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Best Balanced Advantage Funds
Dynamic asset allocation funds adjusting equity and debt exposure based on market valuations. Across 33 analyzed schemes, the top-ranked fund is DSP Dynamic Asset Allocation Fund (3Y CAGR +10.81%). The category median 3-year CAGR stands at +9.06%, median expense ratio is 2.40%, and median MFIQ score is 4.8/10.
Click any column header to sort • Showing 33 funds
| Rank | Scheme | Score | 1Y Return | 3Y CAGR | 5Y CAGR | Alpha | Beta | Expense | Upside | Downside | Fund Size |
|---|---|---|---|---|---|---|---|---|---|---|---|
| #1 |
DS
3Y: +10.81%
•
5Y: +8.18%
•
AUM: Rs 3,892 cr
|
6.1 | +5.34% | +10.81% | +8.18% | +2.51% | 0.40 | 2.26% | 60.5% | 31.5% | Rs 3,892 cr |
| #2 |
AB
3Y: +11.99%
•
5Y: +9.52%
•
AUM: Rs 10,413 cr
|
6.4 | +7.78% | +11.99% | +9.52% | +3.05% | 0.59 | 1.96% | 74.2% | 45.4% | Rs 10,413 cr |
| #3 |
AX
3Y: +11.80%
•
5Y: +8.85%
•
AUM: Rs 3,833 cr
|
6.6 | +3.11% | +11.80% | +8.85% | +2.89% | 0.59 | 2.18% | 74.4% | 48.7% | Rs 3,833 cr |
| #4 |
WC
3Y: +11.06%
•
5Y: -
•
AUM: Rs 2,364 cr
|
7.3 | +3.39% | +11.06% | - | +2.17% | 0.59 | 2.23% | 73.2% | 50.2% | Rs 2,364 cr |
| #5 |
BB
3Y: +11.91%
•
5Y: +10.00%
•
AUM: Rs 5,503 cr
|
6.9 | +4.77% | +11.91% | +10.00% | +2.57% | 0.72 | 2.03% | 83.0% | 60.6% | Rs 5,503 cr |
| #6 |
ED
3Y: +10.89%
•
5Y: +8.64%
•
AUM: Rs 13,694 cr
|
6.4 | +6.04% | +10.89% | +8.64% | +1.79% | 0.65 | 1.91% | 74.3% | 53.3% | Rs 13,694 cr |
| #7 |
MA
3Y: +10.02%
•
5Y: -
•
AUM: Rs 2,200 cr
|
6.4 | +4.56% | +10.02% | - | +1.36% | 0.54 | 2.27% | 62.3% | 41.0% | Rs 2,200 cr |
| #8 |
SB
3Y: +9.74%
•
5Y: +9.35%
•
AUM: Rs 41,907 cr
|
7.7 | +1.11% | +9.74% | +9.35% | +1.36% | 0.47 | 1.66% | 61.3% | 39.8% | Rs 41,907 cr |
| #9 |
MM
3Y: +10.57%
•
5Y: -
•
AUM: Rs 922 cr
|
5.8 | +4.00% | +10.57% | - | +1.26% | 0.68 | 2.38% | 71.2% | 52.6% | Rs 922 cr |
| #10 |
KM
3Y: +9.62%
•
5Y: +8.27%
•
AUM: Rs 17,349 cr
|
5.6 | +3.31% | +9.62% | +8.27% | +0.89% | 0.57 | 1.86% | 69.4% | 53.1% | Rs 17,349 cr |
| #11 |
BA
3Y: +9.52%
•
5Y: +7.10%
•
AUM: Rs 2,283 cr
|
4.4 | +4.95% | +9.52% | +7.10% | +1.00% | 0.52 | 2.29% | 63.7% | 43.9% | Rs 2,283 cr |
| #12 |
QU
3Y: +11.80%
•
5Y: -
•
AUM: Rs 821 cr
|
4.8 | -1.05% | +11.80% | - | +2.14% | 0.84 | 2.83% | 85.0% | 63.5% | Rs 821 cr |
| #13 |
HS
3Y: +8.75%
•
5Y: -
•
AUM: Rs 1,507 cr
|
5.0 | +2.38% | +8.75% | - | +0.40% | 0.47 | 2.46% | 54.6% | 36.0% | Rs 1,507 cr |
| #14 |
UT
3Y: +8.80%
•
5Y: -
•
AUM: Rs 3,041 cr
|
5.0 | +0.95% | +8.80% | - | +0.11% | 0.57 | 1.99% | 69.0% | 58.1% | Rs 3,041 cr |
| #15 |
IN
3Y: +8.89%
•
5Y: +7.86%
•
AUM: Rs 952 cr
|
3.5 | +0.02% | +8.89% | +7.86% | +0.07% | 0.59 | 2.40% | 68.2% | 57.0% | Rs 952 cr |
| #16 |
BO
3Y: +9.06%
•
5Y: +9.63%
•
AUM: Rs 183 cr
|
3.9 | +3.23% | +9.06% | +9.63% | -0.08% | 0.70 | 2.67% | 68.8% | 57.2% | Rs 183 cr |
| #17 |
UN
3Y: +8.33%
•
5Y: +6.85%
•
AUM: Rs 1,202 cr
|
3.7 | +2.08% | +8.33% | +6.85% | -0.46% | 0.61 | 2.50% | 63.2% | 51.4% | Rs 1,202 cr |
| #18 |
LI
3Y: +7.75%
•
5Y: -
•
AUM: Rs 672 cr
|
3.4 | +1.81% | +7.75% | - | -0.85% | 0.59 | 2.91% | 63.3% | 53.3% | Rs 672 cr |
| #19 |
SU
3Y: +7.64%
•
5Y: -
•
AUM: Rs 1,660 cr
|
3.4 | -0.88% | +7.64% | - | -1.08% | 0.60 | 2.54% | 66.9% | 60.8% | Rs 1,660 cr |
| #20 |
TA
3Y: +7.58%
•
5Y: +7.41%
•
AUM: Rs 8,166 cr
|
4.8 | +0.42% | +7.58% | +7.41% | -0.94% | 0.54 | 1.85% | 61.0% | 52.0% | Rs 8,166 cr |
| #21 |
IT
3Y: +7.46%
•
5Y: +5.53%
•
AUM: Rs 319 cr
|
2.5 | -1.67% | +7.46% | +5.53% | -1.15% | 0.60 | 3.22% | 53.1% | 41.6% | Rs 319 cr |
| #22 |
PI
3Y: +7.25%
•
5Y: +6.18%
•
AUM: Rs 714 cr
|
2.9 | -0.83% | +7.25% | +6.18% | -1.57% | 0.66 | 2.48% | 73.7% | 73.5% | Rs 714 cr |
| #23 |
NJ
3Y: +7.01%
•
5Y: +6.62%
•
AUM: Rs 3,335 cr
|
3.3 | +1.85% | +7.01% | +6.62% | -1.42% | 0.52 | 2.40% | 59.4% | 54.7% | Rs 3,335 cr |
| #24 |
SH
3Y: +5.54%
•
5Y: +5.22%
•
AUM: Rs 43.4 cr
|
2.3 | -0.81% | +5.54% | +5.22% | -3.45% | 0.66 | 2.57% | 64.2% | 71.7% | Rs 43.4 cr |
| #25 |
MO
3Y: +3.17%
•
5Y: +5.10%
•
AUM: Rs 738 cr
|
0.7 | +0.56% | +3.17% | +5.10% | -5.27% | 0.58 | - | 65.0% | 88.2% | Rs 738 cr |
| #26 |
UN
3Y: -
•
5Y: -
•
AUM: Rs 1,560 cr
|
9.8 | +8.12% | - | - | +1.79% | 0.02 | - | 15.7% | -15.6% | Rs 1,560 cr |
| #27 |
BF
3Y: -
•
5Y: -
•
AUM: Rs 1,296 cr
|
4.2 | +5.21% | - | - | +4.48% | 0.78 | 2.63% | 88.8% | 64.9% | Rs 1,296 cr |
| #28 |
HE
3Y: -
•
5Y: -
•
AUM: Rs 281 cr
|
4.4 | +3.18% | - | - | +2.28% | 0.75 | 2.81% | 71.2% | 52.3% | Rs 281 cr |
| #29 |
CR
3Y: -
•
5Y: -
•
AUM: Rs 1,057 cr
|
3.6 | +0.86% | - | - | -0.45% | 0.70 | 2.37% | 73.1% | 64.3% | Rs 1,057 cr |
| #30 |
SA
3Y: -
•
5Y: -
•
AUM: Rs 57.0 cr
|
2.5 | 0.00% | - | - | -2.55% | 0.51 | 3.44% | 27.7% | 23.5% | Rs 57.0 cr |
| #31 |
PP
3Y: -
•
5Y: -
•
AUM: Rs 2,471 cr
|
6.9 | +3.13% | - | - | -2.06% | 0.16 | 0.75% | 21.8% | 8.0% | Rs 2,471 cr |
| - |
TW
3Y: -
•
5Y: -
•
AUM: Rs 41.0 cr
|
5.1 | - | - | - | - | - | 3.26% | - | - | Rs 41.0 cr |
| - |
JB
3Y: -
•
5Y: -
•
AUM: Rs 33.8 cr
|
5.8 | - | - | - | - | - | 3.61% | - | - | Rs 33.8 cr |
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Frequently Asked Questions about Balanced Advantage Funds
What investment mandate defines Balanced Advantage funds?
Dynamic asset allocation funds adjusting equity and debt exposure based on market valuations.
Which is the highest-ranked Balanced Advantage fund?
The top fund in this category is DSP Dynamic Asset Allocation Fund with a 3Y CAGR of +10.81% and an MFIQ Score of 6.1/10.
What is the median expense ratio for Balanced Advantage funds?
Across regular growth options in this category, the median total expense ratio (TER) is 2.40%.