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Hybrid · mutual fund category

Balanced Advantage mutual funds (38)

In plain words

The middle fund in this category returned +9.2% a year over the last 3 years.

Sorted by 3-year return. "Worst fall" is the largest drop from a peak in the last 3 years; a smaller fall means a smoother ride. Direct plans have lower expenses than regular plans of the same fund.

Past returns, not a recommendation of any fund.

Fund1 year3 years (yearly)5 years (yearly)Worst fall, 3yExpense
quant Dynamic Asset Allocation Fund - Direct Plan - Growth-5.8%+12.8%—-18.4%1.59%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth+2.2%+11.6%+9.7%-8.7%0.89%
Baroda BNP Paribas Balanced Advantage Fund - Direct Plan - Growth-0.6%+11.5%+9.9%-11.5%0.92%
Axis Balanced Advantage Fund - Direct Plan - Growth-1.4%+11.5%+9.1%-7.8%1.07%
WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth-0.6%+11.4%—-9.6%0.83%
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth-0.7%+10.9%—-9.8%0.86%
Edelweiss Balanced Advantage Fund - Direct Plan - Growth+0.5%+10.6%+8.9%-11.1%0.81%
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth+0.3%+10.5%+9.9%-8.2%1.04%
HDFC Balanced Advantage Fund - Direct Plan - Growth-5.3%+10.5%+13.0%-10.2%0.78%
DSP Dynamic Asset Allocation Fund - Direct Plan - Growth+0.3%+10.3%+8.3%-5.5%1.04%
Mirae Asset Balanced Advantage Fund - Direct Plan - Growth+0.7%+10.1%—-7.5%0.98%
Nippon India Balanced Advantage Fund - Direct Plan - Growth-1.4%+10.1%+9.1%-8.6%0.89%
BANDHAN Balanced Advantage Fund - Direct Plan - Growth+0.6%+9.4%+7.7%-8.3%1.07%
SBI Balanced Advantage Fund - Direct Plan - Growth-3.1%+9.3%+9.4%-7.4%0.86%
BANK OF INDIA BALANCED ADVANTAGE FUND - Direct Plan - Growth-0.6%+9.2%+9.9%-12.8%1.36%
Kotak Balanced Advantage Fund - Direct Plan - Growth-1.6%+9.2%+8.4%-9.1%0.83%
Invesco India Balanced Advantage Fund - Direct Plan - Growth-4.0%+9.2%+8.5%-10.5%1.17%
HSBC Balanced Advantage Fund - Direct Plan - Growth-1.6%+9.1%—-8.7%1.16%
Franklin India Balanced Advantage Fund - Direct Plan - Growth-4.4%+8.9%—-8.1%0.81%
UTI Balanced Advantage Fund - Direct Plan - Growth-4.3%+8.5%—-10.5%0.91%
UTI - Unit Linked Insurance Plan - Direct Plan - Growth-0.5%+7.8%+5.7%-8.2%1.11%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - Growth-5.0%+7.8%—-9.7%1.12%
Union Balanced Advantage Fund - Direct Plan - Growth-3.4%+7.8%+6.9%-8.9%1.47%
NJ Balanced Advantage Fund - Direct Plan - Growth-1.5%+7.7%—-14.7%1.14%
ITI Balanced Advantage Fund - Direct Plan - Growth-6.9%+7.7%+6.2%-9.7%1.60%
LIC MF Balanced Advantage Fund - Direct Plan - Growth-3.6%+7.6%—-9.4%1.52%
Tata Balanced Advantage Fund - Direct Plan - Growth-4.3%+7.4%+7.9%-8.5%0.70%
PGIM India Balanced Advantage Fund - Direct Plan - Growth-6.2%+7.1%+6.8%-10.7%0.93%
Shriram Balanced Advantage Fund - Direct Plan - Growth-5.0%+6.0%+6.0%-13.7%0.92%
Motilal Oswal Balanced Advantage Fund - Direct Plan - Growth-4.4%+2.7%+5.6%-26.5%1.59%
UNIFI DYNAMIC ASSET ALLOCATION FUND - Direct Plan - Growth+8.4%——-0.2%1.40%
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan - Growth+1.1%——-2.7%0.41%
Bajaj Finserv Balanced Advantage Fund - Direct Plan - Growth-1.8%——-12.5%1.01%
Helios Balanced Advantage Fund - Direct Plan - Growth-2.2%——-11.1%1.30%
Samco Dynamic Asset Allocation Fund - Direct Plan - Growth-4.1%——-15.3%1.92%
Canara Robeco Balanced Advantage Fund - Direct Plan - Growth-5.0%——-11.0%1.05%
The Wealth Company Balanced Advantage Fund - Direct Plan - Growth———-9.1%1.33%
JioBlackRock Balanced Advantage Fund - Direct Plan - Growth—————

Other categories

Arbitrage · Multi Asset Allocation · Aggressive Hybrid · Equity Savings · Conservative Hybrid · Balanced Hybrid

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