ICICI Prudential 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.
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth
ICICI Prudential 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 | ICICI Prudential Balan... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹85.11 | ₹546.11 |
| Star Rating | ★★★★★ | ★★★★★ |
| Expense Ratio | 1.04% | 0.78% |
| AUM | ₹75,399 Cr | ₹107,295 Cr |
| 1M Return | -4.51% | -4.22% |
| 3M Return | -2.16% | -3.6% |
| 6M Return | +4.52% | +2.84% |
| 1Y Return | +1.55% | -2.61% |
| 3Y CAGR | +10.11% | +9.94% |
| 5Y CAGR | +10.0% | +13.17% |
| Risk Level | — | — |
| Fund Manager | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai | Srinivas Rao Ravuri |