Markets / Mutual funds / Balanced Advantage
Balanced Advantage mutual funds
NAVs of 8 Nov 2026All Balanced Advantage funds ranked by past returns. Past performance only, not a recommendation.
Balanced Advantage funds by 3-year return (regular plans)
| # | Fund | 1 year | 3 years |
|---|---|---|---|
| 1 | Axis Balanced Advantage Fund Axis Mutual Fund · ₹3,812 cr | +4.14% | +13.20% |
| 2 | Mahindra Manulife Balanced Advantage Fund Mahindra Manulife Mutual Fund · ₹912 cr | +4.99% | +12.52% |
| 3 | quant Dynamic Asset Allocation Fund quant Mutual Fund · ₹866 cr | -1.67% | +12.25% |
| 4 | Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Mutual Fund · ₹9,895 cr | +6.96% | +11.96% |
| 5 | Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas Mutual Fund · ₹5,204 cr | +4.28% | +11.96% |
| 6 | Axis Balanced Advantage Fund Axis Mutual Fund · ₹3,812 cr | +2.90% | +11.86% |
| 7 | ICICI Prudential Balanced Advantage Fund ICICI Prudential Mutual Fund · ₹74,079 cr | +5.46% | +11.59% |
| 8 | HDFC Balanced Advantage Fund HDFC Mutual Fund · ₹1,06,770 cr | +0.34% | +11.56% |
| 9 | Mirae Asset Balanced Advantage Fund Mirae Asset Mutual Fund · ₹2,157 cr | +5.39% | +11.50% |
| 10 | WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Mutual Fund · ₹2,274 cr | +3.38% | +11.17% |
| 11 | Edelweiss Balanced Advantage Fund Edelweiss Mutual Fund · ₹13,230 cr | +5.56% | +10.86% |
| 12 | DSP Dynamic Asset Allocation Fund DSP Mutual Fund · ₹3,792 cr | +4.81% | +10.79% |
| 13 | Nippon India Balanced Advantage Fund Nippon India Mutual Fund · ₹9,855 cr | +3.17% | +10.36% |
| 14 | BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India Mutual Fund · ₹175 cr | +4.26% | +10.33% |
| 15 | Mirae Asset Balanced Advantage Fund Mirae Asset Mutual Fund · ₹2,157 cr | +3.99% | +9.98% |
| 16 | SBI Balanced Advantage Fund SBI Mutual Fund · ₹41,731 cr | +0.47% | +9.67% |
| 17 | BANDHAN Balanced Advantage Fund Bandhan Mutual Fund · ₹2,267 cr | +4.44% | +9.54% |
| 18 | Kotak Balanced Advantage Fund Kotak Mahindra Mutual Fund · ₹17,304 cr | +2.77% | +9.52% |
| 19 | Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram Mutual Fund · ₹1,671 cr | +0.22% | +9.22% |
| 20 | Invesco India Balanced Advantage Fund Invesco Mutual Fund · ₹951 cr | +0.18% | +9.16% |
| 21 | BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India Mutual Fund · ₹175 cr | +3.06% | +9.11% |
| 22 | Tata Balanced Advantage Fund Tata Mutual Fund · ₹8,604 cr | +1.11% | +8.95% |
| 23 | HSBC Balanced Advantage Fund HSBC Mutual Fund · ₹1,517 cr | +1.96% | +8.92% |
| 24 | UTI Balanced Advantage Fund UTI Mutual Fund · ₹3,016 cr | +0.86% | +8.87% |
| 25 | Franklin India Balanced Advantage Fund Franklin Templeton Mutual Fund · ₹2,810 cr | -0.62% | +8.68% |
| 26 | Union Balanced Advantage Fund Union Mutual Fund · ₹1,222 cr | +1.41% | +8.23% |
| 27 | UTI - Unit Linked Insurance Plan UTI Mutual Fund · ₹5,076 cr | +2.43% | +8.06% |
| 28 | Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram Mutual Fund · ₹1,671 cr | -1.20% | +7.66% |
| 29 | Tata Balanced Advantage Fund Tata Mutual Fund · ₹8,604 cr | -0.13% | +7.55% |
| 30 | LIC MF Balanced Advantage Fund LIC Mutual Fund · ₹683 cr | +0.35% | +7.33% |
| 31 | PGIM India Balanced Advantage Fund PGIM India Mutual Fund · ₹741 cr | -1.10% | +7.30% |
| 32 | ITI Balanced Advantage Fund ITI Mutual Fund · ₹346 cr | -3.51% | +7.24% |
| 33 | NJ Balanced Advantage Fund NJ Mutual Fund · ₹3,375 cr | +1.48% | +7.14% |
| 34 | Shriram Balanced Advantage Fund Shriram Mutual Fund · ₹42.91 cr | -1.40% | +5.64% |
| 35 | Motilal Oswal Balanced Advantage Fund Motilal Oswal Mutual Fund · ₹731 cr | -0.72% | +2.99% |
| 36 | Samco Dynamic Asset Allocation Fund Samco Mutual Fund · ₹173 cr | -0.77% | – |
| 37 | Bajaj Finserv Balanced Advantage Fund Bajaj Finserv Mutual Fund · ₹1,256 cr | +4.31% | – |
| 38 | Parag Parikh Dynamic Asset Allocation Fund PPFAS Mutual Fund · ₹2,596 cr | +2.89% | – |
| 39 | Parag Parikh Dynamic Asset Allocation Fund PPFAS Mutual Fund · ₹2,596 cr | -2.62% | – |
| 40 | Helios Balanced Advantage Fund Helios Mutual Fund · ₹287 cr | +3.03% | – |
| 41 | Canara Robeco Balanced Advantage Fund Canara Robeco Mutual Fund · ₹1,088 cr | 0.00% | – |
| 42 | UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi Mutual Fund · ₹1,391 cr | +8.11% | – |
| 43 | The Wealth Company Balanced Advantage Fund The Wealth Company Mutual Fund · ₹47.07 cr | – | – |
| 44 | JioBlackRock Balanced Advantage Fund Jio BlackRock Mutual Fund | – | – |
44 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. Direct plans of the same funds have slightly higher returns because of their lower expenses. Past returns do not guarantee future returns. Information only, not investment advice.
Information only, not investment advice.