Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option vs UTI 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 - Monthly Income Distribution CUM Capital Withdrawal Option
HDFC Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
UTI Balanced Advantage Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Hybrid · Dynamic Asset Allocation
| Metric | Sundaram Balanced Adva... | UTI Balanced Advantage... |
|---|---|---|
| NAV | ₹546.11 | ₹12.88 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.78% | 0.91% |
| AUM | ₹107,295 Cr | ₹2,855 Cr |
| 1M Return | -4.22% | +0.28% |
| 3M Return | -3.6% | -1.15% |
| 6M Return | +2.84% | -0.26% |
| 1Y Return | -2.61% | -2.94% |
| 3Y CAGR | +9.94% | +8.1% |
| 5Y CAGR | +13.17% | — |
| Risk Level | — | — |
| Fund Manager | Srinivas Rao Ravuri | Deepesh Agarwal |