Current NAV
₹18.8358
▲ 0.09% (1D)
As on 10-02-2026
Returns based on historical NAV data
| Period | Returns | Type |
|---|---|---|
| 1 Month | +0.2% | Absolute |
| 3 Months | -1.4% | Absolute |
| 6 Months | -0.51% | Absolute |
| 1 Year | +0.22% | CAGR |
| 3 Years | +4.39% | CAGR |
| 5 Years | — | CAGR |
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Monthly Income Distribution CUM Capital Withdrawal Option is managed by Sundaram Mutual Fund. It is classified as a Open Ended Schemes scheme under the Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage category.
The fund's current Net Asset Value (NAV) is ₹18.8358 as of 10-02-2026. NAV represents the per-unit market value of the fund and is calculated at the end of each business day.
Over the past year, the fund has delivered a return of +0.22% (CAGR).
See how your monthly SIP in this fund would have performed historically.
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