evenfolioFund Details
Mutual funds · Hybrid
Balanced Advantage Funds
Equity and debt mixed dynamically, the split set by the fund's own model.
43 funds·₹3.56 L Cr AUM of funds listed·as of 1 Oct 2026
FundAUM (₹ Cr)Expense1Y3Y CAGR5Y CAGR
- HDFC Balanced Advantage Fund1,04,7830.78%-2.6%10.0%13.2%
- ICICI Prudential Balanced Advantage Fund70,7871.04%+1.6%10.1%10.0%
- SBI Balanced Advantage Fund40,6830.90%+0.4%8.9%9.5%
- ICICI Prudential Dynamic Asset Allocation Active FOF28,2420.42%+1.3%10.1%10.4%
- Kotak Balanced Advantage Fund17,1250.83%+0.3%8.7%8.5%
- Edelweiss Balanced Advantage Fund12,8960.81%+2.4%9.8%8.9%
- Nippon India Balanced Advantage Fund9,5970.88%+0.9%9.7%9.1%
- Aditya Birla Sun Life Balanced Advantage Fund9,2110.89%+4.4%10.9%9.7%
- Tata Balanced Advantage Fund8,9420.70%-0.7%7.2%8.2%
- UTI - Unit Linked Insurance Plan4,9431.10%+0.7%7.2%5.7%
- Baroda BNP Paribas Balanced Advantage Fund4,7980.93%+3.1%10.8%10.3%
- Axis Balanced Advantage Fund3,7591.07%+0.6%10.8%9.1%
- DSP Dynamic Asset Allocation Fund3,6851.04%+2.0%9.7%8.3%
- NJ Balanced Advantage Fund3,4131.13%-1.2%7.5%—
- UTI Balanced Advantage Fund3,0120.91%-3.3%7.4%—
- Franklin India Balanced Advantage Fund2,7850.82%-1.3%8.7%—
- Parag Parikh Dynamic Asset Allocation Fund2,6910.41%+2.8%——
- SBI Dynamic Asset Allocation Active FoF2,3130.22%+1.6%——
- BANDHAN Balanced Advantage Fund2,1981.07%+3.2%9.2%7.8%
- WhiteOak Capital Balanced Advantage Fund2,1520.83%+1.9%11.0%—
- Mirae Asset Balanced Advantage Fund2,0760.95%+2.8%9.6%—
- Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)1,6511.12%-2.6%7.5%—
- HSBC Balanced Advantage Fund1,5021.16%+0.5%8.9%—
- Union Balanced Advantage Fund1,2311.47%-0.4%7.6%7.2%
- Franklin India Dynamic Asset Allocation Active Fund of Funds1,2300.97%-1.5%7.7%9.5%
- Bajaj Finserv Balanced Advantage Fund1,2291.01%+2.2%——
- Unifi Dynamic Asset Allocation Fund1,2161.40%+8.6%——
- Canara Robeco Balanced Advantage Fund1,1481.04%-2.7%——
- Invesco India Balanced Advantage Fund1,0201.16%-3.2%8.2%8.1%
- quant Dynamic Asset Allocation Fund9031.58%-2.2%12.1%—
- Mahindra Manulife Balanced Advantage Fund8860.85%+1.6%10.0%—
- PGIM India Balanced Advantage Fund8050.92%-4.1%6.3%6.8%
- Motilal Oswal Balanced Advantage Fund7311.58%+0.3%2.3%5.6%
- LIC MF Balanced Advantage Fund6771.52%0.0%7.6%—
- ITI Balanced Advantage Fund3521.60%-1.1%8.4%7.4%
- Helios Balanced Advantage Fund3021.30%+0.1%——
- Aditya Birla Sun Life Dynamic Asset Allocation Omni FOF2320.40%+2.5%11.9%11.1%
- Samco Dynamic Asset Allocation Fund1971.92%-1.6%——
- Bank of India Balanced Advantage Fund1561.36%+2.6%8.3%9.9%
- Shriram Balanced Advantage Fund490.92%-2.9%5.5%5.8%
- The Wealth Company Balanced Advantage Fund461.33%———
- HSBC Aggressive Hybrid Active FOF (erstwhile HSBC Managed Solutions India - Growth fund)450.24%+5.7%11.7%10.2%
- ICICI Prudential Dynamic Asset Allocation Passive FOF—0.12%———
Returns for each fund's direct plan, growth option, where it has one. 3Y and 5Y figures are annualised; a fund younger than the period shows none. Sorted by AUM, largest first. AUM is each scheme's average assets for April - June 2026; the total above is our sum over the funds listed, leaving out 1 without a reported figure yet, and can differ from a fund house's own published total, which usually counts month-end assets. Not investment advice.