Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option
NAV
₹16.7105
as of 2026-10-12
Price History (NAV)
Performance Metrics (3 Year)
3Y CAGR
-1%
Category avg 5.4%
Fund size
₹620 L
Assets under management
Sharpe
-0.65
Risk-adjusted return (3Y)
Max drawdown
4.4%
Peak-to-trough decline (3Y)
Beta
2.62
Market sensitivity (3Y)
SIP / returns estimator
Estimation is based on the past performance of this fund
Total Corpus After 7 Year(s)
@12.0% p.a. returns
₹4.20 L
+₹2.40 L
Fund FAQs
Frequently asked questions about Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option
Answers use the latest facts on this page and Qonfido’s peer-group tiers. They are research aids, not personalised investment advice. How ratings work
What is the NAV of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option today?
As of 2026-10-12, the NAV of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option shown on Qonfido is ₹16.7105. Mutual fund NAVs are typically published for each market day; always check the as-of date before acting.
Is Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option a good fund?
Qonfido currently places Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option in the Standard tier within the Dynamic Asset Allocation / Balanced Advantage Fund peer group. Standard tier means the fund is broadly in line with category peers on Qonfido’s scorecard. This is a peer-group research signal—not a buy recommendation, suitability assessment, or guarantee of future returns. See Qonfido’s fund rating methodology for how tiers are built and their limits.
Is Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option a good fit for me?
Whether Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option is a good fit depends on your goals, risk tolerance, time horizon, tax situation, and the rest of your portfolio—not on a single fund page. Qonfido does not provide personalised SEBI-registered investment advice here. Use AI Fund Discovery to explore alternatives, or consult a licensed advisor for suitability.
What is the 3-year return of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option?
The 3-year CAGR shown for Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option on Qonfido is -1.1% (category average about 5.4% for Dynamic Asset Allocation / Balanced Advantage Fund where available). Past performance is not indicative of future results and does not mean the fund is suitable for you.
Which category does Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option belong to?
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option is a Dynamic Asset Allocation / Balanced Advantage Fund scheme from Sundaram Mutual Fund. You can compare Qonfido-rated peers on the Best Balanced Advantage funds category (/best-balanced-advantage-funds) and on the Dynamic Asset Allocation / Balanced Advantage Fund category page.
How can I explore Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option further on Qonfido?
Reported fund size (AUM) for Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution Cum Capital Withdrawal Option is about ₹620 L. AUM is context only and does not predict returns. On Qonfido you can review the fact card, open related best-fund categories, try the SIP calculator with this scheme, or ask AI Fund Discovery for peer comparisons—still as research support, not personalised advice.
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