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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Sundaram·
Dynamic Asset Allocation or Balanced Advantage
1Y
-1.80%
3Y
+6.77%
5Y
-
Since Inception
+6.72%
Sharpe
0.12
Sortino
0.16
Max Drawdown
-10.13%
Volatility
8.58%
Alpha
+0.46%
Beta
1.19
Info Ratio
0.23
Up / Down Capture
110 / 113
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#34 of 37
Top 92%
3Y CAGR
#29 of 31
Top 94%
5Y CAGR
-
Sharpe
#30 of 36
Top 83%