Sundaram Balanced Advantage Fund (Formerly Known As Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option

Dynamic Asset Allocation / BAFHybrid Rank 34 of 34

NAV · Regular-Growth

—-0.15-1.01%

As of — · AMFI

NAV growth-7.3%

Aug ’25Aug ’26

Arthkar verdictMixed picture

Returns

Lags category

0 of 3 periods ahead

Consistency

Patchy

positive in 6 of 12 years

Trails its Dynamic Asset Allocation / BAF category on 1Y, 3Y & 5Y.

1Y return

-7.3%

-14.6 vs cat

3Y CAGR

+0.1%

-11.3 vs cat

5Y CAGR

+0.0%

-9.4 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

9.2%

3Y std dev

Go deeper on Sundaram Balanced Advantage Fund (Formerly Known As Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option

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) - Monthly Income Distribution CUM Capital Withdrawal Option 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) - Monthly Income Distribution CUM Capital Withdrawal Option 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) - Monthly Income Distribution CUM Capital Withdrawal Option is a Dynamic Asset Allocation / BAF scheme from Sundaram. Long-run track record: about 0.0% CAGR over 5 years. Worst historical drawdown: -30% in Mar 2020, recovered in 52 months.

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

NAV history

Showing Regular · Growth · INF173K01551

NAV (Direct-Growth)

₹14.3398

Last 1Y

-7.33%

Aug 25Min ₹13.63 · Max ₹15.71 · 247 ptsAug 26

Drawdown stories

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

Mar 2020

-29.6%

Peak ₹16.34 on 4 Dec 2014 → trough ₹11.50 on 23 Mar 2020 (65 months down).

Recovered in 52 months· 9 Jul 2024

Mar 2026 — ongoing

-20.0%

Peak ₹17.03 on 26 Sept 2024 → trough ₹13.63 on 31 Mar 2026 (18 months down).

Not yet recovered

Aug 2013

-14.3%

Peak ₹11.76 on 21 Jan 2013 → trough ₹10.08 on 21 Aug 2013 (7 months down).

Recovered in 2 months· 18 Oct 2013

Dec 2011

-14.0%

Peak ₹10.13 on 4 Jan 2011 → trough ₹8.71 on 20 Dec 2011 (12 months down).

Recovered in 2 months· 15 Feb 2012

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	-1.18%	-0.39%	41/ 41
1M	+0.01%	+0.99%	36/ 41
3M	+0.98%	+4.35%	40/ 41
6M	-5.27%	+4.42%	40/ 40
YTD	-6.89%	+4.16%	40/ 40
1Y	-7.33%	+7.28%	40/ 40
2Y	-6.69%	+4.77%	39/ 39
3Y	+0.12%	+11.38%	34/ 34
5Y	+0.01%	+9.40%	23/ 23
7Y	+0.89%	+11.12%	21/ 21
10Y	-0.86%	+9.35%	14/ 14

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