Balanced Advantage Fund

As On: 27 January 2023

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: डायनामिक एसेट एलोकेशन / बैलेंस्ड एडवांटेज

Top Performing Balanced Advantage Funds

Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Tata Balanced Advantage Fund

1 The Tata Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 4.91% 11.29% -13.66% -8.42% 0.46 0.21 0.52

Edelweiss Balanced Advantage Fund

2 The Edelweiss Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 1.63% 12.75% -11.66% -8.17% 0.55 0.27 0.47

Icici Prudential Balanced Advantage Fund

3 The Icici Prudential Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has 14 KPIs that are in top quartile. The fund has 61% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 7.33% 10.97% -19.89% -5.90% 0.33 0.15 0.53

Bank Of India Equity Debt Rebalancer Fund

4 The Bank Of India Equity Debt Rebalancer Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has six KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has five KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. 13.89% 8.82% -10.12% -11.71% 0.23 0.13 0.52

Union Balanced Advantage Fund

5 The Union Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has eight KPIs that are in top quartile. The fund has 42% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. 3.04% 10.56% -14.52% -7.15% 0.34 0.18 0.52

Shriram Balanced Advantage Fund

6 The Shriram Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has six KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. 1.66% 8.05% -9.47% -10.48% 0.20 0.10 0.45

Nippon India Balanced Advantage Fund

7 The Nippon India Balanced Advantage Fund is a Balanced Hybrid Fund. In the Balanced Hybrid Fund category there are 24 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 4.40% 9.29% -17.30% -7.56% 0.26 0.12 0.50

Baroda Bnp Paribas Balanced Advantage Fund

8 The Baroda Bnp Paribas Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage. In the Dynamic Asset Allocation or Balanced Advantage category there are 24 funds. The fund has seven KPIs that are in top quartile. The fund has 41% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 18% of the KPIs that are in bottom quartile. 3.82% 13.57% -12.56% -11.22% 0.56 0.27 0.47

Hdfc Balanced Advantage Fund

9 The Hdfc Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has four KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. 13.38% 16.41% -24.60% -19.89% 0.53 0.26 0.48

Axis Dynamic Equity Fund

10 The Axis Dynamic Equity Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has three KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has six KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 0.43% 7.17% -9.76% -8.74% 0.14 0.07 0.45

Aditya Birla Sun Life Balanced Advantage Fund

11 The Aditya Birla Sun Life Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has four KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 4.01% 9.82% -18.37% -8.49% 0.27 0.13 0.51

Kotak Balanced Advantage Fund

12 The Kotak Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has four KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 4.46% 9.40% -18.07% -8.63% 0.22 0.11 0.53

Uti Unit Linked Insurance Plan

13 The Uti Unit Linked Insurance Plan is a Dynamic Asset Allocation or Balanced Advantage. In the Dynamic Asset Allocation or Balanced Advantage category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 53% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -1.44% 7.48% -12.72% -7.65% 0.12 0.06 0.50

Dsp Dynamic Asset Allocation Fund

14 The Dsp Dynamic Asset Allocation Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has three KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 11 KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. 0.29% 6.44% -13.39% -8.31% 0.02 0.03 0.52

Motilal Oswal Dynamic Fund (Mofdynamic)

15 The Motilal Oswal Dynamic Fund (Mofdynamic) is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has 19 KPIs that are in bottom quartile. The fund has 83% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -3.97% 3.79% -14.33% -13.51% -0.12 -0.02 0.50

Idfc Balanced Advantage Fund

16 The Idfc Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund does not have any KPI that are top quartile. The fund has 13 KPIs that are in bottom quartile. The fund has 68% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -0.55% 7.28% -16.75% -8.99% 0.10 0.06 0.53

Invesco India Dynamic Equity Fund

17 The Invesco India Dynamic Equity Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. 2.62% 7.42% -17.56% -10.07% 0.11 0.07 0.53

Iti Balanced Advantage Fund

18 The Iti Balanced Advantage Fund is a Dynamic Asset Allocation or Balanced Advantage Fund. In the Dynamic Asset Allocation or Balanced Advantage Fund category there are 24 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has 16 KPIs that are in bottom quartile. The fund has 76% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -2.92% 0.82% -26.52% -10.94% -0.27 -0.07 0.56

Regular Plan Returns

Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
IDFC Balanced Advantage Fund
-0.58
9
-0.88
8
-1.91
20
-2.80
22
1.98
20
-0.55
20
7.28
14
6.34
8
Aditya Birla Sun Life Balanced Advantage Fund
-0.77
13
-1.24
12
-1.25
10
-0.56
7
4.45
8
4.01
10
9.82
7
7.81
5
Axis Dynamic Equity Fund
-0.98
17
-1.33
15
-1.81
19
-2.21
21
2.24
17
0.43
18
7.17
15
5.98
9
Shriram Balanced Advantage Fund
-0.45
5
-0.69
5
-1.01
8
-2.16
20
2.14
18
1.66
15
8.05
11
Bank Of India Equity Debt Rebalancer Fund
-1.23
21
-2.14
23
-2.37
21
-1.67
18
4.18
9
13.89
1
8.82
10
4.37
12
DSP Dynamic Asset Allocation Fund
-0.35
3
-0.56
3
-1.04
9
-1.11
12
1.25
21
0.29
19
6.44
16
6.54
7
Edelweiss Balanced Advantage Fund
-0.74
11
-1.26
13
-1.58
16
-1.58
17
3.53
14
1.63
16
12.75
3
9.33
2
HDFC Balanced Advantage Fund
-1.29
22
-1.98
22
-0.96
7
0.80
1
9.17
1
13.38
2
16.41
1
10.11
1
ICICI Prudential Balanced Advantage Fund
0.00
1
-0.09
1
-0.23
2
0.21
3
5.13
5
7.33
3
10.97
5
9.32
3
Invesco India Dynamic Equity Fund
-1.00
18
-1.60
18
-1.67
18
-1.08
11
5.65
3
2.62
13
7.42
13
5.12
10
ITI Balanced Advantage Fund
-0.77
14
-1.14
11
-0.95
6
-0.03
5
3.13
16
-2.92
22
0.82
18
Kotak Balanced Advantage Fund
-0.54
8
-0.79
7
-0.45
3
0.14
4
4.67
6
4.46
6
9.40
8
Motilal Oswal Dynamic Fund (Mofdynamic)
-1.37
23
-1.85
20
-2.38
22
-4.29
24
-0.04
23
-3.97
23
3.79
17
4.00
13
Nippon India Balanced Advantage Fund
-0.85
15
-1.55
17
-1.64
17
-1.37
14
3.55
13
4.40
7
9.29
9
6.63
6
Tata Balanced Advantage Fund
-0.74
10
-1.40
16
-1.34
12
-0.86
10
3.89
10
4.91
5
11.29
4
Union Balanced Advantage Fund
-0.39
4
-0.65
4
-0.72
4
-0.33
6
3.67
12
3.04
12
10.56
6
8.81
4
UTI Unit Linked Insurance Plan
-0.49
6
-0.54
2
-1.46
14
-2.03
19
0.58
22
-1.44
21
7.48
12
4.99
11
PGIM India Balanced Advantage Fund
-0.35
2
-1.04
9
-0.78
5
-1.46
16
3.43
15
1.87
14
SBI Balanced Advantage Fund
-0.51
7
-0.75
6
0.10
1
0.44
2
5.24
4
6.30
4
LIC Mf Balanced Advantage Fund
-0.75
12
-1.14
10
-1.30
11
-0.58
8
3.76
11
4.12
8
Mahindra Manulife Balanced Dhan Sanchay Yojana
-1.44
24
-2.68
24
-2.64
24
-3.10
23
2.12
19
0.56
17
Sundaram Balanced Advantage Fund
-1.06
19
-1.87
21
-2.46
23
-1.40
15
4.57
7
4.09
9
Mirae Asset Balanced Advantage Fund
-0.88
16
-1.30
14
-1.37
13
-0.77
9
Baroda BNP Paribas Balanced Advantage Fund
-1.11
20
-1.79
19
-1.57
15
-1.13
13
5.74
2
3.82
11
13.57
2

Direct Plan Returns

Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
IDFC Balanced Advantage Fund
-0.58
9
-0.88
8
-1.91
20
-2.80
22
1.98
20
-0.55
20
7.28
14
6.34
8
Aditya Birla Sun Life Balanced Advantage Fund
-0.77
13
-1.24
12
-1.25
10
-0.56
7
4.45
8
4.01
10
9.82
7
7.81
5
Axis Dynamic Equity Fund
-0.98
17
-1.33
15
-1.81
19
-2.21
21
2.24
17
0.43
18
7.17
15
5.98
9
Shriram Balanced Advantage Fund
-0.45
5
-0.69
5
-1.01
8
-2.16
20
2.14
18
1.66
15
8.05
11
Bank Of India Equity Debt Rebalancer Fund
-1.23
21
-2.14
23
-2.37
21
-1.67
18
4.18
9
13.89
1
8.82
10
4.37
12
DSP Dynamic Asset Allocation Fund
-0.35
3
-0.56
3
-1.04
9
-1.11
12
1.25
21
0.29
19
6.44
16
6.54
7
Edelweiss Balanced Advantage Fund
-0.74
11
-1.26
13
-1.58
16
-1.58
17
3.53
14
1.63
16
12.75
3
9.33
2
HDFC Balanced Advantage Fund
-1.29
22
-1.98
22
-0.96
7
0.80
1
9.17
1
13.38
2
16.41
1
10.11
1
ICICI Prudential Balanced Advantage Fund
0.00
1
-0.09
1
-0.23
2
0.21
3
5.13
5
7.33
3
10.97
5
9.32
3
Invesco India Dynamic Equity Fund
-1.00
18
-1.60
18
-1.67
18
-1.08
11
5.65
3
2.62
13
7.42
13
5.12
10
ITI Balanced Advantage Fund
-0.77
14
-1.14
11
-0.95
6
-0.03
5
3.13
16
-2.92
22
0.82
18
Kotak Balanced Advantage Fund
-0.54
8
-0.79
7
-0.45
3
0.14
4
4.67
6
4.46
6
9.40
8
Motilal Oswal Dynamic Fund (Mofdynamic)
-1.37
23
-1.85
20
-2.38
22
-4.29
24
-0.04
23
-3.97
23
3.79
17
4.00
13
Nippon India Balanced Advantage Fund
-0.85
15
-1.55
17
-1.64
17
-1.37
14
3.55
13
4.40
7
9.29
9
6.63
6
Tata Balanced Advantage Fund
-0.74
10
-1.40
16
-1.34
12
-0.86
10
3.89
10
4.91
5
11.29
4
Union Balanced Advantage Fund
-0.39
4
-0.65
4
-0.72
4
-0.33
6
3.67
12
3.04
12
10.56
6
8.81
4
UTI Unit Linked Insurance Plan
-0.49
6
-0.54
2
-1.46
14
-2.03
19
0.58
22
-1.44
21
7.48
12
4.99
11
PGIM India Balanced Advantage Fund
-0.35
2
-1.04
9
-0.78
5
-1.46
16
3.43
15
1.87
14
SBI Balanced Advantage Fund
-0.51
7
-0.75
6
0.10
1
0.44
2
5.24
4
6.30
4
LIC Mf Balanced Advantage Fund
-0.75
12
-1.14
10
-1.30
11
-0.58
8
3.76
11
4.12
8
Mahindra Manulife Balanced Dhan Sanchay Yojana
-1.44
24
-2.68
24
-2.64
24
-3.10
23
2.12
19
0.56
17
Sundaram Balanced Advantage Fund
-1.06
19
-1.87
21
-2.46
23
-1.40
15
4.57
7
4.09
9
Mirae Asset Balanced Advantage Fund
-0.88
16
-1.30
14
-1.37
13
-0.77
9
Baroda BNP Paribas Balanced Advantage Fund
-1.11
20
-1.79
19
-1.57
15
-1.13
13
5.74
2
3.82
11
13.57
2
Click on + to See Details
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

-0.09
11
0.72
9
0.94
10
12.43
8
11.57
5

Axis Dynamic Equity Fund

-0.50
22
0.21
15
0.50
15
11.08
13
8.46
9

Shriram Balanced Advantage Fund

0.06
7
0.25
13
1.30
7
8.83
15

Boi Axa Equity Debt Rebalancer Fund

-0.10
13
3.93
2
7.21
1
12.08
9
3.90
13

Dsp Dynamic Asset Allocation Fund

-0.23
18
-0.76
19
0.68
12
7.86
16
9.50
8

Edelweiss Balanced Advantage Fund

-0.22
17
0.23
14
0.64
13
16.39
2
14.39
1

Hdfc Balanced Advantage Fund

1.65
1
4.57
1
5.44
2
23.95
1
13.63
2

Icici Prudential Balanced Advantage Fund

0.51
2
1.54
4
3.43
3
14.10
5
11.91
4

Idfc Dynamic Equity Fund

-0.34
20
-0.96
20
-0.06
16
11.59
11
9.94
7

Invesco India Dynamic Equity Fund

0.08
6
0.95
7
0.54
14
10.54
14
8.15
11

Iti Balanced Advantage Fund

-0.48
21
0.29
12
-1.11
19
12.89
7

Kotak Balanced Advantage Fund

-0.08
10
0.59
11
1.46
6
11.28
12

Motilal Oswal Dynamic Fund (Mofdynamic)

-0.20
16
-1.96
22
-0.72
18
6.89
18
7.26
12

Nippon India Balanced Advantage Fund

0.16
5
0.91
8
1.90
5
13.01
6
10.96
6

Tata Balanced Advantage Fund

0.18
4
1.32
5
2.05
4
14.45
3

Union Balanced Advantage Fund

-0.13
14
0.13
17
1.01
9
7.78
17
12.51
3

Uti Unit Linked Insurance Plan

-0.53
23
-1.04
21
-0.08
17
11.94
10
8.43
10

Pgim India Balanced Advantage Fund

-0.18
15
0.18
16
1.23
8

Sbi Balanced Advantage Fund

0.31
3
1.58
3

Lic Mf Balanced Advantage Fund

-0.03
9
1.16
6

Mahindra Manulife Balanced Advantage Yojana

0.05
8

Sundaram Balanced Advantage Fund

-0.09
12
0.70
10

Baroda Bnp Paribas Balanced Advantage Fund

-0.25
19
0.08
18
0.83
11
14.32
4
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

0.01
12
1.06
10
1.57
11
13.83
8
12.86
4

Axis Dynamic Equity Fund

-0.40
22
0.47
16
1.15
15
12.59
13
9.87
9

Shriram Balanced Advantage Fund

0.20
7
0.70
13
2.22
6
10.88
15

Boi Axa Equity Debt Rebalancer Fund

-0.02
14
4.15
2
7.83
1
12.80
11
4.50
13

Dsp Dynamic Asset Allocation Fund

-0.14
19
-0.45
19
1.30
13
9.30
16
11.19
8

Edelweiss Balanced Advantage Fund

-0.10
17
0.60
15
1.35
12
18.02
2
16.04
1

Hdfc Balanced Advantage Fund

1.70
1
4.74
1
5.78
2
24.70
1
14.34
2

Icici Prudential Balanced Advantage Fund

0.58
2
1.72
5
3.77
3
14.84
6
12.60
5

Idfc Dynamic Equity Fund

-0.25
20
-0.61
20
0.67
16
13.19
9
11.49
7

Invesco India Dynamic Equity Fund

0.19
8
1.29
8
1.22
14
11.98
14
9.58
10

Iti Balanced Advantage Fund

-0.33
21
0.80
12
-0.07
18
15.48
5

Kotak Balanced Advantage Fund

0.02
11
0.89
11
2.09
8
12.73
12

Motilal Oswal Dynamic Fund (Mofdynamic)

-0.10
16
-1.67
22
-0.08
19
8.22
18
8.55
12

Nippon India Balanced Advantage Fund

0.25
5
1.29
7
2.61
5
14.64
7
12.47
6

Tata Balanced Advantage Fund

0.33
4
1.74
4
2.86
4
16.39
3

Union Balanced Advantage Fund

-0.06
15
0.46
17
1.75
9
9.12
17
13.37
3

Uti Unit Linked Insurance Plan

-0.46
23
-0.84
21
0.33
17
12.80
10
9.21
11

Pgim India Balanced Advantage Fund

0.00
13
0.66
14
2.15
7

Sbi Balanced Advantage Fund

0.41
3
1.87
3

Lic Mf Balanced Advantage Fund

0.11
9
1.65
6

Mahindra Manulife Balanced Advantage Yojana

0.20
6

Sundaram Balanced Advantage Fund

0.05
10
1.09
9

Baroda Bnp Paribas Balanced Advantage Fund

-0.13
18
0.39
18
1.66
10
15.96
4
Click on + to See Details
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

-8.49
8
-18.37
15
-4.93
12
14.47
16
10.92
14

Axis Dynamic Equity Fund

-8.74
10
-9.76
2
-3.93
6
9.86
2
7.48
2

Shriram Balanced Advantage Fund

-10.48
13
-9.47
1
-3.23
1
9.40
1
6.92
1

Bank Of India Equity Debt Rebalancer Fund

-11.71
16
-10.12
3
-4.21
8
12.60
7
8.28
3

Dsp Dynamic Asset Allocation Fund

-8.31
6
-13.39
7
-3.35
2
11.52
5
8.45
5

Edelweiss Balanced Advantage Fund

-8.17
5
-11.66
4
-4.49
10
11.73
6
8.42
4

Hdfc Balanced Advantage Fund

-19.89
18
-24.60
17
-5.01
13
19.87
18
15.05
18

Icici Prudential Balanced Advantage Fund

-5.90
1
-19.89
16
-3.57
3
13.81
13
11.18
16

Idfc Balanced Advantage Fund

-8.99
11
-16.75
11
-6.76
17
14.00
15
10.79
13

Invesco India Dynamic Equity Fund

-10.07
12
-17.56
13
-5.60
16
13.82
14
11.14
15

Iti Balanced Advantage Fund

-10.94
14
-26.52
18
-12.13
18
18.07
17
14.45
17

Kotak Balanced Advantage Fund

-8.63
9
-18.07
14
-4.27
9
13.43
12
10.56
12

Motilal Oswal Dynamic Fund (Mofdynamic)

-13.51
17
-14.33
9
-5.45
15
13.21
11
9.98
10

Nippon India Balanced Advantage Fund

-7.56
3
-17.30
12
-4.06
7
12.94
10
10.45
11

Tata Balanced Advantage Fund

-8.42
7
-13.66
8
-3.74
4
11.38
4
8.46
6

Union Balanced Advantage Fund

-7.15
2
-14.52
10
-3.81
5
12.86
9
8.91
8

Uti Unit Linked Insurance Plan

-7.65
4
-12.72
6
-5.37
14
10.45
3
8.48
7

Sundaram Balanced Advantage Fund

Baroda Bnp Paribas Balanced Advantage Fund

-11.22
15
-12.56
5
-4.54
11
12.77
8
9.27
9
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Balanced Advantage Fund

0.27
7
0.13
7
0.38
10
0.51
-3.89
7 1.19 2
0.93
4
0.03
5
0.86
5
-0.0288
4

Axis Dynamic Equity Fund

0.14
12
0.07
12
0.41
8
0.45

Shriram Balanced Advantage Fund

0.20
11
0.10
11
0.45
7
0.45
-0.00
3 0.60 10
0.91
6
0.03
6
0.84
6
-0.0379
5

Bank Of India Equity Debt Rebalancer Fund

0.23
9
0.13
8
0.48
5
0.52

Dsp Dynamic Asset Allocation Fund

0.02
16
0.03
16
0.29
16
0.52
-3.72
6 0.74 9
0.90
7
0.00
8
0.63
8
-0.0692
8

Edelweiss Balanced Advantage Fund

0.55
2
0.27
2
0.62
2
0.47
1.35
1 0.98 4
0.97
2
0.07
2
1.10
2
0.0083
1

Hdfc Balanced Advantage Fund

0.53
3
0.26
3
0.51
3
0.48

Icici Prudential Balanced Advantage Fund

0.33
6
0.15
6
0.38
9
0.53
-2.92
5 1.17 3
0.89
9
0.04
4
0.92
4
-0.0123
3

Idfc Balanced Advantage Fund

0.10
15
0.06
14
0.30
14
0.53

Invesco India Dynamic Equity Fund

0.11
14
0.07
13
0.30
15
0.53
-5.21
8 0.96 5
0.94
3
0.02
7
0.76
7
-0.0589
7

Iti Balanced Advantage Fund

-0.27
18
-0.07
18
0.04
18
0.56
-17.10
10 1.52 1
0.81
10
-0.03
10
0.36
10
-0.0953
9

Kotak Balanced Advantage Fund

0.22
10
0.11
10
0.35
13
0.53

Motilal Oswal Dynamic Fund (Mofdynamic)

-0.12
17
-0.02
17
0.20
17
0.50
-7.16
9 0.86 7
0.90
8
-0.02
9
0.47
9
-0.1066
10

Nippon India Balanced Advantage Fund

0.26
8
0.12
9
0.38
11
0.50
-1.94
4 0.86 6
0.93
5
0.04
3
0.94
3
-0.0450
6

Tata Balanced Advantage Fund

0.46
4
0.21
4
0.51
4
0.52
1.14
2 0.77 8
0.97
1
0.07
1
1.16
1
-0.0052
2

Union Balanced Advantage Fund

0.34
5
0.18
5
0.46
6
0.52

Uti Unit Linked Insurance Plan

0.12
13
0.06
15
0.35
12
0.50

Sundaram Balanced Advantage Fund

Baroda Bnp Paribas Balanced Advantage Fund

0.56
1
0.27
1
0.63
1
0.47


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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.




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