Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option vs Unifi Dynamic Asset Allocation Fund - Direct 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
Unifi Dynamic Asset Allocation Fund - Direct Growth
Unifi Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Sundaram Balanced Adva... | Unifi Dynamic Asset Al... |
|---|---|---|
| NAV | ₹546.11 | ₹11.38 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.78% | 1.4% |
| AUM | ₹107,295 Cr | ₹1,477 Cr |
| 1M Return | -4.22% | +0.68% |
| 3M Return | -3.6% | +2.31% |
| 6M Return | +2.84% | +4.44% |
| 1Y Return | -2.61% | +8.45% |
| 3Y CAGR | +9.94% | — |
| 5Y CAGR | +13.17% | — |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | Saravanan V N |