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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

Sundaram · Balanced Advantage
Moderate
₹34.66
Current NAV
04 Nov 2026
-3.5%
1Y Return
6.8%
3Y CAGR
12.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.41).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Higher expense ratio (2.21%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.91
Sharpe Ratio
1.41
Beta
2.41
Alpha
1.10
Sortino
Fund Details
Fund House Sundaram
Category Balanced Advantage
AUM ₹4960 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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