PERFORMANCE of Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option
Scheme Performance (%) Data as on - 28-10-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Monthly Income Distribution CUM Capital Withdrawal Option | 4.7 | 11.14 | 10.5 | 7.64 | 8.75 |
| Benchmark | - | - | - | - | - |
| Hybrid: Dynamic Asset Allocation | 5.3 | 12.3 | 12.59 | 9.88 | 10.37 |
