Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option
Sundaram Mutual Fund · Managed by Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes
A daily percentile of this fund’s past performance within its SEBI category — analytics, not advice, and not a prediction or recommendation.
- Fund manager
- Kumaresh Ramakrishnan; S. Bharath; Clyton Fernandes
- Riskometer
- High Risk
- Type
- Open Ended
- Portfolio turnover
- 281%
- Volatility (3Y)
- 8.6%
- Rating (external)
- ★★☆☆☆as of 31 Jul 2026
The investment objective of the Scheme is to provide accrual income and capital apprection by investing in a mix of equity, debt, REITs/InvITs and equity derivatives that are managed dynamically. No Guarantee: There is no guarantee or assurance that the investment objective of the scheme will be achieved. Investors are neither being offered any guaranteed / indicated returns nor any guarantee on repayment of capital by the Schemes. There is also no guarantee of capital or return either by the mutual Fund or by the sponsor or by the asset management company.
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