Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Invest Now
Fund Manager: FM 1 -Mr. S. Bharath, FM 2 -Mr. Ravi Gopalakrishnan, FM 3 -Mr. Dwijendra Srivastava (Fixed Income)    |     Hybrid: Dynamic Asset Allocation    |     NIFTY 50 Hybrid Composite debt 50:50 Index

35.1265 0.2 (0.58 %)

NAV as on 06-06-2025

153.69 Cr

AUM as on 30-04-2025

Rtn ( Since Inception )

10.12%

Inception Date

Jan 01, 2013

Expense Ratio

2.08%

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.