Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option
3.14
11.42
12.1
9.39
10.02
Benchmark
-
-
-
-
-
Hybrid: Dynamic Asset Allocation
3.11
12.56
12.54
9.79
10.31
Yearly Performance (%)
Nav Movement
Fund Managers
FM 1 -Mr. S. Bharath, FM 2 -Mr. Ravi Gopalakrishnan, FM 3 -Mr. Dwijendra Srivastava (Fixed Income)
Investment Objective
An open ended dynamic asset allocation fund, The investment objective of the Scheme is to provide accrual
income and capital appreciation by investing in a mix of
equity, debt, REITs/InvITs and equity derivatives that are
managed dynamically.
Returns Calculator for
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option