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Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Invest Now
Fund Manager: Bharath S, Clyton Richard Fernandes, Dwijendra Srivastava    |     Hybrid: Dynamic Asset Allocation    |     NIFTY 50 Hybrid Composite debt 50:50 Index

34.2258 -0.36 (-1.05 %)

NAV as on 29-05-2026

1,658.39 Cr

AUM as on 30-04-2026

Rtn ( Since Inception )

9.27%

Inception Date

Jan 01, 2013

Expense Ratio

2.31%

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.