UTI Mutual Fund
UTI Balanced Advantage Fund - Direct Plan - Growth Option
Dynamic Asset Allocation or Balanced Advantage
+8.6% 3Y CAGR
Sundaram Mutual Fund
Dynamic Asset Allocation or Balanced Advantage · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) is a Dynamic Asset Allocation or Balanced Advantage fund from Sundaram Mutual Fund, with NAVs going back to January 2022. This page covers its direct plan, growth option.
Over the last three years it returned 7.89% a year, 21st of 30 Dynamic Asset Allocation or Balanced Advantage funds (median 9.28%). Its biggest fall from a peak in the last three years was 9.7%.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-4.99%
3 Years
+7.89%
Since launch (3 Jan 2022)
+7.67%
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
8.5%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-9.7%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 3 Jan 2022.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Sundaram Mutual Fund's website before you invest.
Funds next to Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund), in the same category, ranked by 3-year return.
UTI Mutual Fund
Dynamic Asset Allocation or Balanced Advantage
+8.6% 3Y CAGR
Union Mutual Fund
Dynamic Asset Allocation or Balanced Advantage
+7.8% 3Y CAGR
UTI Mutual Fund
Dynamic Asset Allocation or Balanced Advantage
+7.8% 3Y CAGR
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
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