Sundaram Balanced Advantage Fund ( Formerly Known As Principal Balanced Advantage Fund)

Dynamic Asset Allocation / BAFHybrid Rank 1 of 34

NAV · Direct-Growth

₹40.81+0.36+0.90%

As of 6 Oct 2026 · AMFI

NAV growth+114.9%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 10 of 12 years

Beats its Dynamic Asset Allocation / BAF category on 1Y & 3Y but trails on 5Y.

1Y return

+114.9%

+111.5 vs cat

3Y CAGR

+33.4%

+23.9 vs cat

5Y CAGR

+8.0%

-0.2 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

83.4%

3Y std dev

Go deeper on Sundaram Balanced Advantage Fund ( Formerly Known As Principal Balanced Advantage Fund)

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Balanced Advantage Fund ( Formerly Known As Principal Balanced Advantage Fund) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Balanced Advantage Fund ( Formerly Known As Principal Balanced Advantage Fund) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) is a Dynamic Asset Allocation / BAF scheme from Sundaram. Long-run track record: about 8.0% CAGR over 5 years. Worst historical drawdown: -59% in Mar 2026, recovered in 1 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF173K01FI7

NAV (Direct-Growth)

₹40.8060

Last 1Y

+114.88%

Oct 25Min ₹16.85 · Max ₹42.74 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2026

-59.1%

Peak ₹41.14 on 29 Sept 2025 → trough ₹16.85 on 30 Mar 2026 (6 months down).

Recovered in 1 months· 27 Apr 2026

Jun 2022

-46.1%

Peak ₹28.34 on 18 Oct 2021 → trough ₹15.28 on 22 Jun 2022 (8 months down).

Recovered in 40 months· 29 Sept 2025

Aug 2013

-13.8%

Peak ₹11.78 on 21 Jan 2013 → trough ₹10.15 on 21 Aug 2013 (7 months down).

Recovered in 2 months· 18 Oct 2013

Mar 2020

-12.6%

Peak ₹22.57 on 24 Jan 2020 → trough ₹19.72 on 23 Mar 2020 (2 months down).

Recovered in 3 months· 2 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.39%	+0.41%	24/ 41
1M	-3.63%	-2.38%	39/ 41
3M	-2.64%	-1.99%	28/ 41
6M	+137.43%	+7.99%	1/ 41
YTD	+115.25%	+1.23%	1/ 40
1Y	+114.88%	+3.38%	1/ 40
2Y	+42.55%	+2.46%	1/ 39
3Y	+33.39%	+9.45%	1/ 34
5Y	+7.99%	+8.16%	15/ 24
7Y	+9.36%	+10.42%	16/ 21
10Y	+8.15%	+8.75%	11/ 15

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