Best Balanced Advantage Mutual Funds (November 2024 )

Best Balanced Advantage Mutual Funds November 2024

The average 1 year return of Dynamic Asset Allocation or Balanced Advantage Mutual Funds is 14.89 % for regular funds and 16.4 % for direct funds. The average 3 year return is 11.98 % for regular funds and 13.39 % for direct funds. The average 1 year SIP return is -36.61 % for regular funds and -35.7 % for direct funds. The average 3 year SIP return is 9.34 % for regular funds and 10.77 % for direct funds. The average Sharpe Ratio is 0.6 and the average Standard Deviation is 7.66%.

Find the best Balanced Advantage Mutual Funds for November 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.

Ranked On: 29 November 2024

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	Sortino Ratio	Sharpe Ratio
Hdfc Balanced Advantage Fund	1	19.43%	23.00%	19.85%	14.89%	14.19%	20.17%	23.79%	20.59%	15.67%	14.94%	9.32%	-3.79%	-8.53%	%	0.96	1.57
Axis Balanced Advantage Fund	2	19.56%	12.71%	12.17%	10.02%	%	21.03%	14.16%	13.61%	11.52%	%	7.80%	-7.28%	-7.87%	%	0.35	0.68
Invesco India Balanced Advantage Fund	3	18.10%	14.20%	11.89%	9.17%	10.01%	19.71%	15.74%	13.39%	10.58%	11.59%	7.77%	-6.85%	-8.81%	%	0.39	0.77
Sbi Balanced Advantage Fund	4	15.88%	13.37%	%	%	%	16.93%	14.48%	%	%	%	6.04%	-3.76%	-5.85%	%	0.53	1.02
Baroda Bnp Paribas Balanced Advantage F…	5	17.30%	13.58%	15.81%	%	%	18.70%	15.03%	17.31%	%	%	9.06%	-9.44%	-10.64%	%	0.35	0.69
Icici Prudential Balanced Advantage Fund	6	13.91%	12.85%	12.71%	10.93%	10.94%	14.61%	13.56%	13.42%	11.71%	11.93%	5.08%	-2.81%	-3.49%	%	0.57	1.07
Nippon India Balanced Advantage Fund	7	15.34%	12.45%	12.37%	10.18%	10.20%	16.72%	13.88%	13.87%	11.59%	11.38%	6.69%	-3.82%	-6.28%	%	0.39	0.77
Kotak Balanced Advantage Fund	8	16.23%	11.86%	12.05%	%	%	17.57%	13.20%	13.42%	%	%	6.28%	-4.23%	-6.05%	%	0.34	0.69
Aditya Birla Sun Life Balanced Advantag…	9	15.28%	11.92%	12.41%	10.10%	10.52%	16.58%	13.26%	13.75%	11.39%	11.65%	6.92%	-4.59%	-6.58%	%	0.32	0.64
Edelweiss Balanced Advantage Fund	10	15.59%	11.93%	14.79%	11.94%	10.77%	16.96%	13.35%	16.33%	13.43%	12.04%	7.83%	-6.38%	-8.17%	%	0.28	0.57
Tata Balanced Advantage Fund	11	12.41%	11.72%	12.87%	%	%	13.94%	13.36%	14.64%	%	%	6.42%	-3.89%	-5.92%	%	0.34	0.68
Dsp Dynamic Asset Allocation Fund	12	14.13%	10.13%	10.18%	9.03%	8.82%	15.52%	11.48%	11.66%	10.54%	10.15%	6.59%	-6.29%	-4.70%	%	0.26	0.46
Lic Mf Balanced Advantage Fund	13	13.01%	10.83%	%	%	%	14.86%	12.75%	%	%	%	6.60%	-3.98%	-6.57%	%	0.26	0.49
Bank Of India Balanced Advantage Fund	14	9.53%	14.33%	10.81%	7.05%	7.36%	10.67%	15.43%	11.69%	7.86%	8.10%	11.99%	-6.30%	-11.71%	%	0.35	0.56
Iti Balanced Advantage Fund	15	15.23%	8.75%	%	%	%	17.25%	10.83%	%	%	%	7.18%	-8.48%	-7.73%	%	0.16	0.31
Bandhan Balanced Advantage Fund	16	15.78%	9.72%	10.88%	9.19%	8.55%	17.28%	11.21%	12.41%	10.73%	10.03%	7.09%	-9.42%	-7.74%	%	0.16	0.32
Union Balanced Advantage Fund	17	11.93%	9.69%	11.55%	%	%	13.22%	11.05%	12.79%	%	%	6.11%	-4.47%	-5.91%	%	0.20	0.40
Nj Balanced Advantage Fund	18	12.02%	11.47%	%	%	%	13.47%	12.96%	%	%	%	8.99%	-8.32%	-10.04%	%	0.22	0.45
Pgim India Balanced Advantage Fund	19	12.10%	9.31%	%	%	%	14.05%	11.22%	%	%	%	8.72%	-7.85%	-10.52%	%	0.15	0.29
Uti Unit Linked Insurance Plan	20	12.76%	7.52%	9.79%	7.35%	8.13%	13.57%	8.31%	10.60%	8.09%	8.84%	6.13%	-7.40%	-7.59%	%	0.03	0.03
Motilal Oswal Dynamic Fund (Mofdynamic)	21	12.17%	11.69%	9.60%	8.37%	%	13.59%	13.08%	10.98%	9.65%	%	11.45%	-10.00%	-13.51%	%	0.19	0.34
Shriram Balanced Advantage Fund	22	11.46%	10.50%	10.48%	%	%	13.52%	12.53%	12.56%	%	%	8.53%	-6.38%	-10.48%	%	0.15	0.31

Return Calculated On: 20 December 2024

Ratios Calculated On: 29 November 2024

Performance Indicators

Select Parameter:

LumpSum Investment Value Chart

SIP vs Lumpsum Investment (R) Chart

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

SIP vs Lumpsum Investment (D) Chart

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}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Balanced Advantage Fund	13,833.60	9,421.10	50,468.40	41,143.10	107,700.00	81,027.00	164,766.00	127,544.26	326,280.00	214,683.12
Baroda BNP Paribas Balanced Advantage Fund	14,076.00	9,550.51	52,754.40	43,002.61	125,004.00	86,277.24
Bank of India Balanced Advantage Fund	13,143.60		53,805.60		100,242.00		135,332.40		244,212.00
NJ Balanced Advantage Fund	13,442.40		49,856.40
Whiteoak Capital Balanced Advantage Fund	14,200.80	9,682.97
Helios Balanced Advantage Fund
Samco Dynamic Asset Allocation Fund
Dsp Dynamic Asset Allocation Fund	13,695.60	9,500.77	48,081.60	40,732.56	97,428.00	76,863.72	153,879.60	119,464.55	279,516.00	195,432.84
Edelweiss Balanced Advantage Fund	13,870.80	9,329.92	50,482.80	41,384.95	119,562.00	82,765.56	185,043.60	133,956.40	333,876.00	226,380.60	883,440.00	467,542.62
Franklin India Balanced Advantage Fund	14,040.00	9,538.28
Hdfc Balanced Advantage Fund	14,331.60	9,454.10	66,988.80	47,103.37	148,368.00	104,786.94	221,944.80	167,934.48	452,400.00	294,350.16	1,264,482.00	634,740.66
HSBC Balanced Advantage Fund	14,011.20	9,633.24
Icici Prudential Balanced Advantage Fund	13,669.20	9,377.64	51,739.20	41,112.40	109,122.00	82,232.34	173,619.60	130,482.58	338,796.00	220,881.84	1,043,208.00	489,026.16
Bandhan Balanced Advantage Fund	13,893.60	9,574.84	47,548.80	40,805.96	100,536.00	77,895.18	155,484.00	121,413.77	272,496.00	198,630.60
Invesco India Balanced Advantage Fund	14,172.00	9,679.09	53,611.20	43,343.64	105,216.00	83,936.88	155,232.00	128,760.49	311,652.00	212,861.52	848,826.00	453,018.24
Iti Balanced Advantage Fund	13,827.60	9,396.65	46,306.80	40,985.35
Kotak Balanced Advantage Fund	13,947.60	9,566.95	50,385.60	41,396.00	105,984.00	80,733.12
LIC MF Balanced Advantage Fund	13,561.20	9,520.00	49,014.00	40,147.34
Mahindra Manulife Balanced Advantage Fund	13,980.00	9,405.78
mirae asset balanced advantage fund	13,518.00	9,371.54
Motilal Oswal Dynamic Fund (Mofdynamic)	13,460.40	9,210.52	50,151.60	41,451.88	94,896.00	77,915.04	147,420.00	119,472.11
Parag Parikh Dynamic Asset Allocation Fund
quant Dynamic Asset Allocation Fund	15,148.80
Nippon India Balanced Advantage Fund	13,840.80	9,394.66	51,195.60	41,459.54	107,508.00	81,804.66	165,589.20	127,971.65	317,028.00	214,989.24	903,348.00	462,438.54
SBI Balanced Advantage Fund	13,905.60	9,357.10	52,459.20	41,805.29
Shriram Balanced Advantage Fund	13,375.20		48,567.60		98,760.00
sundaram balanced advantage fund	13,683.60	9,386.83
Tata Balanced Advantage Fund	13,489.20	9,268.37	50,198.40	40,425.48	109,890.00	80,195.22
Union Balanced Advantage Fund	13,431.60	9,299.95	47,512.80	39,784.00	103,644.00	76,993.20
uti unit linked insurance plan	13,531.20	9,573.64	44,744.40	39,115.40	95,718.00	74,438.34	138,003.60	113,249.56	262,152.00	183,232.56	400,536.00	321,819.48
UTI Balanced Advantage Fund	13,525.20	9,410.47
PGIM India Balanced Advantage Fund	13,452.00	9,321.74	47,016.00	39,505.86
Axis Balanced Advantage Fund	14,347.20	9,648.30	51,541.20	43,162.78	106,566.00	83,299.32	163,867.20	128,502.44
Bajaj Finserv Balanced Advantage Fund	12,998.40

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}
Fund Name	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP	LumpSum	SIP
Aditya Birla Sun Life Balanced Advantage Fund	13,989.60	9,479.99	52,308.00	41,974.60	114,258.00	83,868.60	178,693.20	133,767.73	361,248.00	229,618.20
Baroda BNP Paribas Balanced Advantage Fund	14,244.00	9,613.80	54,799.20	43,919.82	133,320.00	89,549.34
Bank of India Balanced Advantage Fund	13,280.40		55,371.60		104,304.00		142,632.00		261,384.00
NJ Balanced Advantage Fund	13,616.40		51,883.20
Whiteoak Capital Balanced Advantage Fund	14,433.60	9,771.02
Helios Balanced Advantage Fund
Samco Dynamic Asset Allocation Fund
Dsp Dynamic Asset Allocation Fund	13,862.40	9,565.22	49,870.80	41,586.34	104,154.00	79,653.48	169,377.60	125,980.43	315,612.00	210,771.12
Edelweiss Balanced Advantage Fund	14,035.20	9,392.29	52,426.80	42,271.81	127,842.00	85,941.06	202,918.80	141,447.68	374,172.00	244,049.76
Franklin India Balanced Advantage Fund	14,257.20	9,621.12
Hdfc Balanced Advantage Fund	14,420.40	9,487.30	68,288.40	47,640.85	153,036.00	106,834.86	232,713.60	172,496.94	482,964.00	306,412.08
HSBC Balanced Advantage Fund	14,200.80	9,705.84
Icici Prudential Balanced Advantage Fund	13,753.20	9,410.18	52,725.60	41,559.19	112,608.00	83,761.14	182,338.80	133,917.08	370,392.00	230,969.28
Bandhan Balanced Advantage Fund	14,073.60	9,643.97	49,518.00	41,738.72	107,688.00	80,976.48	171,460.80	128,275.98	312,012.00	215,061.12
Invesco India Balanced Advantage Fund	14,365.20	9,752.50	55,814.40	44,367.41	112,458.00	87,248.10	169,789.20	135,730.56	359,196.00	230,245.32
Iti Balanced Advantage Fund	14,070.00	9,487.97	49,006.80	42,289.60
Kotak Balanced Advantage Fund	14,108.40	9,628.54	52,221.60	42,238.76	112,614.00	83,592.54
LIC MF Balanced Advantage Fund	13,783.20	9,605.60	51,595.20	41,313.20
Mahindra Manulife Balanced Advantage Fund	14,221.20	9,495.78
mirae asset balanced advantage fund	13,708.80	9,445.14
Motilal Oswal Dynamic Fund (Mofdynamic)	13,630.80	9,278.12	52,052.40	42,356.09	101,028.00	80,718.72	160,129.20	125,445.10
Parag Parikh Dynamic Asset Allocation Fund
quant Dynamic Asset Allocation Fund	15,376.80
Nippon India Balanced Advantage Fund	14,006.40	9,457.58	53,172.00	42,348.78	114,882.00	84,917.58	181,011.60	134,880.56	352,608.00	230,916.60
SBI Balanced Advantage Fund	14,031.60	9,404.68	54,007.20	42,483.71
Shriram Balanced Advantage Fund	13,622.40		51,303.60		108,390.00
sundaram balanced advantage fund	13,880.40	9,463.40
Tata Balanced Advantage Fund	13,672.80	9,337.32	52,437.60	41,417.93	118,788.00	83,750.28
Union Balanced Advantage Fund	13,586.40	9,361.97	49,305.60	40,602.28	109,518.00	79,657.86
uti unit linked insurance plan	13,628.40	9,610.99	45,741.60	39,591.18	99,306.00	75,999.72	144,832.80	116,510.77	279,948.00	190,653.48
UTI Balanced Advantage Fund	13,720.80	9,485.40
PGIM India Balanced Advantage Fund	13,686.00	9,411.34	49,528.80	40,683.42
Axis Balanced Advantage Fund	14,523.60	9,715.34	53,557.20	44,103.67	113,556.00	86,399.70	180,146.40	135,323.50
Bajaj Finserv Balanced Advantage Fund	13,207.20

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Aditya Birla Sun Life Balanced Advantage Fund	-6.58	-4.59	-2.36	6.92	4.88
Baroda Bnp Paribas Balanced Advantage Fund	-10.64	-9.44	-3.29	9.06	6.30
Bank Of India Balanced Advantage Fund	-11.71	-6.30	-3.37	11.99	7.28
Nj Balanced Advantage Fund	-10.04	-8.32	-4.74	8.99	6.42
Dsp Dynamic Asset Allocation Fund	-4.70	-6.29	-2.50	6.59	4.11
Edelweiss Balanced Advantage Fund	-8.17	-6.38	-2.94	7.83	5.59
Hdfc Balanced Advantage Fund	-8.53	-3.79	-2.26	9.32	6.54
Icici Prudential Balanced Advantage Fund	-3.49	-2.81	-1.28	5.08	3.57
Bandhan Balanced Advantage Fund	-7.74	-9.42	-4.17	7.09	4.97
Invesco India Balanced Advantage Fund	-8.81	-6.85	-2.67	7.77	5.49
Iti Balanced Advantage Fund	-7.73	-8.48	-2.84	7.18	5.03
Kotak Balanced Advantage Fund	-6.05	-4.23	-2.28	6.28	4.45
Lic Mf Balanced Advantage Fund	-6.57	-3.98	-2.06	6.60	4.42
Motilal Oswal Dynamic Fund (Mofdynamic)	-13.51	-10.00	-4.52	11.45	7.78
Nippon India Balanced Advantage Fund	-6.28	-3.82	-2.10	6.69	4.73
Sbi Balanced Advantage Fund	-5.85	-3.76	-1.62	6.04	4.32
Shriram Balanced Advantage Fund	-10.48	-6.38	-3.33	8.53	6.11
Tata Balanced Advantage Fund	-5.92	-3.89	-2.02	6.42	4.55
Union Balanced Advantage Fund	-5.91	-4.47	-2.11	6.11	4.08
Uti Unit Linked Insurance Plan	-7.59	-7.40	-2.99	6.13	4.16
Pgim India Balanced Advantage Fund	-10.52	-7.85	-2.94	8.72	5.95
Axis Balanced Advantage Fund	-7.87	-7.28	-3.89	7.80	5.39

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index
Aditya Birla Sun Life Balanced Advantage Fund	0.64	0.32	0.79	0.39
Baroda Bnp Paribas Balanced Advantage Fund	0.69	0.35	0.69	0.40
Bank Of India Balanced Advantage Fund	0.56	0.35	0.86	0.45
Nj Balanced Advantage Fund	0.45	0.22	0.61	0.41
Dsp Dynamic Asset Allocation Fund	0.46	0.26	0.62	0.43
Edelweiss Balanced Advantage Fund	0.57	0.28	0.71	0.40
Hdfc Balanced Advantage Fund	1.57	0.96	1.62	0.36
Icici Prudential Balanced Advantage Fund	1.07	0.57	0.98	0.41
Bandhan Balanced Advantage Fund	0.32	0.16	0.47	0.41
Invesco India Balanced Advantage Fund	0.77	0.39	0.78	0.38
Iti Balanced Advantage Fund	0.31	0.16	0.50	0.38
Kotak Balanced Advantage Fund	0.69	0.34	0.81	0.40
Lic Mf Balanced Advantage Fund	0.49	0.26	0.74	0.39
Motilal Oswal Dynamic Fund (Mofdynamic)	0.34	0.19	0.55	0.40
Nippon India Balanced Advantage Fund	0.77	0.39	0.89	0.40
Sbi Balanced Advantage Fund	1.02	0.53	0.97	0.37
Shriram Balanced Advantage Fund	0.31	0.15	0.59	0.46
Tata Balanced Advantage Fund	0.68	0.34	0.83	0.40
Union Balanced Advantage Fund	0.40	0.20	0.65	0.41
Uti Unit Linked Insurance Plan	0.03	0.03	0.40	0.39
Pgim India Balanced Advantage Fund	0.29	0.15	0.53	0.40
Axis Balanced Advantage Fund	0.68	0.35	0.72	0.38

As On: 20 December 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Balanced Advantage Fund	-0.71%	-1.84%	0.73%	-3.91%	2.69%	15.28%	11.92%	12.41%	10.10%	10.52%	%
Baroda BNP Paribas Balanced Advantage Fund	-1.18%	-2.67%	2.12%	-2.43%	3.81%	17.30%	13.58%	15.81%	%	%	%
Bank of India Balanced Advantage Fund	-1.11%	-3.22%	0.72%	-5.97%	-2.73%	9.53%	14.33%	10.81%	7.05%	7.36%	%
NJ Balanced Advantage Fund	-0.96%	-1.76%	0.15%	-6.87%	0.07%	12.02%	11.47%	%	%	%	%
Whiteoak Capital Balanced Advantage Fund	-0.95%	-2.20%	2.16%	-1.48%	5.69%	18.34%	%	%	%	%	%
Helios Balanced Advantage Fund	-1.24%	-2.45%	2.86%	-1.24%	2.39%	%	%	%	%	%	%
Samco Dynamic Asset Allocation Fund	-1.07%	-1.77%	3.94%	-3.49%	3.07%	%	%	%	%	%	%
Dsp Dynamic Asset Allocation Fund	-0.55%	-1.51%	0.82%	-1.91%	3.34%	14.13%	10.13%	10.18%	9.03%	8.82%	%
Edelweiss Balanced Advantage Fund	-1.17%	-2.43%	0.84%	-4.55%	1.51%	15.59%	11.93%	14.79%	11.94%	10.77%	11.19%
Franklin India Balanced Advantage Fund	-0.69%	-1.59%	1.73%	-1.16%	3.55%	17.00%	%	%	%	%	%
Hdfc Balanced Advantage Fund	-0.95%	-2.49%	1.64%	-2.74%	1.87%	19.43%	23.00%	19.85%	14.89%	14.19%	13.88%
HSBC Balanced Advantage Fund	-0.86%	-1.71%	2.26%	-0.22%	5.97%	16.76%	%	%	%	%	%
Icici Prudential Balanced Advantage Fund	-0.62%	-1.55%	0.74%	-3.09%	3.13%	13.91%	12.85%	12.71%	10.93%	10.94%	12.43%
Bandhan Balanced Advantage Fund	-0.97%	-1.81%	2.11%	-1.02%	4.69%	15.78%	9.72%	10.88%	9.19%	8.55%	%
Invesco India Balanced Advantage Fund	-0.99%	-2.06%	2.35%	-1.00%	6.01%	18.10%	14.20%	11.89%	9.17%	10.01%	10.89%
Iti Balanced Advantage Fund	-1.13%	-2.58%	1.32%	-2.52%	4.55%	15.23%	8.75%	%	%	%	%
Kotak Balanced Advantage Fund	-0.93%	-2.09%	2.02%	-2.00%	4.50%	16.23%	11.86%	12.05%	%	%	%
LIC MF Balanced Advantage Fund	-0.90%	-2.07%	1.96%	-0.95%	4.72%	13.01%	10.83%	%	%	%	%
Mahindra Manulife Balanced Advantage Fund	-1.18%	-2.43%	1.28%	-2.97%	2.85%	16.50%	%	%	%	%	%
mirae asset balanced advantage fund	-0.77%	-2.03%	1.39%	-2.83%	2.50%	12.65%	%	%	%	%	%
Motilal Oswal Dynamic Fund (Mofdynamic)	-0.86%	-1.50%	-0.30%	-8.36%	0.42%	12.17%	11.69%	9.60%	8.37%	%	%
Parag Parikh Dynamic Asset Allocation Fund	-0.15%	-0.51%	0.42%	0.21%	3.94%	%	%	%	%	%	%
quant Dynamic Asset Allocation Fund	-1.46%	-3.17%	2.15%	-8.77%	-5.18%	26.24%	%	%	%	%	%
Nippon India Balanced Advantage Fund	-0.86%	-2.40%	1.24%	-3.90%	2.80%	15.34%	12.45%	12.37%	10.18%	10.20%	11.35%
SBI Balanced Advantage Fund	-0.75%	-1.73%	0.25%	-2.02%	1.61%	15.88%	13.37%	%	%	%	%
Shriram Balanced Advantage Fund	-1.67%	-2.20%	3.06%	-4.49%	-1.99%	11.46%	10.50%	10.48%	%	%	%
sundaram balanced advantage fund	-1.06%	-2.72%	0.95%	-3.76%	3.34%	14.03%	%	%	%	%	%
Tata Balanced Advantage Fund	-0.80%	-1.96%	0.76%	-3.29%	1.27%	12.41%	11.72%	12.87%	%	%	%
Union Balanced Advantage Fund	-0.91%	-2.06%	1.88%	-2.93%	1.77%	11.93%	9.69%	11.55%	%	%	%
uti unit linked insurance plan	-0.72%	-1.68%	1.62%	-1.38%	5.58%	12.76%	7.52%	9.79%	7.35%	8.13%	5.48%
UTI Balanced Advantage Fund	-0.79%	-2.53%	0.85%	-3.45%	3.53%	12.71%	%	%	%	%	%
PGIM India Balanced Advantage Fund	-1.15%	-3.05%	0.76%	-5.18%	1.74%	12.10%	9.31%	%	%	%	%
Axis Balanced Advantage Fund	-0.88%	-2.32%	1.25%	-2.74%	5.25%	19.56%	12.71%	12.17%	10.02%	%	%
Bajaj Finserv Balanced Advantage Fund	-1.30%	-3.29%	0.31%	-6.90%	-1.59%	8.32%	%	%	%	%	%

As On: 20 December 2024

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Balanced Advantage Fund	-0.71%	-1.82%	0.81%	-3.65%	3.26%	16.58%	13.26%	13.75%	11.39%	11.65%	%
Baroda BNP Paribas Balanced Advantage Fund	-1.18%	-2.65%	2.21%	-2.15%	4.43%	18.70%	15.03%	17.31%	%	%	%
Bank of India Balanced Advantage Fund	-1.10%	-3.21%	0.80%	-5.71%	-2.20%	10.67%	15.43%	11.69%	7.86%	8.10%	%
NJ Balanced Advantage Fund	-0.99%	-1.76%	0.22%	-6.61%	0.65%	13.47%	12.96%	%	%	%	%
Whiteoak Capital Balanced Advantage Fund	-0.96%	-2.17%	2.28%	-1.10%	6.54%	20.28%	%	%	%	%	%
Helios Balanced Advantage Fund	-1.23%	-2.51%	2.92%	-0.88%	3.21%	%	%	%	%	%	%
Samco Dynamic Asset Allocation Fund	-1.05%	-1.75%	4.07%	-3.10%	3.87%	%	%	%	%	%	%
Dsp Dynamic Asset Allocation Fund	-0.55%	-1.49%	0.92%	-1.62%	3.96%	15.52%	11.48%	11.66%	10.54%	10.15%	%
Edelweiss Balanced Advantage Fund	-1.16%	-2.39%	0.95%	-4.27%	2.10%	16.96%	13.35%	16.33%	13.43%	12.04%	%
Franklin India Balanced Advantage Fund	-0.68%	-1.56%	1.85%	-0.78%	4.36%	18.81%	%	%	%	%	%
Hdfc Balanced Advantage Fund	-0.95%	-2.48%	1.69%	-2.59%	2.19%	20.17%	23.79%	20.59%	15.67%	14.94%	%
HSBC Balanced Advantage Fund	-0.85%	-1.69%	2.37%	0.11%	6.68%	18.34%	%	%	%	%	%
Icici Prudential Balanced Advantage Fund	-0.61%	-1.52%	0.80%	-2.95%	3.46%	14.61%	13.56%	13.42%	11.71%	11.93%	%
Bandhan Balanced Advantage Fund	-0.97%	-1.79%	2.21%	-0.71%	5.37%	17.28%	11.21%	12.41%	10.73%	10.03%	%
Invesco India Balanced Advantage Fund	-0.98%	-2.03%	2.45%	-0.68%	6.73%	19.71%	15.74%	13.39%	10.58%	11.59%	%
Iti Balanced Advantage Fund	-1.12%	-2.55%	1.47%	-2.10%	5.46%	17.25%	10.83%	%	%	%	%
Kotak Balanced Advantage Fund	-0.92%	-2.07%	2.12%	-1.72%	5.10%	17.57%	13.20%	13.42%	%	%	%
LIC MF Balanced Advantage Fund	-0.90%	-2.05%	2.08%	-0.57%	5.56%	14.86%	12.75%	%	%	%	%
Mahindra Manulife Balanced Advantage Fund	-1.18%	-2.40%	1.41%	-2.57%	3.72%	18.51%	%	%	%	%	%
mirae asset balanced advantage fund	-0.77%	-1.99%	1.51%	-2.49%	3.22%	14.24%	%	%	%	%	%
Motilal Oswal Dynamic Fund (Mofdynamic)	-0.86%	-1.47%	-0.20%	-8.04%	1.08%	13.59%	13.08%	10.98%	9.65%	%	%
Parag Parikh Dynamic Asset Allocation Fund	-0.15%	-0.51%	0.45%	0.29%	4.10%	%	%	%	%	%	%
quant Dynamic Asset Allocation Fund	-1.46%	-3.14%	2.27%	-8.44%	-4.49%	28.14%	%	%	%	%	%
Nippon India Balanced Advantage Fund	-0.86%	-2.38%	1.34%	-3.61%	3.41%	16.72%	13.88%	13.87%	11.59%	11.38%	%
SBI Balanced Advantage Fund	-0.75%	-1.72%	0.32%	-1.80%	2.07%	16.93%	14.48%	%	%	%	%
Shriram Balanced Advantage Fund	-1.66%	-2.16%	3.21%	-4.04%	-1.07%	13.52%	12.53%	12.56%	%	%	%
sundaram balanced advantage fund	-1.05%	-2.69%	1.06%	-3.41%	4.11%	15.67%	%	%	%	%	%
Tata Balanced Advantage Fund	-0.79%	-1.93%	0.87%	-2.98%	1.94%	13.94%	13.36%	14.64%	%	%	%
Union Balanced Advantage Fund	-0.90%	-2.02%	1.95%	-2.65%	2.40%	13.22%	11.05%	12.79%	%	%	%
uti unit linked insurance plan	-0.72%	-1.67%	1.67%	-1.21%	5.94%	13.57%	8.31%	10.60%	8.09%	8.84%	%
UTI Balanced Advantage Fund	-0.79%	-2.50%	0.96%	-3.12%	4.26%	14.34%	%	%	%	%	%
PGIM India Balanced Advantage Fund	-1.14%	-3.03%	0.90%	-4.74%	2.62%	14.05%	11.22%	%	%	%	%
Axis Balanced Advantage Fund	-0.84%	-2.27%	1.40%	-2.40%	5.91%	21.03%	14.16%	13.61%	11.52%	%	%
Bajaj Finserv Balanced Advantage Fund	-1.29%	-3.25%	0.43%	-6.53%	-0.82%	10.06%	%	%	%	%	%

As On: 20 December 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Balanced Advantage Fund	-37.09%	8.85%	11.95%	11.72%	11.19%	%
Baroda BNP Paribas Balanced Advantage Fund	-35.36%	11.87%	14.49%	%	%	%
Bank of India Balanced Advantage Fund	%	%	%	%	%	%
NJ Balanced Advantage Fund	%	%	%	%	%	%
Whiteoak Capital Balanced Advantage Fund	-33.58%	%	%	%	%	%
Helios Balanced Advantage Fund	%	%	%	%	%	%
Samco Dynamic Asset Allocation Fund	%	%	%	%	%	%
Dsp Dynamic Asset Allocation Fund	-36.03%	8.17%	9.83%	9.89%	9.42%	%
Edelweiss Balanced Advantage Fund	-38.29%	9.25%	12.81%	13.09%	12.19%	11.78%
Franklin India Balanced Advantage Fund	-35.52%	%	%	%	%	%
Hdfc Balanced Advantage Fund	-36.65%	18.22%	22.45%	19.42%	17.08%	15.33%
HSBC Balanced Advantage Fund	-34.25%	%	%	%	%	%
Icici Prudential Balanced Advantage Fund	-37.66%	8.80%	12.55%	12.35%	11.73%	12.31%
Bandhan Balanced Advantage Fund	-35.03%	8.29%	10.37%	10.34%	9.73%	%
Invesco India Balanced Advantage Fund	-33.63%	12.41%	13.38%	11.98%	11.03%	11.41%
Iti Balanced Advantage Fund	-37.41%	8.59%	%	%	%	%
Kotak Balanced Advantage Fund	-35.14%	9.26%	11.81%	%	%	%
LIC MF Balanced Advantage Fund	-35.77%	7.20%	%	%	%	%
Mahindra Manulife Balanced Advantage Fund	-37.29%	%	%	%	%	%
mirae asset balanced advantage fund	-37.74%	%	%	%	%	%
Motilal Oswal Dynamic Fund (Mofdynamic)	-39.86%	9.36%	10.38%	9.89%	%	%
Parag Parikh Dynamic Asset Allocation Fund	%	%	%	%	%	%
quant Dynamic Asset Allocation Fund	%	%	%	%	%	%
Nippon India Balanced Advantage Fund	-37.44%	9.37%	12.34%	11.81%	11.22%	11.65%
SBI Balanced Advantage Fund	-37.93%	9.93%	%	%	%	%
Shriram Balanced Advantage Fund	%	%	%	%	%	%
sundaram balanced advantage fund	-37.54%	%	%	%	%	%
Tata Balanced Advantage Fund	-39.10%	7.66%	11.54%	%	%	%
Union Balanced Advantage Fund	-38.69%	6.59%	9.90%	%	%	%
uti unit linked insurance plan	-35.05%	5.45%	8.55%	8.39%	8.20%	7.34%
UTI Balanced Advantage Fund	-37.23%	%	%	%	%	%
PGIM India Balanced Advantage Fund	-38.40%	6.12%	%	%	%	%
Axis Balanced Advantage Fund	-34.05%	12.12%	13.07%	11.93%	%	%
Bajaj Finserv Balanced Advantage Fund	%	%	%	%	%	%

As On: 20 December 2024

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Aditya Birla Sun Life Balanced Advantage Fund	-36.30%	10.21%	13.34%	13.05%	12.45%	%
Baroda BNP Paribas Balanced Advantage Fund	-34.51%	13.32%	16.00%	%	%	%
Bank of India Balanced Advantage Fund	%	%	%	%	%	%
NJ Balanced Advantage Fund	%	%	%	%	%	%
Whiteoak Capital Balanced Advantage Fund	-32.38%	%	%	%	%	%
Helios Balanced Advantage Fund	%	%	%	%	%	%
Samco Dynamic Asset Allocation Fund	%	%	%	%	%	%
Dsp Dynamic Asset Allocation Fund	-35.16%	9.58%	11.26%	11.37%	10.84%	%
Edelweiss Balanced Advantage Fund	-37.47%	10.69%	14.33%	14.61%	13.59%	%
Franklin India Balanced Advantage Fund	-34.41%	%	%	%	%	%
Hdfc Balanced Advantage Fund	-36.21%	19.03%	23.25%	20.18%	17.83%	%
HSBC Balanced Advantage Fund	-33.27%	%	%	%	%	%
Icici Prudential Balanced Advantage Fund	-37.23%	9.53%	13.29%	13.08%	12.56%	%
Bandhan Balanced Advantage Fund	-34.10%	9.82%	11.93%	11.88%	11.22%	%
Invesco India Balanced Advantage Fund	-32.64%	14.02%	14.94%	13.46%	12.50%	%
Iti Balanced Advantage Fund	-36.20%	10.72%	%	%	%	%
Kotak Balanced Advantage Fund	-34.31%	10.64%	13.21%	%	%	%
LIC MF Balanced Advantage Fund	-34.62%	9.13%	%	%	%	%
Mahindra Manulife Balanced Advantage Fund	-36.09%	%	%	%	%	%
mirae asset balanced advantage fund	-36.77%	%	%	%	%	%
Motilal Oswal Dynamic Fund (Mofdynamic)	-38.98%	10.83%	11.80%	11.25%	%	%
Parag Parikh Dynamic Asset Allocation Fund	%	%	%	%	%	%
quant Dynamic Asset Allocation Fund	%	%	%	%	%	%
Nippon India Balanced Advantage Fund	-36.60%	10.81%	13.85%	13.28%	12.56%	%
SBI Balanced Advantage Fund	-37.30%	11.03%	%	%	%	%
Shriram Balanced Advantage Fund	%	%	%	%	%	%
sundaram balanced advantage fund	-36.52%	%	%	%	%	%
Tata Balanced Advantage Fund	-38.20%	9.30%	13.29%	%	%	%
Union Balanced Advantage Fund	-37.87%	7.95%	11.27%	%	%	%
uti unit linked insurance plan	-34.55%	6.26%	9.38%	9.18%	8.95%	%
UTI Balanced Advantage Fund	-36.23%	%	%	%	%	%
PGIM India Balanced Advantage Fund	-37.22%	8.09%	%	%	%	%
Axis Balanced Advantage Fund	-33.14%	13.61%	14.55%	13.37%	%	%
Bajaj Finserv Balanced Advantage Fund	%	%	%	%	%	%

Balanced Advantage Mutual Funds