37 funds, page 1 of 1. Growth option only.
| Fund | Category | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 11.77 | -1.44% | 6.40% | 2.18% | — | — | — | 11.0% | 1.01% | 133 | 9/37 |
| DSP Dynamic Asset Allocation Fund DSP Mutual Fund |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 11.60 | -3.01% | 5.74% | 0.09% | — | — | — | 11.1% | 1.30% | 25 | 21/37 |
| LIC MF Balanced Advantage Fund LIC Mutual Fund |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 10.47 | -2.33% | 3.87% | -1.60% | — | — | — | 10.0% | 1.92% | 17 | 28/37 |
| quant Dynamic Asset Allocation Fund quant Mutual Fund |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 10.15 | -2.78% | 3.68% | -2.68% | — | — | — | 9.9% | 1.04% | 303 | 32/37 |
| Shriram Balanced Advantage Fund Shriram Mutual Fund |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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 |
Balanced Advantage | 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.
