Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option

Fund House: Sundaram Mutual Fund
Category: Hybrid: Dynamic Asset Allocation
Launch Date: 02-01-2013
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

15.8572

8.81%

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
There is no value for 2x
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 6.44
Sharpe Ratio 0.78
Alpha 0.86
Beta 0.54
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) - Monthly Income Distribution CUM Capital Withdrawal Option 02-01-2013 8.53 14.24 12.81 11.66 7.68
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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