SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal 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.
SBI Dynamic Asset Allocation Active FoF- Direct Plan- Income Cum Distribution Capital Withdrawal Option
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 Dynamic Asset Allo... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹10.16 | ₹546.11 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 0.27% | 0.78% |
| AUM | ₹2,328 Cr | ₹107,295 Cr |
| 1M Return | -2.96% | -4.22% |
| 3M Return | -0.24% | -3.6% |
| 6M Return | +7.07% | +2.84% |
| 1Y Return | +2.71% | -2.61% |
| 3Y CAGR | — | +9.94% |
| 5Y CAGR | — | +13.17% |
| Risk Level | — | — |
| Fund Manager | Nidhi Chawla | Srinivas Rao Ravuri |