Best Balanced Advantage Funds In India (February 2026)

Ranked On: 27 February 2026

Fund Name	Rank	1Y	3Y	5Y	7Y	10Y	SD	Max DD	VaR_1Y95%	Jensen's Alpha	Beta	Sortino Ratio	Sharpe Ratio
Hdfc Balanced Advantage Fund	1	6.19	16.43	16.11	15.11	16.09	8.64	-9.15	-7.30	5.65	1.23	0.76	1.34
Icici Prudential Balanced Advantage Fund	2	9.13	12.67	11.14	11.82	12.25	5.44	-6.09	-5.58	3.33	0.86	0.70	1.37
Sbi Balanced Advantage Fund	3	8.62	13.71				6.15	-5.68	-6.81	3.23	1.00	0.68	1.31
Baroda Bnp Paribas Balanced Advantage F…	4	10.62	14.17	11.63	13.95		9.35	-10.90	-10.78	1.59	1.35	0.42	0.89
Aditya Birla Sun Life Balanced Advantag…	5	9.21	13.15	10.86	11.67	12.26	7.17	-8.71	-7.23	1.67	1.11	0.50	1.00
Mirae Asset Balanced Advantage Fund	6	9.45	13.35				6.65	-7.62	-5.83	2.07	1.01	0.54	1.06
Axis Balanced Advantage Fund	7	6.09	15.01	11.29	10.91		7.22	-7.34	-7.05	2.88	1.15	0.64	1.19
Edelweiss Balanced Advantage Fund	8	7.51	12.51	10.68	12.97	12.07	7.88	-10.86	-9.33	0.52	1.22	0.40	0.85
Dsp Dynamic Asset Allocation Fund	9	7.93	13.21	9.54	10.54	10.48	5.68	-4.66	-4.48	2.38	0.82	0.65	1.12
Bank Of India Balanced Advantage Fund	10	12.23	12.57	10.87	8.63	8.19	8.91	-12.42	-10.38	-1.42	1.40	0.32	0.65
Nippon India Balanced Advantage Fund	11	7.66	12.76	10.76	11.24	12.46	6.76	-8.24	-7.07	1.66	1.04	0.49	1.01
Mahindra Manulife Balanced Advantage Fu…	12	6.89	13.52				8.13	-9.79	-10.25	1.64	1.16	0.46	0.91
Whiteoak Capital Balanced Advantage Fund	13	6.54	13.54				6.99	-7.39	-8.11	1.88	1.05	0.50	1.02
Kotak Balanced Advantage Fund	14	7.00	11.38	9.83	11.12		7.08	-8.84	-7.51	0.20	1.07	0.36	0.79
Franklin India Balanced Advantage Fund	15	5.05	13.04				6.30	-5.85	-6.37	2.30	0.90	0.53	1.07
Tata Balanced Advantage Fund	16	5.79	11.10	10.20	11.83		6.47	-8.35	-7.17	0.02	1.02	0.38	0.80
Union Balanced Advantage Fund	17	5.56	9.80	8.08	10.41		6.70	-8.52	-8.88	-0.62	1.01	0.32	0.67
Bandhan Balanced Advantage Fund	18	6.60	11.66	8.98	10.13	9.90	6.44	-7.75	-8.18	0.71	0.92	0.37	0.82
Hsbc Balanced Advantage Fund	19	6.13	11.82				6.70	-6.92	-7.85	0.79	0.92	0.40	0.80
Invesco India Balanced Advantage Fund	20	3.23	12.05	10.07	9.95	11.19	7.84	-8.56	-8.97	0.00	1.20	0.37	0.77
Sundaram Balanced Advantage Fund	21	4.98	10.97				7.22	-9.40	-9.34	-0.90	1.13	0.33	0.67
Iti Balanced Advantage Fund	22	5.08	12.03	10.03			7.31	-7.93	-10.47	-0.36	1.07	0.32	0.69
Pgim India Balanced Advantage Fund	23	5.78	9.92	9.02			8.22	-10.55	-9.96	-2.86	1.28	0.22	0.46
Lic Mf Balanced Advantage Fund	24	4.25	9.88				7.56	-7.37	-7.17	-2.36	1.10	0.21	0.44
Nj Balanced Advantage Fund	25	3.88	11.04				8.28	-13.92	-9.86	-1.05	1.19	0.29	0.61
Shriram Balanced Advantage Fund	26	3.24	8.96	7.83			9.39	-13.60	-13.34	-3.88	1.25	0.13	0.28
Uti Unit Linked Insurance Plan	27	2.56	8.60	7.13	7.38	8.18	5.52	-4.53	-6.71	-1.38	0.83	0.25	0.51
Motilal Oswal Balanced Advantage Fund	28	-1.13	5.70	4.25	6.20		14.88	-25.84	-22.27	-8.12	1.51	0.03	0.00

Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026

1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds

Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.

Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR _{1Y 95%}: Value at Risk (in %) | Jensen's Alpha: (in %)

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

For more details, visit AMFI India.

As On: 13 March 2026

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y	15Y
Aditya Birla Sun Life Balanced Advantage Fund	-1.46	-2.80	-5.17	-5.04	-2.77	8.02	11.88	9.57	10.39	11.03
Baroda BNP Paribas Balanced Advantage Fund	-1.73	-3.91	-5.79	-5.61	-2.94	9.37	12.85	10.23	12.50
Bank of India Balanced Advantage Fund	-0.56	-1.30	-1.90	-1.99	1.25	10.87	11.41	9.83	7.72	7.35
CANARA ROBECO BALANCED ADVANTAGE FUND	-1.52	-3.39	-6.01	-7.35	-5.92	3.52
NJ Balanced Advantage Fund	-0.92	-2.27	-4.52	-5.64	-7.00	2.46	9.60
Whiteoak Capital Balanced Advantage Fund	-1.43	-3.34	-5.86	-7.12	-5.46	4.98	11.76
Helios Balanced Advantage Fund	-1.27	-3.21	-6.05	-6.45	-3.63	6.36
Samco Dynamic Asset Allocation Fund	-0.51	-1.20	-4.37	-4.56	-6.11	-2.67
Dsp Dynamic Asset Allocation Fund	-0.67	-1.70	-3.26	-3.36	-0.86	6.62	11.85	8.20	9.06	9.10
Edelweiss Balanced Advantage Fund	-1.44	-3.32	-5.25	-5.52	-2.98	6.25	11.18	9.29	11.49	10.73	10.55
Franklin India Balanced Advantage Fund	-1.19	-2.96	-5.27	-5.77	-4.55	3.52	11.25
Hdfc Balanced Advantage Fund	-1.61	-3.47	-5.76	-6.32	-3.97	5.56	15.73	15.40	14.41	15.32	12.61
HSBC Balanced Advantage Fund	-0.94	-2.16	-3.85	-4.56	-3.88	4.78	10.35
Icici Prudential Balanced Advantage Fund	-1.35	-3.33	-5.45	-5.39	-2.70	8.52	12.00	10.45	11.15	11.36	12.02
Bandhan Balanced Advantage Fund	-1.18	-2.62	-4.78	-5.50	-3.69	5.26	10.23	7.53	8.66	8.45
Invesco India Balanced Advantage Fund	-1.16	-3.14	-5.84	-8.16	-6.92	1.88	10.57	8.61	8.51	9.71	9.94
Iti Balanced Advantage Fund	-0.71	-2.10	-5.10	-6.21	-5.06	3.27	10.04	7.94
Kotak Balanced Advantage Fund	-1.38	-3.27	-5.28	-5.46	-3.76	5.84	10.13	8.54	9.84
LIC MF Balanced Advantage Fund	-1.10	-2.25	-4.75	-6.01	-5.70	2.73	8.15
Mahindra Manulife Balanced Advantage Fund	-1.78	-3.70	-5.75	-5.67	-5.10	5.13	11.62
mirae asset balanced advantage fund	-1.29	-2.86	-4.33	-3.86	-1.66	7.98	11.79
Motilal Oswal Balanced Advantage Fund	-1.46	-3.07	-6.79	-13.96	-16.33	-2.49	4.35	2.93	4.88
Parag Parikh Dynamic Asset Allocation Fund	-0.35	-0.24	0.22	1.13	1.72	6.43
quant Dynamic Asset Allocation Fund	-1.74	-2.95	-4.28	-8.05	-7.73	3.43
Nippon India Balanced Advantage Fund	-1.19	-2.70	-4.99	-4.93	-3.63	6.40	11.42	9.35	9.82	11.18	10.49
SBI Balanced Advantage Fund	-1.11	-2.33	-3.63	-3.82	0.08	7.72	12.71
Shriram Balanced Advantage Fund	-1.36	-3.44	-5.66	-7.02	-4.32	1.46	7.02	5.90
sundaram balanced advantage fund	-1.24	-3.29	-6.01	-7.06	-4.98	3.47	9.37
Tata Balanced Advantage Fund	-1.18	-2.72	-4.91	-5.24	-3.04	4.45	9.62	8.62	10.12
Union Balanced Advantage Fund	-1.42	-3.43	-6.05	-6.14	-4.76	4.36	8.54	6.79	9.26
uti unit linked insurance plan	-0.78	-2.01	-4.11	-5.65	-5.70	1.91	7.87	6.37	6.63	7.46	5.33
UTI Balanced Advantage Fund	-1.21	-3.20	-6.02	-7.47	-5.16	3.49
PGIM India Balanced Advantage Fund	-1.57	-3.55	-5.57	-7.57	-6.74	3.97	8.07	7.12
Axis Balanced Advantage Fund	-1.16	-2.66	-4.61	-4.96	-2.48	4.86	13.62	9.92	9.52
Bajaj Finserv Balanced Advantage Fund	-1.93	-4.27	-6.60	-7.50	-4.37	4.98
Unifi Dynamic Asset Allocation Fund	0.06	0.04	0.44	1.81	3.74

As On: 13 March 2026

Fund Name	1D	1W	1M	3M	6M	1Y	3Y	5Y	7Y	10Y
Aditya Birla Sun Life Balanced Advantage Fund	-1.46	-2.78	-5.10	-4.78	-2.24	9.21	13.15	10.86	11.67	12.26
Baroda BNP Paribas Balanced Advantage Fund	-1.73	-3.89	-5.71	-5.35	-2.40	10.62	14.17	11.63	13.95
Bank of India Balanced Advantage Fund	-0.56	-1.28	-1.81	-1.70	1.89	12.23	12.57	10.87	8.63	8.19
CANARA ROBECO BALANCED ADVANTAGE FUND	-1.49	-3.22	-5.88	-7.02	-5.25	4.97
NJ Balanced Advantage Fund	-0.87	-2.15	-4.41	-5.27	-6.38	3.88	11.04
Whiteoak Capital Balanced Advantage Fund	-1.43	-3.32	-5.76	-6.80	-4.80	6.54	13.54
Helios Balanced Advantage Fund	-1.32	-3.20	-6.04	-6.19	-2.94	7.89
Samco Dynamic Asset Allocation Fund	-0.49	-1.26	-4.23	-4.23	-5.38	-1.16
Dsp Dynamic Asset Allocation Fund	-0.66	-1.67	-3.16	-3.07	-0.26	7.93	13.21	9.54	10.54	10.48
Edelweiss Balanced Advantage Fund	-1.43	-3.29	-5.16	-5.25	-2.43	7.51	12.51	10.68	12.97	12.07
Franklin India Balanced Advantage Fund	-1.18	-2.93	-5.17	-5.44	-3.87	5.05	13.04
Hdfc Balanced Advantage Fund	-1.61	-3.46	-5.72	-6.18	-3.69	6.19	16.43	16.11	15.11	16.09
HSBC Balanced Advantage Fund	-0.94	-2.14	-3.76	-4.27	-3.28	6.13	11.82
Icici Prudential Balanced Advantage Fund	-1.35	-3.31	-5.42	-5.27	-2.43	9.13	12.67	11.14	11.82	12.25
Bandhan Balanced Advantage Fund	-1.18	-2.60	-4.69	-5.21	-3.09	6.60	11.66	8.98	10.13	9.90
Invesco India Balanced Advantage Fund	-1.15	-3.13	-5.75	-7.86	-6.32	3.23	12.05	10.07	9.95	11.19
Iti Balanced Advantage Fund	-0.71	-2.06	-4.97	-5.82	-4.25	5.08	12.03	10.03
Kotak Balanced Advantage Fund	-1.38	-3.25	-5.20	-5.22	-3.24	7.00	11.38	9.83	11.12
LIC MF Balanced Advantage Fund	-1.10	-2.23	-4.66	-5.71	-5.04	4.25	9.88
Mahindra Manulife Balanced Advantage Fund	-1.77	-3.67	-5.63	-5.29	-4.33	6.89	13.52
mirae asset balanced advantage fund	-1.29	-2.84	-4.23	-3.55	-1.02	9.45	13.35
Motilal Oswal Balanced Advantage Fund	-1.45	-3.05	-6.69	-13.70	-15.80	-1.13	5.70	4.25	6.20
Parag Parikh Dynamic Asset Allocation Fund	-0.35	-0.24	0.24	1.21	1.87	6.75
quant Dynamic Asset Allocation Fund	-1.74	-2.92	-4.17	-7.74	-7.09	4.92
Nippon India Balanced Advantage Fund	-1.19	-2.68	-4.90	-4.66	-3.08	7.66	12.76	10.76	11.24	12.46
SBI Balanced Advantage Fund	-1.11	-2.31	-3.56	-3.62	0.48	8.62	13.71
Shriram Balanced Advantage Fund	-1.35	-3.40	-5.52	-6.63	-3.52	3.24	8.96	7.83
sundaram balanced advantage fund	-1.23	-3.26	-5.90	-6.73	-4.29	4.98	10.97
Tata Balanced Advantage Fund	-1.18	-2.70	-4.82	-4.96	-2.44	5.79	11.10	10.20	11.83
Union Balanced Advantage Fund	-1.45	-3.48	-5.98	-5.90	-4.27	5.56	9.80	8.08	10.41
uti unit linked insurance plan	-0.78	-2.00	-4.07	-5.51	-5.42	2.56	8.60	7.13	7.38	8.18
UTI Balanced Advantage Fund	-1.21	-3.17	-5.93	-7.17	-4.53	4.88
PGIM India Balanced Advantage Fund	-1.56	-3.49	-5.41	-7.19	-5.92	5.78	9.92	9.02
Axis Balanced Advantage Fund	-1.12	-2.62	-4.52	-4.68	-1.92	6.09	15.01	11.29	10.91
Bajaj Finserv Balanced Advantage Fund	-1.93	-4.24	-6.49	-7.16	-3.65	6.57
Unifi Dynamic Asset Allocation Fund	0.07	0.05	0.48	1.96	4.05

As On: 13 March 2026

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year	15 Year
Helios Balanced Advantage Fund	-5.14
Samco Dynamic Asset Allocation Fund	-8.82
Whiteoak Capital Balanced Advantage Fund	-7.32	5.44
Edelweiss Balanced Advantage Fund	-3.73	5.19	7.72	10.06	10.40	10.45
Aditya Birla Sun Life Balanced Advantage Fund	-2.65	6.78	8.65	10.11	9.87
Baroda BNP Paribas Balanced Advantage Fund	-3.34	6.53	9.17	11.28
Bank of India Balanced Advantage Fund	3.65	6.42	8.92	9.34	8.01
CANARA ROBECO BALANCED ADVANTAGE FUND	-8.36
NJ Balanced Advantage Fund	-7.34	2.12
Dsp Dynamic Asset Allocation Fund	-0.42	7.35	8.31	8.85	8.66
Franklin India Balanced Advantage Fund	-6.48	4.83
Hdfc Balanced Advantage Fund	-5.77	7.02	12.67	15.42	14.47	13.82
HSBC Balanced Advantage Fund	-4.54	4.69
Icici Prudential Balanced Advantage Fund	-1.92	7.40	9.46	10.90	10.72	11.29
Bandhan Balanced Advantage Fund
Invesco India Balanced Advantage Fund	-9.76	3.16	6.71	8.13	8.19	9.36
Iti Balanced Advantage Fund	-6.26	3.81	6.19
Kotak Balanced Advantage Fund	-4.96	4.94	7.35	8.92
LIC MF Balanced Advantage Fund	-8.32	2.65
Mahindra Manulife Balanced Advantage Fund	-6.80	4.34
mirae asset balanced advantage fund	-1.44	6.45
Motilal Oswal Balanced Advantage Fund	-19.88	-6.72	-0.42	2.24
Parag Parikh Dynamic Asset Allocation Fund	4.12
quant Dynamic Asset Allocation Fund	-10.06
Nippon India Balanced Advantage Fund	-3.71	5.83	8.15	9.65	9.68	10.45
SBI Balanced Advantage Fund	0.29	7.54
Shriram Balanced Advantage Fund	-7.90	0.10	3.70
sundaram balanced advantage fund	-7.53	3.39
Tata Balanced Advantage Fund	-4.25	4.03	6.89	8.95
Union Balanced Advantage Fund	-6.11	3.39	5.76	7.72
uti unit linked insurance plan	-7.68	3.23	4.93	6.51	6.56	6.54
UTI Balanced Advantage Fund	-7.58
PGIM India Balanced Advantage Fund	-8.81	2.36	5.16
Axis Balanced Advantage Fund	-3.64	7.19	9.16	9.85
Bajaj Finserv Balanced Advantage Fund	-6.94
Unifi Dynamic Asset Allocation Fund

As On: 13 March 2026

Fund Name	1 Year	3 Year	5 Year	7 Year	10 Year
Aditya Birla Sun Life Balanced Advantage Fund	-1.55	8.01	9.92	11.41	11.14
Baroda BNP Paribas Balanced Advantage Fund	-2.21	7.80	10.52	12.70
Bank of India Balanced Advantage Fund	4.97	7.64	10.08	10.40	8.95
CANARA ROBECO BALANCED ADVANTAGE FUND	-7.00
NJ Balanced Advantage Fund	-6.01	3.54
Whiteoak Capital Balanced Advantage Fund	-5.92	7.14
Helios Balanced Advantage Fund	-3.72
Samco Dynamic Asset Allocation Fund	-7.37
Dsp Dynamic Asset Allocation Fund	0.83	8.69	9.65	10.25	10.08
Edelweiss Balanced Advantage Fund	-2.57	6.48	9.06	11.51	11.83
Franklin India Balanced Advantage Fund	-5.09	6.49
Hdfc Balanced Advantage Fund	-5.18	7.69	13.40	16.16	15.20
HSBC Balanced Advantage Fund	-3.30	6.11
Icici Prudential Balanced Advantage Fund	-1.36	8.05	10.14	11.59	11.47
Bandhan Balanced Advantage Fund	-3.41	6.04	7.93	9.34	9.55
Invesco India Balanced Advantage Fund	-8.53	4.60	8.19	9.62	9.65
Iti Balanced Advantage Fund	-4.57	5.71	8.18
Kotak Balanced Advantage Fund	-3.89	6.16	8.62	10.23
LIC MF Balanced Advantage Fund	-6.96	4.29
Mahindra Manulife Balanced Advantage Fund	-5.21	6.17
mirae asset balanced advantage fund	-0.08	7.96
Motilal Oswal Balanced Advantage Fund	-18.72	-5.39	0.95	3.64
Parag Parikh Dynamic Asset Allocation Fund	4.44
quant Dynamic Asset Allocation Fund	-8.74
Nippon India Balanced Advantage Fund	-2.54	7.13	9.50	11.07	11.06
SBI Balanced Advantage Fund	1.15	8.50
Shriram Balanced Advantage Fund	-6.26	1.96	5.64
sundaram balanced advantage fund	-6.14	4.95
Tata Balanced Advantage Fund	-3.01	5.43	8.40	10.58
Union Balanced Advantage Fund	-5.05	4.61	7.04	8.99
uti unit linked insurance plan	-7.09	3.94	5.67	7.28	7.31
UTI Balanced Advantage Fund	-6.29
PGIM India Balanced Advantage Fund	-7.18	4.18	7.04
Axis Balanced Advantage Fund	-2.48	8.52	10.52	11.24
Bajaj Finserv Balanced Advantage Fund	-5.48
Unifi Dynamic Asset Allocation Fund

Performance Indicators

Select Parameter:

Calculated On: 27 February 2026

Fund Name	VaR 1 Y _95%	Max Drawdown %	Average Drawdown %	Standard Deviation %	Semi Deviation %
Aditya Birla Sun Life Balanced Advantage Fund	-7.23	-8.71	-2.36	7.17	5.17
Baroda Bnp Paribas Balanced Advantage Fund	-10.78	-10.90	-3.41	9.35	6.96
Bank Of India Balanced Advantage Fund	-10.38	-12.42	-3.18	8.91	6.36
Nj Balanced Advantage Fund	-9.86	-13.92	-7.19	8.28	6.00
Whiteoak Capital Balanced Advantage Fund	-8.11	-7.39	-2.67	6.99	5.16
Dsp Dynamic Asset Allocation Fund	-4.48	-4.66	-1.80	5.68	3.84
Edelweiss Balanced Advantage Fund	-9.33	-10.86	-3.00	7.88	5.88
Franklin India Balanced Advantage Fund	-6.37	-5.85	-2.76	6.30	4.60
Hdfc Balanced Advantage Fund	-7.30	-9.15	-3.89	8.64	6.06
Hsbc Balanced Advantage Fund	-7.85	-6.92	-2.19	6.70	4.76
Icici Prudential Balanced Advantage Fund	-5.58	-6.09	-2.15	5.44	4.05
Bandhan Balanced Advantage Fund	-8.18	-7.75	-2.53	6.44	4.88
Invesco India Balanced Advantage Fund	-8.97	-8.56	-2.83	7.84	5.77
Iti Balanced Advantage Fund	-10.47	-7.93	-2.45	7.31	5.41
Kotak Balanced Advantage Fund	-7.51	-8.84	-2.90	7.08	5.35
Lic Mf Balanced Advantage Fund	-7.17	-7.37	-2.81	7.56	5.35
Mahindra Manulife Balanced Advantage Fund	-10.25	-9.79	-3.38	8.13	5.84
Mirae Asset Balanced Advantage Fund	-5.83	-7.62	-3.06	6.65	4.80
Motilal Oswal Balanced Advantage Fund	-22.27	-25.84	-6.82	14.88	11.27
Nippon India Balanced Advantage Fund	-7.07	-8.24	-2.64	6.76	4.99
Sbi Balanced Advantage Fund	-6.81	-5.68	-2.35	6.15	4.56
Shriram Balanced Advantage Fund	-13.34	-13.60	-4.10	9.39	7.30
Sundaram Balanced Advantage Fund	-9.34	-9.40	-2.71	7.22	5.18
Tata Balanced Advantage Fund	-7.17	-8.35	-2.89	6.47	4.81
Union Balanced Advantage Fund	-8.88	-8.52	-2.90	6.70	4.83
Uti Unit Linked Insurance Plan	-6.71	-4.53	-1.94	5.52	3.90
Pgim India Balanced Advantage Fund	-9.96	-10.55	-3.51	8.22	5.83
Axis Balanced Advantage Fund	-7.05	-7.34	-2.58	7.22	5.10

Calculated On: 27 February 2026

Fund Name	Sharpe Ratio	Sortino Ratio	Sterling ratio	Hurst Index	Jensen’s Alpha	Beta	R²	Modigliani² Measure	Active Return
Aditya Birla Sun Life Balanced Advantage Fund	1.00	0.50	0.71	0.42	1.67	1.11	0.92	1.76	1.7200
Baroda Bnp Paribas Balanced Advantage Fund	0.89	0.42	0.70	0.43	1.59	1.35	0.79	2.72	2.6300
Bank Of India Balanced Advantage Fund	0.65	0.32	0.53	0.43	-1.42	1.40	0.89	2.44	0.4600
Nj Balanced Advantage Fund	0.61	0.29	0.46	0.43	-1.05	1.19	0.71	2.15	0.9800
Whiteoak Capital Balanced Advantage Fund	1.02	0.50	0.76	0.41	1.88	1.05	0.85	1.65	2.0200
Dsp Dynamic Asset Allocation Fund	1.12	0.65	0.85	0.41	2.38	0.82	0.78	0.68	1.8900
Edelweiss Balanced Advantage Fund	0.85	0.40	0.61	0.40	0.52	1.22	0.85	2.08	1.5700
Franklin India Balanced Advantage Fund	1.07	0.53	0.81	0.40	2.30	0.90	0.74	1.19	2.2500
Hdfc Balanced Advantage Fund	1.34	0.76	0.94	0.41	5.65	1.23	0.72	2.65	7.1100
Hsbc Balanced Advantage Fund	0.80	0.40	0.67	0.42	0.79	0.92	0.67	1.36	0.9700
Icici Prudential Balanced Advantage Fund	1.37	0.70	0.84	0.39	3.33	0.86	0.90	0.56	2.7400
Bandhan Balanced Advantage Fund	0.82	0.37	0.64	0.42	0.71	0.92	0.75	1.18	-0.4200
Invesco India Balanced Advantage Fund	0.77	0.37	0.65	0.43	0.00	1.20	0.83	2.02	1.1700
Iti Balanced Advantage Fund	0.69	0.32	0.62	0.37	-0.36	1.07	0.74	1.69	0.3000
Kotak Balanced Advantage Fund	0.79	0.36	0.62	0.44	0.20	1.07	0.87	1.60	0.2900
Lic Mf Balanced Advantage Fund	0.44	0.21	0.53	0.45	-2.36	1.10	0.85	1.71	-2.5700
Mahindra Manulife Balanced Advantage Fund	0.91	0.46	0.69	0.40	1.64	1.16	0.72	2.23	2.9500
Mirae Asset Balanced Advantage Fund	1.06	0.54	0.75	0.41	2.07	1.01	0.87	1.45	2.3200
Motilal Oswal Balanced Advantage Fund	0.00	0.03	0.16	0.38	-8.12	1.51	0.36	3.53	-5.5500
Nippon India Balanced Advantage Fund	1.01	0.49	0.71	0.43	1.66	1.04	0.89	1.50	1.6200
Sbi Balanced Advantage Fund	1.31	0.68	0.91	0.38	3.23	1.00	0.88	1.19	4.4400
Shriram Balanced Advantage Fund	0.28	0.13	0.36	0.45	-3.88	1.25	0.61	2.44	-2.5100
Sundaram Balanced Advantage Fund	0.67	0.33	0.56	0.41	-0.90	1.13	0.89	1.63	-0.2300
Tata Balanced Advantage Fund	0.80	0.38	0.61	0.41	0.02	1.02	0.91	1.19	0.3500
Union Balanced Advantage Fund	0.67	0.32	0.56	0.41	-0.62	1.01	0.86	1.30	-0.5600
Uti Unit Linked Insurance Plan	0.51	0.25	0.60	0.39	-1.38	0.83	0.82	0.23	-2.0600
Pgim India Balanced Advantage Fund	0.46	0.22	0.47	0.41	-2.86	1.28	0.89	2.05	-1.8700
Axis Balanced Advantage Fund	1.19	0.64	0.85	0.42	2.88	1.15	0.91	1.88	3.6800

Balanced Advantage Funds

Best Balanced Advantage Funds February 2026

Balanced Advantage Funds Returns (Regular)

Balanced Advantage Funds Returns (Direct)

Balanced Advantage Funds SIP XIRR (Regular)

Balanced Advantage Funds SIP XIRR (Direct)

Balanced Advantage Funds Performance Chart (Regular Plan)

Balanced Advantage Funds Risk

Balanced Advantage Funds Risk Adjusted Performance Measures