Principal Balanced Advantage Fund - Direct Plan - Growth Option is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Bekxy Kuriakose, Ravi Gopalakrishnan. This fund gives you the benefit of diversification.
1) Principal Balanced Advantage Fund - Direct Plan - Growth Option has a NAV of 27.89 as on 04-Dec-2021.
2) Principal Balanced Advantage Fund - Direct Plan - Growth Option has 292 Cr worth of assets under management (AUM) as on 04-Dec-2021 and is less than category average.
3) The fund has an expense ratio 0.77 %.
|Nifty 50 Hybrid Comp Debt 50:50 TR INR|
|1 January, 2013|
Bekxy Kuriakose is B.A. (Hons), PGDM(IIM B)
18 Years experience
Ms. Kuriakose is currently the Head of Fixed Income for Principal Asset Management Private Limited. She has over 18 years of experience in dealing, research and fund management. Previously she was associated with L&T Mutual Fund as AVP - Fixed Income, Reliance Life Insurance as Fund Manager and SBI Mutual Funds as Fund Manager. She has completed her PGDM from IIM Bangalore and holds a honor's degree in Economics from Lady Shri Ram College, Delhi University.
Ravi Gopalakrishnan is MBA from Bradley University, USA; Masters in Finance (Investments) from Drexel University
25 Years experience
SBI Balanced Advantage Fund Direct Growth
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
13.74% (3 Yrs)
HDFC Balanced Advantage Fund Direct Plan Growth Option
15.13% (3 Yrs)
Kotak Balanced Advantage Fund Direct Growth
14.42% (3 Yrs)
ICICI Prudential Balanced Advantage Fund Direct Plan Growth
13.43% (3 Yrs)
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