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Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund)
Sundaram·
Dynamic Asset Allocation or Balanced Advantage
1Y
+0.55%
3Y
+9.21%
5Y
-
Since Inception
+8.81%
Sharpe
0.12
Sortino
0.16
Max Drawdown
-9.69%
Volatility
8.83%
Alpha
+1.91%
Beta
1.19
Info Ratio
0.76
Up / Down Capture
117 / 106
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹82 Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsumRs 100
Minimum SIPRs 100
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#34 of 37
Top 92%
3Y CAGR
#24 of 31
Top 77%
5Y CAGR
-
Sharpe
#25 of 36
Top 69%