ITI Balanced Advantage Fund - Direct Plan - Growth Option vs Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
ITI Balanced Advantage Fund - Direct Plan - Growth Option
ITI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | ITI Balanced Advantage... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹15.92 | ₹546.11 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.59% | 0.78% |
| AUM | ₹348 Cr | ₹107,295 Cr |
| 1M Return | -2.63% | -4.22% |
| 3M Return | -1.63% | -3.6% |
| 6M Return | +3.33% | +2.84% |
| 1Y Return | -1.1% | -2.61% |
| 3Y CAGR | +8.34% | +9.94% |
| 5Y CAGR | +7.39% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Pradeep Gokhale | Srinivas Rao Ravuri |