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HYBRID•DYNAMIC ASSET ALLOCATION OR BALANCED ADVANTAGE

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment

3 Year return

12.67%
NAV on December 26, 2025
18.9863
1D Returns
-0.02%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
22.17%₹798
Total Value ₹4,398

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,753.56 Cr.
Expense Ratio
0.59% (inclusive of GST)
Exit Load
0.25% - For redemptions within 7 days from the date of allotment. Nil - For redemptions after 7 days from the date of allotment.

Ratings

ARQ Rating
2.5

Ratings by other agencies

Value Research
5
Crisil
0
Morning Star
3

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Sundaram Mutual Fund Manager

CR

Clyton Richard Fernandes

Fund Manager since Oct 2024

DS

Dwijendra Srivastava

Fund Manager since Jan 2022

SB

S Bharath

Fund Manager since May 2022

Fund House Details

Sundaram Mutual Fund

Sundaram Mutual Fund

Asset management company

AUM
₹74,005.23 Cr.
No. of Schemes
104
Setup Date
1996

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
HDFC Balanced Advantage Fund19.5713%
4
Baroda BNP Paribas Balanced Advantage Fund16.1458%
3
ICICI Prudential Balanced Advantage Fund14.721%
5

Key Features of The Fund

5-year return
11.4489%
Expense Ratio
0.59%
Fund Manager
Clyton Richard Fernandes
Fund Size
₹1753.56 Cr.
Risk Profile
High

AMC Contact Details

NameSundaram Mutual Fund
Launch DateJanuary 1996
AddressSundaram Towers, II Floor, 46, Whites Road, Chennai - 600 014
Contact1860 425 7237, 044 2858 3362/3367, 044 2856 9900
Emailcustomerservices@sundarammutual.com
Websitehttps://www.sundarammutual.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment on December 26, 2025, is ₹18.9863
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment, is ₹1753.56 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment is 0.59%
The Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Direct Plan Monthly IDCW Reinvestment is ₹100.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,398 in 3Y at 12.673% returns
SIP Date1st of every month

Your next SIP Payment will be on 28 January 2026

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