Shriram Balanced Advantage Fund - Direct 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.
Shriram Balanced Advantage Fund - Direct Growth
Shriram 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 | Shriram Balanced Advan... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹18.19 | ₹546.11 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 0.9% | 0.78% |
| AUM | ₹42 Cr | ₹107,295 Cr |
| 1M Return | -4.39% | -4.22% |
| 3M Return | -3.09% | -3.6% |
| 6M Return | +1.81% | +2.84% |
| 1Y Return | -2.86% | -2.61% |
| 3Y CAGR | +5.46% | +9.94% |
| 5Y CAGR | +5.83% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Kartik Soral | Srinivas Rao Ravuri |