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

36.2315 0.12 (0.34 %)

NAV as on 05-12-2025

1,727.59 Cr

AUM as on 31-10-2025

Rtn ( Since Inception )

10.0%

Inception Date

Jan 01, 2013

Expense Ratio

2.05%

Fund Status

Open Ended Scheme

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.