Sundaram Balanced Advantage Fund (Formerly Principal Balanced Advantage Fund) - Growth
ISIN No. INF173K01585
Current NAV 25.6963
Category Hybrid Funds - Dynamic Asset Allocation / Balanced Advantage
Launch Date 16 Dec 2010
Type Open Ended
Net Assets 13647.94(in Lakhs)
Benchmark Name Crisil Balanced Fund Index
FactSheet Download
Investment Details
Minimum Investment 5000
Subsequent Investment 1000
Multiples 1
SIP Initial Investment 2000
Exit Load Exit Load From the date of allotment if redeemed any time Upto 1 Year - 2.00% Upto 2 Years - 1.00% After 2 Years - Nil
Who is Eligible?

Individuals

Minor through Parent/Lawful Guardian

Foreign Institutional Investors

Financial Institutions and Investment Institutions

Non-resident Indians/Persons of Indian origin residing abroad

Association of Persons

Partner(s) of Partnership Firms

Societies

Companies

Trusts

Riskometer

Annual Returns(%)
YearFund Return
2018 3.4396
2017 13.1354
2016 4.3504
2015 3.2676
2014 34.1060
Quarterly Returns(%)
YearQ1Q2Q3Q4
2018 -1.0622 2.0377 1.6517 0.4420
2017 5.6539 3.0761 0.7841 2.5893
2016 -1.6091 4.4903 3.9954 -2.8841
2015 2.3428 -0.3001 -0.5992 1.0253
2014 9.5199 14.4587 2.6333 4.1131
Fund Management
Sponsor Name Sundaram BNP Paribas Asset Management Co Ltd.
Fund Manager Mr. Rajat Jain
Since 16 Dec 2010
Status A
Setup Date 16 Dec 2010
Phone 28583362/28583367/
Address 46, Whites Road,2nd Floor, Royapettah,Chennai,Tamil Nadu - 600014
Email service@sundarambnpparibas.in
Registrar & Transfer Agent
KFin Technologies Private Limited
Address 21 Avenue 4,Street No.1 ,Banjara Hills,, -
Phone 23312454//
Fax 23313165
Email irchyd@karvy.com

Disclaimer :-

1. Investors should consult their Financial Advisers if before making any Investment Decision on sutability of the Product.
2. Past performance may or may not be sustained in future and should not be used as a basis for investments.
3. Fund Returns and Benchmark Performance figures are calculated on a daily NAV to basis for the Growth option of the selected scheme for the relevant
4. The Net Assets are as per the last published Monthly AUM by the respective fund house.
5. Investors are advised to check the information Shown abobe from AMFI , Mutual Fund and Over websites before Making any Investment RR will not take any responsibility for any information provide on this website.
Top 10 Holdings (as on 31-Aug-2015) Portfolio Chart (as on 31-Aug-2015)

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