Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Holdings
79
Broad portfolio
Top 10 weight
40%
Concentration
Strategy
Active
Portfolio style
Equity
77%
Asset allocation
Portfolio
29Sectors2Large positions16.3%Top: Banks0.0%Cash
Market-cap allocation
Large cap46%
Mid cap13%
Small cap10%
Asset allocation
Equity77%
Top holdings
ICICI Bank LtdEQUITY7.4%
HDFC Bank LtdEQUITY5.2%
Reliance Industries LtdEQUITY4.8%
Bharti Airtel LtdEQUITY4.0%
Eternal Ltd (Previously Zomato Ltd)EQUITY3.7%
Kotak Mahindra Bank LtdEQUITY3.2%
Larsen & Toubro LtdEQUITY3.0%
Bajaj Finserv LtdEQUITY2.6%
Mahindra & Mahindra LtdEQUITY2.4%
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Portfolio read
- 77% equity.
- Large-cap exposure is 46%.
- Largest equity sector is Banks at 16.3%.
Watchpoints
- Review concentration alongside the fund mandate.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in Dynamic Asset Allocation Fund.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Banks16.3%
Finance7.0%
Automobiles5.0%
It - Software4.3%
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