All comparisons
Head-to-head
Principal Balanced Advantage Fund - Direct Plan - Growth OptionvsAditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH
Side-by-side comparison of Principal Balanced Advantage Fund - Direct Plan - Growth Option and Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
hybrid
Principal Balanced Advantage Fund - Direct Plan - Growth Option
3Y ago₹1.28 L
5Y ago₹1.54 L
hybrid
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH
3Y ago₹1.43 L
5Y ago₹1.66 L
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Principal Balanced Advantage Fu… | Aditya Birla Sun Life Balanced … |
|---|---|---|
| Fund house | Principal Mutual Fund | Aditya Birla Sun Life Mutual Fund |
| Category | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage |
| Latest NAV | ₹27.87 | ₹131.12 |
| Assets managed (AUM) | — | — |
| 1Y return | 12.11% | 8.67% |
| 3Y CAGR | 8.61% | 12.53% |
| 5Y CAGR | 8.97% | 10.70% |
| Since inception CAGR | 10.22% | 11.52% |
| Bumpiness · 3Y (annualised σ) | 7.47 | 8.17 |
| Worst drop ever | -13.84% | -26.36% |
| Sharpe · 3Y (rf=6%) | 0.33 | 0.74 |
Explore each fund individually
Principal Balanced Advantage Fund - Direct Plan - Growth Option →Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTH →
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