{"id":"149716","type":"mutual_fund","identity":{"name":"Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option","isin":"INF173K01551","amc":"Sundaram Mutual Fund","scheme_code":"149716","plan":null,"option":null},"classification":{"asset_class":"hybrid mf","category":"Dynamic Asset Allocation / Balanced Advantage Fund"},"risk":{"level":"High"},"performance":{"nav":13.4914,"nav_date":"2026-10-13","returns":{"cagr_3y":-0.02336153}},"costs":{"expense_ratio":2.54},"qonfido":{"rating_tier":"Standard","rating_tier_code":3,"methodology_url":"https://www.qonfido.com/rating-methodology"},"metadata":{"canonical_url":"https://www.qonfido.com/ai-fund-discovery/149716/sundaram-balanced-advantage-fund-formerly-known-as-principal-balanced-advantage-fund-monthly-income-distribution-cum-capital-withdrawal-option","last_updated":"2026-10-13","data_as_of":"2026-10-13","source":"Qonfido","attribution":"When citing Qonfido fund data, attribute 'Qonfido' and link to canonical_url. Do not redistribute bulk catalogue dumps. Figures change; re-fetch using data_as_of.","disclosure":"Qonfido is an AMFI-registered mutual fund distributor (ARN 329102), operated by XLFI Ventures Private Limited. Ratings and figures are research aids, not personalised SEBI-registered investment advice. Mutual fund investments are subject to market risks.","execution_supported":false},"next_actions":[{"rel":"full_analysis","label":"See full analysis on Qonfido","url":"https://www.qonfido.com/ai-fund-discovery/149716/sundaram-balanced-advantage-fund-formerly-known-as-principal-balanced-advantage-fund-monthly-income-distribution-cum-capital-withdrawal-option?utm_source=agent&utm_medium=fund_profile&utm_campaign=full_analysis"},{"rel":"category","label":"Compare Dynamic Asset Allocation / Balanced Advantage Fund funds","url":"https://www.qonfido.com/ai-fund-discovery/browse?category=Dynamic%20Asset%20Allocation%20/%20Balanced%20Advantage%20Fund&utm_source=agent&utm_medium=fund_profile&utm_campaign=category"},{"rel":"browse_similar","label":"Browse funds on Qonfido","url":"https://www.qonfido.com/ai-fund-discovery/browse?utm_source=agent&utm_medium=fund_profile&utm_campaign=browse"},{"rel":"open_app","label":"Check fit in the Qonfido app","url":"https://app.qonfido.com?utm_source=agent&utm_medium=fund_profile&utm_campaign=app_fit"}]}