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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund)
Sundaram·
Dynamic Asset Allocation or Balanced Advantage
1Y
-0.88%
3Y
+7.65%
5Y
-
Since Inception
+7.21%
Sharpe
-0.05
Sortino
-0.07
Max Drawdown
-10.13%
Volatility
8.82%
Alpha
+0.46%
Beta
1.19
Info Ratio
0.23
Up / Down Capture
110 / 113
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2022-01-03
AUM₹1.6K Cr (January - March 2026)
Expense ratio (Direct)0.91%
Minimum lumpsum-
Minimum SIP-
Risk rating-
Investment objective
Not available.
Peer rankwithin Dynamic Asset Allocation or Balanced Advantage
1Y
#37 of 37
Top 100%
3Y CAGR
#29 of 31
Top 94%
5Y CAGR
-
Sharpe
#31 of 36
Top 86%