Top 10 aggressive hybrid mutual funds

Published: 05th Dec 2024 By: Value Research A Rs 10,000 SIP would have earned you up to Rs 12 lakh in five years!

Performance check

[{"selector":"#anim-24477f0f-b67d-4f61-8206-71b1cbc973ca","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-21135309-9b72-4aad-910e-caf5ebef2276","keyframes":{"transform":["translate3d(-114.73355%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fb898966-7dea-48c4-a811-fac35baf25eb","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1e44e39a-ff3b-48a4-85d5-c94d6c82e7d7","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Unlike equity and debt funds with fixed investment mandates, balanced advantage funds (aka dynamic asset allocation funds) have a dynamic equity-debt allocation. These 10 balanced advantage funds delivered over 15 per cent returns through SIPs in the last five years. Swipe for the list.

1. ICICI Prudential Balanced Advantage Fund

[{"selector":"#anim-758c6073-1824-4561-8a18-4b878413522d","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d7582a4b-e2e5-4d10-9bb5-9c699acbfd34","keyframes":{"transform":["translate3d(-115.92356%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-2f73f9ee-5f39-482f-b9d0-3cd3423c38e9","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-70cc17c3-8313-443f-a54a-7816e8a2b6af","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] ICICI Prudential Balanced Advantage Fund delivered a return of 15.35 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 8.78 lakh now.

2. Tata Balanced Advantage Fund

[{"selector":"#anim-ff9c6307-9e13-40b0-a5d5-7231db8f8d6d","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e6af3221-b663-4bcd-81bd-03fc4d1eeb6b","keyframes":{"transform":["translate3d(-115.92356%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-94a24948-eaf6-4f32-9302-62646471b9b1","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e5bd86c0-8f49-464e-9a6a-1fba0000e41c","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Tata Balanced Advantage Fund posted 15.41 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have grown to Rs 8.8 lakh now.

3. Aditya Birla Sun Life Balanced Advantage Fund

[{"selector":"#anim-ae846388-17b0-47c9-a89a-2d169015102d","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1321dfcf-ec1d-4746-87bf-6a2428378602","keyframes":{"transform":["translate3d(-115.60509%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-059a39be-0095-497d-8b74-6587d8bd1918","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ad3755ae-9468-49f0-8ac1-6aa3113cf0e5","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Aditya Birla Sun Life Balanced Advantage Fund returned 15.52 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 8.81 lakh now.

4. Nippon India Balanced Advantage Fund

[{"selector":"#anim-2e302786-0d4f-44b4-a7d7-378a240d30da","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-33f93361-fa78-4479-81f0-e310abe4fd28","keyframes":{"transform":["translate3d(-115.92356%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-45999cbb-3cbb-43fb-8e10-f47328aa0705","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c3ea22cf-a65d-46d0-b0b0-5e0d3c1b8b87","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Nippon India Balanced Advantage Fund gave 16.1 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have accumulated into over Rs 8.94 lakh now.

5. Edelweiss Balanced Advantage Fund

[{"selector":"#anim-c7201e58-98a6-4e17-9130-2a40c751adc0","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-afc10aaa-d1e5-4ba0-8784-4b369b337816","keyframes":{"transform":["translate3d(-115.92356%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-033437d5-29e0-45ef-a181-73621456f598","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d6f2c270-8d9d-44ba-94d1-a011541f3a3f","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Edelweiss Balanced Advantage Fund delivered 16.51 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 9 lakh now.

6. Invesco India Balanced Advantage Fund

[{"selector":"#anim-3fea7e3e-dd6c-4353-b21d-cde55351d1dd","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-85497c29-2580-4b00-824c-071376b952da","keyframes":{"transform":["translate3d(-115.60509%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-aa1efdfb-64e1-4785-9f47-f8503c91de55","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-24903b57-b6a2-4775-94d6-c354793f7f46","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Invesco India Balanced Advantage Fund gave 16.78 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have accumulated into Rs 9.07 lakh now.

7. Axis Balanced Advantage Fund

[{"selector":"#anim-9c448296-1a4a-41dc-800c-0ddd7bbf903f","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e66f425d-e02b-42c2-91af-fa5238338126","keyframes":{"transform":["translate3d(-115.60509%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-f413f52b-a445-4dbf-a505-96f0acff392f","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4e72ec99-3358-46b8-b9d9-8f4efb69398f","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Axis Balanced Advantage Fund returned 16.80 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into Rs 9.09 lakh now.

8. Baroda BNP Paribas Balanced Advantage Fund

[{"selector":"#anim-234a76e2-27f2-4983-be9f-a7c36e53a0ff","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e3be45d5-3c11-48b4-b763-fdc60e1e1c7e","keyframes":{"transform":["translate3d(-115.28663%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-840dd16d-fcd6-4caf-b79a-b7add7150336","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c468e0b0-0a9f-4e4a-b100-283a45fe0899","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Baroda BNP Paribas Balanced Advantage Fund delivered 18.22 per cent returns in the last five years. A monthly SIP of Rs 10,000 would now be worth over Rs 9.42 lakh.

9. Axis Retirement Fund - Dynamic Plan

[{"selector":"#anim-7eaa6c7e-d6e1-4e5a-ba60-3efe50619541","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4d9e2065-5383-47fd-9ab5-2260ec925324","keyframes":{"transform":["translate3d(-115.92356%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4f9685fb-13be-47d0-8ecd-633f72fa400f","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-d62dc886-7df2-4494-9450-763ca885263d","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Axis Retirement Fund - Dynamic Plan posted 19.11 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have grown to Rs 9.62 lakh now.

10. HDFC Balanced Advantage Fund

[{"selector":"#anim-562d0c06-7f16-471e-8881-0752e05ea945","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ec1d0588-afd9-4b67-84ac-13b849b90a62","keyframes":{"transform":["translate3d(-115.92356%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9721abfa-3129-48a0-b903-a54e9bb89537","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-68c8de22-e802-4b96-92d6-fed482551882","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] HDFC Balanced Advantage Fund led with a return of 25.45 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 11.16 lakh now.

Want more insights?

[{"selector":"#anim-a90f3d12-d5c4-4b2a-a0cf-5556127e09f5","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-30927156-c1b8-4cc7-8342-a5923abc65cc","keyframes":{"transform":["translate3d(-115.28663%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ee7a9dbc-12f4-4ae4-9959-47700b139f4b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-43150a24-39a7-49d9-b8b9-90d80a864c7b","keyframes":{"transform":["translate3d(-115.65495%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] To get the SIP returns of all the direct balanced advantage funds in the country, visit here: Hybrid: Dynamic Asset Allocation

Today seems to be as good a time as any to remind investors…

[{"selector":"#anim-e116441d-61c9-4b7a-87b6-3cec9b792865","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-eeef7109-fd5d-4714-aecd-ac794194d124","keyframes":{"transform":["translate3d(-125.51724%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c7c1780f-5695-4b07-823a-bcb99fb2eb13","keyframes":{"opacity":[0,1]},"delay":300,"duration":2000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-661c8fe0-9a13-4ec2-b8af-0c4af8bc32d7","keyframes":{"opacity":[0,1]},"delay":400,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-da5deaa4-d9d9-41a2-b8bc-58cd3ec3efee","keyframes":{"transform":["translate3d(-194.52735%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":400,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9c4a709f-e4b1-4527-b5d0-a30e6a7a4eb9","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-49d81de0-6d8e-4404-9fa6-c1d8f4f103fb","keyframes":{"transform":["translate3d(-125.51724%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] Other Webstories To find more such stories & Web-stories, visit our website Value Research Online