SBI Balanced Advantage Fund - Direct Plan - Growth 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.
SBI Balanced Advantage Fund - Direct Plan - Growth
SBI 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 | SBI Balanced Advantage... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹16.05 | ₹546.11 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 0.86% | 0.78% |
| AUM | ₹41,802 Cr | ₹107,295 Cr |
| 1M Return | -3.22% | -4.22% |
| 3M Return | -3.41% | -3.6% |
| 6M Return | +1.58% | +2.84% |
| 1Y Return | +0.38% | -2.61% |
| 3Y CAGR | +8.91% | +9.94% |
| 5Y CAGR | +9.52% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Dinesh Ahuja | Srinivas Rao Ravuri |