Markets / Mutual funds / Balanced Advantage

Balanced Advantage mutual funds

NAVs of 8 Nov 2026

All Balanced Advantage funds ranked by past returns. Past performance only, not a recommendation.

Direct plansRegular plans

Balanced Advantage funds by 3-year return (direct plans)

#Fund1 year3 years5 yearsFund size
1quant Dynamic Asset Allocation Fund
quant Mutual Fund · ₹866 cr
-0.24%+13.91%–₹866 cr
2Baroda BNP Paribas Balanced Advantage Fund
Baroda BNP Paribas Mutual Fund · ₹5,204 cr
+5.47%+13.26%+11.22%₹5,204 cr
3Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life Mutual Fund · ₹9,895 cr
+8.12%+13.20%+10.73%₹9,895 cr
4WhiteOak Capital Balanced Advantage Fund
WhiteOak Capital Mutual Fund · ₹2,274 cr
+4.85%+12.89%–₹2,274 cr
5ICICI Prudential Balanced Advantage Fund
ICICI Prudential Mutual Fund · ₹74,079 cr
+6.04%+12.23%+11.01%₹74,079 cr
6HDFC Balanced Advantage Fund
HDFC Mutual Fund · ₹1,06,770 cr
+0.90%+12.22%+14.28%₹1,06,770 cr
7Edelweiss Balanced Advantage Fund
Edelweiss Mutual Fund · ₹13,230 cr
+6.75%+12.15%+10.02%₹13,230 cr
8DSP Dynamic Asset Allocation Fund
DSP Mutual Fund · ₹3,792 cr
+6.10%+12.15%+9.50%₹3,792 cr
9Nippon India Balanced Advantage Fund
Nippon India Mutual Fund · ₹9,855 cr
+4.35%+11.66%+10.14%₹9,855 cr
10BANDHAN Balanced Advantage Fund
Bandhan Mutual Fund · ₹2,267 cr
+5.76%+10.94%+8.65%₹2,267 cr
11Kotak Balanced Advantage Fund
Kotak Mahindra Mutual Fund · ₹17,304 cr
+3.89%+10.75%+9.48%₹17,304 cr
12Mahindra Manulife Balanced Advantage Fund
Mahindra Manulife Mutual Fund · ₹912 cr
+3.31%+10.66%–₹912 cr
13SBI Balanced Advantage Fund
SBI Mutual Fund · ₹41,731 cr
+1.29%+10.62%+10.31%₹41,731 cr
14Invesco India Balanced Advantage Fund
Invesco Mutual Fund · ₹951 cr
+1.45%+10.61%+9.52%₹951 cr
15HSBC Balanced Advantage Fund
HSBC Mutual Fund · ₹1,517 cr
+3.30%+10.37%–₹1,517 cr
16UTI Balanced Advantage Fund
UTI Mutual Fund · ₹3,016 cr
+2.13%+10.35%–₹3,016 cr
17Franklin India Balanced Advantage Fund
Franklin Templeton Mutual Fund · ₹2,810 cr
+0.80%+10.31%–₹2,810 cr
18Union Balanced Advantage Fund
Union Mutual Fund · ₹1,222 cr
+2.52%+9.45%+8.03%₹1,222 cr
19PGIM India Balanced Advantage Fund
PGIM India Mutual Fund · ₹741 cr
+0.53%+9.13%+8.10%₹741 cr
20ITI Balanced Advantage Fund
ITI Mutual Fund · ₹346 cr
-1.87%+9.11%+7.11%₹346 cr
21LIC MF Balanced Advantage Fund
LIC Mutual Fund · ₹683 cr
+1.79%+8.99%–₹683 cr
22UTI - Unit Linked Insurance Plan
UTI Mutual Fund · ₹5,076 cr
+3.02%+8.76%+6.38%₹5,076 cr
23NJ Balanced Advantage Fund
NJ Mutual Fund · ₹3,375 cr
+2.81%+8.52%–₹3,375 cr
24Shriram Balanced Advantage Fund
Shriram Mutual Fund · ₹42.91 cr
+0.35%+7.55%+7.08%₹42.91 cr
25Motilal Oswal Balanced Advantage Fund
Motilal Oswal Mutual Fund · ₹731 cr
+0.55%+4.34%+6.48%₹731 cr
26Samco Dynamic Asset Allocation Fund
Samco Mutual Fund · ₹173 cr
+0.65%––₹173 cr
27Bajaj Finserv Balanced Advantage Fund
Bajaj Finserv Mutual Fund · ₹1,256 cr
+5.95%––₹1,256 cr
28Parag Parikh Dynamic Asset Allocation Fund
PPFAS Mutual Fund · ₹2,596 cr
+3.23%––₹2,596 cr
29Parag Parikh Dynamic Asset Allocation Fund
PPFAS Mutual Fund · ₹2,596 cr
-1.98%––₹2,596 cr
30Helios Balanced Advantage Fund
Helios Mutual Fund · ₹287 cr
+4.63%––₹287 cr
31Canara Robeco Balanced Advantage Fund
Canara Robeco Mutual Fund · ₹1,088 cr
+1.41%––₹1,088 cr
32UNIFI DYNAMIC ASSET ALLOCATION FUND
Unifi Mutual Fund · ₹1,391 cr
+8.75%––₹1,391 cr
33The Wealth Company Balanced Advantage Fund
The Wealth Company Mutual Fund · ₹47.07 cr
–––₹47.07 cr
34JioBlackRock Balanced Advantage Fund
Jio BlackRock Mutual Fund
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34 schemes, growth option. 3- and 5-year returns are yearly averages. Fund size: AMFI's average AUM for July - September 2026, all plans of the fund. Regular plans of the same funds have slightly lower returns because of their higher expenses. Past returns do not guarantee future returns. Information only, not investment advice.

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Information only, not investment advice.