Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option vs Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option
Sundaram Mutual Fund
★★★★★
Hybrid · Balanced Advantage Fund/ Dynamic Asset Allocation
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option
Sundaram Mutual Fund
★★★★★
Hybrid · Balanced Advantage Fund/ Dynamic Asset Allocation
| Metric | Sundaram Balanced Adva... | Sundaram Balanced Adva... |
|---|---|---|
| NAV | ₹34.37 | ₹13.57 |
| Star Rating | ★★★★★ | ★★★★★ |
| Expense Ratio | 0.78% | 0.78% |
| AUM | ₹107,295 Cr | ₹107,295 Cr |
| 1M Return | +1.76% | +0.89% |
| 3M Return | -3.67% | -6.02% |
| 6M Return | -0.61% | -5.35% |
| 1Y Return | -4.58% | -13.21% |
| 3Y CAGR | +6.68% | -1.73% |
| 5Y CAGR | +13.17% | +13.17% |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | Srinivas Rao Ravuri |