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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option

Sundaram · Balanced Advantage
Moderate
₹17.69
Current NAV
25 Jun 2026
10.9%
1Y Return
14.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.39%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.69).
  • Very large asset base (AUM: ₹18,740 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.69
Sharpe Ratio
0.69
Beta
-2.31
Alpha
2.35
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Fund Details
Fund House Sundaram
Category Balanced Advantage
AUM ₹18740 Cr
Expense Ratio 0.39%
Min SIP ₹500
Min Lumpsum ₹1000
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