Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
Sundaram Mutual Fund Hybrid Dynamic Asset Allocation or Balanced Advantage
Expense Ratio
0.60%
AUM
₹82.15 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate-High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-26.97%
Poor
6 Months
+2.19%
Poor
1 Year
+6.96%
Below Average
3 Years
+11.40%
Below Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 15 quarters
AUM Metrics
Key indicators
Current AUM
₹82.15 Cr
Recent Trend
Growing
Stability Score
4.2
Growth Assessment
Declining
Growth Performance
Historical returns
1Y
Annual Growth
-2.61%
3Y
3Y CAGR
+33.61%
5Y
5Y CAGR
N/A
Growth Assessment: Declining
• Temporary outflows - monitor performance
• Monitor flow patterns for liquidity risk
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
7.70%
Annualized standard deviation
Sharpe Ratio
0.544
Fair - Risk-adjusted return
Max Drawdown
-9.50%
Low - Worst decline
Consistency
66.7%
Performance consistency
Volatility Breakdown
Daily Volatility
0.49%
Average daily price movement
Annualized Volatility
7.70%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance