Open Ended Schemeshybrid Scheme Dynamic Asset Allocation Or Balanced Advantageregulargrowth

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

Sundaram Mutual Fund · AMFI Code: 149715

₹₹32.6212

NAV as of 30 Mar 2026

Invest Online Compare Fund

Returns (Lumpsum)

CAGR for periods ≥ 1 year

1 Week—

1 Month—

3 Months—

6 Months—

1 Year—

3 Years (CAGR)—

5 Years (CAGR)—

10 Years (CAGR)—

Since Inception (Mar 2026)-1.53%

SIP Returns (XIRR)

₹1,000/month SIP, annualised

1 Year SIP—

3 Year SIP—

5 Year SIP—

Since Inception (Mar 2026)—

Fund Details

Fund HouseSundaram Mutual Fund

CategoryOpen Ended Schemeshybrid Scheme Dynamic Asset Allocation Or Balanced Advantage

Plan Typeregular

Optiongrowth

Min SIP₹500

Min Lumpsum₹1,000

Launch Date27 Mar 2026

AMFI Code149715

Risk Metrics

—

Sharpe Ratio

—

Alpha

—

Beta

—

Sortino

—

Std Dev

—

Max Drawdown

Interested in This Fund?

Our advisors will help you decide if this fund fits your goals.