Balanced Advantage Fund

As On: 11 January 2022

Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: डायनामिक एसेट एलोकेशन / बैलेंस्ड एडवांटेज

Table 1

Category Performance: Balanced Advantage Fund
Regular Plan Return %
1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
Category Average
0.062
0.541
1.419
0.542
6.828
13.083
12.373
10.405
Best in Category
0.167
1.662
2.235
1.260
9.868
26.387
17.795
14.478
Worst in Category
-0.160
-0.162
0.287
-0.424
3.932
7.224
4.099
4.417
Direct Plan Return %
Category Average
0.067
0.563
1.530
0.886
7.551
14.601
13.646
11.626
Best in Category
0.172
1.674
2.338
1.594
10.750
27.140
19.449
15.919
Worst in Category
-0.165
-0.147
0.461
-0.078
4.553
7.773
4.702
5.057

Table 2

Category Performance Regular Plan
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
ITI Balanced Advantage Fund
0.16
3
0.20
15
0.29
18
0.93
5
9.54
3
20.09
2
Aditya Birla Sun Life Balanced Advantage Fund
0.09
8
0.60
9
1.59
5
0.20
13
5.74
13
13.76
9
13.01
7
10.38
5
AXIS DYNAMIC EQUITY FUND
0.00
15
0.21
14
1.53
9
1.18
3
9.36
4
14.77
6
11.11
9
Shriram Balanced Advantage Fund
0.17
1
0.72
6
1.89
3
-0.09
15
6.45
9
8.83
14
Baroda Dynamic Equity Fund
0.12
6
0.06
17
1.53
8
0.85
6
9.87
1
14.89
5
17.79
1
BNP Paribas Dynamic Equity Fund
0.13
5
0.75
4
1.58
6
-0.16
16
5.87
11
10.00
12
BOI AXA EQUITY DEBT REBALANCER FUND
-0.01
16
0.51
11
1.28
12
0.64
10
4.28
17
7.22
18
4.10
14
4.42
10
DSP Dynamic Asset Allocation Fund
0.02
13
0.54
10
1.21
13
0.52
11
3.93
18
9.05
13
10.81
11
9.17
8
Edelweiss Balanced Advantage Fund
0.08
9
0.66
8
2.24
1
0.77
7
9.22
5
17.58
3
17.46
2
14.48
1
HDFC Balanced Advantage Fund
-0.07
17
1.66
1
2.04
2
-0.23
17
9.60
2
26.39
1
14.56
3
14.36
2
ICICI Prudential Balanced Advantage Fund
0.16
2
0.73
5
1.47
10
1.24
2
7.34
8
14.69
7
13.18
6
11.66
3
IDFC Dynamic Equity Fund
0.05
11
-0.16
18
1.20
14
1.26
1
7.63
6
14.63
8
12.78
8
10.96
4
Invesco India Dynamic Equity Fund
-0.16
18
0.78
3
1.65
4
0.11
14
5.78
12
11.83
11
11.02
10
10.30
6
KOTAK BALANCED ADVANTAGE FUND
0.08
10
0.39
12
1.19
15
0.70
8
6.14
10
12.38
10
13.47
5
Motilal Oswal Dynamic Fund (MOFDYNAMIC)
0.12
7
0.96
2
1.46
11
0.68
9
4.69
15
7.91
16
9.97
13
9.72
7
Principal Balanced Advantage Fund
SBI Dynamic Asset Allocation Fund
Tata Balanced Advantage Fund
0.14
4
0.66
7
1.53
7
1.13
4
7.45
7
15.35
4
Union Balanced Advantage Fund
0.00
15
0.13
16
1.00
16
0.46
12
5.51
14
8.46
15
13.93
4
L&T BALANCED ADVANTAGE FUND
0.04
12
0.34
13
0.87
17
-0.42
18
4.51
16
7.66
17
10.03
12
8.61
9

Table 3

Category Performance Direct Plan
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
ITI Balanced Advantage Fund
0.16
2
0.24
14
0.46
18
1.48
4
10.75
1
22.82
2
KOTAK BALANCED ADVANTAGE FUND
0.08
9
0.42
12
1.30
14
1.03
8
6.84
11
13.85
10
14.79
5
Aditya Birla Sun Life Balanced Advantage Fund
0.10
8
0.62
9
1.70
6
0.52
13
6.40
13
15.18
9
14.29
7
11.67
6
AXIS DYNAMIC EQUITY FUND
0.06
11
0.19
15
1.63
9
1.56
2
10.11
3
16.36
6
12.58
9
Shriram Balanced Advantage Fund
0.17
1
0.76
5
2.03
3
0.37
15
7.44
9
10.88
13
Baroda Dynamic Equity Fund
0.12
7
0.06
17
1.64
8
1.17
6
10.65
2
16.44
5
19.45
1
BNP Paribas Dynamic Equity Fund
0.14
5
0.78
4
1.72
5
0.32
16
6.89
10
12.12
12
BOI AXA EQUITY DEBT REBALANCER FUND
-0.01
16
0.53
11
1.35
12
0.83
12
4.55
18
7.77
18
4.70
14
5.06
10
DSP Dynamic Asset Allocation Fund
0.02
14
0.56
10
1.31
13
0.86
10
4.63
17
10.53
14
12.55
10
10.69
8
Edelweiss Balanced Advantage Fund
0.08
10
0.68
8
2.34
1
1.12
7
9.97
4
19.22
3
19.16
2
15.92
1
HDFC Balanced Advantage Fund
-0.07
17
1.67
1
2.09
2
-0.08
18
9.94
5
27.14
1
15.26
3
15.16
2
ICICI Prudential Balanced Advantage Fund
0.15
3
0.74
6
1.52
11
1.40
5
7.68
8
15.42
8
13.85
8
12.61
3
IDFC Dynamic Equity Fund
0.00
15
-0.15
18
1.29
15
1.59
1
8.40
6
16.31
7
14.37
6
12.49
4
Invesco India Dynamic Equity Fund
-0.16
18
0.78
3
1.78
4
0.45
14
6.47
12
13.33
11
12.41
11
11.75
5
Motilal Oswal Dynamic Fund (MOFDYNAMIC)
0.12
6
0.98
2
1.56
10
0.99
9
5.34
15
9.25
16
11.30
13
10.98
7
Principal Balanced Advantage Fund
SBI Dynamic Asset Allocation Fund
Tata Balanced Advantage Fund
0.14
4
0.70
7
1.67
7
1.56
3
8.38
7
17.30
4
Union Balanced Advantage Fund
0.06
12
0.19
16
1.17
16
0.84
11
6.25
14
9.76
15
14.88
4
L&T BALANCED ADVANTAGE FUND
0.04
13
0.37
13
0.98
17
-0.08
17
5.24
16
9.14
17
11.45
12
9.94
9


Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: डायनामिक एसेट एलोकेशन / बैलेंस्ड एडवांटेज
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