37 Direct-plan Growth funds ranked.
| Fund | NAV | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | Sharpe | Vol 1Y | Exp. ratio | AUM (Cr) | Rank 1Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi Mutual Fund |
11.35 | 2.22% | 4.77% | 8.62% | — | — | — | 0.9% | 1.40% | — | 1/37 |
| Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Mutual Fund |
126.08 | -0.86% | 6.59% | 4.42% | 10.85% | 9.68% | 0.58 | 8.6% | 0.89% | 1,407 | 2/37 |
| BANDHAN Balanced Advantage Fund Bandhan Mutual Fund |
28.96 | -1.06% | 6.96% | 3.24% | 9.20% | 7.83% | 0.42 | 8.1% | 1.06% | 257 | 3/37 |
| Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas Mutual Fund |
27.33 | -3.21% | 6.67% | 3.08% | 10.75% | 10.29% | 0.44 | 11.3% | 0.92% | 374 | 4/37 |
| Parag Parikh Dynamic Asset Allocation Fund PPFAS Mutual Fund |
11.74 | -1.00% | 2.47% | 2.82% | — | — | — | 2.8% | 0.41% | 2,085 | 5/37 |
| Mirae Asset Balanced Advantage Fund Mirae Asset Mutual Fund |
15.16 | -1.31% | 4.74% | 2.76% | 9.60% | — | 0.47 | 7.9% | 0.95% | 189 | 6/37 |
| BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India Mutual Fund |
27.55 | -2.95% | 1.87% | 2.56% | 8.25% | 9.94% | 0.22 | 8.4% | 1.36% | 16 | 7/37 |
| Edelweiss Balanced Advantage Fund Edelweiss Mutual Fund |
59.33 | -1.08% | 4.95% | 2.35% | 9.82% | 8.91% | 0.41 | 9.2% | 0.80% | 2,333 | 8/37 |
| Bajaj Finserv Balanced Advantage Fund Bajaj Finserv Mutual Fund |
11.77 | -1.44% | 6.40% | 2.18% | — | — | — | 11.0% | 1.01% | 133 | 9/37 |
| DSP Dynamic Asset Allocation Fund DSP Mutual Fund |
32.44 | -2.49% | 3.65% | 1.99% | 9.71% | 8.34% | 0.63 | 6.3% | 1.04% | 788 | 10/37 |
| WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Mutual Fund |
15.20 | -0.43% | 7.37% | 1.92% | 11.00% | — | 0.59 | 8.9% | 0.83% | 102 | 11/37 |
| Mahindra Manulife Balanced Advantage Fund Mahindra Manulife Mutual Fund |
15.58 | -2.07% | 6.68% | 1.64% | 9.99% | — | 0.38 | 10.3% | 0.85% | 16 | 12/37 |
| ICICI Prudential Balanced Advantage Fund ICICI Prudential Mutual Fund |
85.11 | -2.16% | 4.52% | 1.55% | 10.11% | 10.00% | 0.57 | 9.0% | 1.04% | 16,293 | 13/37 |
| Nippon India Balanced Advantage Fund Nippon India Mutual Fund |
203.43 | -2.46% | 4.80% | 0.87% | 9.69% | 9.14% | 0.45 | 8.7% | 0.88% | 1,167 | 14/37 |
| UTI - Unit Linked Insurance Plan UTI Mutual Fund |
45.78 | -0.06% | 6.82% | 0.72% | 7.23% | 5.74% | 0.21 | 6.4% | 1.07% | — | 15/37 |
| Axis Balanced Advantage Fund Axis Mutual Fund |
23.44 | -2.62% | 3.26% | 0.56% | 10.74% | 9.11% | 0.58 | 8.0% | 1.07% | 313 | 16/37 |
| HSBC Balanced Advantage Fund HSBC Mutual Fund |
50.74 | -1.06% | 4.79% | 0.49% | 8.87% | — | 0.39 | 7.0% | 1.15% | 91 | 17/37 |
| SBI Balanced Advantage Fund SBI Mutual Fund |
16.05 | -3.41% | 1.58% | 0.38% | 8.92% | 9.53% | 0.42 | 7.6% | 0.89% | — | 18/37 |
| Kotak Balanced Advantage Fund Kotak Mahindra Mutual Fund |
22.37 | -2.74% | 4.58% | 0.34% | 8.70% | 8.45% | 0.33 | 8.8% | 0.83% | 2,839 | 19/37 |
| Motilal Oswal Balanced Advantage Fund Motilal Oswal Mutual Fund |
21.59 | 3.51% | 13.49% | 0.31% | 2.24% | 5.58% | -0.31 | 11.7% | 1.63% | — | 20/37 |
| Helios Balanced Advantage Fund Helios Mutual Fund |
11.60 | -3.01% | 5.74% | 0.09% | — | — | — | 11.1% | 1.30% | 25 | 21/37 |
| LIC MF Balanced Advantage Fund LIC Mutual Fund |
14.47 | -0.69% | 6.16% | -0.04% | 7.56% | — | 0.17 | 9.5% | 1.52% | 92 | 22/37 |
| Union Balanced Advantage Fund Union Mutual Fund |
21.77 | -2.38% | 4.51% | -0.37% | 7.57% | 7.21% | 0.18 | 9.6% | 1.47% | 58 | 23/37 |
| Tata Balanced Advantage Fund Tata Mutual Fund |
22.46 | -5.08% | 2.89% | -0.70% | 7.22% | 8.17% | 0.15 | 8.9% | 0.70% | 1,678 | 24/37 |
| ITI Balanced Advantage Fund ITI Mutual Fund |
15.92 | -1.63% | 3.33% | -1.10% | 8.35% | 7.39% | 0.25 | 8.7% | 1.60% | 8 | 25/37 |
| NJ Balanced Advantage Fund NJ Mutual Fund |
14.12 | -1.26% | 4.75% | -1.19% | 7.47% | — | 0.17 | 7.7% | 1.13% | 809 | 26/37 |
| Franklin India Balanced Advantage Fund Franklin Templeton Mutual Fund |
14.88 | -3.03% | 3.51% | -1.25% | 8.71% | — | 0.36 | 8.5% | 0.81% | 169 | 27/37 |
| Samco Dynamic Asset Allocation Fund Samco Mutual Fund |
10.47 | -2.33% | 3.87% | -1.60% | — | — | — | 10.0% | 1.92% | 17 | 28/37 |
| quant Dynamic Asset Allocation Fund quant Mutual Fund |
16.66 | -4.66% | 7.84% | -2.15% | 12.10% | — | 0.42 | 12.8% | 1.58% | 173 | 29/37 |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram Mutual Fund |
40.31 | -2.92% | 3.17% | -2.55% | 7.44% | — | 0.16 | 9.2% | 1.12% | 81 | 30/37 |
| HDFC Balanced Advantage Fund HDFC Mutual Fund |
546.11 | -3.60% | 2.84% | -2.61% | 9.94% | 13.18% | 0.39 | 9.9% | 0.78% | 20,256 | 31/37 |
| Canara Robeco Balanced Advantage Fund Canara Robeco Mutual Fund |
10.15 | -2.78% | 3.68% | -2.68% | — | — | — | 9.9% | 1.04% | 303 | 32/37 |
| Shriram Balanced Advantage Fund Shriram Mutual Fund |
18.19 | -3.09% | 1.81% | -2.86% | 5.47% | 5.84% | -0.06 | 8.9% | 0.92% | 3 | 33/37 |
| Invesco India Balanced Advantage Fund Invesco Mutual Fund |
61.45 | -1.96% | 3.50% | -3.18% | 8.15% | 8.06% | 0.25 | 8.4% | 1.16% | 142 | 34/37 |
| UTI Balanced Advantage Fund UTI Mutual Fund |
12.59 | -2.45% | 2.39% | -3.30% | 7.41% | — | 0.17 | 8.8% | 0.91% | 305 | 35/37 |
| PGIM India Balanced Advantage Fund PGIM India Mutual Fund |
15.84 | -3.88% | 2.39% | -4.12% | 6.33% | 6.76% | 0.03 | 9.9% | 0.92% | 26 | 36/37 |
| The Wealth Company Balanced Advantage Fund The Wealth Company Mutual Fund |
9.72 | -3.63% | 2.40% | — | — | — | — | — | 1.33% | 1 | — |
Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.
