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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Sundaram·
Dynamic Asset Allocation or Balanced Advantage
1Y
-3.99%
3Y
+7.81%
5Y
-
Since Inception
+6.64%
Sharpe
0.05
Sortino
0.07
Max Drawdown
-10.13%
Volatility
8.79%
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
#35 of 37
Top 95%
3Y CAGR
#26 of 30
Top 87%
5Y CAGR
-
Sharpe
#30 of 36
Top 83%