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

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Category: Hybrid: Dynamic Asset Allocation
Launch Date: 05-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio: 0.0% As on (31-08-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,658 Cr As on (29-08-2025)
Turn over: 246

NAV as on 16-09-2025

41.6772

0.21 (0.4986%)

CAGR Since Inception

11.89%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.53%

PERFORMANCE of Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option

Scheme Performance (%) Data as on - 16-09-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option	2.4	12.06	13.72	11.02	11.89
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	1.11	11.92	12.4	9.94	10.27

Yearly Performance (%)

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Fund Managers

FM 1 -Mr. S. Bharath, FM 2 -Mr. Ravi Gopalakrishnan, FM 3 -Mr. Dwijendra Srivastava (Fixed Income)

Investment Objective

An open ended dynamic asset allocation fund, The investment objective of the Scheme is to provide accrual income and capital appreciation by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically.

RETURNS CALCULATOR for Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option	6.45	0.75	4.58	0.17	7.07	6.68
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

PEER COMPARISION of Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option

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Period

Data as on - 16-09-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option	05-01-2013	2.4	12.42	12.06	13.72	11.02
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	6.54	13.96	13.46	14.45	11.4
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth	10-02-2023	5.2	14.02	0.0	0.0	0.0
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth	27-02-2024	5.15	0.0	0.0	0.0	0.0
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth	01-02-2014	4.58	12.47	11.31	10.63	9.11
UTI - Unit Linked Insurance Plan	01-10-1971	4.43	10.0	9.08	10.28	8.15
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option	25-04-2000	4.19	12.9	12.95	13.73	11.37
SBI Balanced Advantage Fund - Regular Plan - Growth	01-08-2021	3.67	12.19	13.58	0.0	0.0
UTI Balanced Advantage Fund - Regular Plan - Growth Option	10-08-2023	3.54	11.43	0.0	0.0	0.0
Franklin India Balanced Advantage Fund- Growth	06-09-2022	3.38	12.59	13.22	0.0	0.0

PORTFOLIO ANALYSIS of Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option

Asset Allocation (%)