Balanced Advantage Fund

As On: 18 October 2021

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
0.201
1.136
2.804
6.820
13.594
25.944
12.939
9.934
Best in Category
0.889
2.556
7.887
11.519
27.536
63.287
18.703
14.393
Worst in Category
-0.317
0.475
0.993
3.593
6.692
13.706
4.854
4.216
Direct Plan Return %
Category Average
0.214
1.162
2.916
7.183
14.358
27.619
14.215
11.175
Best in Category
0.896
2.567
7.937
11.687
27.915
64.239
20.434
15.276
Worst in Category
-0.305
0.485
1.021
3.676
6.870
14.241
5.450
4.848

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
0.50
2
2.31
2
6.93
2
10.35
2
19.28
2
30.21
4
Aditya Birla Sun Life Balanced Advantage Fund
0.31
8
1.06
8
2.40
10
5.85
12
14.61
6
31.33
3
14.31
6
10.74
4
AXIS DYNAMIC EQUITY FUND
0.00
17
1.25
6
1.88
12
8.14
5
16.31
5
26.14
8
12.42
8
Shriram Balanced Advantage Fund
0.39
6
1.19
7
2.50
9
7.73
6
11.88
12
21.74
12
Baroda Dynamic Equity Fund
0.42
4
1.58
3
4.11
3
9.79
3
16.53
4
29.94
5
BNP Paribas Dynamic Equity Fund
0.10
11
1.01
10
3.27
5
6.99
7
12.55
11
20.56
14
BOI AXA EQUITY DEBT REBALANCER FUND
-0.26
18
0.48
19
0.99
19
3.59
19
6.69
19
13.71
19
4.85
14
4.22
11
DSP Dynamic Asset Allocation Fund
0.00
16
0.58
18
1.13
18
3.78
18
9.60
17
19.23
15
11.89
9
8.71
9
Edelweiss Balanced Advantage Fund
0.35
7
1.57
4
3.39
4
9.37
4
17.98
3
36.49
2
18.70
1
13.87
2
HDFC Balanced Advantage Fund
0.89
1
2.56
1
7.89
1
11.52
1
27.54
1
63.29
1
17.85
2
14.39
1
ICICI Prudential Balanced Advantage Fund
0.08
12
0.83
13
2.91
6
6.54
10
12.96
10
28.16
7
14.72
5
11.26
3
IDFC Dynamic Equity Fund
0.05
14
0.93
11
1.49
17
6.59
9
13.35
9
23.53
10
13.94
7
10.48
5
Invesco India Dynamic Equity Fund
-0.32
19
0.64
17
2.36
11
5.54
14
13.71
8
24.89
9
11.77
10
10.05
6
KOTAK BALANCED ADVANTAGE FUND
0.23
9
0.79
14
1.68
14
5.98
11
11.56
13
23.05
11
14.73
4
Motilal Oswal Dynamic Fund (MOFDYNAMIC)
0.45
3
0.77
16
1.66
15
4.72
17
9.69
16
16.26
18
11.36
11
9.47
7
Principal Balanced Advantage Fund
0.12
10
1.03
9
2.61
8
5.36
15
11.03
14
17.68
16
8.29
13
7.22
10
SBI Dynamic Asset Allocation Fund
Tata Balanced Advantage Fund
0.40
5
1.32
5
2.62
7
6.92
8
13.75
7
28.70
6
Union Balanced Advantage Fund
0.07
13
0.93
12
1.88
13
5.63
13
9.75
15
21.60
13
15.17
3
L&T BALANCED ADVANTAGE FUND
0.03
15
0.77
15
1.57
16
5.17
16
9.53
18
16.44
17
11.14
12
8.86
8

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
Aditya Birla Sun Life Balanced Advantage Fund
0.33
8
1.10
8
2.50
10
6.19
12
15.32
6
32.91
4
15.58
5
12.01
4
AXIS DYNAMIC EQUITY FUND
0.00
17
1.30
6
2.04
12
8.44
5
17.02
5
27.80
8
13.92
8
Shriram Balanced Advantage Fund
0.41
6
1.23
7
2.65
9
8.23
6
12.91
12
24.06
12
Baroda Dynamic Equity Fund
0.46
4
1.57
4
4.25
3
10.25
3
17.39
4
31.67
5
BNP Paribas Dynamic Equity Fund
0.12
11
1.05
9
3.42
5
7.51
7
13.65
10
22.85
14
BOI AXA EQUITY DEBT REBALANCER FUND
-0.25
18
0.48
19
1.02
19
3.68
19
6.87
19
14.24
19
5.45
14
4.85
11
DSP Dynamic Asset Allocation Fund
0.02
16
0.60
18
1.23
18
4.13
18
10.32
17
20.91
15
13.67
9
10.19
8
Edelweiss Balanced Advantage Fund
0.35
7
1.60
3
3.49
4
9.76
4
18.79
3
38.43
2
20.43
1
15.28
1
HDFC Balanced Advantage Fund
0.90
1
2.57
1
7.94
1
11.69
1
27.91
1
64.24
1
18.61
2
15.19
2
ICICI Prudential Balanced Advantage Fund
0.09
12
0.86
13
2.98
6
6.72
10
13.31
11
28.96
7
15.43
7
12.26
3
IDFC Dynamic Equity Fund
0.05
14
0.95
12
1.60
17
6.97
9
14.21
9
25.29
10
15.53
6
11.98
5
Invesco India Dynamic Equity Fund
-0.30
19
0.66
17
2.46
11
5.88
14
14.42
8
26.55
9
13.15
10
11.52
6
ITI Balanced Advantage Fund
0.52
2
2.35
2
7.11
2
10.96
2
20.72
2
33.12
3
KOTAK BALANCED ADVANTAGE FUND
0.24
9
0.81
14
1.79
14
6.32
11
12.29
13
24.63
11
16.05
4
Motilal Oswal Dynamic Fund (MOFDYNAMIC)
0.47
3
0.79
16
1.75
15
5.05
17
10.38
15
17.68
18
12.69
11
10.74
7
Principal Balanced Advantage Fund
0.14
10
1.03
10
2.79
7
5.83
15
11.93
14
19.53
16
9.88
13
8.73
10
SBI Dynamic Asset Allocation Fund
Tata Balanced Advantage Fund
0.42
5
1.35
5
2.75
8
7.38
8
14.71
7
30.92
6
Union Balanced Advantage Fund
0.06
13
0.97
11
1.95
13
5.96
13
10.37
16
22.94
13
16.06
3
L&T BALANCED ADVANTAGE FUND
0.04
15
0.80
15
1.68
16
5.55
16
10.29
18
18.03
17
12.56
12
10.18
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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