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: 1,536.89 Cr As on 30-04-2025(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

35.2073

10.13%

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 8.13
Sharpe Ratio 0.6
Alpha -0.3
Beta 1.01
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 8.58 14.28 12.91 13.64 9.51
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 10-02-2023 12.05 16.66 - - -
LIC MF Balanced Advantage Fund-Regular Plan-Growth 05-11-2021 11.92 13.46 12.61 - -
UTI - Unit Linked Insurance Plan 01-10-1971 11.82 11.84 10.71 12.03 8.3
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 11.15 16.17 14.74 15.69 11.47
Axis Balanced Advantage Fund - Regular Plan - Growth 07-08-2017 10.59 18.31 15.55 14.46 -
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 14-11-2018 10.58 18.05 17.07 17.55 -
ICICI Prudential Balanced Advantage Fund - Growth 01-12-2006 10.48 15.83 14.28 16.21 11.32
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 01-02-2014 10.12 14.79 13.17 11.88 9.16
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 05-07-2018 10.08 14.59 13.65 14.38 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.72%

Others

25.07%

Others

3.45%

Large Cap

57.26%

Mid Cap

8.95%

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