Balanced Advantage Funds
37 funds in this category
“Good for volatile markets, limited upside”
BAFs automatically reduce equity when markets are expensive and increase when cheap. Great for conservative investors but upside is capped in bull markets.
Cycle
Consolidation
Valuation
Fair
Momentum
Moderate
FII Flow
Neutral
Opportunity: Automatic rebalancing — good for first-time equity investors
Risk: Limited upside participation in sharp rallies
Last updated: 16 Apr 2026
Category Averages
Avg Score
6.3Avg 1Y
0.9%
Avg 3Y
10.2%
Avg 5Y
8.8%
Avg Sharpe
-0.66
Avg Std Dev
8.3%
Top 5 by Score
Axis Balanced Advantage Fund - Regular Plan - Growth
quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
Unifi Dynamic Asset Allocation Fund - Regular Growth
Calendar Year Returns
| Fund | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
| -3.6 | 7.0 | 17.5 | 20.0 | -0.4 | 15.7 | 10.1 | 5.9 | 2.7 | |
| -1.4 | 3.7 | 20.2 | — | — | — | — | — | — | |
| 0.7 | 5.6 | — | — | — | — | — | — | — | |
| -0.4 | 7.8 | 14.9 | 21.1 | 2.6 | 16.5 | 26.2 | 10.5 | — | |
| 2.3 | — | — | — | — | — | — | — | — | |
| -4.6 | 8.4 | 7.1 | — | — | — | — | — | — | |
| -5.1 | 4.7 | — | — | — | — | — | — | — | |
| -3.7 | 5.0 | — | — | — | — | — | — | — | |
| -6.5 | 8.8 | 10.9 | — | — | — | — | — | — | |
| -2.1 | -4.5 | — | — | — | — | — | — | — | |
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Showing top 15 of 37 funds
All Balanced Advantage Funds
| Fund | Score | 1Y | Sharpe |
|---|---|---|---|
| 6.9 | 0.8% | -0.72 | |
| 6.9 | 0.8% | -0.40 | |
| 6.8 | 2.4% | -1.53 | |
| 6.8 | 6.3% | 0.05 | |
| 6.8 | 6.5% | 0.26 | |
| 6.7 | 0.5% | -0.52 | |
| 6.7 | -1.6% | -0.84 | |
| 6.7 | 3.3% | -0.24 | |
| 6.7 | -2.0% | -1.00 | |
| 6.6 | -0.1% | -0.68 | |
| 6.5 | -0.6% | -0.73 | |
| 6.4 | 3.0% | -0.45 | |
| 6.4 | -1.0% | -0.95 | |
| 6.4 | 0.5% | -0.95 | |
| 6.4 | 3.2% | -0.40 | |
| 6.4 | 0.8% | -0.64 | |
| 6.4 | 1.3% | -0.48 | |
| 6.4 | -1.3% | -0.89 | |
| 6.3 | 3.3% | -0.31 | |
| 6.3 | 5.3% | -0.09 | |
| 6.3 | -0.1% | -0.79 | |
| 6.3 | 2.9% | -0.63 | |
| 6.2 | 0.1% | -0.71 | |
| 6.2 | 0.7% | -0.67 | |
| 6.2 | 3.6% | -0.30 | |
| 6.2 | 3.0% | -0.43 | |
| 6.2 | 1.9% | -0.53 | |
| 6.1 | — | -0.78 | |
| 6.1 | -1.5% | -0.98 | |
| 5.9 | -2.3% | -1.08 | |
| 5.9 | 4.2% | -0.23 | |
| 5.9 | 1.9% | -0.51 | |
| 5.8 | -2.7% | -1.05 | |
| 5.8 | -1.9% | -0.87 | |
| 5.8 | -4.1% | -1.32 | |
| 5.6 | -2.3% | -1.44 | |
| 5.0 | -3.3% | -0.67 |