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

Sundaram·

Dynamic Asset Allocation or Balanced Advantage

1Y

-

3Y

-

5Y

-

Since Inception

-

Sharpe

-

Sortino

-

Max Drawdown

-

Volatility

-

Alpha

-

Beta

-

Info Ratio

-

Up / Down Capture

-

NAV (last ~1 year)

Fund details

AMCSundaram

Fund manager-

Data from-

AUM₹6 Cr (January - March 2026)

Expense ratio (Direct)0.91%

Minimum lumpsumRs 100

Minimum SIPRs 100

Risk rating-

Investment objective

Not available.

Data quality flags

Fewer than 12 completed months of NAV history available.
No Growth plan available. Performance metrics cannot be computed for IDCW-only schemes.