NJ 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.
NJ Balanced Advantage Fund - Direct Plan - Growth Option
NJ 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 | NJ Balanced Advantage ... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹14.12 | ₹546.11 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 1.14% | 0.78% |
| AUM | ₹3,385 Cr | ₹107,295 Cr |
| 1M Return | -3.62% | -4.22% |
| 3M Return | -1.26% | -3.6% |
| 6M Return | +4.75% | +2.84% |
| 1Y Return | -1.19% | -2.61% |
| 3Y CAGR | +7.47% | +9.94% |
| 5Y CAGR | — | +13.17% |
| Risk Level | — | — |
| Fund Manager | Rishi Sharma | Srinivas Rao Ravuri |