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Friday, 5 Jun 2026 · IST
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SEBI sub-category

Balanced Advantage Fund funds

Funds
29
Regular plans only
Category 1Y avg
+0.23%
Category 5Y CAGR
+7.82%
Direct vs Regular
Direct Regular

5-Year return distribution

How the 29 Balanced Advantage Fund funds spread across return buckets. Taller bars = more funds in that band.

Risk vs Return — Balanced Advantage Fund

Each dot is a fund. Up-and-left = high return for low risk (the sweet spot). Down-and-right = under-performing with high volatility. Colour = 5-year peer quartile.

Q1 (top 25%) Q2 Q3 Q4 (bottom 25%) 13 funds plotted

All Balanced Advantage Fund funds

Sort by: 1Y 3Y 5Y 7Y 10Y
# Scheme 5Y
1 Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Baroda BNP Paribas
 +11.06%
2 BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
Bank of India
 +9.82%
3 Axis Balanced Advantage Fund - Regular Plan - Growth
Axis
 +9.64%
4 Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
Aditya Birla Sun Life
 +9.45%
5 Tata Balanced Advantage Fund-Regular Plan-Growth
Tata
 +8.55%
6 Kotak Balanced Advantage Fund -Regular Plan - Growth Option
Kotak
 +8.40%
7 DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
DSP
 +7.82%
8 BANDHAN Balanced Advantage Fund Regular Plan Growth
Bandhan
 +7.61%
9 ITI Balanced Advantage Fund - Regular Plan - Growth Option
ITI
 +6.71%
10 Union Balanced Advantage Fund - Regular Plan - Growth Option
Union
 +6.64%
11 PGIM India Balanced Advantage Fund - Regular Plan - Growth Option
PGIM India
 +6.55%
12 Shriram Balanced Advantage Fund - Regular Growth
Shriram
 +5.39%
13 Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
Motilal Oswal
 +3.99%
14 Bajaj Finserv Balanced Advantage Fund-Regular Plan-Growth
Bajaj Finserv
 —
15 Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option
Canara Robeco
 —
16 Helios Balanced Advantage Fund- Regular Plan- Growth Option
Helios
 —
17 HSBC Balanced Advantage Fund - Regular Growth
HSBC
 —
18 LIC MF Balanced Advantage Fund-Regular Plan-Growth
LIC
 —
19 Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
Mahindra Manulife
 —
20 Mirae Asset Balanced Advantage Fund Regular Plan- Growth
Mirae Asset
 —
21 NJ Balanced Advantage Fund - Regular Plan - Growth Option
NJ
 —
22 Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth
Parag Parikh
 —
23 quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan
Quant
 —
24 Samco Dynamic Asset Allocation Fund - Regular Plan - Growth Option
Samco
 —
25 SBI Balanced Advantage Fund - Regular Plan - Growth
SBI
 —
26 The Wealth Company Balanced Advantage Fund - Regular Growth
—
 —
27 Unifi Dynamic Asset Allocation Fund - Regular Growth
—
 —
28 UTI Balanced Advantage Fund - Regular Plan - Growth Option
UTI
 —
29 WhiteOak Capital Balanced Advantage Fund Regular Plan Growth
WhiteOak Capital
 —

Direct plans typically outperform Regular plans by around 50 basis points per year because they carry no distributor commission. The "Peer Q (5Y)" column shows the fund's quartile within this category over the 5-year window: Q1 = top 25%.

Frequently asked questions

Generated from this category's live aggregates — average returns, fund counts, quartile spreads. Updated daily.

Hybrid funds blend equity and debt. Subcategories range from Aggressive (65-80% equity) to Conservative (10-25% equity). One fund, automatic rebalancing — useful for investors who don't want to manage equity:debt allocation manually.
We currently track 29 active Balanced Advantage Fund schemes (Regular plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes. 3 of them sit in the top quartile by 5-year CAGR.
Over the last 5 years, the average Balanced Advantage Fund (Regular plan) has returned 7.82% CAGR — that turns ₹1 lakh into roughly ₹145,702. Over the last 12 months the category averaged 0.23%. Top-quartile funds in this category typically beat the average by 3-6 percentage points per year — fund selection within a category matters more than the category choice itself.
Over the trailing 5-year window, the highest-returning Balanced Advantage Fund in our database is **Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option** (Baroda BNP Paribas) with a CAGR of 11.06%. The category average is 7.82%. Past performance is no guarantee of future returns — top-quartile funds in one window often slip in the next.
The best 1-year return in the Balanced Advantage Fund category right now is **Unifi Dynamic Asset Allocation Fund - Regular Growth** () at 6.75%. 1-year numbers are noisy and shouldn't be the sole basis for picking — cross-check rolling returns and 5-year CAGR before deciding.
Across all Balanced Advantage Fund schemes with 5 years of history, the 5-year CAGR ranges from 3.99% (worst) to 11.06% (best), with a median of 7.82%. That spread of about 7 percentage points between top and bottom is a useful gauge of how much fund selection matters in this category.
On ProfitGuruOnline you can browse either Balanced Advantage Fund Direct plans (lower expense ratio, no broker commission baked in) or Regular plans (sold through distributors). Use the filter on the category page. Direct typically outperforms Regular by 0.5-1% per year in the same scheme — meaningful over 10+ years.
Balanced Advantage Fund is a Hybrid scheme — tax follows the actual equity allocation. ≥65% equity behaves like an equity fund; under 35% equity is taxed as debt. Check the AMC's monthly factsheet for the current allocation.
SIP suits hybrid/balanced categories because the in-built equity exposure benefits from rupee-cost averaging. Hybrid funds also rebalance internally so you don't have to manually shift between equity and debt.
Balanced Advantage Fund schemes are well-suited to 3-5 year horizons. Lower volatility than pure equity, higher long-term returns than pure debt.
Moderate risk. Equity portion brings volatility, debt portion cushions it. Aggressive hybrid (65-80% equity) is closer to pure equity in drawdown profile; conservative hybrid is closer to debt.
Two or three schemes from different AMCs is usually enough for a single category. Beyond that you'd be re-creating the category average minus your selection cost. Focus on consistency (% of rolling-return windows that ended positive) over chasing top performers — top quartile rarely repeats.
Quarterly is plenty for monitoring NAVs and aggregate gain; annually (or after major regulatory changes like Budget 2024) is the right cadence for re-evaluating against alternatives. Don't churn based on 1-month or even 1-year underperformance — equity funds need 3-5 year horizons to fairly judge.
We rank funds within each category by point-to-point CAGR over the chosen window (1Y, 3Y, 5Y, 7Y, 10Y, since inception), then assign quartile and decile bands so any fund's standing relative to peers is one click away. Numbers are recomputed nightly after AMFI's NAV publish.
Daily NAVs are pulled directly from AMFI's published feed. Category classification uses SEBI's October-2017 mutual-fund categorisation circular. We compute returns, rolling-window stats, SIP backtests, drawdowns and Sharpe ratios in-house — no third-party feeds, no hidden adjustments.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.