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| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
HDFC Balanced Advantage Fund | Hybrid | Very High | NA | - | 0.3% | 20.4% | 24.9% | 5 | ₹1,01,079 | - |
SBI Balanced Advantage Fund | Hybrid | Very High | 15.92 | 0.74 | 2.6% | 15.1% | NA | 5 | ₹36,673 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Franklin India Dynamic Asset Allocation Active FoF Fund | Hybrid | High | 185.28 | 1.15 | 1.9% | 14.8% | 19.7% | 5 | ₹1,288 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Aditya Birla Sun Life Balanced Advantage Fund | Hybrid | Very High | NA | - | 2.0% | 14.4% | 15.3% | 4 | ₹8,208 | - |
ICICI Prudential Balanced Advantage Fund | Hybrid | Very High | NA | - | 4.7% | 14.3% | 15.3% | 4 | ₹65,710 | - |
Nippon India Balanced Advantage Fund | Hybrid | Very High | NA | - | 1.7% | 14.0% | 15.3% | 4 | ₹9,317 | - |
Kotak Balanced Advantage Fund | Hybrid | Very High | 22.19 | 0.56 | 1.0% | 13.4% | 13.1% | 4 | ₹17,339 | Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 180 days See more |
DSP Dynamic Asset Allocation Fund | Hybrid | Moderately High | NA | - | 4.2% | 13.1% | 12.2% | 4 | ₹3,488 | - |
Tata Balanced Advantage Fund | Hybrid | Very High | 22.54 | 0.44 | -0.7% | 12.6% | 14.1% | 4 | ₹9,825 | Exit load of 0.50%, if redeemed within 30 days. |
Baroda BNP Paribas Balanced Advantage Fund | Hybrid | Very High | 26.36 | 0.74 | 1.1% | 15.8% | 15.6% | 3 | ₹4,331 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Axis Balanced Advantage Fund | Hybrid | Very High | NA | - | 0.4% | 15.5% | 14.6% | 3 | ₹3,489 | - |
Mahindra Manulife Balanced Advantage Fund | Hybrid | Very High | NA | - | -0.3% | 14.9% | NA | 3 | ₹907 | - |
Invesco India Balanced Advantage Fund | Hybrid | Very High | NA | - | NA | 14.7% | 13.9% | 3 | ₹1,044 | - |
Mirae Asset Balanced Advantage Fund | Hybrid | Very High | NA | - | 2.7% | 14.3% | NA | 3 | ₹1,880 | - |
Edelweiss Balanced Advantage Fund | Hybrid | Very High | 57.72 | 0.53 | -1.5% | 14.0% | 15.3% | 3 | ₹12,725 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. See more |
| View All | ||||||||||
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The HDFC Balanced Advantage Fund has given 20.39% annualized returns in the past three years and 24.91% 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 | 0.3% |
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 | 2.6% |
Fund Performance: The Franklin India Dynamic Asset Allocation Active FoF Fund has given 14.75% annualized returns in the past three years and 19.68% 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 | 1.9% |
Fund Performance: The Aditya Birla Sun Life Balanced Advantage Fund has given 14.36% annualized returns in the past three years and 15.31% 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 | 2.0% |
Fund Performance: The ICICI Prudential Balanced Advantage Fund has given 14.26% annualized returns in the past three years and 15.34% 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 | 4.7% |
Fund Performance: The Nippon India Balanced Advantage Fund has given 14.02% annualized returns in the past three years and 15.25% 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 | 1.7% |
Fund Performance: The Kotak Balanced Advantage Fund has given 13.4% annualized returns in the past three years and 13.1% 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 | 1.0% |
Fund Performance: The DSP Dynamic Asset Allocation Fund has given 13.1% annualized returns in the past three years and 12.21% 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 | 4.2% |
Fund Performance: The Tata Balanced Advantage Fund has given 12.61% annualized returns in the past three years and 14.09% 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 | -0.7% |
Fund Performance: The Baroda BNP Paribas Balanced Advantage Fund has given 15.78% annualized returns in the past three years and 15.6% 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 | 1.1% |
Fund Performance: The Axis Balanced Advantage Fund has given 15.51% annualized returns in the past three years and 14.57% 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 | 0.4% |
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 | -0.3% |
Fund Performance: The Invesco India Balanced Advantage Fund has given 14.74% annualized returns in the past three years and 13.92% 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 | NA |
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 | 2.7% |
Fund Performance: The Edelweiss Balanced Advantage Fund has given 14.01% annualized returns in the past three years and 15.35% in the last 5 years. The Edelweiss Balanced Advantage Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,725Cr |
| 1Y Returns | -1.5% |
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