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Built for Indian retail investors · NSE · BSE · Mutual Funds

Mutual Funds/Categories/Balanced Advantage

Best Balanced Advantage Mutual Funds in India

Dynamically managed equity-debt mix that adjusts to valuations. Ranked by 3-year annualised returns (Direct-Growth plans).

#FundNAV1Y3Y5YAUM (Cr)
1quant Dynamic Asset Allocation Fund - Growth Option - Direct Planquant Mutual Fund₹17.41+1.48%+16.12%+0.00%905
2HDFC Balanced Advantage Fund - Growth Plan - Direct PlanHDFC Mutual Fund₹565.20+0.60%+13.60%+15.46%1,06,456
3Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth OptionBaroda BNP Paribas Mutual Fund₹28.40+5.22%+12.93%+12.39%5,003
4Axis Balanced Advantage Fund - Direct Plan - GrowthAxis Mutual Fund₹24.11+3.63%+12.66%+11.05%3,814
5WhiteOak Capital Balanced Advantage Fund Direct Plan GrowthWhiteOak Capital Mutual Fund₹15.48+3.07%+12.37%+0.00%2,202
6Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth OptionAditya Birla Sun Life Mutual Fund₹128.78+5.92%+12.32%+10.99%9,490
7Mahindra Manulife Balanced Advantage Fund - Direct Plan - GrowthMahindra Manulife Mutual Fund₹16.04+2.90%+12.15%+0.00%904
8ICICI Prudential Balanced Advantage Fund - Direct Plan - GrowthICICI Prudential Mutual Fund₹87.31+6.00%+12.07%+11.55%72,486
9Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth OptionNippon India Mutual Fund₹208.82+5.12%+11.60%+10.79%9,796
10DSP Dynamic Asset Allocation Fund - Direct Plan - GrowthDSP Mutual Fund₹33.20+5.41%+11.57%+9.57%3,749
11Franklin India Balanced Advantage Fund- Growth- DirectFranklin Templeton Mutual Fund₹15.28+0.88%+11.23%+0.00%2,819
12SBI Balanced Advantage Fund - Direct Plan - GrowthSBI Mutual Fund₹16.62+4.17%+11.09%+0.00%41,513
13Mirae Asset Balanced Advantage Fund Direct Plan- GrowthMirae Asset Mutual Fund₹15.39+4.51%+11.08%+0.00%2,129
14Edelweiss Balanced Advantage Fund -Direct Plan-Growth OptionEdelweiss Mutual Fund₹60.36+5.00%+11.07%+10.85%13,031
15HSBC Balanced Advantage Fund - Direct GrowthHSBC Mutual Fund₹51.29+1.92%+10.36%+9.36%1,518
16BANDHAN Balanced Advantage Fund Direct Plan GrowthBandhan Mutual Fund₹29.34+5.28%+10.36%+9.37%2,236
17Kotak Balanced Advantage Fund - Direct Plan -Growth OptionKotak Mahindra Mutual Fund₹23.03+2.55%+10.27%+10.02%17,372
18NJ Balanced Advantage Fund - Direct Plan - Growth OptionNJ Mutual Fund₹14.53+0.83%+10.09%+0.00%3,394
19Tata Balanced Advantage Fund-Direct Plan-GrowthTata Mutual Fund₹23.69+4.61%+10.06%+10.63%8,834
20BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHBank of India Mutual Fund₹28.48+6.34%+9.92%+11.29%170
21Invesco India Balanced Advantage Fund - Direct Plan - GrowthInvesco Mutual Fund₹62.60-0.91%+9.86%+9.59%996
22ITI Balanced Advantage Fund - Direct Plan - Growth OptionITI Mutual Fund₹16.06-1.28%+9.69%+8.86%355
23Union Balanced Advantage Fund - Direct Plan - Growth OptionUnion Mutual Fund₹22.28+2.70%+9.15%+8.80%1,237
24Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth OptionSundaram Mutual Fund₹41.52+0.25%+9.08%+9.12%1,664
25LIC MF Balanced Advantage Fund-Direct Plan-GrowthLIC Mutual Fund₹14.65-0.47%+8.26%+0.00%685
26PGIM India Balanced Advantage Fund - Direct Plan - Growth OptionPGIM India Mutual Fund₹16.59+0.18%+7.88%+8.85%770
27Shriram Balanced Advantage Fund - Direct GrowthShriram Mutual Fund₹18.80+0.09%+7.31%+7.99%43
28Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth OptionMotilal Oswal Mutual Fund₹21.01-3.23%+4.02%+5.72%733
29Bajaj Finserv Balanced Advantage Fund-Direct Plan-GrowthBajaj Finserv Mutual Fund₹12.09+3.41%+0.00%+0.00%1,239
30Groww Multi Asset Allocation Fund Direct GrowthGroww Mutual Fund₹10.23+0.00%+0.00%+0.00%403

Returns are annualised for periods over 1 year. Past performance does not guarantee future returns. This is not investment advice.

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