Balanced Advantage Mutual Funds

Balanced advantage funds are equity mutual funds that have equity allocation between 30% and 80% depending on the PE ratio and market valuation

⏱ Horizon: Medium to long
🔢 Total funds: 21
💰 Total AUM: 2,85,090 Cr

Best performing Balanced Advantage Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
HDFC Balanced Advantage Fund	1,05,377.65	0.75	4.62%	16.17%	17.48%
Baroda BNP Paribas Balanced Advantage Fund	4,755.77	0.76	12.29%	15.38%	13.41%
Axis Balanced Advantage Fund	3,557.60	0.61	4.74%	14.58%	12.13%
ICICI Pru Balanced Advantage Fund	70,551.44	0.88	7.90%	13.07%	12.06%
Bank of India Balanced Advantage Fund	152.71	1.15	10.62%	12.08%	11.85%
Aditya Birla SL Balanced Advantage Fund	9,182.39	0.66	8.30%	13.71%	11.75%
Nippon India Balanced Advantage Fund	9,620.30	0.56	6.32%	13.07%	11.62%
Tata Balanced Adv Fund	9,128.04	0.50	6.38%	11.37%	11.17%
Kotak Balanced Advantage Fund	17,183.82	0.59	5.08%	11.54%	10.66%
ITI Balanced Advantage Fund	347.67	0.65	3.76%	11.50%	10.35%

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Overview of Balanced Advantage Mutual Funds

HDFC Balanced Advantage Fund

AUM
₹ 1,05,377.65 Cr.
Expense Ratio
0.75%
5Y CAGR
17.48%

Performance

The fund's annualised performance has been 14.35% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.28% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 69.72% along with the largest allocation towards Private Banks at 14.46%.

Baroda BNP Paribas Balanced Advantage Fund

AUM
₹ 4,755.77 Cr.
Expense Ratio
0.76%
5Y CAGR
13.41%

Performance

The fund's annualised performance has been 14.86% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 10.81% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 79.41% along with the largest allocation towards Private Banks at 14.62%.

Axis Balanced Advantage Fund

AUM
₹ 3,557.60 Cr.
Expense Ratio
0.61%
5Y CAGR
12.13%

Performance

The fund's annualised performance has been 10.42% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 7.6% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 66.39% along with the largest allocation towards Others at 15.7%.

ICICI Pru Balanced Advantage Fund

AUM
₹ 70,551.44 Cr.
Expense Ratio
0.88%
5Y CAGR
12.06%

Performance

The fund's annualised performance has been 12.76% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 7.98% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 68.12% along with the largest allocation towards Private Banks at 12.72%.

Bank of India Balanced Advantage Fund

AUM
₹ 152.71 Cr.
Expense Ratio
1.15%
5Y CAGR
11.85%

Performance

The fund's annualised performance has been 8.99% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.51% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 59.3% along with the largest allocation towards Miscellaneous at 12.7%.

Aditya Birla SL Balanced Advantage Fund

AUM
₹ 9,182.39 Cr.
Expense Ratio
0.66%
5Y CAGR
11.75%

Performance

The fund's annualised performance has been 12.09% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.42% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 74.52% along with the largest allocation towards Private Banks at 13.84%.

Nippon India Balanced Advantage Fund

AUM
₹ 9,620.30 Cr.
Expense Ratio
0.56%
5Y CAGR
11.62%

Performance

The fund's annualised performance has been 12.04% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.33% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 69.99% along with the largest allocation towards Private Banks at 14.74%.

Tata Balanced Adv Fund

AUM
₹ 9,128.04 Cr.
Expense Ratio
0.5%
5Y CAGR
11.17%

Performance

The fund's annualised performance has been 12.33% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.07% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 65.61% along with the largest allocation towards G-Sec at 15.1%.

Kotak Balanced Advantage Fund

AUM
₹ 17,183.82 Cr.
Expense Ratio
0.59%
5Y CAGR
10.66%

Performance

The fund's annualised performance has been 11.09% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.35% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 63.88% along with the largest allocation towards G-Sec at 13.15%.

ITI Balanced Advantage Fund

AUM
₹ 347.67 Cr.
Expense Ratio
0.65%
5Y CAGR
10.35%

Performance

The fund's annualised performance has been 7.71% since inception.

Risk

The fund has been categorised as Moderately High by SEBI and has a standard deviation of 8.09% vs its category average of 8.73%.

Composition

Equity makes up for the majority of the fund at 67.76% along with the largest allocation towards Public Banks at 12.17%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.