Consistent Performing Mutual Funds
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|---|
| Axis Balanced Advantage Reg Gr | AxisMF | 07-08-2017 | 2,808.10 | 1.98 | 13.12 | 14.20 | 14.21 | - |
| Baroda BNP Paribas Balanced Advantage Fund Reg Gr | BarodaBNPMF | 14-11-2018 | 4,073.23 | 1.89 | 6.83 | 13.43 | 17.05 | - |
| HDFC Balanced Advtg Gr | HDFCMF | 01-02-1994 | 94,824.34 | 1.37 | 7.77 | 20.11 | 25.55 | 13.81 |
| Invesco India Balanced Advantage Gr | InvescoMF | 04-10-2007 | 942.26 | 2.14 | 7.36 | 13.03 | 14.23 | 9.42 |
| ABSL Balanced Advtg Reg Gr | ABSLMF | 25-04-2000 | 7,321.43 | 1.81 | 10.93 | 12.84 | 15.98 | 11.09 |
| Edelweiss Balanced Advtg Reg Gr | EdelweissMF | 20-08-2009 | 12,239.74 | 1.68 | 5.24 | 11.70 | 15.75 | 10.22 |
| HSBC Balanced Advantage Fund Reg Gr | HSBCMF | 01-01-2013 | 1,470.55 | 2.13 | 6.93 | 11.08 | 11.85 | 7.83 |
| ICICI Pru Balanced Advtg Gr | ICICIMF | 01-12-2006 | 60,591.13 | 1.46 | 9.95 | 12.97 | 16.89 | 11.04 |
| Kotak Balanced Advtg Reg Gr | KotakMF | 05-07-2018 | 16,542.18 | 1.66 | 10.11 | 11.85 | 14.89 | - |
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr | MotilalMF | 05-09-2016 | 920.06 | 2.28 | -8.30 | 6.68 | 8.57 | - |
| Nippon India Balanced Advtg Gr Gr | NipponIndiaMF | 05-11-2004 | 8,805.09 | 1.76 | 8.20 | 12.70 | 15.77 | 9.97 |
| Sundaram Balanced Advantage Fund Gr | SundaramMF | 01-01-2013 | 1,491.90 | 2.09 | 8.02 | 11.10 | 13.71 | 9.21 |
| Tata Balanced Advtg Reg Gr | TataMF | 27-01-2019 | 10,076.78 | 1.64 | 5.13 | 10.86 | 14.44 | - |
Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.
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