Best Balanced Advantage Mutual Funds (March 2025)

Ranked On: 28 March 2025

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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

Fund Name	BMSMONEY Rank	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
Hdfc Balanced Advantage Fund	1	5.65%	18.24%	27.38%	15.32%	13.69%	6.29%	18.99%	28.17%	16.10%	14.44%	9.89%	-9.15%	-8.53%	7.86%	1.20	0.69	1.19
Axis Balanced Advantage Fund	2	9.58%	11.78%	14.85%	9.73%	%	10.84%	13.17%	16.31%	11.18%	%	8.36%	-7.34%	-9.01%	2.20%	1.09	0.33	0.66
Dsp Dynamic Asset Allocation Fund	3	10.55%	9.86%	13.98%	9.14%	8.52%	11.88%	11.20%	15.48%	10.68%	9.86%	7.00%	-5.11%	-6.00%	2.30%	0.85	0.28	0.50
Icici Prudential Balanced Advantage Fund	4	6.29%	11.17%	18.66%	10.94%	10.41%	6.92%	11.86%	19.40%	11.69%	11.38%	5.72%	-6.09%	-5.04%	4.57%	0.73	0.42	0.83
Sbi Balanced Advantage Fund	5	5.00%	11.54%	%	%	%	5.94%	12.59%	%	%	%	6.60%	-5.68%	-7.33%	4.22%	0.84	0.40	0.80
Aditya Birla Sun Life Balanced Advantag…	6	7.26%	10.14%	17.45%	10.17%	10.15%	8.46%	11.43%	18.84%	11.44%	11.30%	7.88%	-8.71%	-8.82%	1.43%	1.04	0.27	0.55
Nippon India Balanced Advantage Fund	7	6.03%	10.73%	16.72%	10.48%	9.20%	7.30%	12.10%	18.25%	11.92%	10.39%	7.55%	-8.24%	-7.10%	2.17%	0.98	0.29	0.60
Kotak Balanced Advantage Fund	8	6.16%	9.41%	16.63%	%	%	7.36%	10.70%	18.06%	%	%	7.61%	-8.84%	-9.14%	1.08%	0.97	0.21	0.44
Invesco India Balanced Advantage Fund	9	4.35%	10.34%	15.89%	8.63%	8.36%	5.77%	11.83%	17.45%	10.02%	9.90%	8.72%	-8.56%	-9.83%	0.90%	1.11	0.25	0.51
Lic Mf Balanced Advantage Fund	10	6.29%	8.34%	%	%	%	7.99%	10.16%	%	%	%	8.08%	-7.37%	-7.03%	-0.48%	1.04	0.16	0.32

Showing 1 to 10 of 24 entries

Return Calculated On: 04 April 2025 | Ratios Calculated On: 28 March 2025

As On: 04 April 2025

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Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Balanced Advantage Fund	-1.42	-1.85	3.23	-1.66	-4.27	7.26	10.14	17.45	10.17	10.15
Baroda BNP Paribas Balanced Advantage Fund	-1.58	-2.22	3.79	-4.85	-5.83	3.29	10.47	18.62
Bank of India Balanced Advantage Fund	-1.33	-1.67	2.89	-2.82	-7.73	-2.47	7.56	12.75	6.55	6.47
NJ Balanced Advantage Fund	-1.56	-1.87	0.96	-6.25	-10.76	-2.63	8.26
Whiteoak Capital Balanced Advantage Fund	-0.93	-1.50	2.98	-3.12	-3.06	8.28
Helios Balanced Advantage Fund	-0.94	-0.94	3.73	-4.35	-4.26	2.82
Samco Dynamic Asset Allocation Fund	-1.27	-1.85	-1.08	-6.67	-10.57	-0.98
Dsp Dynamic Asset Allocation Fund	-0.75	-0.79	3.05	-0.08	-0.91	10.55	9.86	13.98	9.14	8.52
Edelweiss Balanced Advantage Fund	-1.31	-1.70	2.99	-3.49	-6.12	3.51	9.40	17.12	11.55	9.59	10.56
Franklin India Balanced Advantage Fund	-0.94	-1.09	2.52	-2.94	-2.28	6.44

Showing 1 to 10 of 34 entries

As On: 04 April 2025

Filter Table:

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
Bajaj Finserv Balanced Advantage Fund	-1.01	-1.60	3.59	-2.13	-6.70	1.26
Aditya Birla Sun Life Balanced Advantage Fund	-1.43	-1.83	3.32	-1.41	-3.76	8.46	11.43	18.84	11.44	11.30
Baroda BNP Paribas Balanced Advantage Fund	-1.58	-2.20	3.88	-4.59	-5.30	4.50	11.85	20.13
Bank of India Balanced Advantage Fund	-1.33	-1.64	2.98	-2.56	-7.22	-1.42	8.61	13.69	7.38	7.22
NJ Balanced Advantage Fund	-1.49	-1.79	1.07	-5.92	-10.16	-1.35	9.68
Whiteoak Capital Balanced Advantage Fund	-0.93	-1.47	3.11	-2.77	-2.31	10.01
Helios Balanced Advantage Fund	-0.92	-0.92	3.87	-3.94	-3.42	4.47
Samco Dynamic Asset Allocation Fund	-1.25	-1.81	-0.96	-6.28	-9.89	0.78
Dsp Dynamic Asset Allocation Fund	-0.75	-0.76	3.15	0.21	-0.32	11.88	11.20	15.48	10.68	9.86
Edelweiss Balanced Advantage Fund	-1.28	-1.66	3.10	-3.22	-5.56	4.72	10.76	18.67	13.03	10.87

Showing 1 to 10 of 34 entries

As On: 04 April 2025

Filter Table:

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Balanced Advantage Fund	0.95	10.77	10.77	10.92	10.53
Baroda BNP Paribas Balanced Advantage Fund	-3.33	10.78	11.33
Bank of India Balanced Advantage Fund	-7.33	7.12	8.79	8.33	7.16
NJ Balanced Advantage Fund	-10.91	7.68
Whiteoak Capital Balanced Advantage Fund	1.87
Helios Balanced Advantage Fund	-3.17
Samco Dynamic Asset Allocation Fund	-9.84
Dsp Dynamic Asset Allocation Fund	5.05	11.52	9.69	9.67	8.95
Edelweiss Balanced Advantage Fund	-3.25	9.95	10.62	11.66	11.22	11.10
Franklin India Balanced Advantage Fund	0.66

Showing 1 to 10 of 34 entries

As On: 04 April 2025

Filter Table:

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year
Aditya Birla Sun Life Balanced Advantage Fund	2.06	12.06	12.10	12.23	11.79
Baroda BNP Paribas Balanced Advantage Fund	-2.19	12.13	12.76
Bank of India Balanced Advantage Fund	-6.31	8.22	9.82	9.25	7.99
NJ Balanced Advantage Fund	-9.70	9.14
Whiteoak Capital Balanced Advantage Fund	3.49
Helios Balanced Advantage Fund	-1.54
Samco Dynamic Asset Allocation Fund	-8.33
Dsp Dynamic Asset Allocation Fund	6.32	12.88	11.06	11.11	10.35
Edelweiss Balanced Advantage Fund	-2.08	11.31	12.06	13.15	12.62
Franklin India Balanced Advantage Fund	2.22

Showing 1 to 10 of 34 entries

Performance Indicators

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Calculated On: 28 March 2025

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Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Aditya Birla Sun Life Balanced Advantage Fund	-8.82	-8.71	-3.23	7.88	5.56
Baroda Bnp Paribas Balanced Advantage Fund	-11.65	-10.90	-4.50	10.55	7.46
Bank Of India Balanced Advantage Fund	-12.63	-12.42	-4.76	10.49	7.26
Nj Balanced Advantage Fund	-11.84	-13.92	-5.20	9.38	6.74
Dsp Dynamic Asset Allocation Fund	-6.00	-5.11	-2.92	7.00	4.46
Edelweiss Balanced Advantage Fund	-10.54	-10.86	-3.99	8.84	6.35
Hdfc Balanced Advantage Fund	-8.53	-9.15	-3.88	9.89	6.84
Icici Prudential Balanced Advantage Fund	-5.04	-6.09	-2.07	5.72	4.08
Bandhan Balanced Advantage Fund	-9.66	-7.75	-4.19	7.94	5.66
Invesco India Balanced Advantage Fund	-9.83	-8.56	-3.64	8.72	6.33

Showing 1 to 10 of 24 entries

Calculated On: 28 March 2025

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

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index	Jensen’s Alpha	Beta	R²	Modigliani² Measure	Active Return
Aditya Birla Sun Life Balanced Advantage Fund	0.55	0.27	0.60	0.39	1.43	1.04	0.93	0.89	1.7500
Baroda Bnp Paribas Balanced Advantage Fund	0.45	0.22	0.56	0.42	-0.86	1.34	0.87	0.84	2.1600
Bank Of India Balanced Advantage Fund	0.17	0.09	0.38	0.38	-4.38	1.38	0.93	0.67	-0.9800
Nj Balanced Advantage Fund	0.27	0.13	0.39	0.40	-1.27	1.12	0.77	0.73	-0.1800
Dsp Dynamic Asset Allocation Fund	0.50	0.28	0.69	0.41	2.30	0.85	0.79	0.86	0.9200
Edelweiss Balanced Advantage Fund	0.41	0.20	0.50	0.37	-0.23	1.14	0.90	0.81	1.0400
Hdfc Balanced Advantage Fund	1.19	0.69	1.00	0.38	7.86	1.20	0.80	1.26	9.6800
Icici Prudential Balanced Advantage Fund	0.83	0.42	0.73	0.38	4.57	0.73	0.89	1.05	2.1900
Bandhan Balanced Advantage Fund	0.24	0.12	0.49	0.42	-0.57	0.97	0.81	0.71	-0.8200
Invesco India Balanced Advantage Fund	0.51	0.25	0.61	0.40	0.90	1.11	0.88	0.87	1.9100

Showing 1 to 10 of 24 entries

Balanced Advantage Mutual Funds

Best Balanced Advantage Mutual Funds March 2025

Balanced Advantage Mutual Funds Returns (Regular)

Balanced Advantage Mutual Funds Returns (Direct)

Balanced Advantage Mutual Funds SIP XIRR (Regular)

Balanced Advantage Mutual Funds SIP XIRR (Direct)

Balanced Advantage Mutual Funds Performance Chart (Regular Plan)

Balanced Advantage Mutual Funds Risk

Balanced Advantage Mutual Funds Risk Adjusted Performance Measures