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 - Payout of 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) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
TATA Balanced Advantage Fund Direct Plan - Payout of Income Distribution cum capital withdrawal option
ICICI Prudential Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Sundaram Balanced Adva... | TATA Balanced Advantag... |
|---|---|---|
| NAV | ₹546.11 | ₹85.11 |
| Star Rating | ★★★★★ | ★★★★★ |
| Expense Ratio | 0.78% | 1.04% |
| AUM | ₹107,295 Cr | ₹75,399 Cr |
| 1M Return | -4.22% | -4.51% |
| 3M Return | -3.6% | -2.16% |
| 6M Return | +2.84% | +4.52% |
| 1Y Return | -2.61% | +1.55% |
| 3Y CAGR | +9.94% | +10.11% |
| 5Y CAGR | +13.17% | +10.0% |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | S Naren, Rajat Chandak, Manish Banthia, Ihab Dalwai |