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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
₹14.26
Current NAV
25 Jun 2026
10.6%
1Y Return
14.1%
3Y CAGR
11.1%
5Y CAGR
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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.
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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