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Balanced Advantage funds and their returns

The 36 balanced advantage funds with at least a year behind them, with their returns over 1, 3 and 5 years.

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Balanced Advantage funds and their returns

Direct plans, growth option, in alphabetical order. Annualised returns to 09 Oct 2026.

Fund1 year3 years5 years
Aditya Birla Sun Life Balanced Advantage Fund3.8%11.2%9.6%
Axis Balanced Advantage Fund0.0%10.9%8.9%
Bajaj Finserv Balanced Advantage Fund0.5%n/an/a
Bandhan Balanced Advantage Fund2.6%9.3%7.7%
Bank Of India Balanced Advantage Fund1.9%8.7%9.8%
Baroda BNP Paribas Balanced Advantage Fund1.4%11.0%9.8%
Canara Robeco Balanced Advantage Fund-3.0%n/an/a
DSP Dynamic Asset Allocation Fund1.9%10.0%8.2%
Edelweiss Balanced Advantage Fund1.6%10.1%8.7%
Franklin India Balanced Advantage Fund-2.4%8.9%n/a
HDFC Balanced Advantage Fund-3.5%10.3%12.9%
Helios Balanced Advantage Fund-1.3%n/an/a
HSBC Balanced Advantage Fund0.4%9.3%n/a
ICICI Prudential Balanced Advantage Fund0.8%10.3%9.8%
Invesco India Balanced Advantage Fund-3.3%8.6%8.0%
ITI Balanced Advantage Fund-2.5%8.3%7.1%
Kotak Balanced Advantage Fund-0.5%8.9%8.3%
LIC MF Balanced Advantage Fund-0.6%7.9%n/a
Mahindra Manulife Balanced Advantage Fund0.8%10.5%n/a
Mirae Asset Balanced Advantage Fund2.1%9.8%n/a
Motilal Oswal Balanced Advantage Fund-1.8%3.1%5.7%
Nippon India Balanced Advantage Fund0.2%9.9%9.0%
NJ Balanced Advantage Fund-1.9%7.5%n/a
Parag Parikh Dynamic Asset Allocation Fund2.4%n/an/a
PGIM India Balanced Advantage Fund-5.4%6.6%6.7%
quant Dynamic Asset Allocation Fund-2.4%13.0%n/a
Samco Dynamic Asset Allocation Fund-2.1%n/an/a
SBI Balanced Advantage Fund-0.7%9.2%9.4%
Shriram Balanced Advantage Fund-3.5%5.9%5.8%
Sundaram Dynamic Asset Allocation Fund-3.5%7.6%n/a
Tata Balanced Advantage Fund-1.7%7.4%8.0%
Unifi Dynamic Asset Allocation Fund8.6%n/an/a
Union Balanced Advantage Fund-1.1%7.8%7.1%
UTI - Unit Linked Insurance Plan0.2%7.6%5.6%
UTI Balanced Advantage Fund-3.8%7.8%n/a
WhiteOak Capital Balanced Advantage Fund1.1%11.2%n/a
Middle of the category-0.5%9.0%8.3%

Why these are not ranked

Hybrid funds are not ranked here. Funds in this category hold different mixes of equity and debt, so their returns are not like for like.

For a hybrid fund, look at how much of it is in equity, how that share changes with markets, and whether that fits the job you want the fund to do.

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Other categories

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Questions

What returns have balanced advantage funds given?

Over the periods to 09 Oct 2026, the middle fund among balanced advantage funds returned -0.5% over 1 year, 9.0% a year over 3 years, 8.3% a year over 5 years, measured by direct plans. Individual funds are listed above.

Why are balanced advantage funds not ranked here?

Hybrid funds are not ranked here. Funds in this category hold different mixes of equity and debt, so their returns are not like for like.

What should I look at when choosing a balanced advantage fund?

For a hybrid fund, look at how much of it is in equity, how that share changes with markets, and whether that fits the job you want the fund to do. What suits you depends on your goals and the rest of your portfolio.

This page is information, not a recommendation to buy, sell or hold any fund. Returns are annualised, for the growth option, from NAVs published by AMFI. A ranking by past return says nothing certain about the future, and the right fund for you depends on your goals and the rest of your portfolio.

Invsify Technologies Private Limited is a SEBI Registered Investment Adviser, Registration No. INA000020572. Investments in the securities market are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future results.