Nippon India Balanced Advantage Fund-Growth Plan-Bonus 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.
Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Nippon India 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 | Nippon India Balanced ... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹203.43 | ₹546.11 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 0.89% | 0.78% |
| AUM | ₹9,917 Cr | ₹107,295 Cr |
| 1M Return | -3.84% | -4.22% |
| 3M Return | -2.46% | -3.6% |
| 6M Return | +4.8% | +2.84% |
| 1Y Return | +0.87% | -2.61% |
| 3Y CAGR | +9.68% | +9.94% |
| 5Y CAGR | +9.13% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Meenakshi Dawar | Srinivas Rao Ravuri |