TrackMyNetWorth logoTrackMyNetWorth

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

Sundaram Mutual FundOpen Ended SchemesHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage

Current NAV

33.9688

0.32% (1D)

As on 03-06-2026

NAV History

Performance

Returns based on historical NAV data

PeriodReturnsType
1 Month-2.18%Absolute
3 Months-1.95%Absolute
6 Months-5.94%Absolute
1 Year-2.24%CAGR
3 Years+8.04%CAGR
5 YearsCAGR
* Returns above 1 year are annualized (CAGR). Below 1 year are absolute returns.

About Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth 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 33.9688 as of 03-06-2026. 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 -2.24% (CAGR).

Fund Details

  • Fund HouseSundaram Mutual Fund
  • Scheme TypeOpen Ended Schemes
  • CategoryHybrid Scheme - Dynamic Asset Allocation or Balanced Advantage
  • Scheme Code149715
  • ISIN (Growth)INF173K01585

📈 SIP Returns Calculator

See how your monthly SIP in this fund would have performed historically.

Calculate SIP Returns →
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAV and returns shown are historical and do not guarantee future performance.