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 - 14-01-2026
| 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 | 6.53 | 10.3 | 9.17 | 7.8 | 8.53 |
| Benchmark | - | - | - | - | - |
| Hybrid: Dynamic Asset Allocation | 6.71 | 11.67 | 9.96 | 10.23 | 9.72 |
