Balanced Advantage Mutual Funds
All 41 balanced advantage funds, Direct Growth plans, compared on returns, risk and cost. NAV as of 7 Oct 2026.
Category average
+9.2%
3 years, a year
Category average
+8.9%
5 years, a year
Category average
9.6%
Volatility, 3 years
Category average
1.04%
Expense ratio
Balanced Advantage funds compared
| Fund | 1Y | 3Y a year | 5Y a year | Volatility 3Y | Worst fall 5Y | Expense | Fund size |
|---|---|---|---|---|---|---|---|
| -2.2% | +10.5% | +13.3% | 10.7% | -10.2% | 0.77% | ₹1,07,296 Cr | |
| +2.8% | +12.4% | +11.2% | 11.3% | -13.6% | 0.32% | ₹246 Cr | |
| +0.1% | +10.2% | +10.3% | 7.6% | -7.9% | 0.44% | ₹28,661 Cr | |
| +2.1% | +10.6% | +10.2% | 8.1% | -8.2% | 1.04% | ₹75,399 Cr | |
| +2.5% | +11.2% | +10.1% | 11.9% | -11.9% | 0.95% | ₹5,343 Cr | |
| +2.5% | +8.5% | +10.0% | 9.6% | -12.8% | 1.40% | ₹176 Cr | |
| +5.1% | +11.4% | +9.9% | 8.9% | -8.7% | 0.90% | ₹10,125 Cr | |
| -0.1% | +9.2% | +9.5% | 8.0% | -7.4% | 0.89% | ₹41,803 Cr | |
| -1.6% | +7.8% | +9.4% | 7.8% | -7.7% | 0.97% | ₹1,242 Cr | |
| +1.3% | +10.1% | +9.3% | 8.7% | -8.6% | 0.88% | ₹9,918 Cr | |
| +0.9% | +10.9% | +9.3% | 8.9% | -9.6% | 1.06% | ₹3,836 Cr | |
| +2.6% | +10.2% | +9.0% | 9.4% | -11.1% | 0.82% | ₹13,445 Cr | |
| +0.4% | +9.1% | +8.6% | 9.2% | -9.1% | 0.83% | ₹17,373 Cr | |
| +2.5% | +10.0% | +8.5% | 6.8% | -7.9% | 1.09% | ₹3,821 Cr | |
| +1.0% | +9.3% | +8.3% | 8.0% | -8.7% | 1.16% | ₹1,522 Cr | |
| -2.3% | +8.6% | +8.3% | 9.2% | -11.1% | 1.14% | ₹937 Cr | |
| -1.3% | +7.3% | +8.1% | 8.7% | -8.4% | 1.87% | ₹8,539 Cr | |
| -2.1% | +7.9% | +8.0% | 9.6% | -9.7% | 1.13% | ₹1,686 Cr | |
| +3.7% | +9.4% | +8.0% | 8.3% | -11.7% | 1.08% | ₹2,286 Cr | |
| +0.1% | +8.1% | +7.4% | 9.0% | -8.9% | 1.46% | ₹1,240 Cr | |
| -1.2% | +8.6% | +7.4% | 8.1% | -10.1% | 1.68% | ₹348 Cr | |
| -4.8% | +6.5% | +6.8% | 10.3% | -11.6% | 0.94% | ₹739 Cr | |
| -2.4% | +6.0% | +6.0% | 11.0% | -13.7% | 0.94% | ₹43 Cr | |
| +0.0% | +2.9% | +5.8% | 14.6% | -26.5% | 1.60% | ₹744 Cr | |
| -1.1% | +13.0% | N/A | 16.2% | N/A | 1.56% | ₹852 Cr | |
| +2.3% | +11.3% | N/A | 9.2% | N/A | 0.86% | ₹2,302 Cr | |
| +1.7% | +10.6% | N/A | 10.4% | N/A | 0.85% | ₹923 Cr | |
| +2.8% | +9.9% | N/A | 8.2% | N/A | 0.95% | ₹2,169 Cr | |
| -1.7% | +8.9% | N/A | 8.2% | N/A | 0.76% | ₹2,823 Cr | |
| +0.1% | +8.0% | N/A | 9.5% | N/A | 1.60% | ₹696 Cr | |
| -1.0% | +7.8% | N/A | 9.7% | N/A | 1.16% | ₹3,385 Cr | |
| -3.4% | +7.7% | N/A | 8.9% | N/A | 0.71% | ₹3,022 Cr | |
| +8.7% | N/A | N/A | N/A | N/A | 1.40% | ₹1,427 Cr | |
| +2.6% | N/A | N/A | N/A | N/A | 0.40% | ₹2,575 Cr | |
| +2.2% | N/A | N/A | 10.9% | N/A | 1.05% | ₹1,276 Cr | |
| +1.4% | N/A | N/A | N/A | N/A | 0.25% | ₹2,328 Cr | |
| -0.1% | N/A | N/A | N/A | N/A | 1.33% | ₹288 Cr | |
| -1.1% | N/A | N/A | 9.8% | N/A | 2.05% | ₹168 Cr | |
| -2.5% | N/A | N/A | N/A | N/A | 1.00% | ₹1,079 Cr | |
| N/A | N/A | N/A | N/A | N/A | 0.00% | ₹0 Cr | |
| N/A | N/A | N/A | N/A | N/A | 1.34% | ₹48 Cr |
Ordered by 5-year annualised return, highest first; funds younger than 5 years follow by 3-year, then 1-year return.Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of monthly returns. Worst fall is the largest drop from a peak in the last 5 years. N/A means the fund is too young for that period.
What a balanced advantage fund is
Balanced advantage funds move between shares and bonds as conditions change, anywhere from none to all of either.
Source: SEBI categorisation of mutual fund schemes, 6 October 2017, as amended.
Investing from the UAE
NRIs living in the UAE can generally invest once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept residents of the United States or Canada, or accept them only offline. The UAE does not levy personal income tax, and the India UAE tax treaty may affect how gains are treated, so confirm your own position with a tax adviser.
Questions
How are these balanced advantage funds ordered?
By 5-year annualised return, highest first. Funds younger than 5 years follow, ordered by 3-year return and then 1-year return. Every figure is worked out from each fund's own Direct Growth NAV, the same way for every fund. We do not label any fund as the best.
Can NRIs living in the UAE invest in balanced advantage funds?
Generally yes, once KYC is complete, paying from an NRE or NRO bank account. Some fund houses do not accept investments from residents of the United States or Canada, or accept them only offline, so check the fund house's current policy if that applies to you.
How are gains taxed for NRIs?
It depends on the fund's share of equity and on when your units were bought. For NRIs the fund house deducts tax when you redeem. The outcome depends on your tax residence and facts, so confirm your position with a tax adviser.
See all your mutual funds in one place.
Review my portfolio