Mutual fund analysis · Balanced Advantage
Balanced Advantage funds: every scheme, ranked by 5 years return
Balanced Advantage · 37 schemes at Q2 FY27
Q2 FY27: the median Balanced Advantage fund returned +7% over 5 years, annualized; 20 of 20 schemes gained. Best HDFC Balanced Advantage Fund +13%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 5 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | HDFC Balanced Advantage Fund | HDFC | −3% | −2% | +10% | +13% | |
| 2 | ICICI Prudential Balanced Advantage Fund | ICICI Prudential | −1% | +2% | +10% | +9% | |
| 3 | Baroda BNP Paribas Balanced Advantage Fund | Baroda BNP Paribas | −2% | +4% | +10% | +9% | |
| 4 | Bank of India Balanced Advantage Fund | Bank of India | −2% | +3% | +7% | +9% | |
| 5 | SBI Balanced Advantage Fund | SBI | −3% | +1% | +8% | +9% | |
| 6 | Aditya Birla Sun Life Balanced Advantage Fund | Aditya Birla Sun Life | 0% | +5% | +10% | +9% | |
| 7 | Nippon India Balanced Advantage Fund | Nippon India | −2% | +1% | +9% | +8% | |
| 8 | Axis Balanced Advantage Fund | Axis | −2% | 0% | +10% | +8% | |
| 9 | Edelweiss Balanced Advantage Fund | Edelweiss | −1% | +2% | +9% | +8% | |
| 10 | Kotak Balanced Advantage Fund | Kotak Mahindra | −2% | 0% | +8% | +7% | |
| 11 | DSP Dynamic Asset Allocation Fund | DSP | −2% | +1% | +9% | +7% | |
| 12 | Tata Balanced Advantage Fund | Tata | −4% | −1% | +6% | +7% | |
| 13 | Invesco India Balanced Advantage Fund | Invesco | −1% | −3% | +7% | +7% | |
| 14 | BANDHAN Balanced Advantage Fund | Bandhan | −1% | +3% | +8% | +7% | |
| 15 | Union Balanced Advantage Fund | Union | −2% | 0% | +7% | +6% | |
| 16 | ITI Balanced Advantage Fund | ITI | −1% | −1% | +7% | +6% | |
| 17 | PGIM India Balanced Advantage Fund | PGIM India | −3% | −4% | +5% | +5% | |
| 18 | UTI - Unit Linked Insurance | UTI | 0% | +1% | +7% | +5% | |
| 19 | Motilal Oswal Balanced Advantage Fund MOFDYNAMIC | Motilal Oswal | +4% | +1% | +1% | +4% | |
| 20 | Shriram Balanced Advantage Fund | Shriram | −2% | −3% | +4% | +4% | |
| 21 | Bajaj Finserv Balanced Advantage Fundsince Dec 2023 | Bajaj Finserv | −1% | +2% | — | — | |
| 22 | Canara Robeco Balanced Advantage Fundsince Aug 2024 | Canara Robeco | −2% | −3% | — | — | |
| 23 | Franklin India Balanced Advantage Fundsince Sep 2022 | Franklin Templeton | −2% | −1% | +7% | — | |
| 24 | Helios Balanced Advantage Fundsince Mar 2024 | Helios | −2% | 0% | — | — | |
| 25 | HSBC Balanced Advantage Fundsince Nov 2022 | HSBC | −1% | 0% | +8% | — | |
| 26 | LIC MF Balanced Advantage Fundsince Nov 2021 | LIC | −1% | 0% | +6% | — | |
| 27 | Mahindra Manulife Balanced Advantage Fundsince Jan 2022 | Mahindra Manulife | −1% | +1% | +8% | — | |
| 28 | Mirae Asset Balanced Advantage Fundsince Aug 2022 | Mirae Asset | −1% | +2% | +8% | — | |
| 29 | NJ Balanced Advantage Fundsince Nov 2021 | NJ | −1% | −2% | +6% | — | |
| 30 | Parag Parikh Dynamic Asset Allocation Fund since Feb 2024 | PPFAS | 0% | +3% | — | — | |
| 31 | quant Dynamic Asset Allocation Fundsince Apr 2023 | quant | −4% | −3% | +11% | — | |
| 32 | Samco Dynamic Asset Allocation Fundsince Jan 2024 | Samco | −3% | −2% | — | — | |
| 33 | Sundaram Dynamic Asset Allocation Fundsince Jan 2022 | Sundaram | −2% | −3% | +6% | — | |
| 34 | The Wealth Company Balanced Advantage Fundsince Feb 2026 | The Wealth Company | −3% | — | — | — | |
| 35 | Unifi Dynamic Asset Allocation Fundsince Mar 2025 | Unifi | +2% | +8% | — | — | |
| 36 | UTI Balanced Advantage Fundsince Aug 2023 | UTI | −2% | −4% | +6% | — | |
| 37 | WhiteOak Capital Balanced Advantage Fundsince Feb 2023 | WhiteOak Capital | 0% | +2% | +10% | — |