
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
Add To Comparepreviously known as Principal Balanced Advtg Dir Gr until
NAV on January 25, 2023
Category
Allocation:
Dynamic Asset Allocation
Dynamic Asset Allocation
Investment StyleBox
Large Growth
Interest rate sensitivity
Credit quality
Limited Sensitivity
High Quality
Interest rate sensitivity
Credit quality
High Quality
Total Assets
1,593 cr
Turnover Ratio
385.83%
Expense Ratio
0.59%
Exit Load
1.00%
if redeemed within
Returns
- 1M: -0.03%
- 1Y: 6.43%
- 3M: 0.59%
- 3Y: 9.63%
- 6M: 6.50%
- 5Y: 7.20%
Best Dynamic Asset Allocation Funds
NAME | LATEST NAV |
RETURNS 1y |
FUND ASSETS |
Expense RATIO |
RISK | |
19.769 | 16.02% | 91 cr | 1.23% | Average | ||
345.981 | 15.86% | 51,027 cr | 0.89% | High | ||
17.832 | 5.70% | 3,220 cr | 0.64% | Average | ||
43.530 | 4.92% | 637 cr | 0.95% | Above Average | ||
40.110 | 3.30% | 8,962 cr | 0.48% | Average |