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: 2.08% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,562.91 Cr As on 30-05-2025(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 |
35.5329
0.12 (0.336%)
10.17%
Benchmark: 11.41%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 7.92 |
| Sharpe Ratio | 0.79 |
| Alpha | -0.22 |
| Beta | 1.0 |
| Yield to Maturity | 7.07 |
| Average Maturity | 6.68 |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.2%
Others
27.47%
Others
2.97%
Large Cap
56.03%
Mid Cap
8.82%
