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 - 19-12-2025
| 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 | 3.64 | 9.72 | 9.48 | 7.66 | 8.58 |
| Benchmark | - | - | - | - | - |
| Hybrid: Dynamic Asset Allocation | 4.14 | 11.56 | 10.79 | 10.11 | 10.0 |
