Invesco India 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.
Invesco India Balanced Advantage Fund - Direct Plan - Growth
Invesco 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 | Invesco India Balanced... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹61.45 | ₹546.11 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 1.17% | 0.78% |
| AUM | ₹937 Cr | ₹107,295 Cr |
| 1M Return | -3.33% | -4.22% |
| 3M Return | -1.96% | -3.6% |
| 6M Return | +3.5% | +2.84% |
| 1Y Return | -3.18% | -2.61% |
| 3Y CAGR | +8.14% | +9.94% |
| 5Y CAGR | +8.06% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Taher Badshah | Srinivas Rao Ravuri |