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

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: 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 (%)

Nav Movement

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.

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

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 (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300