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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₹17.28+0.95%+19.53%+0.00%901
2HDFC Balanced Advantage Fund - Growth Plan - Direct PlanHDFC Mutual Fund₹550.22-1.25%+14.69%+15.24%1,05,378
3Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth OptionBaroda BNP Paribas Mutual Fund₹27.61+4.30%+13.74%+12.43%4,756
4Axis Balanced Advantage Fund - Direct Plan - GrowthAxis Mutual Fund₹23.45+1.08%+12.87%+11.06%3,764
5Mahindra Manulife Balanced Advantage Fund - Direct Plan - GrowthMahindra Manulife Mutual Fund₹15.43+1.72%+12.84%+0.00%887
6Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth OptionAditya Birla Sun Life Mutual Fund₹124.40+4.12%+12.41%+10.77%9,182
7WhiteOak Capital Balanced Advantage Fund Direct Plan GrowthWhiteOak Capital Mutual Fund₹14.86+1.12%+12.24%+0.00%2,152
8SBI Balanced Advantage Fund - Direct Plan - GrowthSBI Mutual Fund₹16.34+2.95%+11.89%+0.00%40,732
9ICICI Prudential Balanced Advantage Fund - Direct Plan - GrowthICICI Prudential Mutual Fund₹84.29+3.54%+11.87%+10.96%70,551
10Franklin India Balanced Advantage Fund- Growth- DirectFranklin Templeton Mutual Fund₹14.79-0.66%+11.74%+0.00%2,789
11Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth OptionNippon India Mutual Fund₹202.22+2.38%+11.72%+10.47%9,620
12Mirae Asset Balanced Advantage Fund Direct Plan- GrowthMirae Asset Mutual Fund₹15.01+3.26%+11.62%+0.00%2,068
13DSP Dynamic Asset Allocation Fund - Direct Plan - GrowthDSP Mutual Fund₹32.24+3.18%+11.56%+9.22%3,661
14Edelweiss Balanced Advantage Fund -Direct Plan-Growth OptionEdelweiss Mutual Fund₹58.32+3.19%+11.55%+10.56%12,906
15BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHBank of India Mutual Fund₹27.83+4.84%+10.70%+10.91%153
16HSBC Balanced Advantage Fund - Direct GrowthHSBC Mutual Fund₹49.98+0.54%+10.51%+9.10%1,506
17ITI Balanced Advantage Fund - Direct Plan - Growth OptionITI Mutual Fund₹15.82-0.91%+10.47%+8.72%351
18Kotak Balanced Advantage Fund - Direct Plan -Growth OptionKotak Mahindra Mutual Fund₹22.38+0.90%+10.42%+9.76%17,184
19BANDHAN Balanced Advantage Fund Direct Plan GrowthBandhan Mutual Fund₹28.47+2.75%+10.40%+9.08%2,209
20Invesco India Balanced Advantage Fund - Direct Plan - GrowthInvesco Mutual Fund₹61.17-2.55%+10.24%+9.29%1,024
21Tata Balanced Advantage Fund-Direct Plan-GrowthTata Mutual Fund₹22.89+2.26%+10.01%+10.12%9,128
22NJ Balanced Advantage Fund - Direct Plan - Growth OptionNJ Mutual Fund₹13.98-0.29%+9.94%+0.00%3,435
23Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth OptionSundaram Mutual Fund₹40.42-1.15%+9.61%+8.92%1,658
24Union Balanced Advantage Fund - Direct Plan - Growth OptionUnion Mutual Fund₹21.49+0.05%+8.77%+7.98%1,241
25PGIM India Balanced Advantage Fund - Direct Plan - Growth OptionPGIM India Mutual Fund₹16.04-2.55%+8.38%+8.45%830
26LIC MF Balanced Advantage Fund-Direct Plan-GrowthLIC Mutual Fund₹14.06-4.05%+7.91%+0.00%681
27Shriram Balanced Advantage Fund - Direct GrowthShriram Mutual Fund₹18.34-1.85%+7.73%+7.33%52
28Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth OptionMotilal Oswal Mutual Fund₹20.30-3.28%+6.24%+5.37%734
29Canara Robeco Balanced Advantage Fund - Direct Plan - Growth OptionCanara Robeco Mutual Fund₹10.18-1.45%+0.00%+0.00%1,165
30The Wealth Company Balanced Advantage Fund - Direct GrowthThe Wealth Company Mutual Fund₹9.84+0.00%+0.00%+0.00%45

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

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