindustan Aeronautics LimitedIndustrials0.23%
76Union Bank of IndiaFinancial Services0.19%
77360 ONE WAM LIMITEDFinancial Services0.03%
78Cipla LimitedHealthcare0%
79Margin Money For Derivativesother0%
80360 ONE WAM Ltd (Prev IIFL Wealth Management Ltd)other-0.03%
81Union Bank of Indiaother-0.19%
82Cash and Other Net Current Assets^other-0.23%
83Hindustan Aeronautics Ltdother-0.23%
84State Bank Of India Ltdother-0.32%
85NTPC Ltdother-0.32%
86One 97 Communications Ltdother-0.38%
87Patanjali Foods Ltd(Prev Ruchi Soya Industries Ltd)other-0.68%
88Bajaj Finance Ltdother-0.77%
89Bharti Airtel Ltdother-1.03%
90Bajaj Finserv Ltdother-1.17%
91HDFC Bank Ltdother-1.18%
92Kotak Mahindra Bank Ltdother-1.22%
93Eternal Ltd ( Previously named as Zomato Ltd )other-1.61%
94Reliance Industries Ltdother-1.96%
95ICICI Bank Ltdother-2.8%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 7.39% of Sundaram Balanced Advantage Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 5.23% of Sundaram Balanced Advantage Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 4.84% of Sundaram Balanced Advantage Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 4.05% of Sundaram Balanced Advantage Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 3.71% of Sundaram Balanced Advantage Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Sundaram Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.