Top 7 balanced advantage mutual funds

Published: 01st Jan 2025 By: Value Research A Rs 10,000 SIP would have earned you up to Rs 24 lakh in 10 years!

Performance check

[{"selector":"#anim-5cebb4c7-7340-4683-a219-5cbe97f13e02","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-551e1b8e-682e-478a-a0ea-56ded7232f44","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-b7e3a035-6ff1-4f4c-b223-074b8cf036ca","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-16b5c082-851c-47b6-bdaf-04c034376e92","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"}] These 7 balanced advantage funds delivered over 10 per cent returns through SIPs in the last 10 years. Swipe for the list.

7) Sundaram Balanced Advantage Fund

[{"selector":"#anim-a18cc21e-6ce6-43d5-9d25-5d32861769b0","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ba680294-997a-4fd5-a589-f1b8cc402190","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-42c5e3a4-a5e4-4230-97fe-ff828b96a735","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-54d4d9f8-d23c-4f91-876d-45b90067cc1b","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"}] Sundaram Balanced Advantage Fund delivered a return of 10.60 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 22.98 lakh now.

6) DSP Dynamic Asset Allocation Fund

[{"selector":"#anim-c38ff25c-b128-461d-a330-5e3605d01f2b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-fa04a5da-8834-4d4a-b411-eb59a853dcb7","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-61918e18-561b-455c-abd6-24fc265e9eba","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ccc96d99-8f1a-4473-8097-3ecf35fd0cbf","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"}] DSP Dynamic Asset Allocation Fund posted 11.03 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have grown to Rs 21.29 lakh now.

5) Bandhan Balanced Advantage Fund

[{"selector":"#anim-99010b84-fae5-4c68-8df3-0725fd10946e","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-4d7ff187-b1c7-4aa9-95b9-7e8fae3bbd5d","keyframes":{"transform":["translate3d(-114.96816%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-ad17e2ae-ec49-419a-b671-c2ab3f9aaadd","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-22ef162f-3456-477b-81e4-f21508d04745","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"}] Bandhan Balanced Advantage Fund returned 11.51 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 21.83 lakh now.

4) Aditya Birla Sun Life Balanced Advantage Fund

[{"selector":"#anim-a05324ed-38ed-41a2-9d05-5cf84ffa4d7f","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-42b35cfc-dfbd-4c1d-926f-5e77b6c906f8","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-0a7d0396-f8f3-407b-a207-c9b742bb9053","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-7b959bf7-e089-43aa-99b4-d934274f0586","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 gave 12.63 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have accumulated into over Rs 23.16 lakh now.

3) Invesco India Balanced Advantage Fund

[{"selector":"#anim-83c36490-fb5d-4c79-8554-16390be9fdd5","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a7c506f2-d665-4e24-8eca-acad70101489","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-18259f12-9eb4-4d98-a5a8-4e816025cd0f","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0122670a-534f-472c-ae0f-e5f32a08cea0","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 delivered 12.68 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have turned into over Rs 23.23 lakh now.

2) ICICI Prudential Balanced Advantage Fund

[{"selector":"#anim-956c1ca7-daa6-4642-95b6-29a00655c4b1","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9c0a3f40-7aa8-4d75-95ad-e780ae277682","keyframes":{"transform":["translate3d(-114.96816%, 0px, 0)","translate3d(0px, 0px, 0)"]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-70d06a2c-da19-430d-a93c-5400398a71d4","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-04704326-0389-43cf-afd6-9f1ae526b9c8","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 gave 12.73 per cent returns in the last five years. A monthly SIP of Rs 10,000 would have accumulated into Rs 23.29 lakh now.

1) Edelweiss Balanced Advantage Fund

[{"selector":"#anim-ca6254da-ba3f-4860-bd7b-846c8768b7b3","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-df0080d8-5b0d-4fdc-b634-4e21127f6b1d","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-8e1f7bba-2ebe-424d-acb4-d074d1c6aea0","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-1d4cd1e2-bde4-425c-bb9f-45214a29bdc2","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 returned 13.81 per cent in the last five years. A monthly SIP of Rs 10,000 would have turned into Rs 24.69 lakh now.

Want more insights?

[{"selector":"#anim-0d1e2fe3-fb6c-4adf-b978-4acfa129111a","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-a86d0b84-e621-4c39-ba84-de1beade9133","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-d65936f5-540b-4a19-935a-0010a57c5f5b","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-e48ffca2-9607-426c-9b01-5d4b45b5f78e","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

Top 10 aggressive hybrid mutual funds: 10-year SIP returns comparison

[{"selector":"#anim-123d1e2f-a0fb-4e01-84b3-e7647d341b96","keyframes":{"opacity":[0,1]},"delay":200,"duration":1000,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-b31164b8-0254-4b30-8106-e7dba74e8810","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-7fdce569-964d-4e05-b6bd-2cb4019a73e7","keyframes":{"opacity":[0,1]},"delay":300,"duration":2000,"easing":"cubic-bezier(0.4, 0.4, 0.0, 1)","fill":"both"}] [{"selector":"#anim-0f41c087-10b6-487e-9b45-05740636780a","keyframes":{"opacity":[0,1]},"delay":400,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-c0ec3dee-d867-4ff2-81c8-57d316a88460","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-07adaf8f-5f2e-4bb1-a6b5-3e6c662dfa99","keyframes":{"opacity":[0,1]},"delay":0,"duration":600,"easing":"cubic-bezier(0.2, 0.6, 0.0, 1)","fill":"both"}] [{"selector":"#anim-9c87ba4c-7f7d-4e39-90d5-e48e015de1e9","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