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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: Ravi Gopalakrishnan, Dwijendra Srivastava, Bharath S.    |     Hybrid: Dynamic Asset Allocation    |     NIFTY 50 Hybrid Composite debt 50:50 Index

34.3782 -0.01 (-0.04 %)

NAV as on 30-04-2025

149.19 Cr

AUM as on

Rtn ( Since Inception )

10.03%

Inception Date

Jan 01, 2013

Expense Ratio

2.09%

Fund Status

Open Ended Schemes

Min. Investment

100

Min. Topup

100

Min. SIP Amount

250

Risk Status

high

Investment Objective : The scheme seeks to generate long term capital appreciation with relatively lower volatility by allocation of funds into equity assets based on Price Earning Ratio (PE Ratio) levels. When the markets become expensive in terms of 'Price to Earnings' Ratio'; the scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa.