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

Sundaram · Balanced Advantage
Moderate
₹13.69
Current NAV
04 Nov 2026
-12.2%
1Y Return
-1.6%
3Y CAGR
11.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹21,610 Cr) indicating high investor trust and liquidity.
  • 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 (2.26%) 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
1.06
Sharpe Ratio
0.66
Beta
0.06
Alpha
1.44
Sortino
Fund Details
Fund House Sundaram
Category Balanced Advantage
AUM ₹21610 Cr
Expense Ratio 2.26%
Min SIP ₹500
Min Lumpsum ₹1000
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