Helios Balanced Advantage Fund- Direct 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.
Helios Balanced Advantage Fund- Direct Plan- Growth Option
Helios 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 | Helios Balanced Advant... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹11.6 | ₹546.11 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 1.32% | 0.78% |
| AUM | ₹288 Cr | ₹107,295 Cr |
| 1M Return | -3.01% | -4.22% |
| 3M Return | -3.01% | -3.6% |
| 6M Return | +5.74% | +2.84% |
| 1Y Return | +0.09% | -2.61% |
| 3Y CAGR | — | +9.94% |
| 5Y CAGR | — | +13.17% |
| Risk Level | — | — |
| Fund Manager | Alok Bahl | Srinivas Rao Ravuri |