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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
HDFC Balanced Advantage Fund | Hybrid | Very High | 2.6% | 5 | ₹1,01,079 |
SBI Balanced Advantage Fund | Hybrid | Very High | 4.5% | 5 | ₹36,673 |
Franklin India Dynamic Asset Allocation Active FoF Fund | Hybrid | High | 4.3% | 5 | ₹1,288 |
Aditya Birla Sun Life Balanced Advantage Fund | Hybrid | Very High | 4.4% | 4 | ₹8,208 |
ICICI Prudential Balanced Advantage Fund | Hybrid | Very High | 6.4% | 4 | ₹65,710 |
Nippon India Balanced Advantage Fund | Hybrid | Very High | 3.4% | 4 | ₹9,317 |
Kotak Balanced Advantage Fund | Hybrid | Very High | 3.2% | 4 | ₹17,339 |
DSP Dynamic Asset Allocation Fund | Hybrid | Moderately High | 5.3% | 4 | ₹3,488 |
Tata Balanced Advantage Fund | Hybrid | Very High | 1.6% | 4 | ₹9,825 |
Baroda BNP Paribas Balanced Advantage Fund | Hybrid | Very High | 3.3% | 3 | ₹4,331 |
Axis Balanced Advantage Fund | Hybrid | Very High | 2.5% | 3 | ₹3,489 |
Mahindra Manulife Balanced Advantage Fund | Hybrid | Very High | 2.2% | 3 | ₹907 |
Invesco India Balanced Advantage Fund | Hybrid | Very High | 2.2% | 3 | ₹1,044 |
Mirae Asset Balanced Advantage Fund | Hybrid | Very High | 4.4% | 3 | ₹1,880 |
HSBC Balanced Advantage Fund | Hybrid | Moderately High | 3.2% | 3 | ₹1,554 |
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Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The HDFC Balanced Advantage Fund has given 19.52% annualized returns in the past three years and 25.25% in the last 5 years. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,01,079Cr |
| 1Y Returns | 2.6% |
Fund Performance: The SBI Balanced Advantage Fund comes under the Hybrid category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹36,673Cr |
| 1Y Returns | 4.5% |
Fund Performance: The Franklin India Dynamic Asset Allocation Active FoF Fund has given 14.6% annualized returns in the past three years and 19.65% in the last 5 years. The Franklin India Dynamic Asset Allocation Active FoF Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Dynamic Asset Allocation Active FoF Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,288Cr |
| 1Y Returns | 4.3% |
Fund Performance: The Aditya Birla Sun Life Balanced Advantage Fund has given 14.1% annualized returns in the past three years and 15.69% in the last 5 years. The Aditya Birla Sun Life Balanced Advantage Fund comes under the Hybrid category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹8,208Cr |
| 1Y Returns | 4.4% |
Fund Performance: The ICICI Prudential Balanced Advantage Fund has given 14.04% annualized returns in the past three years and 15.76% in the last 5 years. The ICICI Prudential Balanced Advantage Fund comes under the Hybrid category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Balanced Advantage Fund via lump sum is ₹500 and via SIP is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹65,710Cr |
| 1Y Returns | 6.4% |
Fund Performance: The Nippon India Balanced Advantage Fund has given 13.86% annualized returns in the past three years and 15.67% in the last 5 years. The Nippon India Balanced Advantage Fund comes under the Hybrid category of Nippon India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹9,317Cr |
| 1Y Returns | 3.4% |
Fund Performance: The Kotak Balanced Advantage Fund has given 13.07% annualized returns in the past three years and 13.57% in the last 5 years. The Kotak Balanced Advantage Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Kotak Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹17,339Cr |
| 1Y Returns | 3.2% |
Fund Performance: The DSP Dynamic Asset Allocation Fund has given 12.55% annualized returns in the past three years and 12.48% in the last 5 years. The DSP Dynamic Asset Allocation Fund comes under the Hybrid category of DSP Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in DSP Dynamic Asset Allocation Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,488Cr |
| 1Y Returns | 5.3% |
Fund Performance: The Tata Balanced Advantage Fund has given 12.37% annualized returns in the past three years and 14.48% in the last 5 years. The Tata Balanced Advantage Fund comes under the Hybrid category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹9,825Cr |
| 1Y Returns | 1.6% |
Fund Performance: The Baroda BNP Paribas Balanced Advantage Fund has given 15.22% annualized returns in the past three years and 16.2% in the last 5 years. The Baroda BNP Paribas Balanced Advantage Fund comes under the Hybrid category of Baroda BNP Paribas Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,331Cr |
| 1Y Returns | 3.3% |
Fund Performance: The Axis Balanced Advantage Fund has given 14.96% annualized returns in the past three years and 14.97% in the last 5 years. The Axis Balanced Advantage Fund comes under the Hybrid category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,489Cr |
| 1Y Returns | 2.5% |
Fund Performance: The Mahindra Manulife Balanced Advantage Fund comes under the Hybrid category of Mahindra Manulife Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Mahindra Manulife Balanced Advantage Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹907Cr |
| 1Y Returns | 2.2% |
Fund Performance: The Invesco India Balanced Advantage Fund has given 14.46% annualized returns in the past three years and 14.59% in the last 5 years. The Invesco India Balanced Advantage Fund comes under the Hybrid category of Invesco Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Balanced Advantage Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,044Cr |
| 1Y Returns | 2.2% |
Fund Performance: The Mirae Asset Balanced Advantage Fund comes under the Hybrid category of Mirae Asset Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Mirae Asset Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹99.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,880Cr |
| 1Y Returns | 4.4% |
Fund Performance: The HSBC Balanced Advantage Fund has given 13.47% annualized returns in the past three years and 11.83% in the last 5 years. The HSBC Balanced Advantage Fund comes under the Hybrid category of HSBC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HSBC Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,554Cr |
| 1Y Returns | 3.2% |
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