Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option vs Tata Balanced Advantage Fund-Direct Plan-Growth
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 - Monthly Income Distribution CUM Capital Withdrawal Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
Tata Balanced Advantage Fund-Direct Plan-Growth
Tata Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Sundaram Balanced Adva... | Tata Balanced Advantag... |
|---|---|---|
| NAV | ₹546.11 | ₹22.63 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.78% | 0.68% |
| AUM | ₹107,295 Cr | ₹8,005 Cr |
| 1M Return | -4.22% | -1.82% |
| 3M Return | -3.6% | -4.63% |
| 6M Return | +2.84% | -1.38% |
| 1Y Return | -2.61% | -1.63% |
| 3Y CAGR | +9.94% | +7.27% |
| 5Y CAGR | +13.17% | +7.88% |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | Sailesh Jain |