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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
38
Average 1Y
3.4%
Average 3Y (p.a.)
10.5%
Average 5Y (p.a.)
9.2%

All balanced advantage funds by returns

Balanced Advantage Funds with NAV and returns
FundFund houseNAV1Y3Y5YExpenseFund size
Aditya Birla Sun Life Balanced Advantage FundAditya Birla Sun Life Mutual Fund₹134.298.6%13.2%10.7%0.89%₹9,836 Cr
Baroda BNP Paribas Balanced Advantage FundBaroda BNP Paribas Mutual Fund₹29.295.9%13.2%11.3%0.73%₹5,162 Cr
Axis Balanced Advantage FundAxis Mutual Fund₹25.083.9%13.1%10.1%1.07%₹3,651 Cr
Quant Dynamic Asset Allocation Fundquant Mutual Fund₹17.27-0.7%13%–1.59%₹810 Cr
WhiteOak Capital Balanced Advantage FundWhiteOak Capital Mutual Fund₹16.064.5%12.7%–0.83%₹2,256 Cr
ICICI Prudential Balanced Advantage FundICICI Prudential Mutual Fund₹90.825.9%12.2%10.8%1.04%₹71,913 Cr
Mahindra Manulife Balanced Advantage FundMahindra Manulife Mutual Fund₹16.665.3%12.1%–0.86%₹879 Cr
Edelweiss Balanced Advantage FundEdelweiss Mutual Fund₹63.546.6%12.1%9.8%0.81%₹12,880 Cr
DSP Dynamic Asset Allocation FundDSP Mutual Fund₹34.626.1%12%9.4%1.04%₹3,704 Cr
HDFC Balanced Advantage FundHDFC Mutual Fund₹581.690.6%11.7%14%0.78%₹1,02,534 Cr
Nippon India Balanced Advantage FundNippon India Mutual Fund₹215.24.3%11.6%10%0.89%₹9,532 Cr
Mirae Asset Balanced Advantage FundMirae Asset Mutual Fund₹16.015.7%11.5%–0.98%₹2,109 Cr
BANDHAN Balanced Advantage FundBandhan Mutual Fund₹30.525.9%10.9%8.4%1.07%₹2,235 Cr
Kotak Balanced Advantage FundKotak Mahindra Mutual Fund₹23.774.1%10.8%9.4%0.83%₹16,618 Cr
SBI Balanced Advantage FundSBI Mutual Fund₹16.781.2%10.5%10.2%0.86%₹40,545 Cr
Franklin India Balanced Advantage FundFranklin Templeton Mutual Fund₹15.631.4%10.3%–0.81%₹2,687 Cr
Bank of India Balanced Advantage FundBank of India Mutual Fund₹28.964.1%10.2%10.7%1.36%₹174 Cr
HSBC Balanced Advantage FundHSBC Mutual Fund₹53.094%10.2%–1.16%₹1,474 Cr
UTI Balanced Advantage FundUTI Mutual Fund₹13.61.6%10.2%–0.91%₹2,856 Cr
Invesco India Balanced Advantage FundInvesco Mutual Fund₹65.790.7%10.1%9.1%1.17%₹903 Cr
Union Balanced Advantage FundUnion Mutual Fund₹23.183.5%9.7%8.2%1.47%₹1,158 Cr
ITI Balanced Advantage FundITI Mutual Fund₹16.560.6%9.6%7.6%1.6%₹320 Cr
LIC MF Balanced Advantage FundLIC Mutual Fund₹15.233.6%9.6%–1.52%₹653 Cr
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Sundaram Mutual Fund₹42.640.5%9.3%–1.12%₹1,596 Cr
PGIM India Balanced Advantage FundPGIM India Mutual Fund₹17.040.4%9%7.9%0.93%₹681 Cr
Tata Balanced Advantage FundTata Mutual Fund₹23.621.6%9%8.8%0.7%₹8,005 Cr
UTI - Unit Linked Insurance PlanUTI Mutual Fund₹47.42.8%8.5%6%––
NJ Balanced Advantage FundNJ Mutual Fund₹14.561.6%7.9%7.8%1.14%₹3,242 Cr
Shriram Balanced Advantage FundShriram Mutual Fund₹19.390.3%7.1%7%0.92%₹41 Cr
Motilal Oswal Balanced Advantage FundMotilal Oswal Mutual Fund₹22.870.7%4.1%6.3%1.59%₹712 Cr
Unifi Dynamic Asset Allocation FundUnifi Mutual Fund₹11.458.5%––1.4%₹1,478 Cr
Helios Balanced Advantage FundHelios Mutual Fund₹12.635.8%––1.3%₹265 Cr
Bajaj Finserv Balanced Advantage FundBajaj Finserv Mutual Fund₹12.815.7%––1.01%₹1,207 Cr
Parag Parikh Dynamic Asset Allocation FundPPFAS Mutual Fund₹11.853.1%––0.41%₹2,533 Cr
Canara Robeco Balanced Advantage FundCanara Robeco Mutual Fund₹10.912%––1.05%₹1,007 Cr
Samco Dynamic Asset Allocation FundSamco Mutual Fund₹10.991.7%––1.92%₹157 Cr
JioBlackRock Balanced Advantage FundJio BlackRock Mutual Fund₹10.7–––––
The Wealth Company Balanced Advantage FundThe Wealth Company Mutual Fund₹10.09–––1.33%₹43 Cr

Direct plan, Growth option where available. 3Y and 5Y returns are annualised. Past performance does not guarantee future returns.

NAVs as of 15 November 2026. Source: AMFI.

Other hybrid categories