1 Year | 3 Years | 5 Years | 10 Years | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Since Launch Rtn. (%) |
quant Dynamic Asset Allocation Fund Reg Gr | 12-04-2023 | 890.96 | 2.23 | 59.32 | 1/29 | - | - | - | - | - | - | 56.74 |
HDFC Balanced Advtg Gr | 01-02-1994 | 79,875.08 | 1.37 | 40.03 | 2/29 | 26.14 | 1/21 | 18.92 | 1/18 | 16.56 | 1/11 | 18.59 |
Mahindra Manulife Balanced Advantage Fund Reg Gr | 30-12-2021 | 702.76 | 2.32 | 31.19 | 3/29 | - | - | - | - | - | - | 13.11 |
NJ Balanced Advantage Fund Reg Gr | 05-10-2021 | 3,964.8 | 1.93 | 29.08 | 4/29 | - | - | - | - | - | - | 10.88 |
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr | Invest Online | 05-09-2016 | 1,235.6 | 2.18 | 28.59 | 5/29 | 11.03 | 15/21 | 10.14 | 15/18 | - | - | 9.31 |
Shriram Balanced Advtg Reg Gr | 05-07-2019 | 46.26 | 2.3 | 28.42 | 6/29 | 13.0 | 8/21 | - | - | - | - | 11.98 |
Baroda BNP Paribas Balanced Advantage Fund Reg Gr | 04-11-2018 | 3,783.97 | 1.9 | 27.24 | 7/29 | 14.69 | 3/21 | 15.67 | 2/18 | - | - | 15.37 |
Edelweiss Balanced Advtg Reg Gr | 20-08-2009 | 10,737.61 | 1.69 | 26.71 | 8/29 | 14.14 | 4/21 | 14.82 | 3/18 | 12.92 | 2/11 | 11.1 |
Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 1,745.48 | 2.05 | 26.48 | 9/29 | - | - | - | - | - | - | 16.8 |
ITI Balanced Advtg Reg Gr | 31-12-2019 | 339.71 | 2.36 | 26.09 | 10/29 | 12.76 | 11/21 | - | - | - | - | 7.22 |
Invesco India Balanced Advantage Gr | 04-10-2007 | 718.56 | 2.21 | 26.0 | 11/29 | 12.94 | 10/21 | 11.0 | 11/18 | 11.5 | 6/11 | 10.01 |
Axis Balanced Advantage Reg Gr | Invest Online | 07-08-2017 | 2,102.69 | 2.08 | 25.9 | 12/29 | 12.95 | 9/21 | 10.67 | 12/18 | - | - | 9.21 |
BOI Balanced Advantage Fund Reg Gr | Invest Online | 14-03-2014 | 121.68 | 2.46 | 25.41 | 13/29 | 15.22 | 2/21 | 9.61 | 17/18 | 8.9 | 10/11 | 8.95 |
SBI Balanced Advantage Fund Reg Gr | 05-08-2021 | 28,823.16 | 1.61 | 25.37 | 14/29 | - | - | - | - | - | - | 13.17 |
Nippon India Balanced Advtg Gr Gr | 05-11-2004 | 7,719.3 | 1.78 | 24.42 | 15/29 | 13.41 | 6/21 | 11.85 | 8/18 | 12.56 | 3/11 | 15.28 |
WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 911.63 | 2.21 | 22.5 | 16/29 | - | - | - | - | - | - | 20.1 |
HSBC Balanced Advantage Fund Reg Gr | 01-01-2013 | 1,397.34 | 2.12 | 21.88 | 17/29 | 10.88 | 16/21 | 10.26 | 14/18 | 11.01 | 7/11 | 10.9 |
Mirae Asset Balanced Advantage Fund Reg Gr | Invest Online | 05-08-2022 | 1,534.21 | 2.1 | 21.63 | 18/29 | - | - | - | - | - | - | 14.35 |
Tata Balanced Advtg Reg Gr | 27-01-2019 | 8,943.06 | 1.68 | 21.28 | 19/29 | 13.12 | 7/21 | 12.86 | 5/18 | - | - | 12.92 |
ABSL Balanced Advtg Reg Gr | 25-04-2000 | 7,062.14 | 1.81 | 21.27 | 20/29 | 12.04 | 12/21 | 12.07 | 6/18 | 11.87 | 5/11 | 9.73 |
ICICI Pru Balanced Advtg Gr | 01-12-2006 | 56,174.64 | 1.47 | 21.18 | 21/29 | 13.53 | 5/21 | 12.89 | 4/18 | 12.42 | 4/11 | 11.4 |
Sundaram Balanced Advantage Fund Gr | 02-01-2013 | 1,525.77 | 2.09 | 20.65 | 22/29 | 11.95 | 13/21 | 12.01 | 7/18 | 10.74 | 8/11 | 10.19 |
Bandhan Balanced Advtg Reg Gr | Invest Online | 05-10-2014 | 2,224.1 | 1.94 | 20.62 | 23/29 | 10.15 | 18/21 | 10.62 | 13/18 | - | - | 8.56 |
DSP Dynamic Asset Allocation Reg Gr | 05-02-2014 | 3,076.09 | 1.97 | 19.86 | 24/29 | 9.21 | 20/21 | 9.9 | 16/18 | 8.93 | 9/11 | 9.03 |
Union Balanced Advtg Reg Gr | 05-12-2017 | 1,608.71 | 2.17 | 19.06 | 25/29 | 9.99 | 19/21 | 11.76 | 9/18 | - | - | 10.23 |
Kotak Balanced Advtg Reg Gr | Invest Online | 05-07-2018 | 15,720.85 | 1.66 | 18.59 | 26/29 | 11.3 | 14/21 | 11.69 | 10/18 | - | - | 10.97 |
PGIM India Balanced Advtg Reg Gr | Invest Online | 24-02-2021 | 1,155.16 | 2.13 | 17.12 | 27/29 | 10.19 | 17/21 | - | - | - | - | 9.96 |
LIC MF Balanced Advantage Fund Reg Gr | Invest Online | 12-11-2021 | 891.44 | 2.2 | 15.05 | 28/29 | - | - | - | - | - | - | 8.32 |
UTI Unit Linked Insurance | 01-10-1971 | 5,308.89 | 1.63 | 11.88 | 29/29 | 7.64 | 21/21 | 7.5 | 18/18 | 8.73 | 11/11 | 9.61 |
UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,748.61 | 1.89 | - | - | - | - | - | - | - | - | 12.6 |
360 ONE Balanced Hybrid Fund Reg Gr | Invest Online | 01-09-2023 | 628.88 | 2.01 | - | - | - | - | - | - | - | - | 12.76 |
WhiteOak Capital Balanced Hybrid Fund Reg Gr | 27-10-2023 | 100.99 | 2.13 | - | - | - | - | - | - | - | - | 13.72 |
Bajaj Finserv Balanced Advantage Reg Gr | 07-12-2023 | 1,022.46 | 2.17 | - | - | - | - | - | - | - | - | 6.54 |
Samco Dynamic Asset Allocation Reg Gr | 05-12-2023 | 584.58 | 2.33 | - | - | - | - | - | - | - | - | 1.5 |
Parag Parikh Dynamic Asset Allocation Reg Gr | 27-02-2024 | 345.86 | 0.62 | - | - | - | - | - | - | - | - | 2.41 |
Helios Balanced Advantage Reg Gr | 27-03-2024 | 138.9 | 2.37 | - | - | - | - | - | - | - | - | 3.66 |
Category Average | - | - | - | 24.92 | - | 12.68 | - | 11.9 | - | 11.47 | - | 12.14 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
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