Axis Treasury Advantage Fund - Retail Plan - Growth Option vs Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Axis Treasury Advantage Fund - Retail Plan - Growth Option
Axis Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Axis Treasury Advantag... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹23.61 | ₹546.11 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 1.0% | 0.78% |
| AUM | ₹3,651 Cr | ₹107,295 Cr |
| 1M Return | -1.58% | -4.22% |
| 3M Return | -2.72% | -3.6% |
| 6M Return | +0.77% | +2.84% |
| 1Y Return | +0.34% | -2.61% |
| 3Y CAGR | +10.66% | +9.94% |
| 5Y CAGR | +8.85% | +13.17% |
| Risk Level | — | — |
| Fund Manager | R Sivakumar, Ashwin Patni, Anupam Tiwari | Srinivas Rao Ravuri |