Ranked On: 29 February 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Icici Prudential Balance… 1
20.86% 13.48% 12.59% 11.30% 12.22% 21.61% 14.21% 13.27% 12.16% 13.24% 4.65% -1.47% -3.49% 5.11% 0.62 0.62 1.08
Shriram Balanced Advanta… 2
26.99% 11.95% % % % 29.30% 14.01% % % % 7.85% -4.54% -8.04% 1.36% 0.75 0.29 0.53
Tata Balanced Advantage … 3
21.34% 12.87% 12.59% % % 23.04% 14.61% 14.41% % % 6.15% -3.89% -5.00% 3.37% 0.65 0.41 0.79
Nippon India Balanced Ad… 4
23.68% 13.12% 11.40% 10.41% 12.17% 25.18% 14.63% 12.88% 11.76% 13.33% 6.49% -3.85% -5.53% 2.92% 0.65 0.37 0.69
Edelweiss Balanced Advan… 5
24.89% 13.34% 14.19% 12.23% 12.54% 26.43% 14.82% 15.75% 13.68% 13.78% 7.43% -6.51% -7.33% 0.73% 1.00 0.35 0.67
Iti Balanced Advantage F… 6
25.41% 12.07% % % % 27.80% 14.37% % % % 7.78% -8.48% -6.84% 0.71% 0.95 0.31 0.57
Invesco India Dynamic Eq… 7
25.90% 12.78% 10.70% 9.58% 11.11% 27.58% 14.29% 12.15% 11.02% 12.71% 7.75% -7.25% -7.03% 1.24% 0.78 0.29 0.57
Hdfc Balanced Advantage … 8
38.36% 25.75% 18.19% 16.13% 16.07% 39.20% 26.54% 18.91% 16.92% 16.82% % % % %
Aditya Birla Sun Life Ba… 9
20.40% 11.84% 11.58% 9.52% % 21.79% 13.20% 12.89% 10.82% % 6.38% -5.57% -6.23% 1.28% 0.82 0.29 0.57
Motilal Oswal Dynamic Fu… 10
32.40% 10.87% 9.99% 8.69% % 34.00% 12.25% 11.34% 9.97% % 10.01% -10.45% -11.22% 0.10% 0.70 0.14 0.25
Bank Of India Equity Deb… 11
24.78% 14.32% 9.11% 7.58% 8.57% 25.86% 15.25% 9.90% 8.35% 9.26% % % % %
Baroda Bnp Paribas Balan… 12
26.43% 14.08% 15.12% % % 27.95% 15.60% 16.64% % % % % % %
Dsp Dynamic Asset Alloca… 13
19.90% 9.13% 9.65% 8.49% 8.79% 21.35% 10.49% 11.18% 9.97% 10.10% 6.20% -6.29% -4.70% 1.35% 0.49 0.10 0.16
Axis Dynamic Equity Fund 14
25.81% 12.48% 10.36% % % 27.37% 13.93% 11.79% % % % % % %
Pgim India Balanced Adva… 15
16.62% 10.05% % % % 18.53% 12.04% % % % 7.78% -7.85% -9.72% -0.68% 0.86 0.14 0.28
Sundaram Balanced Advant… 16
19.76% % % % % 21.48% % % % % % % % %
Union Balanced Advantage… 17
18.40% 9.55% 11.45% % % 19.75% 10.90% 12.61% % % % % % %
Kotak Balanced Advantage… 18
18.18% 10.87% 11.38% % % 19.56% 12.24% 12.70% % % % % % %
Idfc Balanced Advantage … 19
19.93% 9.65% 10.17% 9.40% % 21.51% 11.20% 11.68% 10.94% % % % % %
Uti Unit Linked Insuranc… 20
12.28% 7.48% 7.14% 7.09% 7.55% 13.08% 8.28% 7.91% 7.82% 8.24% % % % %

Return Calculated On: 18 April 2024

Ratios Calculated On: 29 February 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Balanced Advantage Fund 14448.0 13132.1 50353.2 43387.96 103758.0 83205.18 158785.2 126750.2
Baroda BNP Paribas Balanced Advantage Fund 15171.6 13505.72 53445.6 45564.73 121302.0 89895.84
Bank Of India Equity Debt Rebalancer Fund 14973.6 13478.05 53787.6 46031.58 92766.0 84859.74 140103.6 122850.92 273120.0 187259.4
DSP Dynamic Asset Allocation Fund 14388.0 13078.4 46785.6 42357.53 95088.0 77892.78 148587.6 117975.48 278640.0 187067.64
Edelweiss Balanced Advantage Fund 14986.8 13425.73 52412.4 44500.43 116496.0 87523.02 188412.0 136693.79 391200.0 228250.2
HDFC Balanced Advantage Fund 16603.2 14225.57 71578.8 52493.62 138348.0 109685.46 239206.8 170128.06 532608.0 294809.04 1877742.0 628449.66
ICICI Prudential Balanced Advantage Fund 14503.2 13235.12 52614.0 44396.46 108564.0 85845.54 177735.6 132509.5 380052.0 222887.04 1287126.0 489730.68
IDFC Balanced Advantage Fund 14391.6 13061.23 47458.8 42234.34 97362.0 78891.78 157500.0 119805.17
Invesco India Dynamic Equity Fund 15108.0 13479.01 51634.8 44842.72 99732.0 83623.14 159331.2 124723.79 344232.0 206220.48 1163880.0 435780.9
ITI Balanced Advantage Fund 15049.2 13574.95 50677.2 44042.44
Kotak Balanced Advantage Fund 14181.6 13005.16 49057.2 42921.47 102828.0 81475.62
LIC Mf Balanced Advantage Fund 13813.2 12729.76
Mahindra Manulife Balanced Dhan Sanchay Yojana 15678.0 13674.54
Mirae Asset Balanced Advantage Fund 14565.6 13102.16
Motilal Oswal Dynamic Fund (Mofdynamic) 15888.0 13266.04 49068.0 44512.2 96588.0 80831.94 150553.2 120768.4
Nippon India Balanced Advantage Fund 14841.6 13395.66 52113.6 44359.16 102954.0 84621.0 168042.0 128749.15 378564.0 215629.8 1387872.0 460364.22
SBI Balanced Advantage Fund 15066.0 13573.27
Shriram Balanced Advantage Fund 15238.8 13713.19 50508.0 44862.3
Sundaram Balanced Advantage Fund 14371.2 13079.58
Tata Balanced Advantage Fund 14560.8 13234.48 51760.8 44143.38 108540.0 85177.02
Union Balanced Advantage Fund 14208.0 13052.11 47332.8 42502.75 103170.0 80770.92
UTI Unit Linked Insurance Plan 13473.6 12537.78 44701.2 39831.16 84702.0 74087.94 135710.4 109630.0 248364.0 176113.44 445626.0 300076.74
PGIM India Balanced Advantage Fund 13994.4 12839.57 47977.2 41887.3
Axis Dynamic Equity Fund 15097.2 13425.92 51235.2 44190.11 98208.0 82182.06

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Balanced Advantage Fund 14614.8 13214.89 52225.2 44226.47 110016.0 86026.74 172393.2 132742.34
Baroda BNP Paribas Balanced Advantage Fund 15354.0 13595.66 55616.4 46506.1 129528.0 93274.32
Bank Of India Equity Debt Rebalancer Fund 15103.2 13546.08 55116.0 46705.57 96210.0 86748.84 147243.6 126427.81 290832.0 194646.72
DSP Dynamic Asset Allocation Fund 14562.0 13166.42 48564.0 43187.58 101922.0 80706.12 163338.0 124328.9 313956.0 201226.92
Edelweiss Balanced Advantage Fund 15171.6 13517.81 54496.8 45416.7 124692.0 90877.2 206060.4 144189.36 436212.0 245486.4
HDFC Balanced Advantage Fund 16704.0 14275.07 72946.8 53056.26 142638.0 111702.36 250857.6 174638.77 568068.0 306648.72
Axis Dynamic Equity Fund 15284.4 13518.29 53240.4 45104.47 104748.0 85140.3
ICICI Prudential Balanced Advantage Fund 14593.2 13281.04 53625.6 44854.49 111882.0 87370.08 187588.8 136022.46 416124.0 233473.32
IDFC Balanced Advantage Fund 14581.2 13154.9 49496.4 43153.63 104238.0 81937.8 173720.4 126470.48
Invesco India Dynamic Equity Fund 15309.6 13579.31 53737.2 45819.25 106470.0 86748.18 174644.4 131175.32 396924.0 223002.84
ITI Balanced Advantage Fund 15336.0 13712.9 53856.0 45412.45
Kotak Balanced Advantage Fund 14347.2 13089.29 50900.4 43757.03 109092.0 84278.82
LIC Mf Balanced Advantage Fund 14048.4 12847.96
Mahindra Manulife Balanced Dhan Sanchay Yojana 15946.8 13807.24
Mirae Asset Balanced Advantage Fund 14770.8 13204.76
Motilal Oswal Dynamic Fund (Mofdynamic) 16080.0 13356.44 50914.8 45389.88 102678.0 83584.14 163346.4 126484.34
Nippon India Balanced Advantage Fund 15021.6 13486.58 54223.2 45274.93 109968.0 87780.42 182977.2 135481.33 419364.0 230964.0
SBI Balanced Advantage Fund 15201.6 13641.73
Shriram Balanced Advantage Fund 15516.0 13853.81 53348.4 46192.72
Sundaram Balanced Advantage Fund 14577.6 13181.4
Tata Balanced Advantage Fund 14764.8 13338.41 54201.6 45211.14 117618.0 88983.72
Union Balanced Advantage Fund 14370.0 13134.46 49100.4 43324.09 108654.0 83369.34
UTI Unit Linked Insurance Plan 13569.6 12588.01 45709.2 40297.0 87810.0 75602.76 142312.8 112673.74 264804.0 183042.24
PGIM India Balanced Advantage Fund 14223.6 12960.8 50626.8 43079.36

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life Balanced Advantage Fund

0.57
0.29
0.72
0.37
1.28
0.82
0.88
0.94
-0.8858

Baroda Bnp Paribas Balanced Advantage Fund

Bank Of India Equity Debt Rebalancer Fund

Dsp Dynamic Asset Allocation Fund

0.16
0.10
0.51
0.44
1.35
0.49
0.71
0.73
-5.2574

Edelweiss Balanced Advantage Fund

0.67
0.35
0.76
0.37
0.73
1.00
0.93
1.00
0.6841

Hdfc Balanced Advantage Fund

Icici Prudential Balanced Advantage Fund

1.08
0.62
1.10
0.35
5.11
0.62
0.83
1.23
1.6470

Idfc Balanced Advantage Fund

Invesco India Dynamic Equity Fund

0.57
0.29
0.70
0.38
1.24
0.78
0.84
1.03
-1.0469

Iti Balanced Advantage Fund

0.57
0.31
0.65
0.39
0.71
0.95
0.65
0.94
2.2555

Kotak Balanced Advantage Fund

Lic Mf Balanced Advantage Fund

Mahindra Manulife Balanced Dhan Sanchay Yojana

Mirae Asset Balanced Advantage Fund

Motilal Oswal Dynamic Fund (Mofdynamic)

0.25
0.14
0.48
0.41
0.10
0.70
0.36
0.81
-2.9200

Nippon India Balanced Advantage Fund

0.69
0.37
0.87
0.37
2.92
0.65
0.87
1.12
-0.9413

Sbi Balanced Advantage Fund

Shriram Balanced Advantage Fund

0.53
0.29
0.81
0.42
1.36
0.75
0.78
1.01
-0.0383

Sundaram Balanced Advantage Fund

Tata Balanced Advantage Fund

0.79
0.41
0.90
0.39
3.37
0.65
0.93
1.19
-0.1040

Union Balanced Advantage Fund

Uti Unit Linked Insurance Plan

Pgim India Balanced Advantage Fund

0.28
0.14
0.54
0.42
-0.68
0.86
0.79
0.78
-2.5768

Axis Dynamic Equity Fund

As On: 18 April 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Balanced Advantage Fund
0.00%
-1.10%
2.30%
2.87%
9.72%
20.40%
11.84%
11.58%
9.52%
%
%
Baroda BNP Paribas Balanced Advantage Fund
0.00%
-1.32%
3.59%
3.84%
13.84%
26.43%
14.08%
15.12%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
0.00%
-1.57%
1.65%
3.45%
14.27%
24.78%
14.32%
9.11%
7.58%
8.57%
%
DSP Dynamic Asset Allocation Fund
0.00%
-0.15%
2.58%
2.15%
9.12%
19.90%
9.13%
9.65%
8.49%
8.79%
%
Edelweiss Balanced Advantage Fund
0.00%
-1.34%
2.73%
4.09%
13.10%
24.89%
13.34%
14.19%
12.23%
12.54%
%
HDFC Balanced Advantage Fund
0.00%
-0.92%
3.27%
4.36%
17.99%
38.36%
25.75%
18.19%
16.13%
16.07%
16.92%
ICICI Prudential Balanced Advantage Fund
0.00%
-0.88%
1.30%
3.26%
10.66%
20.86%
13.48%
12.59%
11.30%
12.22%
14.01%
IDFC Balanced Advantage Fund
0.00%
-0.58%
2.46%
3.00%
8.70%
19.93%
9.65%
10.17%
9.40%
%
%
Invesco India Dynamic Equity Fund
0.00%
-1.39%
2.99%
3.52%
13.04%
25.90%
12.78%
10.70%
9.58%
11.11%
13.25%
ITI Balanced Advantage Fund
0.00%
-0.90%
1.99%
3.99%
14.06%
25.41%
12.07%
%
%
%
%
Kotak Balanced Advantage Fund
0.00%
-1.02%
1.55%
2.59%
8.88%
18.18%
10.87%
11.38%
%
%
%
LIC Mf Balanced Advantage Fund
0.00%
-1.08%
1.18%
1.58%
6.90%
15.11%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
0.00%
-1.15%
2.60%
3.43%
15.35%
30.65%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
0.00%
-0.89%
2.08%
1.94%
9.42%
21.38%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
0.00%
-0.65%
3.95%
0.19%
5.68%
32.40%
10.87%
9.99%
8.69%
%
%
Nippon India Balanced Advantage Fund
0.00%
-1.00%
2.14%
3.35%
12.37%
23.68%
13.12%
11.40%
10.41%
12.17%
14.59%
SBI Balanced Advantage Fund
0.00%
-0.39%
2.62%
5.49%
13.79%
25.55%
%
%
%
%
%
Shriram Balanced Advantage Fund
0.00%
-1.06%
1.10%
3.58%
16.61%
26.99%
11.95%
%
%
%
%
Sundaram Balanced Advantage Fund
0.00%
-1.24%
0.87%
2.19%
9.73%
19.76%
%
%
%
%
%
Tata Balanced Advantage Fund
0.00%
-0.98%
1.35%
3.45%
10.85%
21.34%
12.87%
12.59%
%
%
%
Union Balanced Advantage Fund
0.00%
-1.09%
1.11%
2.07%
10.10%
18.40%
9.55%
11.45%
%
%
%
UTI Unit Linked Insurance Plan
0.00%
-0.87%
1.02%
1.03%
4.73%
12.28%
7.48%
7.14%
7.09%
7.55%
6.23%
PGIM India Balanced Advantage Fund
0.00%
-1.53%
2.81%
2.11%
8.15%
16.62%
10.05%
%
%
%
%
Axis Dynamic Equity Fund
0.00%
-1.49%
1.71%
3.41%
12.52%
25.81%
12.48%
10.36%
%
%
%

As On: 18 April 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Balanced Advantage Fund
0.00%
-1.09%
2.39%
3.14%
10.35%
21.79%
13.20%
12.89%
10.82%
%
%
Baroda BNP Paribas Balanced Advantage Fund
0.00%
-1.30%
3.68%
4.14%
14.51%
27.95%
15.60%
16.64%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
0.00%
-1.55%
1.74%
3.70%
14.79%
25.86%
15.25%
9.90%
8.35%
9.26%
%
DSP Dynamic Asset Allocation Fund
0.00%
-0.14%
2.68%
2.46%
9.78%
21.35%
10.49%
11.18%
9.97%
10.10%
%
Edelweiss Balanced Advantage Fund
0.00%
-1.32%
2.82%
4.42%
13.79%
26.43%
14.82%
15.75%
13.68%
13.78%
%
HDFC Balanced Advantage Fund
0.00%
-0.91%
3.32%
4.51%
18.35%
39.20%
26.54%
18.91%
16.92%
16.82%
%
ICICI Prudential Balanced Advantage Fund
0.00%
-0.87%
1.34%
3.41%
11.00%
21.61%
14.21%
13.27%
12.16%
13.24%
%
IDFC Balanced Advantage Fund
0.00%
-0.56%
2.57%
3.31%
9.39%
21.51%
11.20%
11.68%
10.94%
%
%
Invesco India Dynamic Equity Fund
0.00%
-1.37%
3.08%
3.88%
13.78%
27.58%
14.29%
12.15%
11.02%
12.71%
%
ITI Balanced Advantage Fund
0.00%
-0.88%
2.13%
4.44%
15.06%
27.80%
14.37%
%
%
%
%
Kotak Balanced Advantage Fund
0.00%
-1.00%
1.65%
2.88%
9.51%
19.56%
12.24%
12.70%
%
%
%
LIC Mf Balanced Advantage Fund
0.00%
-1.05%
1.32%
1.99%
7.78%
17.07%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
0.00%
-1.12%
2.75%
3.86%
16.34%
32.89%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
0.00%
-0.87%
2.20%
2.29%
10.19%
23.09%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
0.00%
-0.63%
4.05%
0.49%
6.31%
34.00%
12.25%
11.34%
9.97%
%
%
Nippon India Balanced Advantage Fund
0.00%
-0.98%
2.24%
3.65%
13.05%
25.18%
14.63%
12.88%
11.76%
13.33%
%
SBI Balanced Advantage Fund
0.00%
-0.38%
2.70%
5.72%
14.30%
26.68%
%
%
%
%
%
Shriram Balanced Advantage Fund
0.00%
-1.03%
1.25%
4.04%
17.67%
29.30%
14.01%
%
%
%
%
Sundaram Balanced Advantage Fund
0.00%
-1.21%
0.95%
2.51%
10.49%
21.48%
%
%
%
%
%
Tata Balanced Advantage Fund
0.00%
-0.95%
1.46%
3.80%
11.63%
23.04%
14.61%
14.41%
%
%
%
Union Balanced Advantage Fund
0.00%
-1.02%
1.15%
2.33%
10.70%
19.75%
10.90%
12.61%
%
%
%
UTI Unit Linked Insurance Plan
0.00%
-0.86%
1.09%
1.22%
5.11%
13.08%
8.28%
7.91%
7.82%
8.24%
%
PGIM India Balanced Advantage Fund
0.00%
-1.51%
2.95%
2.50%
9.06%
18.53%
12.04%
%
%
%
%
Axis Dynamic Equity Fund
0.00%
-1.46%
1.81%
3.75%
13.20%
27.37%
13.93%
11.79%
%
%
%

As On: 18 April 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Balanced Advantage Fund
17.85%
12.49%
13.03%
11.55%
%
%
Baroda BNP Paribas Balanced Advantage Fund
23.93%
15.90%
16.17%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
23.48%
16.62%
13.83%
10.67%
8.61%
%
DSP Dynamic Asset Allocation Fund
16.98%
10.84%
10.37%
9.54%
8.59%
%
Edelweiss Balanced Advantage Fund
22.62%
14.25%
15.08%
13.66%
12.34%
%
HDFC Balanced Advantage Fund
35.89%
26.07%
24.36%
19.80%
17.11%
15.21%
ICICI Prudential Balanced Advantage Fund
19.52%
14.09%
14.29%
12.79%
11.90%
12.33%
IDFC Balanced Advantage Fund
16.71%
10.64%
10.88%
9.97%
%
%
Invesco India Dynamic Equity Fund
23.49%
14.78%
13.23%
11.09%
10.44%
10.96%
ITI Balanced Advantage Fund
25.07%
13.53%
%
%
%
%
Kotak Balanced Advantage Fund
15.81%
11.75%
12.18%
%
%
%
LIC Mf Balanced Advantage Fund
11.41%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
26.70%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
17.37%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
20.02%
14.27%
11.86%
10.19%
%
%
Nippon India Balanced Advantage Fund
22.13%
14.03%
13.71%
11.98%
11.28%
11.60%
SBI Balanced Advantage Fund
25.04%
%
%
%
%
%
Shriram Balanced Advantage Fund
27.34%
14.81%
%
%
%
%
Sundaram Balanced Advantage Fund
17.00%
%
%
%
%
%
Tata Balanced Advantage Fund
19.51%
13.69%
13.98%
%
%
%
Union Balanced Advantage Fund
16.56%
11.08%
11.83%
%
%
%
UTI Unit Linked Insurance Plan
8.37%
6.67%
8.36%
7.48%
7.45%
6.49%
PGIM India Balanced Advantage Fund
13.16%
10.08%
%
%
%
%
Axis Dynamic Equity Fund
22.62%
13.76%
12.53%
%
%
%

As On: 18 April 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Balanced Advantage Fund
19.19%
13.82%
14.38%
12.84%
%
%
Baroda BNP Paribas Balanced Advantage Fund
25.41%
17.34%
17.67%
%
%
%
Bank Of India Equity Debt Rebalancer Fund
24.59%
17.64%
14.72%
11.47%
9.35%
%
DSP Dynamic Asset Allocation Fund
18.41%
12.17%
11.80%
11.01%
9.97%
%
Edelweiss Balanced Advantage Fund
24.13%
15.67%
16.61%
15.15%
13.71%
%
HDFC Balanced Advantage Fund
36.72%
26.86%
25.12%
20.53%
17.84%
%
Axis Dynamic Equity Fund
24.14%
15.19%
13.96%
%
%
%
ICICI Prudential Balanced Advantage Fund
20.26%
14.80%
15.01%
13.52%
12.77%
%
IDFC Balanced Advantage Fund
18.22%
12.12%
12.41%
11.48%
%
%
Invesco India Dynamic Equity Fund
25.14%
16.29%
14.72%
12.51%
11.91%
%
ITI Balanced Advantage Fund
27.34%
15.67%
%
%
%
%
Kotak Balanced Advantage Fund
17.16%
13.08%
13.55%
%
%
%
LIC Mf Balanced Advantage Fund
13.29%
%
%
%
%
%
Mahindra Manulife Balanced Dhan Sanchay Yojana
28.90%
%
%
%
%
%
Mirae Asset Balanced Advantage Fund
19.03%
%
%
%
%
%
Motilal Oswal Dynamic Fund (Mofdynamic)
21.49%
15.63%
13.21%
11.49%
%
%
Nippon India Balanced Advantage Fund
23.62%
15.45%
15.20%
13.41%
12.56%
%
SBI Balanced Advantage Fund
26.16%
%
%
%
%
%
Shriram Balanced Advantage Fund
29.67%
16.86%
%
%
%
%
Sundaram Balanced Advantage Fund
18.65%
%
%
%
%
%
Tata Balanced Advantage Fund
21.20%
15.35%
15.75%
%
%
%
Union Balanced Advantage Fund
17.89%
12.39%
13.11%
%
%
%
UTI Unit Linked Insurance Plan
9.16%
7.45%
9.17%
8.25%
8.18%
%
PGIM India Balanced Advantage Fund
15.09%
12.00%
%
%
%
%