Best Performing Balanced Advantage Fund

Here you can find the List of Best Performing Balanced Advantage Fund.

Balanced Advantage Fund provide long term capital appreciation / income from a dynamic mix of equity and debt investments

List of Best Performing Balanced Advantage Fund

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So here is the List of Best Performing Balanced Advantage Fund which are sorted out based on the AUM Asset Under Management.

NoMutal FundAUMCAGR 3YExpense Ratio
1HDFC Balanced Advantage Fund₹ 43,052 Cr 14.0% 0.97%
2ICICI Pru Balanced Advantage Fund₹ 39,479 Cr 12.4% 1.00%
3SBI Balanced Advantage Fund₹ 23,387 Cr 0.0% 0.48%
4Kotak Balanced Advantage Fund₹ 13,493 Cr 12.3% 0.44%
5Aditya Birla SL Balanced Advantage Fund₹ 6,744 Cr 12.0% 0.46%
6Nippon India Balanced Advantage Fund₹ 5,916 Cr 11.1% 0.08%
7NJ Balanced Advantage Fund₹ 5,107 Cr 0.0% 0.52%
8Tata Balanced Adv Fund₹ 4,662 Cr 14.2% 0.27%
9Baroda BNP Paribas Balanced Advantage Fund₹ 3,164 Cr 16.1% 0.59%
10IDFC Balanced Advantage Fund₹ 2,966 Cr 11.4% 0.54%
11Axis Balanced Advantage Fund₹ 2,072 Cr 9.4% 0.75%
12L&T Balanced Advantage Fund₹ 2,038 Cr 9.7% 0.70%
13Union Balanced Advantage Fund₹ 1,836 Cr 12.7% 0.83%
14LIC MF Balanced Advantage Fund₹ 1,177 Cr 0.0% 0.40%
15ITI Balanced Advantage Fund₹ 582 Cr 0.0% 0.50%
16Mahindra Manulife Balanced Advantage Yojana₹ 579 Cr 0.0% 0.44%
17BOI AXA Balanced Advantage Fund₹ 072 Cr 7.2% 1.58%
List of Best Performing Balanced Advantage Fund

HDFC Balanced Advantage Fund

It is An open ended Balanced Advantage Fund and to provide long term capital appreciation / income from a dynamic mix of
equity and debt investments. The debt-equity mix at any point of time will be a function of interest rates, equity valuations, medium to long term outlook of the asset classes and risk management, etc.

  • Inception Date: February 01, 1994
  • AUM Value: ₹ 43836 (Rs. in crore)

Mr. Prashant Jain (Since June 20, 2003) is Executive Director & Chief Investment Officer and he has Collectively over 31 years of experience in Fund Management and Research in Mutual Fund Industry.

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