Best Balanced Advantage Mutual Funds December 2024

  • Hdfc Balanced Advantage Fund is the top performing fund in the Dynamic Asset Allocation or Balanced Advantage Fund category. The fund has delivered return of 13.54% in 1 year, 19.42% in 3 years, 19.23% in 5 years and 13.73% in 10 years. The category average for the same periods is 10.24%, 9.85%, 11.45% and 9.57% respectively, which shows very good return performance of fund in the category. The fund has exhibited standard deviation of 9.29, VaR of -8.53, Average Drawdown …
  • Invesco India Balanced Advantage Fund has shown very good performance in the Dynamic Asset Allocation or Balanced Advantage Fund category. The fund has rank of 2 out of 22 funds in the category. The fund has delivered return of 12.84% in 1 year, 10.84% in 3 years, 11.26% in 5 years and 9.55% in 10 years. The category average for the same periods is 10.24%, 9.85%, 11.45% and 9.57% respectively, which shows good return performance of fund in the category. …
  • Axis Balanced Advantage Fund has exhibited very good performance in the Dynamic Asset Allocation or Balanced Advantage Fund category. The fund has rank of 3 out of 22 funds in the category. The fund has delivered return of 15.62% in 1 year, 10.8% in 3 years and 11.68% in 5 years. The category average for the same periods is 10.24%, 9.85% and 11.45% respectively, which shows good return performance of fund in the category. The fund has exhibited standard deviation …
  • SBI Balanced Advantage Fund has exhibited good performance in the Dynamic Asset Allocation or Balanced Advantage Fund category. The fund has rank of 5 out of 22 funds in the category. The fund has delivered return of 11.83% in 1 year and 12.0% in 3 years. The category average for the same periods is 10.24% and 9.85% respectively, which shows poor return performance of fund in the category. The fund has exhibited standard deviation of 6.14, VaR of -5.85, Average …
  • Icici Prudential Balanced Advantage Fund has shown very good performance in the Dynamic Asset Allocation or Balanced Advantage Fund category. The fund has rank of 4 out of 22 funds in the category. The fund has delivered return of 11.23% in 1 year, 11.26% in 3 years, 12.3% in 5 years and 10.67% in 10 years. The category average for the same periods is 10.24%, 9.85%, 11.45% and 9.57% respectively, which shows very good return performance of fund in the …

Full review at the fund page (link in the table below.)

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
1
13.54% 19.42% 19.23% 14.16% 13.73% 14.25% 20.19% 19.97% 14.93% 14.48% 9.29% -3.79% -8.53% % 0.90 1.49
2
12.84% 10.84% 11.26% 8.72% 9.55% 14.39% 12.34% 12.76% 10.12% 11.11% 7.82% -7.32% -8.81% % 0.36 0.70
3
15.63% 10.80% 11.68% 9.67% % 17.03% 12.22% 13.10% 11.16% % 7.94% -7.91% -8.07% % 0.29 0.57
4
11.23% 11.26% 12.30% 10.74% 10.67% 11.91% 11.96% 13.01% 11.51% 11.66% 5.15% -3.16% -3.49% % 0.50 0.94
5
11.83% 12.00% % % % 12.85% 13.08% % % % 6.14% -3.76% -5.85% % 0.46 0.88
6
11.81% 11.17% 15.16% % % 13.13% 12.58% 16.63% % % 9.16% -9.99% -10.64% % 0.29 0.56
7
12.38% 9.93% 11.38% % % 13.67% 11.24% 12.74% % % 6.35% -4.67% -6.05% % 0.30 0.62
8
11.57% 10.55% 11.88% 9.36% 9.72% 12.91% 11.95% 13.37% 10.76% 10.90% 6.80% -3.89% -6.28% % 0.32 0.64
9
12.21% 10.07% 11.86% 9.87% 10.29% 13.49% 11.39% 13.19% 11.15% 11.42% 7.04% -5.31% -6.58% % 0.26 0.53
10
11.09% 8.88% % % % 12.90% 10.75% % % % 6.64% -4.07% -6.57% % 0.22 0.43
11
11.75% 9.01% 9.80% 8.93% 8.57% 13.11% 10.35% 11.27% 10.43% 9.90% 6.67% -6.66% -4.70% % 0.20 0.36
12
11.39% 9.61% 14.13% 11.44% 10.36% 12.71% 10.99% 15.66% 12.91% 11.63% 7.92% -7.15% -8.17% % 0.23 0.46
13
11.67% 7.67% 10.15% 8.71% 8.12% 13.12% 9.12% 11.66% 10.23% 9.59% 7.20% -10.05% -8.99% % 0.12 0.23
14
9.04% 9.68% 12.37% % % 10.51% 11.28% 14.13% % % 6.50% -3.89% -5.92% % 0.28 0.56
15
9.09% 7.50% 6.15% % % 11.01% 9.53% 8.30% % % 7.21% -8.61% -7.73% % 0.12 0.24
16
10.63% 6.08% 9.29% 7.02% 7.75% 11.41% 6.86% 10.10% 7.76% 8.46% 6.20% -7.88% -7.59% % -0.01 -0.04
17
4.39% 11.60% 10.24% 6.71% 6.89% 5.49% 12.67% 11.12% 7.52% 7.63% 12.11% -6.65% -11.71% % 0.30 0.48
18
7.03% 9.41% % % % 8.40% 10.85% % % % 9.09% -8.69% -10.04% % 0.18 0.36
19
7.59% 7.99% 10.99% 9.68% % 8.87% 9.32% 12.22% 10.77% % 6.17% -4.91% -5.91% % 0.17 0.33
20
2.96% 7.54% 9.58% % % 4.86% 9.52% 11.63% % % 8.57% -6.38% -10.48% % 0.16 0.34
21
7.74% 7.60% % % % 9.63% 9.49% % % % 8.81% -7.85% -10.52% % 0.10 0.18
22
3.45% 8.16% 8.59% 7.50% % 4.76% 9.51% 9.96% 8.78% % 11.57% -10.02% -13.51% % 0.14 0.26

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Balanced Advantage Fund
-0.14
-0.23
-1.74
-3.09
-0.77
12.21
10.07
11.86
9.87
10.29
Baroda BNP Paribas Balanced Advantage Fund
-0.15
-0.46
-4.36
-3.19
-0.62
11.81
11.17
15.16
Bank of India Balanced Advantage Fund
-0.07
-0.06
-4.25
-5.53
-6.91
4.39
11.60
10.24
6.71
6.89
NJ Balanced Advantage Fund
0.08
-0.68
-2.50
-5.29
-5.63
7.03
9.41
Whiteoak Capital Balanced Advantage Fund
-0.13
-0.66
-3.34
-2.00
1.05
14.38
Helios Balanced Advantage Fund
-0.19
-0.09
-5.36
-2.80
-2.09
Samco Dynamic Asset Allocation Fund
0.00
-0.09
-4.88
-3.34
-4.72
6.57
Dsp Dynamic Asset Allocation Fund
-0.01
-0.20
-1.57
-1.89
0.88
11.75
9.01
9.80
8.93
8.57
Edelweiss Balanced Advantage Fund
-0.02
-0.12
-3.00
-4.02
-2.59
11.39
9.61
14.13
11.44
10.36
10.92
Franklin India Balanced Advantage Fund
-0.23
-0.59
-2.53
-1.32
0.39
12.67
Hdfc Balanced Advantage Fund
-0.04
0.12
-3.31
-3.52
-2.92
13.54
19.42
19.23
14.16
13.73
13.33
HSBC Balanced Advantage Fund
-0.36
-0.71
-4.07
-2.02
-0.14
11.82
Icici Prudential Balanced Advantage Fund
-0.01
0.07
-1.62
-2.36
0.15
11.23
11.26
12.30
10.74
10.67
12.06
Bandhan Balanced Advantage Fund
-0.26
-0.64
-3.33
-1.87
0.25
11.67
7.67
10.15
8.71
8.12
Invesco India Balanced Advantage Fund
-0.44
-1.11
-4.38
-2.34
-0.46
12.84
10.84
11.26
8.72
9.55
10.40
Iti Balanced Advantage Fund
-0.27
-0.84
-4.22
-3.64
-1.54
9.09
7.50
6.15
Kotak Balanced Advantage Fund
-0.31
-0.81
-3.55
-2.61
-0.68
12.38
9.93
11.38
LIC MF Balanced Advantage Fund
-0.23
-0.22
-2.67
-1.03
0.63
11.09
8.88
Mahindra Manulife Balanced Advantage Fund
0.00
-0.48
-3.83
-3.31
-2.32
9.91
10.77
mirae asset balanced advantage fund
-0.23
-0.21
-2.58
-2.65
-1.34
9.40
Motilal Oswal Dynamic Fund (Mofdynamic)
0.01
-0.31
-6.05
-10.62
-5.73
3.45
8.16
8.59
7.50
Parag Parikh Dynamic Asset Allocation Fund
0.22
0.46
-0.02
0.42
2.59
quant Dynamic Asset Allocation Fund
1.08
1.01
-3.57
-5.28
-8.48
16.25
Nippon India Balanced Advantage Fund
-0.18
-0.26
-2.66
-2.42
-1.40
11.57
10.55
11.88
9.36
9.72
10.81
SBI Balanced Advantage Fund
0.01
0.08
-1.50
-1.92
-0.32
11.83
12.00
Shriram Balanced Advantage Fund
0.00
-1.35
-5.79
-6.72
-7.35
2.96
7.54
9.58
sundaram balanced advantage fund
-0.36
-1.07
-3.68
-3.99
-1.95
9.60
8.89
Tata Balanced Advantage Fund
-0.04
-0.13
-2.40
-2.96
-2.21
9.04
9.68
12.37
Union Balanced Advantage Fund
-0.16
-0.67
-3.53
-3.34
-3.14
7.59
7.99
10.99
9.68
uti unit linked insurance plan
-0.15
-0.72
-2.46
-1.25
2.48
10.63
6.08
9.29
7.02
7.75
5.16
UTI Balanced Advantage Fund
-0.38
-0.55
-2.68
-2.52
-0.02
9.93
PGIM India Balanced Advantage Fund
-0.21
-0.83
-4.27
-4.40
-2.98
7.74
7.60
Axis Balanced Advantage Fund
-0.30
-0.70
-3.01
-2.39
0.35
15.63
10.80
11.68
9.67
Bajaj Finserv Balanced Advantage Fund
-0.23
-0.87
-3.22
-5.49
-5.16
6.33

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Balanced Advantage Fund
-0.13
-0.20
-1.65
-2.82
-0.21
13.49
11.39
13.19
11.15
11.42
Baroda BNP Paribas Balanced Advantage Fund
-0.14
-0.44
-4.27
-2.91
-0.03
13.13
12.58
16.63
Bank of India Balanced Advantage Fund
-0.07
-0.04
-4.16
-5.27
-6.40
5.49
12.67
11.12
7.52
7.63
NJ Balanced Advantage Fund
0.07
-0.65
-2.40
-4.96
-5.02
8.40
10.85
Whiteoak Capital Balanced Advantage Fund
-0.13
-0.63
-3.21
-1.60
1.86
16.25
Helios Balanced Advantage Fund
-0.18
-0.09
-5.21
-2.50
-1.36
Samco Dynamic Asset Allocation Fund
-0.09
-0.18
-4.80
-3.02
-4.05
8.35
Dsp Dynamic Asset Allocation Fund
0.00
-0.17
-1.47
-1.60
1.50
13.11
10.35
11.27
10.43
9.90
Edelweiss Balanced Advantage Fund
-0.02
-0.09
-2.90
-3.74
-2.02
12.71
10.99
15.66
12.91
11.63
Franklin India Balanced Advantage Fund
-0.22
-0.56
-2.41
-0.95
1.16
14.41
Hdfc Balanced Advantage Fund
-0.03
0.13
-3.27
-3.38
-2.62
14.25
20.19
19.97
14.93
14.48
HSBC Balanced Advantage Fund
-0.36
-0.68
-3.96
-1.69
0.53
13.33
Icici Prudential Balanced Advantage Fund
0.00
0.09
-1.57
-2.21
0.46
11.91
11.96
13.01
11.51
11.66
Bandhan Balanced Advantage Fund
-0.25
-0.61
-3.22
-1.56
0.89
13.12
9.12
11.66
10.23
9.59
Invesco India Balanced Advantage Fund
-0.42
-1.07
-4.26
-1.99
0.23
14.39
12.34
12.76
10.12
11.11
Iti Balanced Advantage Fund
-0.27
-0.81
-4.08
-3.22
-0.69
11.01
9.53
8.30
Kotak Balanced Advantage Fund
-0.31
-0.79
-3.46
-2.33
-0.12
13.67
11.24
12.74
LIC MF Balanced Advantage Fund
-0.23
-0.19
-2.55
-0.66
1.43
12.90
10.75
Mahindra Manulife Balanced Advantage Fund
0.01
-0.45
-3.70
-2.90
-1.49
11.80
12.78
mirae asset balanced advantage fund
-0.23
-0.18
-2.46
-2.32
-0.65
10.94
Motilal Oswal Dynamic Fund (Mofdynamic)
0.02
-0.29
-5.95
-10.30
-5.10
4.76
9.51
9.96
8.78
Parag Parikh Dynamic Asset Allocation Fund
0.22
0.47
0.01
0.49
2.74
quant Dynamic Asset Allocation Fund
1.09
1.04
-3.45
-4.93
-7.81
17.98
Nippon India Balanced Advantage Fund
-0.18
-0.24
-2.57
-2.13
-0.81
12.91
11.95
13.37
10.76
10.90
SBI Balanced Advantage Fund
0.02
0.10
-1.43
-1.70
0.14
12.85
13.08
Shriram Balanced Advantage Fund
0.01
-1.31
-5.65
-6.29
-6.49
4.86
9.52
11.63
sundaram balanced advantage fund
-0.35
-1.04
-3.56
-3.64
-1.23
11.18
10.53
Tata Balanced Advantage Fund
-0.04
-0.10
-2.29
-2.64
-1.57
10.51
11.28
14.13
Union Balanced Advantage Fund
-0.15
-0.63
-3.44
-3.03
-2.52
8.87
9.32
12.22
10.77
uti unit linked insurance plan
-0.15
-0.71
-2.40
-1.08
2.83
11.41
6.86
10.10
7.76
8.46
UTI Balanced Advantage Fund
-0.37
-0.53
-2.57
-2.19
0.66
11.51
PGIM India Balanced Advantage Fund
-0.26
-0.77
-4.12
-3.94
-2.16
9.63
9.49
Axis Balanced Advantage Fund
-0.27
-0.67
-2.90
-2.08
0.96
17.03
12.22
13.10
11.16
Bajaj Finserv Balanced Advantage Fund
-0.24
-0.85
-3.10
-5.13
-4.43
8.02

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Balanced Advantage Fund
6.16
12.89
12.88
12.05
11.23
Baroda BNP Paribas Balanced Advantage Fund
4.96
14.49
14.52
Bank of India Balanced Advantage Fund
-4.78
9.96
10.97
9.45
8.06
NJ Balanced Advantage Fund
-1.96
12.33
Whiteoak Capital Balanced Advantage Fund
8.54
Helios Balanced Advantage Fund
Samco Dynamic Asset Allocation Fund
0.65
Dsp Dynamic Asset Allocation Fund
7.57
12.34
10.91
10.28
9.12
Edelweiss Balanced Advantage Fund
2.95
12.72
13.27
13.12
12.06
11.63
Franklin India Balanced Advantage Fund
6.70
Hdfc Balanced Advantage Fund
4.14
20.49
22.41
19.23
16.81
15.10
HSBC Balanced Advantage Fund
5.94
Icici Prudential Balanced Advantage Fund
5.50
12.77
13.43
12.64
11.74
12.21
Bandhan Balanced Advantage Fund
6.25
11.55
10.84
10.32
9.54
Invesco India Balanced Advantage Fund
6.26
14.66
13.36
11.68
10.64
11.08
Iti Balanced Advantage Fund
2.29
11.64
10.62
Kotak Balanced Advantage Fund
6.16
12.37
12.20
LIC MF Balanced Advantage Fund
7.54
11.09
Mahindra Manulife Balanced Advantage Fund
2.58
13.58
mirae asset balanced advantage fund
4.22
Motilal Oswal Dynamic Fund (Mofdynamic)
-4.76
10.60
9.85
9.19
Parag Parikh Dynamic Asset Allocation Fund
quant Dynamic Asset Allocation Fund
-1.39
Nippon India Balanced Advantage Fund
4.89
13.07
13.08
12.02
11.18
11.53
SBI Balanced Advantage Fund
4.75
13.91
Shriram Balanced Advantage Fund
-7.22
8.51
9.30
sundaram balanced advantage fund
3.05
11.15
Tata Balanced Advantage Fund
2.20
11.27
12.18
Union Balanced Advantage Fund
1.24
9.79
10.30
10.49
uti unit linked insurance plan
8.23
9.59
9.47
8.70
8.20
7.29
UTI Balanced Advantage Fund
5.19
PGIM India Balanced Advantage Fund
1.66
9.28
Axis Balanced Advantage Fund
8.77
15.56
13.69
12.05
Bajaj Finserv Balanced Advantage Fund
-2.04

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Balanced Advantage Fund
7.38
14.22
14.23
13.35
12.48
Baroda BNP Paribas Balanced Advantage Fund
6.22
15.89
15.99
Bank of India Balanced Advantage Fund
-3.73
11.06
11.98
10.34
8.87
NJ Balanced Advantage Fund
-0.63
13.82
Whiteoak Capital Balanced Advantage Fund
10.33
Helios Balanced Advantage Fund
Samco Dynamic Asset Allocation Fund
2.29
Dsp Dynamic Asset Allocation Fund
8.89
13.71
12.30
11.73
10.52
Edelweiss Balanced Advantage Fund
4.18
14.11
14.74
14.61
13.45
Franklin India Balanced Advantage Fund
8.37
Hdfc Balanced Advantage Fund
4.80
21.26
23.19
19.97
17.55
HSBC Balanced Advantage Fund
7.39
Icici Prudential Balanced Advantage Fund
6.15
13.48
14.15
13.35
12.56
Bandhan Balanced Advantage Fund
7.65
13.03
12.35
11.83
11.02
Invesco India Balanced Advantage Fund
7.75
16.22
14.89
13.14
12.10
Iti Balanced Advantage Fund
4.10
13.70
12.76
Kotak Balanced Advantage Fund
7.39
13.69
13.56
LIC MF Balanced Advantage Fund
9.28
12.95
Mahindra Manulife Balanced Advantage Fund
4.36
15.59
mirae asset balanced advantage fund
5.71
Motilal Oswal Dynamic Fund (Mofdynamic)
-3.48
12.01
11.23
10.53
Parag Parikh Dynamic Asset Allocation Fund
quant Dynamic Asset Allocation Fund
0.10
Nippon India Balanced Advantage Fund
6.16
14.47
14.54
13.46
12.50
SBI Balanced Advantage Fund
5.71
14.97
Shriram Balanced Advantage Fund
-5.47
10.55
11.35
sundaram balanced advantage fund
4.58
12.81
Tata Balanced Advantage Fund
3.58
12.85
13.87
Union Balanced Advantage Fund
2.47
11.11
11.63
11.72
uti unit linked insurance plan
8.99
10.37
10.27
9.48
8.95
UTI Balanced Advantage Fund
6.69
PGIM India Balanced Advantage Fund
3.46
11.19
Axis Balanced Advantage Fund
10.11
16.99
15.13
13.47
Bajaj Finserv Balanced Advantage Fund
-0.49

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Aditya Birla Sun Life Balanced Advantage Fund -6.58 -5.31 -2.59 7.04 4.94
Baroda Bnp Paribas Balanced Advantage Fund -10.64 -9.99 -3.77 9.16 6.30
Bank Of India Balanced Advantage Fund -11.71 -6.65 -3.65 12.11 7.34
Nj Balanced Advantage Fund -10.04 -8.69 -4.98 9.09 6.44
Dsp Dynamic Asset Allocation Fund -4.70 -6.66 -2.68 6.67 4.14
Edelweiss Balanced Advantage Fund -8.17 -7.15 -3.12 7.92 5.60
Hdfc Balanced Advantage Fund -8.53 -3.79 -2.74 9.29 6.51
Icici Prudential Balanced Advantage Fund -3.49 -3.16 -1.34 5.15 3.58
Bandhan Balanced Advantage Fund -8.99 -10.05 -4.39 7.20 5.05
Invesco India Balanced Advantage Fund -8.81 -7.32 -2.75 7.82 5.49
Iti Balanced Advantage Fund -7.73 -8.61 -2.86 7.21 5.00
Kotak Balanced Advantage Fund -6.05 -4.67 -2.37 6.35 4.49
Lic Mf Balanced Advantage Fund -6.57 -4.07 -2.22 6.64 4.41
Motilal Oswal Dynamic Fund (Mofdynamic) -13.51 -10.02 -4.88 11.57 7.80
Nippon India Balanced Advantage Fund -6.28 -3.89 -2.23 6.80 4.77
Sbi Balanced Advantage Fund -5.85 -3.76 -1.72 6.14 4.34
Shriram Balanced Advantage Fund -10.48 -6.38 -3.38 8.57 6.18
Tata Balanced Advantage Fund -5.92 -3.89 -2.13 6.50 4.55
Union Balanced Advantage Fund -5.91 -4.91 -2.19 6.17 4.11
Uti Unit Linked Insurance Plan -7.59 -7.88 -3.12 6.20 4.20
Pgim India Balanced Advantage Fund -10.52 -7.85 -3.09 8.81 5.94
Axis Balanced Advantage Fund -8.07 -7.91 -4.05 7.94 5.47

Calculated On: 31 December 2024

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
0.53
0.26
0.71
0.39
Baroda Bnp Paribas Balanced Advantage Fund
0.56
0.29
0.62
0.39
Bank Of India Balanced Advantage Fund
0.48
0.30
0.79
0.45
Nj Balanced Advantage Fund
0.36
0.18
0.56
0.41
Dsp Dynamic Asset Allocation Fund
0.36
0.20
0.57
0.42
Edelweiss Balanced Advantage Fund
0.46
0.23
0.63
0.40
Hdfc Balanced Advantage Fund
1.49
0.90
1.57
0.36
Icici Prudential Balanced Advantage Fund
0.94
0.50
0.91
0.40
Bandhan Balanced Advantage Fund
0.23
0.12
0.43
0.41
Invesco India Balanced Advantage Fund
0.70
0.36
0.73
0.38
Iti Balanced Advantage Fund
0.24
0.12
0.47
0.37
Kotak Balanced Advantage Fund
0.62
0.30
0.76
0.40
Lic Mf Balanced Advantage Fund
0.43
0.22
0.70
0.39
Motilal Oswal Dynamic Fund (Mofdynamic)
0.26
0.14
0.50
0.39
Nippon India Balanced Advantage Fund
0.64
0.32
0.83
0.39
Sbi Balanced Advantage Fund
0.88
0.46
0.92
0.36
Shriram Balanced Advantage Fund
0.34
0.16
0.61
0.46
Tata Balanced Advantage Fund
0.56
0.28
0.78
0.40
Union Balanced Advantage Fund
0.33
0.17
0.61
0.41
Uti Unit Linked Insurance Plan
-0.04
-0.01
0.37
0.39
Pgim India Balanced Advantage Fund
0.18
0.10
0.48
0.40
Axis Balanced Advantage Fund
0.57
0.29
0.65
0.37

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 13,465.20 12,397.14 48,002.40 43,655.80 105,084.00 82,916.52 162,380.40 129,075.32 319,596.00 215,144.04
Baroda BNP Paribas Balanced Advantage Fund 13,417.20 12,320.32 49,460.40 44,674.45 121,506.00 86,355.60
Bank of India Balanced Advantage Fund 12,526.80 11,686.96 50,029.20 41,824.94 97,674.00 79,093.26 132,358.80 117,627.38 233,736.00 181,913.52
NJ Balanced Advantage Fund 12,843.60 11,872.15 47,145.60 43,298.32
Whiteoak Capital Balanced Advantage Fund 13,725.60 12,548.66
Helios Balanced Advantage Fund
Samco Dynamic Asset Allocation Fund 12,788.40 12,042.10
Dsp Dynamic Asset Allocation Fund 13,410.00 12,486.79 46,638.00 43,308.86 95,760.00 78,965.04 152,821.20 121,171.43 273,168.00 192,419.04
Edelweiss Balanced Advantage Fund 13,366.80 12,190.81 47,408.40 43,547.11 116,190.00 83,737.74 179,272.80 134,119.52 321,480.00 224,866.44 851,526.00 461,552.04
Franklin India Balanced Advantage Fund 13,520.40 12,431.74
Hdfc Balanced Advantage Fund 13,624.80 12,267.95 61,311.60 48,635.03 144,588.00 104,703.60 212,226.00 166,793.84 434,388.00 290,224.80 1,175,418.00 622,433.52
HSBC Balanced Advantage Fund 13,418.40 12,382.79
Icici Prudential Balanced Advantage Fund 13,347.60 12,354.72 49,579.20 43,577.50 107,166.00 84,063.90 171,586.80 131,838.76 330,732.00 221,099.16 993,384.00 485,043.30
Bandhan Balanced Advantage Fund 13,400.40 12,403.09 44,935.20 42,812.35 97,308.00 78,828.36 150,704.40 121,362.61 261,960.00 196,724.04
Invesco India Balanced Advantage Fund 13,540.80 12,403.36 49,021.20 44,780.04 102,312.00 83,915.28 150,788.40 127,418.76 298,812.00 208,509.60 794,430.00 440,290.98
Iti Balanced Advantage Fund 13,090.80 12,148.50 44,715.60 42,870.35 80,880.00 78,407.28
Kotak Balanced Advantage Fund 13,485.60 12,397.02 47,826.00 43,328.34 102,864.00 81,541.08
LIC MF Balanced Advantage Fund 13,330.80 12,485.33 46,472.40 42,527.88
Mahindra Manulife Balanced Advantage Fund 13,189.20 12,167.34 48,931.20 44,092.98
mirae asset balanced advantage fund 13,128.00 12,272.84
Motilal Oswal Dynamic Fund (Mofdynamic) 12,414.00 11,688.24 45,547.20 42,219.90 90,588.00 76,905.06 139,356.00 116,552.18
Parag Parikh Dynamic Asset Allocation Fund
quant Dynamic Asset Allocation Fund 13,950.00 11,909.08
Nippon India Balanced Advantage Fund 13,388.40 12,315.79 48,636.00 43,768.40 105,162.00 83,327.28 157,105.20 128,941.51 303,348.00 214,549.44 839,898.00 457,474.32
SBI Balanced Advantage Fund 13,419.60 12,306.73 50,580.00 44,302.03
Shriram Balanced Advantage Fund 12,355.20 11,524.81 44,776.80 40,940.78 94,776.00 75,852.84
sundaram balanced advantage fund 13,152.00 12,197.29 46,476.00 42,562.66
Tata Balanced Advantage Fund 13,084.80 12,142.93 47,498.40 42,636.89 107,496.00 81,496.02
Union Balanced Advantage Fund 12,910.80 12,080.72 45,338.40 41,722.09 101,040.00 77,780.70 160,372.80 122,113.49
uti unit linked insurance plan 13,275.60 12,529.01 42,973.20 41,598.36 93,546.00 76,175.16 135,055.20 114,537.36 253,092.00 183,308.76 383,004.00 320,594.76
UTI Balanced Advantage Fund 13,191.60 12,335.03
PGIM India Balanced Advantage Fund 12,928.80 12,107.71 44,852.40 41,409.97
Axis Balanced Advantage Fund 13,874.40 12,563.06 48,963.60 45,363.13 104,244.00 84,614.52 160,297.20 129,104.39
Bajaj Finserv Balanced Advantage Fund 12,759.60 11,866.56

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 13,618.80 12,474.88 49,752.00 44,496.76 111,492.00 85,741.38 176,072.40 135,261.25 353,724.00 229,976.40
Baroda BNP Paribas Balanced Advantage Fund 13,575.60 12,400.74 51,364.80 45,578.38 129,492.00 89,530.74
Bank of India Balanced Advantage Fund 12,658.80 11,755.86 51,494.40 42,506.96 101,670.00 81,091.74 139,549.20 121,461.40 250,296.00 189,869.04
NJ Balanced Advantage Fund 13,008.00 11,958.80 49,028.40 44,242.52
Whiteoak Capital Balanced Advantage Fund 13,950.00 12,661.96
Helios Balanced Advantage Fund
Samco Dynamic Asset Allocation Fund 13,002.00 12,148.58
Dsp Dynamic Asset Allocation Fund 13,573.20 12,570.94 48,369.60 44,173.87 102,318.00 81,734.28 168,235.20 127,625.65 308,520.00 207,195.36
Edelweiss Balanced Advantage Fund 13,525.20 12,270.60 49,226.40 44,429.44 124,170.00 86,833.86 196,534.80 141,461.21 360,660.00 242,230.20
Franklin India Balanced Advantage Fund 13,729.20 12,538.18
Hdfc Balanced Advantage Fund 13,710.00 12,310.19 62,499.60 49,163.58 149,130.00 106,705.50 222,524.40 171,257.69 463,776.00 302,019.96
HSBC Balanced Advantage Fund 13,599.60 12,475.45
Icici Prudential Balanced Advantage Fund 13,429.20 12,396.61 50,526.00 44,025.62 110,580.00 85,576.74 180,087.60 135,226.48 361,560.00 231,001.44
Bandhan Balanced Advantage Fund 13,574.40 12,492.23 46,771.20 43,741.04 104,160.00 81,845.94 166,152.00 128,069.00 299,952.00 212,776.80
Invesco India Balanced Advantage Fund 13,726.80 12,498.40 51,037.20 45,794.02 109,380.00 87,147.06 164,967.60 134,215.37 344,244.00 225,343.20
Iti Balanced Advantage Fund 13,321.20 12,265.45 47,307.60 44,167.46 89,376.00 82,676.40
Kotak Balanced Advantage Fund 13,640.40 12,475.50 49,561.20 44,163.61 109,296.00 84,332.94
LIC MF Balanced Advantage Fund 13,548.00 12,595.97 48,902.40 43,694.17
Mahindra Manulife Balanced Advantage Fund 13,416.00 12,281.84 51,645.60 45,385.24
mirae asset balanced advantage fund 13,312.80 12,368.09
Motilal Oswal Dynamic Fund (Mofdynamic) 12,571.20 11,772.41 47,275.20 43,098.95 96,438.00 79,592.58 151,393.20 122,272.50
Parag Parikh Dynamic Asset Allocation Fund
quant Dynamic Asset Allocation Fund 14,157.60 12,006.55
Nippon India Balanced Advantage Fund 13,549.20 12,397.33 50,508.00 44,658.97 112,362.00 86,394.66 171,813.60 135,763.66 337,548.00 230,291.88
SBI Balanced Advantage Fund 13,542.00 12,368.35 52,056.00 44,983.76
Shriram Balanced Advantage Fund 12,583.20 11,641.20 47,296.80 42,188.87 103,992.00 79,834.38
sundaram balanced advantage fund 13,341.60 12,296.15 48,618.00 43,601.76
Tata Balanced Advantage Fund 13,261.20 12,231.70 49,600.80 43,625.41 116,172.00 84,979.98
Union Balanced Advantage Fund 13,064.40 12,160.10 47,037.60 42,535.91 106,770.00 80,396.34 171,855.60 127,578.86
uti unit linked insurance plan 13,369.20 12,577.22 43,927.20 42,076.91 97,056.00 77,716.08 141,750.00 117,761.53 270,300.00 190,627.44
UTI Balanced Advantage Fund 13,381.20 12,431.15
PGIM India Balanced Advantage Fund 13,155.60 12,224.16 47,253.60 42,586.99
Axis Balanced Advantage Fund 14,043.60 12,648.32 50,875.20 46,298.45 111,018.00 87,658.02 176,198.40 135,798.43
Bajaj Finserv Balanced Advantage Fund 12,962.40 11,968.30