Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage managed by Sundaram Mutual Fund. Review NAV history, returns and risk measures before making an investment decision.
- Latest NAV
- ₹41.3605
- NAV as of
- 23 Jul 2026
- 1Y return
- -0.5%
- 3Y CAGR
- 8.92%
- 5Y CAGR
- Not available
- Sharpe ratio
- 0.23
- Max drawdown
- 10.03%
- Category rank
- #34 of 44