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. (%) |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
Parag Parikh Dynamic Asset Allocation Reg Gr | 27-02-2024 | 345.86 | 0.62 | - | - | - | - | - | - | - | - | 2.41 |
Samco Dynamic Asset Allocation Reg Gr | 05-12-2023 | 584.58 | 2.33 | - | - | - | - | - | - | - | - | 1.5 |
Bajaj Finserv Balanced Advantage Reg Gr | 07-12-2023 | 1,022.46 | 2.17 | - | - | - | - | - | - | - | - | 6.54 |
WhiteOak Capital Balanced Hybrid Fund Reg Gr | 27-10-2023 | 100.99 | 2.13 | - | - | - | - | - | - | - | - | 13.72 |
360 ONE Balanced Hybrid Fund Reg Gr | Invest Online | 01-09-2023 | 628.88 | 2.01 | - | - | - | - | - | - | - | - | 12.76 |
UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,748.61 | 1.89 | - | - | - | - | - | - | - | - | 12.6 |
quant Dynamic Asset Allocation Fund Reg Gr | 12-04-2023 | 890.96 | 2.23 | 59.32 | 1/29 | - | - | - | - | - | - | 56.74 |
WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 911.63 | 2.21 | 22.5 | 16/29 | - | - | - | - | - | - | 20.1 |
Helios Balanced Advantage Reg Gr | 27-03-2024 | 138.9 | 2.37 | - | - | - | - | - | - | - | - | 3.66 |
Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 1,745.48 | 2.05 | 26.48 | 9/29 | - | - | - | - | - | - | 16.8 |
Mirae Asset Balanced Advantage Fund Reg Gr | Invest Online | 05-08-2022 | 1,534.21 | 2.1 | 21.63 | 18/29 | - | - | - | - | - | - | 14.35 |
Mahindra Manulife Balanced Advantage Fund Reg Gr | 30-12-2021 | 702.76 | 2.32 | 31.19 | 3/29 | - | - | - | - | - | - | 13.11 |
LIC MF Balanced Advantage Fund Reg Gr | Invest Online | 12-11-2021 | 891.44 | 2.2 | 15.05 | 28/29 | - | - | - | - | - | - | 8.32 |
NJ Balanced Advantage Fund Reg Gr | 05-10-2021 | 3,964.8 | 1.93 | 29.08 | 4/29 | - | - | - | - | - | - | 10.88 |
SBI Balanced Advantage Fund Reg Gr | 05-08-2021 | 28,823.16 | 1.61 | 25.37 | 14/29 | - | - | - | - | - | - | 13.17 |
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 |
ITI Balanced Advtg Reg Gr | 31-12-2019 | 339.71 | 2.36 | 26.09 | 10/29 | 12.76 | 11/21 | - | - | - | - | 7.22 |
Shriram Balanced Advtg Reg Gr | 05-07-2019 | 46.26 | 2.3 | 28.42 | 6/29 | 13.0 | 8/21 | - | - | - | - | 11.98 |
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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