BANDHAN Balanced Advantage Fund Direct Plan Growth 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.
BANDHAN Balanced Advantage Fund Direct Plan Growth
IDFC 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 | BANDHAN Balanced Advan... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹28.96 | ₹546.11 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.07% | 0.78% |
| AUM | ₹2,285 Cr | ₹107,295 Cr |
| 1M Return | -2.78% | -4.22% |
| 3M Return | -1.06% | -3.6% |
| 6M Return | +6.96% | +2.84% |
| 1Y Return | +3.24% | -2.61% |
| 3Y CAGR | +9.19% | +9.94% |
| 5Y CAGR | +7.83% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Sumit Agrawal, Arpit Kapoor, Arvind Subramanian | Srinivas Rao Ravuri |