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

Fund House: Sundaram Mutual Fund
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 01-01-2013
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite debt 50:50 Index
TER: 2.06% As on (31-08-2025)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 1,658 Cr As on 29-08-2025(Source:AMFI)
Turn over: 246% | Exit Load: Nil – upto 25%, 1% of NAV- above 25% by way of SWP or transferred by way of STP and exit load will be waived on Intra-scheme and Inter-scheme Switch-outs

35.2505

9.92%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
7 Years 7 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

An open ended dynamic asset allocation fund, The investment objective of the Scheme is to provide accrual income and capital appreciation by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically.

Current Asset Allocation (%)

Indicators

Standard Deviation 7.42
Sharpe Ratio 0.56
Alpha 3.11
Beta 0.17
Yield to Maturity 7.07
Average Maturity 6.68

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option 01-01-2013 0.72 11.44 11.15 11.96 9.35
ICICI Prudential Balanced Advantage Fund - Growth 01-12-2006 6.26 14.17 13.62 14.52 11.27
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 27-02-2024 4.76 - - - -
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 4.38 12.53 11.87 10.7 8.95
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 4.36 14.21 - - -
Mirae Asset Balanced Advantage Fund Regular Plan- Growth 18-08-2022 3.56 11.86 12.93 - -
UTI - Unit Linked Insurance Plan 01-10-1971 3.54 10.04 9.24 10.15 7.91
Franklin India Balanced Advantage Fund- Growth 06-09-2022 3.44 12.49 13.44 - -
SBI Balanced Advantage Fund - Regular Plan - Growth 01-08-2021 3.39 12.79 14.3 - -
UTI Balanced Advantage Fund - Regular Plan - Growth Option 10-08-2023 3.11 11.92 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.22%

Others

20.99%

Others

4.77%

Large Cap

61.98%

Mid Cap

9.54%

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