Balanced Advantage Funds

All active balanced advantage / dynamic asset allocation funds. 36 funds shown. Data from AMFI, updated daily.

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#	Scheme	AUM	NAV	1Y	3Y	5Y	10Y	Since Inception
1	HDFC Balanced Advantage Fund - Growth Plan HDFC Mutual Fund	₹1,05,964 Cr	₹505.41	-0.56%	+14.63%	+15.23%	+15.11%	+16.52% Jan 1999	Invest
2	ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Mutual Fund	₹70,071 Cr	₹75.10	+4.23%	+11.71%	+10.65%	+11.24%	+10.99% Nov 2006	Invest
3	SBI Balanced Advantage Fund - Regular Plan - Growth SBI Mutual Fund	₹40,015 Cr	₹15.59	+2.29%	+11.50%	—	—	+9.82% Aug 2021	Invest
4	Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Mahindra Mutual Fund	₹17,362 Cr	₹20.35	-0.70%	+9.48%	+8.73%	—	+9.43% Jul 2018	Invest
5	Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Mutual Fund	₹13,034 Cr	₹51.14	+3.25%	+10.99%	+9.71%	+11.01%	+10.27% Dec 2008	Invest
6	Nippon India Balanced Advantage Fund-Growth Plan-Growth Option Nippon India Mutual Fund	₹9,557 Cr	₹176.33	+1.94%	+11.11%	+9.55%	—	+14.30% Nov 2004	Invest
7	Tata Balanced Advantage Fund-Regular Plan-Growth Tata Mutual Fund	₹9,375 Cr	₹20.42	+1.91%	+9.21%	+8.97%	—	+3.63% Mar 2006	Invest
8	Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Mutual Fund	₹8,922 Cr	₹108.43	+3.65%	+11.65%	+9.83%	+10.96%	+9.53% Mar 2000	Invest
9	Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Mutual Fund	₹4,665 Cr	₹25.04	+5.08%	+13.31%	+11.38%	—	+13.02% Nov 2018	Invest
10	Axis Balanced Advantage Fund - Regular Plan - Growth Axis Mutual Fund	₹3,758 Cr	₹20.79	-0.38%	+12.19%	+10.19%	—	+8.70% Aug 2017	Invest
11	DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Mutual Fund	₹3,690 Cr	₹27.82	+2.91%	+10.73%	+8.20%	+8.97%	+8.70% Jan 2014	Invest
12	NJ Balanced Advantage Fund - Regular Plan - Growth Option NJ Mutual Fund	₹3,561 Cr	₹13.15	-0.52%	+9.83%	—	—	+6.61% Oct 2021	Invest
13	UTI Balanced Advantage Fund - Regular Plan - Growth Option UTI Mutual Fund	₹3,109 Cr	₹12.11	-2.64%	—	—	—	+7.48% Aug 2023	Invest
14	Franklin India Balanced Advantage Fund- Growth Franklin Templeton Mutual Fund	₹2,828 Cr	₹13.98	-1.87%	+10.67%	—	—	+9.34% Aug 2022	Invest
15	Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth PPFAS Mutual Fund	₹2,726 Cr	₹11.54	+2.32%	—	—	—	+6.61% Feb 2024	Invest
16	BANDHAN Balanced Advantage Fund Regular Plan Growth Bandhan Mutual Fund	₹2,220 Cr	₹24.35	+2.99%	+9.60%	+8.03%	+8.74%	+8.01% Sep 2014	Invest
17	WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Mutual Fund	₹2,124 Cr	₹14.07	-0.38%	+11.04%	—	—	+10.84% Jan 2023	Invest
18	Mirae Asset Balanced Advantage Fund Regular Plan- Growth Mirae Asset Mutual Fund	₹2,014 Cr	₹14.19	+2.32%	+10.77%	—	—	+9.83% Aug 2022	Invest
19	Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Sundaram Mutual Fund	₹1,683 Cr	₹33.97	-2.13%	+8.74%	—	—	+7.40% Dec 2021	Invest
20	HSBC Balanced Advantage Fund - Regular Growth HSBC Mutual Fund	₹1,531 Cr	₹42.53	+0.47%	+9.48%	+7.93%	+8.30%	+9.97% Jan 2011	Invest
21	Union Balanced Advantage Fund - Regular Plan - Growth Option Union Mutual Fund	₹1,290 Cr	₹19.69	-0.75%	+7.98%	+7.05%	—	+8.41% Dec 2017	Invest
22	Bajaj Finserv Balanced Advantage Fund-Regular Plan-Growth Bajaj Finserv Mutual Fund	₹1,256 Cr	₹11.15	-0.44%	—	—	—	+4.77% Dec 2023	Invest
23	Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option Canara Robeco Mutual Fund	₹1,242 Cr	₹9.90	-2.95%	—	—	—	-0.67% Aug 2024	Invest
24	Unifi Dynamic Asset Allocation Fund - Regular Growth Unifi Mutual Fund	₹1,119 Cr	₹10.88	+6.70%	—	—	—	+7.05% Mar 2025	Invest
25	Invesco India Balanced Advantage Fund - Regular Plan - Growth Invesco Mutual Fund	₹1,069 Cr	₹50.98	-2.30%	+9.60%	+8.16%	+9.58%	+9.19% Oct 2007	Invest
26	quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan quant Mutual Fund	₹953 Cr	₹16.47	-0.31%	+17.85%	—	—	+17.16% Apr 2023	Invest
27	Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Mutual Fund	₹901 Cr	₹14.23	+0.44%	+11.89%	—	—	+8.38% Dec 2021	Invest
28	PGIM India Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Mutual Fund	₹882 Cr	₹14.60	-1.86%	+7.24%	+7.06%	—	+7.61% Jun 2011	Invest
29	Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Mutual Fund	₹783 Cr	₹18.01	-4.36%	+4.89%	+4.12%	—	+0.00% Sep 2016	Invest
30	LIC MF Balanced Advantage Fund-Regular Plan-Growth LIC Mutual Fund	₹709 Cr	₹13.01	-5.02%	+6.84%	—	—	+6.11% Nov 2021	Invest
31	ITI Balanced Advantage Fund - Regular Plan - Growth Option ITI Mutual Fund	₹378 Cr	₹13.97	-2.40%	+8.85%	+7.39%	—	+5.26% Dec 2019	Invest
32	Helios Balanced Advantage Fund- Regular Plan- Growth Option Helios Mutual Fund	₹312 Cr	₹11.13	+2.09%	—	—	—	+5.41% Mar 2024	Invest
33	Samco Dynamic Asset Allocation Fund - Regular Plan - Growth Option Samco Mutual Fund	₹227 Cr	₹10.27	-1.86%	—	—	—	+0.08% Nov 2023	Invest
34	BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Bank of India Mutual Fund	₹145 Cr	₹25.46	+5.27%	+10.20%	+10.22%	+7.32%	+8.05% Mar 2014	Invest
35	Shriram Balanced Advantage Fund - Regular Growth Shriram Mutual Fund	₹54.7 Cr	₹16.12	-3.55%	+6.71%	+6.14%	—	+7.25% Jun 2019	Invest
36	The Wealth Company Balanced Advantage Fund - Regular Growth The Wealth Company Mutual Fund	₹20.9 Cr	₹9.79	—	—	—	—	-0.64% Feb 2026	Invest

Showing Regular-Growth plans. Returns are CAGR (annualised) for periods ≥1 year, absolute for periods <1 year. Data sourced from AMFI. Past performance is not indicative of future results.