Direct Plan

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option

Sundaram Mutual Fund • •

NAV
₹17.74
as of 02 Jul 2026
AUM
N/A
Assets Under Management
Expense Ratio
N/A%
Annual expense
Min Investment
₹N/A
Lump sum

NAV History

Starting NAV
₹18.96
31 Dec 2025
Current NAV
₹17.74
02 Jul 2026
Change
-6.42%
39 data points
₹19 ₹17 Dec 25 Jul 26

Ratings Across Providers

No ratings available yet

Ratings will be updated weekly from multiple sources

Fund Details

Scheme Code
149718
ISIN
INF173K01FF3

Performance

Period Returns
1 Month +2.15%
3 Months +1.73%
6 Months -6.85%
1 Year -6.42%
3 Years (CAGR) -2.19%
5 Years (CAGR) -1.32%
10 Years (CAGR) -0.66%

Risk Metrics

Std Deviation
14.24%

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing.