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: 2,89,528 Cr

Best performing Balanced Advantage Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
HDFC Balanced Advantage Fund	1,07,589.67	0.77	1.05%	15.50%	16.12%
Baroda BNP Paribas Balanced Advantage Fund	4,766.56	0.75	5.12%	13.17%	11.32%
Axis Balanced Advantage Fund	3,799.23	0.73	2.48%	14.05%	10.95%
ICICI Pru Balanced Advantage Fund	71,150.75	0.86	4.10%	11.65%	10.85%
Aditya Birla SL Balanced Advantage Fund	8,899.24	0.66	5.36%	12.70%	10.70%
Nippon India Balanced Advantage Fund	9,687.94	0.56	3.21%	12.06%	10.55%
Bank of India Balanced Advantage Fund	147.85	1.15	7.76%	11.71%	10.54%
Tata Balanced Adv Fund	9,604.33	0.51	1.64%	10.18%	9.81%
ITI Balanced Advantage Fund	379.18	0.65	1.73%	11.26%	9.65%
Kotak Balanced Advantage Fund	17,590.57	0.57	2.81%	10.57%	9.44%

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Overview of Balanced Advantage Mutual Funds

HDFC Balanced Advantage Fund

AUM
₹ 1,07,589.67 Cr.
Expense Ratio
0.77%
5Y CAGR
16.12%

Performance

The fund's annualised performance has been 13.97% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 9.23% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 69.36% along with the largest allocation towards Private Banks at 15.2%.

Baroda BNP Paribas Balanced Advantage Fund

AUM
₹ 4,766.56 Cr.
Expense Ratio
0.75%
5Y CAGR
11.32%

Performance

The fund's annualised performance has been 13.59% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 11.19% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 73.3% along with the largest allocation towards Private Banks at 14.88%.

Axis Balanced Advantage Fund

AUM
₹ 3,799.23 Cr.
Expense Ratio
0.73%
5Y CAGR
10.95%

Performance

The fund's annualised performance has been 9.92% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 7.44% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 68.36% along with the largest allocation towards Others at 13.56%.

ICICI Pru Balanced Advantage Fund

AUM
₹ 71,150.75 Cr.
Expense Ratio
0.86%
5Y CAGR
10.85%

Performance

The fund's annualised performance has been 12.3% since inception.

Risk

The fund has been categorised as High by SEBI and has a standard deviation of 7.53% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 66.4% along with the largest allocation towards G-Sec at 12.06%.

Aditya Birla SL Balanced Advantage Fund

AUM
₹ 8,899.24 Cr.
Expense Ratio
0.66%
5Y CAGR
10.7%

Performance

The fund's annualised performance has been 11.68% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.91% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 66.41% along with the largest allocation towards Private Banks at 13.87%.

Nippon India Balanced Advantage Fund

AUM
₹ 9,687.94 Cr.
Expense Ratio
0.56%
5Y CAGR
10.55%

Performance

The fund's annualised performance has been 11.66% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.25% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 70.1% along with the largest allocation towards Private Banks at 13.25%.

Bank of India Balanced Advantage Fund

AUM
₹ 147.85 Cr.
Expense Ratio
1.15%
5Y CAGR
10.54%

Performance

The fund's annualised performance has been 8.6% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.76% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 61.32% along with the largest allocation towards Private Banks at 11.14%.

Tata Balanced Adv Fund

AUM
₹ 9,604.33 Cr.
Expense Ratio
0.51%
5Y CAGR
9.81%

Performance

The fund's annualised performance has been 11.49% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 7.68% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 65.61% along with the largest allocation towards G-Sec at 16.83%.

ITI Balanced Advantage Fund

AUM
₹ 379.18 Cr.
Expense Ratio
0.65%
5Y CAGR
9.65%

Performance

The fund's annualised performance has been 7.16% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.41% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 65.9% along with the largest allocation towards Others at 11.48%.

Kotak Balanced Advantage Fund

AUM
₹ 17,590.57 Cr.
Expense Ratio
0.57%
5Y CAGR
9.44%

Performance

The fund's annualised performance has been 10.43% since inception.

Risk

The fund has been categorised as Very High by SEBI and has a standard deviation of 8.44% vs its category average of 8.75%.

Composition

Equity makes up for the majority of the fund at 67.33% along with the largest allocation towards G-Sec at 11.97%.

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.