HDFC Balanced Advantage Fund - Growth Plan vs Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HDFC Mutual Fund

HDFC Balanced Advantage Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

HDFC Mutual Fund

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

HDFC Mutual Fund

★★★★★

Hybrid · Dynamic Asset Allocation

Metric HDFC Balanced Advantag... Sundaram Balanced Adva...
NAV ₹546.11 ₹546.11
Star Rating ★★★★★ ★★★★★
Expense Ratio 0.78% 0.78%
AUM ₹107,295 Cr ₹107,295 Cr
1M Return -4.22% -4.22%
3M Return -3.6% -3.6%
6M Return +2.84% +2.84%
1Y Return -2.61% -2.61%
3Y CAGR +9.94% +9.94%
5Y CAGR +13.17% +13.17%
Risk Level — —
Fund Manager Srinivas Rao Ravuri Srinivas Rao Ravuri