InvestVerdictMutual Fund Research

Fund screener

Filter every Growth-option scheme by category, plan and fund house, and sort by the return window you care about. This is a filter and a sort — not a ranking, and nothing here is advice.

38 funds — Balanced Advantage · Direct plans

Fund NAV 1Y 3Y 5Y
HDFC Balanced Advantage Fund HDFC Mutual Fund ₹542.73 -6.0% 10.1% 12.4%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India Mutual Fund ₹27.45 -1.6% 8.6% 9.6%
ICICI Prudential Balanced Advantage Fund ICICI Prudential Mutual Fund ₹85.23 -1.6% 9.9% 9.4%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas Mutual Fund ₹27.17 -2.2% 10.7% 9.3%
SBI Balanced Advantage Fund SBI Mutual Fund ₹15.91 -3.5% 9.3% 9.1%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Mutual Fund ₹126.30 0.3% 10.8% 9.1%
Axis Balanced Advantage Fund Axis Mutual Fund ₹23.48 -2.8% 10.8% 8.7%
Nippon India Balanced Advantage Fund Nippon India Mutual Fund ₹202.12 -2.3% 9.6% 8.6%
Edelweiss Balanced Advantage Fund Edelweiss Mutual Fund ₹59.52 -1.3% 9.8% 8.3%
DSP Dynamic Asset Allocation Fund DSP Mutual Fund ₹32.35 -0.6% 9.8% 8.1%
Kotak Balanced Advantage Fund Kotak Mahindra Mutual Fund ₹22.31 -2.9% 8.6% 8.0%
Invesco India Balanced Advantage Fund Invesco Mutual Fund ₹62.12 -5.0% 8.7% 8.0%
Tata Balanced Advantage Fund Tata Mutual Fund ₹22.14 -5.0% 6.9% 7.5%
BANDHAN Balanced Advantage Fund Bandhan Mutual Fund ₹28.78 -0.2% 9.0% 7.4%
PGIM India Balanced Advantage Fund PGIM India Mutual Fund ₹15.80 -7.7% 6.6% 6.5%
Union Balanced Advantage Fund Union Mutual Fund ₹21.56 -5.2% 7.0% 6.4%
ITI Balanced Advantage Fund ITI Mutual Fund ₹15.40 -8.4% 6.9% 5.8%
Shriram Balanced Advantage Fund Shriram Mutual Fund ₹18.21 -5.7% 5.6% 5.6%
UTI - Unit Linked Insurance Plan UTI Mutual Fund ₹45.59 -1.8% 7.3% 5.3%
Motilal Oswal Balanced Advantage Fund Motilal Oswal Mutual Fund ₹21.55 -7.7% 1.6% 4.7%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv Mutual Fund ₹11.70 — — —
Canara Robeco Balanced Advantage Fund Canara Robeco Mutual Fund ₹10.16 — — —
Franklin India Balanced Advantage Fund Franklin Templeton Mutual Fund ₹14.71 -5.3% 8.8% —
HSBC Balanced Advantage Fund HSBC Mutual Fund ₹50.34 -2.2% 9.2% —
Helios Balanced Advantage Fund Helios Mutual Fund ₹11.55 — — —
JioBlackRock Balanced Advantage Fund Jio BlackRock Mutual Fund ₹10.06 — — —
LIC MF Balanced Advantage Fund LIC Mutual Fund ₹14.26 -5.4% 6.9% —
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife Mutual Fund ₹15.59 -1.7% 11.0% —
Mirae Asset Balanced Advantage Fund Mirae Asset Mutual Fund ₹15.13 -0.3% 10.1% —
NJ Balanced Advantage Fund NJ Mutual Fund ₹14.07 -3.6% 7.4% —
Parag Parikh Dynamic Asset Allocation Fund PPFAS Mutual Fund ₹11.58 — — —
Samco Dynamic Asset Allocation Fund Samco Mutual Fund ₹10.37 — — —
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram Mutual Fund ₹40.06 -6.9% 7.1% —
The Wealth Company Balanced Advantage Fund The Wealth Company Mutual Fund ₹9.51 — — —
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi Mutual Fund ₹11.39 — — —
UTI Balanced Advantage Fund UTI Mutual Fund ₹12.67 -5.5% 7.9% —
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Mutual Fund ₹15.11 -1.8% 11.4% —
quant Dynamic Asset Allocation Fund quant Mutual Fund ₹16.33 -6.2% 13.2% —

Point-to-point CAGR from AMFI NAV history, Growth option, Direct plans. Click a column to re-sort. Past returns do not predict future ones.