Sundaram Balanced Advantage Fund ( Formerly Known As Principal Balanced Advantage Fund) - Direct Plan - Growth Option

Sundaram Balanced Advantage Fund ( Formerly Known As Principal Balanced Advantage Fund) - Direct Plan - Growth Option is a Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage mutual fund from Sundaram Asset Management Company Ltd. ISIN INF173K01FI7. 1Y return -4.99%, 3Y CAGR 7.83%, AUM ₹1,671 crore. Track NAV history, returns, CAGR and portfolio holdings on Neovesh.

Fund house

Sundaram Asset Management Company Ltd

Category

Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

ISIN

INF173K01FI7

1-year return

-4.99%

3-year CAGR

7.83%

Fund AUM (Jul–Sep 2026 average)

₹1,671 crore