Balanced Advantage Funds

Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

Funds: 37
Average 1Y: 1.3%
Average 3Y (p.a.): 9.3%
Average 5Y (p.a.): 9%

All balanced advantage funds by returns

Balanced Advantage Funds with NAV and returns
Fund	Fund house	NAV	1Y	3Y	5Y	Expense	Fund size
Quant Dynamic Asset Allocation Fund	quant Mutual Fund	₹17.18	-0.7%	13.6%	–	1.56%	₹852 Cr
Baroda BNP Paribas Balanced Advantage Fund	Baroda BNP Paribas Mutual Fund	₹28.31	4.9%	11.6%	11%	0.74%	₹5,343 Cr
WhiteOak Capital Balanced Advantage Fund	WhiteOak Capital Mutual Fund	₹15.57	2.7%	11.6%	–	0.84%	₹2,302 Cr
Aditya Birla Sun Life Balanced Advantage Fund	Aditya Birla Sun Life Mutual Fund	₹129.57	5.7%	11.5%	10.2%	0.59%	₹10,125 Cr
Axis Balanced Advantage Fund	Axis Mutual Fund	₹23.96	1.4%	11.1%	9.4%	1.07%	₹3,836 Cr
HDFC Balanced Advantage Fund	HDFC Mutual Fund	₹561	-1%	11%	14.2%	0.76%	₹1,07,296 Cr
Mahindra Manulife Balanced Advantage Fund	Mahindra Manulife Mutual Fund	₹16.1	3.3%	10.9%	–	0.88%	₹923 Cr
ICICI Prudential Balanced Advantage Fund	ICICI Prudential Mutual Fund	₹87.56	3.4%	10.9%	10.7%	1.05%	₹75,399 Cr
Nippon India Balanced Advantage Fund	Nippon India Mutual Fund	₹209.27	2.2%	10.5%	9.8%	0.85%	₹9,918 Cr
DSP Dynamic Asset Allocation Fund	DSP Mutual Fund	₹33.17	3.6%	10.4%	8.7%	1.13%	₹3,821 Cr
Edelweiss Balanced Advantage Fund	Edelweiss Mutual Fund	₹60.86	3.9%	10.3%	9.3%	0.96%	₹13,445 Cr
Mirae Asset Balanced Advantage Fund	Mirae Asset Mutual Fund	₹15.48	3.9%	10%	–	0.62%	₹2,169 Cr
BANDHAN Balanced Advantage Fund	Bandhan Mutual Fund	₹29.62	4.1%	9.8%	8.2%	1.08%	₹2,260 Cr
Franklin India Balanced Advantage Fund	Franklin Templeton Mutual Fund	₹15.37	0.8%	9.8%	–	0.76%	₹2,823 Cr
HSBC Balanced Advantage Fund	HSBC Mutual Fund	₹51.77	1.6%	9.5%	–	1.18%	₹1,522 Cr
ITI Balanced Advantage Fund	ITI Mutual Fund	₹16.43	-0.4%	9.4%	8.3%	1.61%	₹348 Cr
SBI Balanced Advantage Fund	SBI Mutual Fund	₹16.41	1.7%	9.4%	10.1%	0.86%	₹41,803 Cr
Kotak Balanced Advantage Fund	Kotak Mahindra Mutual Fund	₹22.96	1.6%	9.4%	9%	0.83%	₹17,373 Cr
Bank of India Balanced Advantage Fund	Bank of India Mutual Fund	₹28.15	3.5%	8.5%	10.4%	1.05%	₹176 Cr
Invesco India Balanced Advantage Fund	Invesco Mutual Fund	₹62.52	-3.6%	8.5%	8.3%	0.71%	₹937 Cr
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)	Sundaram Mutual Fund	₹41.87	0.1%	8.4%	–	0.56%	₹1,686 Cr
Tata Balanced Advantage Fund	Tata Mutual Fund	₹23.25	1.6%	8.2%	8.9%	0.68%	₹8,539 Cr
Union Balanced Advantage Fund	Union Mutual Fund	₹22.28	0.5%	8.1%	7.7%	0.93%	₹1,240 Cr
NJ Balanced Advantage Fund	NJ Mutual Fund	₹14.37	-1.9%	8%	–	1.16%	₹3,385 Cr
LIC MF Balanced Advantage Fund	LIC Mutual Fund	₹14.83	0.8%	7.9%	–	1.6%	₹696 Cr
UTI Balanced Advantage Fund	UTI Mutual Fund	₹12.91	-2.4%	7.9%	–	0.72%	₹3,022 Cr
UTI - Unit Linked Insurance Plan	UTI Mutual Fund	₹46.52	1%	7.6%	6.2%	–	–
PGIM India Balanced Advantage Fund	PGIM India Mutual Fund	₹16.3	-3.3%	6.6%	7.4%	0.94%	₹739 Cr
Shriram Balanced Advantage Fund	Shriram Mutual Fund	₹18.67	-1.6%	6.2%	6.4%	0.96%	₹43 Cr
Motilal Oswal Balanced Advantage Fund	Motilal Oswal Mutual Fund	₹21.95	-5.8%	2.4%	5.8%	1.58%	₹744 Cr
Unifi Dynamic Asset Allocation Fund	Unifi Mutual Fund	₹11.32	8.7%	–	–	1.4%	₹1,427 Cr
Parag Parikh Dynamic Asset Allocation Fund	PPFAS Mutual Fund	₹11.84	3.6%	–	–	0.4%	₹2,575 Cr
Bajaj Finserv Balanced Advantage Fund	Bajaj Finserv Mutual Fund	₹12.11	2.9%	–	–	1.05%	₹1,276 Cr
Helios Balanced Advantage Fund	Helios Mutual Fund	₹11.97	2.7%	–	–	1.33%	₹288 Cr
Canara Robeco Balanced Advantage Fund	Canara Robeco Mutual Fund	₹10.45	-1.1%	–	–	0.7%	₹1,079 Cr
Samco Dynamic Asset Allocation Fund	Samco Mutual Fund	₹10.65	-1.8%	–	–	2.05%	₹168 Cr
The Wealth Company Balanced Advantage Fund	The Wealth Company Mutual Fund	₹10.06	–	–	–	1.34%	₹48 Cr