
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
Add To Comparepreviously known as Principal Balanced Advtg Dir Gr until
NAV on June 27, 2025
Category
Allocation:
Dynamic Asset Allocation
Dynamic Asset Allocation
Investment StyleBox
Large Growth
Interest rate sensitivity
Credit quality
Moderate Sensitivity
High Quality
Interest rate sensitivity
Credit quality
High Quality
Total Assets
1,563 cr
Turnover Ratio
244.71%
Expense Ratio
0.62%
Exit Load
1.00%
if redeemed within
Returns
- 1M: 2.05%
- 1Y: 7.99%
- 3M: 6.44%
- 3Y: 15.69%
- 6M: 4.41%
- 5Y: 13.14%
Best Dynamic Asset Allocation Funds
NAME | LATEST NAV |
RETURNS 1y |
FUND ASSETS |
Expense RATIO |
RISK | |
122.120 | 10.82% | 7,710 cr | 0.69% | Average | ||
82.890 | 10.77% | 63,787 cr | 0.85% | Low | ||
27.030 | 9.96% | 4,304 cr | 0.75% | High | ||
23.530 | 9.75% | 3,161 cr | 0.75% | Average | ||
16.850 | 9.13% | 976 cr | 0.47% | Above Average | ||
64.400 | 8.71% | 978 cr | 0.79% | Average | ||
566.954 | 7.07% | 100,299 cr | 0.77% | Above Average |