Balanced Advantage fund SIP returns
What ₹10,000 a month grew to in every balanced advantage fund, to 11 Nov 2026.
Category average, 5 years
9.8%
₹6.00 L became ₹7.62 L
Highest, 5 years
12.1%
Baroda BNP Paribas Balanced Advantage Fund
Direct plan, Growth option.
₹10,000 a month for 5 years: ₹6.00 L invested
| Fund | ||||
|---|---|---|---|---|
| Category average | ₹7.62 L | 9.8% | ||
| ₹8.06 L | 12.1% | ₹5,162 Cr | 0.92% | |
| ₹8.05 L | 12.1% | ₹9,836 Cr | 0.89% | |
| ₹8.02 L | 11.9% | ₹238 Cr | 0.40% | |
| ₹8.01 L | 11.9% | ₹1,02,534 Cr | 0.78% | |
| ₹7.92 L | 11.4% | ₹71,913 Cr | 1.04% | |
| ₹7.90 L | 11.3% | ₹3,651 Cr | 1.07% | |
| ₹7.85 L | 11.0% | ₹12,880 Cr | 0.81% | |
| ₹7.81 L | 10.8% | ₹3,704 Cr | 1.04% | |
| ₹7.75 L | 10.5% | ₹27,321 Cr | 0.42% | |
| ₹7.74 L | 10.5% | ₹9,532 Cr | 0.89% | |
| ₹7.66 L | 10.0% | ₹2,235 Cr | 1.07% | |
| ₹7.63 L | 9.8% | ₹16,618 Cr | 0.83% | |
| ₹7.61 L | 9.8% | ₹40,545 Cr | 0.86% | |
| ₹7.55 L | 9.4% | ₹1,192 Cr | 1.03% | |
| ₹7.55 L | 9.4% | ₹903 Cr | 1.17% | |
| ₹7.52 L | 9.3% | ₹1,474 Cr | 1.16% | |
| ₹7.52 L | 9.2% | ₹174 Cr | 1.36% | |
| ₹7.39 L | 8.5% | ₹1,158 Cr | 1.47% | |
| ₹7.37 L | 8.4% | ₹653 Cr | 1.52% | |
| ₹7.32 L | 8.1% | ₹1,596 Cr | 1.12% | |
| ₹7.30 L | 8.0% | ₹681 Cr | 0.93% | |
| ₹7.27 L | 7.9% | ₹8,005 Cr | 0.70% | |
| ₹7.27 L | 7.9% | ₹3,242 Cr | 1.14% | |
| ₹7.27 L | 7.8% | ₹320 Cr | 1.60% | |
| ₹7.08 L | 6.8% | ₹712 Cr | 1.59% | |
| ₹7.03 L | 6.5% | ₹40.96 Cr | 0.92% |
26 funds with 5 years of history; 13 younger funds left out. Click a heading to sort.
How are balanced advantage fund SIP returns worked out?
₹10,000 is invested every month on the same day of the month as the latest NAV, the last instalment on that day, so a 1-year SIP has 12 instalments. Units are bought at each day's NAV and valued at the latest NAV. The return is XIRR: the yearly rate that turns the instalments into today's value.
Why is SIP return different from the fund's trailing return?
A trailing return measures one lump sum invested at the start. In a SIP most of the money goes in later, so recent months weigh more. After a rise near the end a SIP return is higher than the trailing return; after a fall, lower.
Does a high past SIP return mean a good fund to start a SIP in?
Not on its own. SIP returns over 1 to 3 years depend heavily on where the market ended. Look at 5 and 10 years, at the fund's rolling returns and at how it ranked in its category year by year.
Worked out from each fund's own daily NAV. Past performance does not indicate future returns.