
Sundaram Balanced Advantage Fund - Direct Plan - Growth Option
Add To Comparepreviously known as Principal Balanced Advtg Dir Gr until
NAV on October 17, 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
1,678 cr
Turnover Ratio
276.96%
Expense Ratio
0.60%
Exit Load
1.00%
if redeemed within
Returns
- 1M: 1.08%
- 1Y: 4.65%
- 3M: 1.71%
- 3Y: 13.07%
- 6M: 6.51%
- 5Y: 12.29%
Best Dynamic Asset Allocation Funds
NAME | LATEST NAV |
RETURNS 1y |
FUND ASSETS |
Expense RATIO |
RISK | |
85.330 | 8.99% | 66,751 cr | 0.86% | Low | ||
123.230 | 6.77% | 8,371 cr | 0.68% | Average | ||
32.244 | 6.75% | 3,532 cr | 0.68% | Low | ||
205.512 | 6.70% | 9,480 cr | 0.55% | Average | ||
17.000 | 6.25% | 938 cr | 0.47% | Above Average | ||
27.222 | 6.21% | 4,362 cr | 0.74% | High | ||
16.259 | 6.09% | 37,457 cr | 0.74% | Low |
Other plans of Sundaram Balanced Advantage Fund
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Sundaram Balanced Advantage Monthly Payout of Income Distribution cum Cap Wdrl
Dynamic Asset Allocation -
-
Sundaram Balanced Advantage Fund Monthly Transfer of Income Distribution cum Cap Wdrl plan
Dynamic Asset Allocation -
Sundaram Balanced Advantage Monthly Reinvestment of Income Distribution cum Cap Wdrl
Dynamic Asset Allocation