InvestVerdict· Mutual Funds

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.

37 funds — Balanced Advantage · Direct plans

Fund NAV 1Y 3Y 5Y
HDFC Balanced Advantage Fund HDFC Mutual Fund ₹573.40 2.4% 13.3% 16.1%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas Mutual Fund ₹29.09 8.7% 13.9% 12.6%
ICICI Prudential Balanced Advantage Fund ICICI Prudential Mutual Fund ₹89.86 7.5% 12.9% 11.9%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Mutual Fund ₹131.62 8.6% 13.1% 11.3%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India Mutual Fund ₹28.77 7.3% 10.5% 11.3%
Nippon India Balanced Advantage Fund Nippon India Mutual Fund ₹212.73 5.7% 12.2% 10.7%
Axis Balanced Advantage Fund Axis Mutual Fund ₹24.43 4.7% 13.3% 10.6%
Edelweiss Balanced Advantage Fund Edelweiss Mutual Fund ₹62.00 7.1% 11.9% 10.6%
Tata Balanced Advantage Fund Tata Mutual Fund ₹23.82 4.6% 9.9% 10.2%
Kotak Balanced Advantage Fund Kotak Mahindra Mutual Fund ₹23.40 4.8% 10.9% 10.0%
ITI Balanced Advantage Fund ITI Mutual Fund ₹16.52 1.9% 10.8% 9.8%
DSP Dynamic Asset Allocation Fund DSP Mutual Fund ₹33.66 6.2% 11.7% 9.5%
Invesco India Balanced Advantage Fund Invesco Mutual Fund ₹63.67 -0.9% 10.3% 9.5%
BANDHAN Balanced Advantage Fund Bandhan Mutual Fund ₹29.91 6.3% 11.1% 9.1%
Union Balanced Advantage Fund Union Mutual Fund ₹22.65 3.2% 9.5% 8.6%
PGIM India Balanced Advantage Fund PGIM India Mutual Fund ₹16.78 0.3% 8.6% 8.4%
Shriram Balanced Advantage Fund Shriram Mutual Fund ₹19.10 1.9% 8.0% 7.9%
UTI - Unit Linked Insurance Plan UTI Mutual Fund ₹47.33 3.9% 8.9% 7.4%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv Mutual Fund ₹12.41
Canara Robeco Balanced Advantage Fund Canara Robeco Mutual Fund ₹10.66
Franklin India Balanced Advantage Fund Franklin Templeton Mutual Fund ₹15.58 2.7% 11.4%
HSBC Balanced Advantage Fund HSBC Mutual Fund ₹52.41 3.3% 10.6%
Helios Balanced Advantage Fund Helios Mutual Fund ₹12.13
LIC MF Balanced Advantage Fund LIC Mutual Fund ₹15.22 4.6% 9.6%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife Mutual Fund ₹16.37 6.2% 12.4%
Mirae Asset Balanced Advantage Fund Mirae Asset Mutual Fund ₹15.65 6.2% 11.3%
Motilal Oswal Balanced Advantage Fund Motilal Oswal Mutual Fund ₹22.09
NJ Balanced Advantage Fund NJ Mutual Fund ₹14.65 1.5% 9.9%
Parag Parikh Dynamic Asset Allocation Fund PPFAS Mutual Fund ₹11.85
SBI Balanced Advantage Fund SBI Mutual Fund ₹16.67 4.4% 11.0%
Samco Dynamic Asset Allocation Fund Samco Mutual Fund ₹10.66
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) Sundaram Mutual Fund ₹42.70 3.1% 10.1%
The Wealth Company Balanced Advantage Fund The Wealth Company Mutual Fund ₹10.24
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi Mutual Fund ₹11.24
UTI Balanced Advantage Fund UTI Mutual Fund ₹13.21
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Mutual Fund ₹15.85 5.8% 13.2%
quant Dynamic Asset Allocation Fund quant Mutual Fund ₹17.26 0.4% 15.3%

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.