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: 2.05% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,736.5 Cr As on 31-12-2025(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 |
15.1739
0.03 (0.2221%)
8.52%
Benchmark: 11.4%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
3.32%
Others
27.15%
Others
3.38%
Large Cap
56.52%
Mid Cap
9.16%
Scheme Documents
There are no scheme documents available
