Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option vs Union Balanced Advantage Fund - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Union Balanced Advantage Fund - Direct Plan - Growth Option
Union Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Sundaram Balanced Adva... | Union Balanced Advanta... |
|---|---|---|
| NAV | ₹546.11 | ₹21.41 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.78% | 1.47% |
| AUM | ₹107,295 Cr | ₹1,157 Cr |
| 1M Return | -4.22% | -4.38% |
| 3M Return | -3.6% | -3.9% |
| 6M Return | +2.84% | -2.77% |
| 1Y Return | -2.61% | -4.44% |
| 3Y CAGR | +9.94% | +7.08% |
| 5Y CAGR | +13.17% | +6.59% |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | Parijat Agrawal, Ashish Ranawade |