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Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
★★★★★ monitor_heart Health Score: 62/100 · AverageSundaram Mutual Fund · Hybrid · Dynamic Asset Allocation
₹41.19
AUM: ₹1,641 Cr
NAV updated 16 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.13%
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Fund Manager
P V K Mohan, Bekxy Kuriakose
Inception
Jan 2013
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Sharpe Ratio
-0.71
Std Dev (1Y)
8.96%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.9999276344%
3m
+1.3168875798%
6m
-2.613014345%
1y
-0.7688183805%
3y
+9.3995151368726%
5y
+9.3642826403413%
10y
+10.3320919185149%
since inception
+8.78%
rate_review TopFund's Take on Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option sits in the middle of the pack for Dynamic Asset Allocation funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 62/100.
Cost: At 1.13%, the expense ratio runs 15% above the Dynamic Asset Allocation category average of 0.98%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.71 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 8.96% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
The current NAV (Net Asset Value) of Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option is ₹41.19. NAV is updated every business day after market close by AMFI.
1Y: -0.7688183805% · 3Y CAGR: 9.3995151368726% · 5Y CAGR: 9.3642826403413%
The expense ratio is 1.13% per annum — the annual fee deducted from your investment to cover fund management costs.
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option is managed by P V K Mohan, Bekxy Kuriakose at Sundaram Mutual Fund.
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option is a Dynamic Asset Allocation fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option is ₹1,642 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.