HDFC Balanced Advantage Fund - Growth Plan - Direct 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 Balanced Advantage Fund - Growth Plan - Direct Plan
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option
Sundaram Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | HDFC Balanced Advantag... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹570.25 | ₹35.08 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.77% | 1.13% |
| AUM | ₹104,016 Cr | ₹1,641 Cr |
| 1M Return | +3.06% | +3.0% |
| 3M Return | +1.76% | +1.32% |
| 6M Return | -2.57% | -2.61% |
| 1Y Return | -0.68% | -0.77% |
| 3Y CAGR | +14.03% | +9.4% |
| 5Y CAGR | +15.62% | +9.36% |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | P V K Mohan, Bekxy Kuriakose |