Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan

hybrid

RETURNS (5 YEARS) 5.69%
RETURNS (5 YEARS) 5.69%
NAV ₹15.78
Sub-Type Dynamic Hybrid
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-5.10%
3M
-3.83%
6M
-4.94%
1Y
4.15%
3Y
6.30%
5Y
5.69%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹1610.92 Cr

    AUM Fund Size

  • 0.47%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Moderate

    Fund Risk

  • 0.25% if redeemed within 0-7 days

    0% if redeemed after 7 days

    Exit Load

Top 10 Holdings

  • 6.75%
  • 5.52%
  • 4.43%
  • 3.48%
  • 3.08%
  • 2.74%
  • 2.73%
  • 2.35%
  • 2.08%
  • 1.93%
  • Dwijendra Srivastava

    Manager

  • S. Bharath

    Manager

  • Rahul Baijal

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Moderate