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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Invest Now
Fund Manager: FM1 - Mr. Bharath; FM2 -Mr. Clyton Richard Fernandes; FM3 - Mr. Dwijendra Srivastava    |     Hybrid: Dynamic Asset Allocation    |     NIFTY 50 Hybrid Composite debt 50:50 Index

35.9529 -0.07 (-0.19 %)

NAV as on 09-12-2025

172.76 Cr

AUM as on

Rtn ( Since Inception )

9.93%

Inception Date

Jan 01, 2013

Expense Ratio

2.05%

Fund Status

Open Ended Schemes

Min. Investment

100

Min. Topup

100

Min. SIP Amount

100

Risk Status

high

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.