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

Category: Hybrid: Dynamic Asset Allocation
Launch Date: 02-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
Expense Ratio: 0.48% As on (31-10-2022)

Status: Open Ended Schemes for subscription
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,595.34 Cr As on (31-10-2022)
Turn over: 313

NAV as on 01-12-2022

30.5093

0.12 (0.3897%)

CAGR Since Inception

11.92%

NIFTY 50 Hybrid Composite debt 50:50 Index 11.64%

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

Scheme Performance (%) Data as on - 01-12-2022

	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	9.6	16.48	11.44	-	11.92
Benchmark	-	-	-	-	-
Hybrid: Dynamic Asset Allocation	6.18	11.38	8.39	11.25	8.46

Yearly Performance (%)

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Fund Managers

Ravi Gopalakrishnan, Dwijendra Srivastava, S Bharath

Investment Objective

The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.

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		1.47	7.0	0.37	6.81	0.71
Hybrid: Dynamic Asset Allocation	-	-	-	-	-	-

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

Compare SIP Compare Lumpsum

Period

Data as on - 01-12-2022

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	02-01-2013	9.6	14.22	16.48	11.44	0.0
HDFC Balanced Advantage Fund - Growth Plan	15-09-2000	20.25	27.39	17.85	12.45	13.55
BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH	14-03-2014	18.47	13.7	10.99	5.67	0.0
ICICI Prudential Balanced Advantage Fund - Growth	01-12-2006	9.23	13.37	12.0	10.01	12.11
Tata Balanced Advantage Fund-Regular Plan-Growth	05-01-2019	8.07	13.48	12.91	0.0	0.0
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option	05-11-2004	7.89	13.45	11.44	9.28	11.46
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option	02-01-2013	7.84	12.26	14.5	9.68	10.64
LIC MF Balanced Advantage Fund-Regular Plan-Growth	12-11-2021	7.51	0.0	0.0	0.0	0.0
SBI Balanced Advantage Fund - Regular Plan - Growth	05-08-2021	7.47	0.0	0.0	0.0	0.0
Invesco India Dynamic Equity Fund - Growth	04-10-2007	6.64	10.82	8.93	6.7	11.11

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

Asset Allocation (%)