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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 | 573.44 | 0.73 | 4.6% | 20.1% | 25.1% | 5 | ₹1,03,041 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. See more |
SBI Balanced Advantage Fund | Hybrid | Very High | 16.38 | 0.73 | 6.7% | 15.3% | NA | 5 | ₹37,457 | 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 | 189.30 | 1.12 | 5.3% | 14.9% | 19.7% | 5 | ₹1,284 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Franklin India Balanced Advantage Fund | Hybrid | High | 15.37 | 0.47 | 6.3% | 15.4% | NA | 4 | ₹2,779 | 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 | 123.61 | 0.67 | 7.1% | 14.7% | 15.1% | 4 | ₹8,370 | Exit load of 0.25%, if redeemed within 7 days. |
ICICI Prudential Balanced Advantage Fund | Hybrid | Very High | 85.57 | 0.87 | 9.2% | 14.5% | 15.3% | 4 | ₹66,750 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year. See more |
Nippon India Balanced Advantage Fund | Hybrid | Very High | 205.79 | 0.57 | 6.7% | 14.3% | 15.3% | 4 | ₹9,479 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Mirae Asset Balanced Advantage Fund | Hybrid | Very High | 15.01 | 0.73 | 6.8% | 14.3% | NA | 4 | ₹1,933 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 180 Days. See more |
Kotak Balanced Advantage Fund | Hybrid | Very High | 22.79 | 0.56 | 5.7% | 13.8% | 13.3% | 4 | ₹17,475 | 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 | 32.31 | 0.65 | 6.9% | 13.6% | 12.1% | 4 | ₹3,532 | Exit load of 1%, if redeemed within 1 months.
|
Tata Balanced Advantage Fund | Hybrid | Very High | 23.15 | 0.44 | 4.2% | 12.9% | 14.3% | 4 | ₹9,748 | Exit load of 0.50%, if redeemed within 30 days. |
Baroda BNP Paribas Balanced Advantage Fund | Hybrid | Very High | 27.36 | 0.74 | 6.8% | 16.2% | 15.6% | 3 | ₹4,361 | 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 | 23.94 | 0.74 | 5.8% | 15.9% | 14.4% | 3 | ₹3,591 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Mahindra Manulife Balanced Advantage Fund | Hybrid | Very High | 15.72 | 0.51 | 5.1% | 15.2% | NA | 3 | ₹912 | Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months. See more |
Invesco India Balanced Advantage Fund | Hybrid | Very High | 65.03 | 0.8 | 4.2% | 14.9% | 14.1% | 3 | ₹1,050 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months. See more |
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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 20.08% annualized returns in the past three years and 25.05% 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 | ₹1,03,041Cr |
| 1Y Returns | 4.6% |
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 | ₹37,457Cr |
| 1Y Returns | 6.7% |
Fund Performance: The Franklin India Dynamic Asset Allocation Active FoF Fund has given 14.93% annualized returns in the past three years and 19.74% 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 | ₹1,284Cr |
| 1Y Returns | 5.3% |
Fund Performance: The Franklin India Balanced Advantage Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,779Cr |
| 1Y Returns | 6.3% |
Fund Performance: The Aditya Birla Sun Life Balanced Advantage Fund has given 14.71% annualized returns in the past three years and 15.1% 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 | ₹8,370Cr |
| 1Y Returns | 7.1% |
Fund Performance: The ICICI Prudential Balanced Advantage Fund has given 14.46% 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 | ₹66,750Cr |
| 1Y Returns | 9.2% |
Fund Performance: The Nippon India Balanced Advantage Fund has given 14.32% annualized returns in the past three years and 15.32% 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 | ₹9,479Cr |
| 1Y Returns | 6.7% |
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 | ₹1,933Cr |
| 1Y Returns | 6.8% |
Fund Performance: The Kotak Balanced Advantage Fund has given 13.81% annualized returns in the past three years and 13.35% 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 | ₹17,475Cr |
| 1Y Returns | 5.7% |
Fund Performance: The DSP Dynamic Asset Allocation Fund has given 13.6% annualized returns in the past three years and 12.06% 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 | ₹3,532Cr |
| 1Y Returns | 6.9% |
Fund Performance: The Tata Balanced Advantage Fund has given 12.94% annualized returns in the past three years and 14.3% 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 | ₹9,748Cr |
| 1Y Returns | 4.2% |
Fund Performance: The Baroda BNP Paribas Balanced Advantage Fund has given 16.17% annualized returns in the past three years and 15.58% 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 | ₹4,361Cr |
| 1Y Returns | 6.8% |
Fund Performance: The Axis Balanced Advantage Fund has given 15.9% annualized returns in the past three years and 14.42% 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 | ₹3,591Cr |
| 1Y Returns | 5.8% |
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 | ₹912Cr |
| 1Y Returns | 5.1% |
Fund Performance: The Invesco India Balanced Advantage Fund has given 14.92% annualized returns in the past three years and 14.06% 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 | ₹1,050Cr |
| 1Y Returns | 4.2% |
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