Top Balanced Advantage funds in year 2025
| Fund Name | Year Of inception | Fund rating ( Crisil rated ) | Portfolio Size ( In Cr ) | Expense ratio | Exit Load |
| HDFC Balanced Advantage Fund (G) | 1994 | 4 | 90,375 | 1.37 | For units in excess of 15% of the investment, 1% will be charged for redemption within 365 days |
| ICICI Pru Balanced Advantage Fund Reg (G) | 2006 | 2 | 58,717 | 1.48 | For units in excess of 30% of the investment, 1% will be charged for redemption within 1 year |
| Aditya Birla SL Balanced Advantage Fund (G) | 2000 | 2 | 6,988 | 1.82 | 0.25% – 0-7 days 0.00% – >7 days |
| Edelweiss Balanced Advantage Fund (G) | 2009 | 2 | 11,697 | 1.69 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 day |
| Nippon India Balanced Advantage Fund (G) | 2004 | – | 8,431 | 1.76Â | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
| SBI Balanced Advantage Fund Reg (G) | 2021 | – | 32,530 | 1.59 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
| Kotak Balanced Advantage Fund Reg (G) | 2018 | – | 15,813 | 1.67 | For units in excess of 8% of the investment, 1% will be charged for redemption within 365 days |
| Axis Balanced Advantage Fund Reg (G) | 2017 | – | 2,625 | 1.99 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
| Baroda BNP Paribas Balanced Advantage Fund | 2018 | – | 3,833 | 1.89 | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
HDFC Balanced Advantage Fund (G) :Â
The fund was launched in the year 1994, it is CRISIL rated as 4 star, It has one of the largest portfolio fund size of 90,375 Cr. Expense ratio of 1.37. The fund offers an exit load for units excess of 15% of investment 1% < 1 Year of investment. Â
ICICI Pru Balanced Advantage Fund Reg (G):
This fund was launched in the year 2006, It is CRISIL rated as 2 star. It has another big size of 58,717 cr. Expense ratio of 1.48. Exit load applicable is for excess of units redeemed above 30% , 1% for less than 1 year.Â
Aditya Birla SL Balanced Advantage Fund (G) :Â
This again one the oldest funds in the industry launched in 2000, The fund has AUM of 6,988 cr. The fund has an expense ratio of 1.82. It offers an exit load of 0.25% for less than 7 days.Â
Edelweiss Balanced Advantage Fund (G) :Â
The fund was launched in the year 2009, It has AUm of 11,697. The fund has an expense ratio of 1.69. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 day
Nippon India Balanced Advantage Fund (G) :Â
The fund was launched in the year 2004, unrated as per CRISIL, It has the fund size of 8,431. The fund has an expense ratio of 1.76. The exit load on the fund units in excess of 10% of investment 1% before 365 days.
SBI Balanced Advantage Fund Reg (G) :Â
The fund was launched in the year 2021, the size of the fund is 32,530 cr. The fund has an expense ratio of 1.59 . The expense ratio of the fund is excess of 10% of the investment 1% will be charged before 365 days.
Kotak Balanced Advantage Fund Reg (G) :Â
This fund was launched in the year 2018, Unrated as per CRISIL. The fund has a size of about 15,813 cr. The expense ratio of the fund is 1.67. Exit laid applicable is Units in excess of 8% at 1% before 365 days of investment.
Axis Balanced Advantage Fund Reg (G):Â
This fund was launched in the year 2017, It is still unrated by CRISIL. The fund has a small fund size of 2,625 cr. The expense ratio of the fund is 1.99. Exit load units in excess of 10% of investment charged at 1% before 365 days of investment.Â
Baroda BNP Paribas Balanced Advantage Fund(G) :Â
The fund was Launched in the year 2018, Currently unrated. The fund has a size of 3,833 cr. The expense ratio of the fund is 1.89. Exit load is units excess of 10% of investment 1% charged before 365 days.Â
Trailing Returns :
| Scheme | 6 months | 1 year | 3 years | 5 years | 7 years | 10 years |
| HDFC Balanced Advantage Fund (G) | -4.27 | 10.21 | 20.14 | 28.95 | 15.65 | 13.55 |
| ICICI Pru Balanced Advantage Fund Reg (G) | -2.96 | 8.83 | 12.23 | 19.36 | 11.3 | 10.62 |
| Aditya Birla SL Balanced Advantage Fund (G) | -3.7 | 11.63 | 11.79 | 18.99 | 10.7 | 10.6 |
| Edelweiss Balanced Advantage Fund (G) | -6.03 | 8.19 | 11.2 | 18.02 | 12.22 | 10.08 |
| Nippon India Balanced Advantage Fund (G) | -4.51 | 9.16 | 12.01 | 17.34 | 10.99 | 9.57 |
| SBI Balanced Advantage Fund Reg (G) | -1.86 | 8.57 | 12.93 | – | – | – |
| Kotak Balanced Advantage Fund Reg (G) | -4.21 | 9.8 | 11 | 18 | – | – |
| Axis Balanced Advantage Fund Reg (G) | -3.4 | 13.12 | 12.98 | 15.56 | 10.24 | – |
| Baroda BNP Paribas Balanced Advantage Fund | -5.2 | 8.88 | 12.29 | 19.76 | – | – |
1 year trailingÂ
1st quartile : 10.5- 14% – Aditya Birla SL Balanced Advantage Fund (G), Axis Balanced Advantage Fund Reg (G)
2rd quartile : 7.0-10.5%- HDFC Balanced Advantage Fund (G), ICICI Pru Balanced Advantage Fund Reg (G), Edelweiss Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G), SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G), Baroda BNP Paribas Balanced Advantage Fund
3rth quartile : 3.5- 7.0% – No fund
4th quartile : >0-3.5% –Â No Fund
3 years trailing returnÂ
1st quartile :Â 17.25 – 21 : HDFC Balanced Advantage Fund (G)
2rd quartile : 13.5- 17.25 : No Fund
3rth quartile :Â 9.75- 13.5 : ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G), SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G), Axis Balanced Advantage Fund Reg (G), Baroda BNP Paribas Balanced Advantage Fund
4th quartile : >6 – 9.75 :Â No Fund
5 years trailing returnsÂ
1st quartile :Â 25-30% :Â HDFC Balanced Advantage Fund (G)
2rd quartile : 20-25%Â : No Fund
3rth quartile : 15-20% : ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G), Kotak Balanced Advantage Fund Reg (G), Axis Balanced Advantage Fund Reg (G), Baroda BNP Paribas Balanced Advantage Fund
4th quartile : 10- 15% : No Fund
SBI Balanced Advantage Fund Reg (G) was not launchedÂ
7 years trailing returnsÂ
1st Quartile : 13.25- 16% : HDFC Balanced Advantage Fund (G)
2nd Quartile : 10.5- 13.25% : ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G),Â
3rd Quartile : 7.75- 10.5%Â : Axis Balanced Advantage Fund Reg (G)
4th Quartile : 5- 7.75 %Â :Â
SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G) and Baroda BNP Paribas Balanced Advantage Fund were not launched .
10Â years trailing returnsÂ
1st quartile :Â 12-14% :Â HDFC Balanced Advantage Fund (G)
2rd quartile : 10-12% :Â ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Axis Balanced Advantage Fund Reg (G)
3rth quartile : 8-10% : Nippon India Balanced Advantage Fund (G)
4th quartile :Â 6 -8% :Â
SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G) and Baroda BNP Paribas Balanced Advantage Fund were not launchedÂ
Rolling returnsÂ
| Return % | Return Consistency (% of times) | |||||||||
| Average | Median | MaximumReturn % | Minimum | Less than 0% | 0-8% | 8-12% | 12-15% | 15-20% | Greater Than 20% | |
| HDFC Balanced Advantage Fund (G) | 13.86 | 13.14 | 36.32 | -4.43 | 4.77 | 12.64 | 22.69 | 18.24 | 22.27 | 19.38 |
| ICICI Pru Balanced Advantage Fund Reg (G) | 12.59 | 12.03 | 24.28 | -2.15 | 0.21 | 10.37 | 38.99 | 26.46 | 16.59 | 7.37 |
| Aditya Birla SL Balanced Advantage Fund (G) | 10.42 | 11.1 | 23.69 | -3.95 | 1.44 | 26.5 | 36.28 | 21.27 | 13.28 | 1.21 |
| Edelweiss Balanced Advantage Fund (G) | 11.07 | 11.49 | 19.17 | 2.11 | 0 | 28.81 | 24.85 | 30.4 | 15.94 | 0 |
| Nippon India Balanced Advantage Fund (G) | 12.14 | 11.49 | 36.28 | -0.93 | 0.65 | 20.23 | 34.01 | 22.44 | 10.93 | 11.74 |
| SBI Balanced Advantage Fund Reg (G) | 13.09 | 12.99 | 14.15 | 11.64 | 0 | 0 | 4 | 96 | 0 | 0 |
| Kotak Balanced Advantage Fund Reg (G) | 11.73 | 11.39 | 20.88 | 8.49 | 0 | 0 | 66.54 | 27.91 | 5.4 | 0.15 |
| Axis Balanced Advantage Fund Reg (G) | 9.62 | 10.11 | 13.98 | 2.92 | 0 | 31.7 | 46.61 | 21.69 | 0 | 0 |
| Baroda BNP Paribas Balanced Advantage Fund (G) | 14.66 | 14.49 | 21.7 | 10.45 | 0 | 0 | 7.92 | 55.52 | 35.92 | 0.64 |
We considered 3 year rolling returns starting Jan 2008
>8% is what is the returns e look forÂ
| HDFC Balanced Advantage Fund (G) | Was able to deliver for 82.58 % of times |
| ICICI Pru Balanced Advantage Fund Reg (G) | Was able to deliver 89.41% of times |
| Aditya Birla SL Balanced Advantage Fund (G) | Was able to deliver 72.04% of times |
| Edelweiss Balanced Advantage Fund (G) | Was able to deliver 71.19 % of times |
| Nippon India Balanced Advantage Fund (G) | Was able to deliver 79.12% of times |
| SBI Balanced Advantage Fund Reg (G) | Was able to deliver 100% of the times |
| Kotak Balanced Advantage Fund Reg (G) | Was able to deliver 100% of the times |
| Axis Balanced Advantage Fund Reg (G) | Was able to deliver 68.3 of the times |
| Baroda BNP Paribas Balanced Advantage Fund (G) | Was able to deliver 100% of the times |
Vs BenchmarkÂ
| Scheme | 1 year | 3 years | 5 years | 7 Years | 10 years |
| HDFC Balanced Advantage Fund (G) | 10.21 | 20.14 | 28.95 | 15.65 | 13.55 |
| ICICI Pru Balanced Advantage Fund Reg (G) | 8.83 | 12.23 | 19.36 | 11.3 | 10.62 |
| Aditya Birla SL Balanced Advantage Fund (G) | 11.63 | 11.79 | 18.99 | 10.7 | 10.6 |
| Edelweiss Balanced Advantage Fund (G) | 8.19 | 11.2 | 18.02 | 12.22 | 10.08 |
| Nippon India Balanced Advantage Fund (G) | 9.16 | 12.01 | 17.34 | 10.99 | 9.57 |
| SBI Balanced Advantage Fund Reg (G) | 8.57 | 12.93 | – | – | – |
| Kotak Balanced Advantage Fund Reg (G) | 9.8 | 11 | 18 | – | – |
| Axis Balanced Advantage Fund Reg (G) | 13.12 | 12.98 | 15.56 | 10.24 | – |
| Baroda BNP Paribas Balanced Advantage Fund | 8.88 | 12.29 | 19.76 | – | – |
| CRISIL Hybrid 50+50 Moderate Index | 8.12 | 10.56 | 17.36 | 11.65 | 10.7 |
1 year trailingÂ
1st quartile : 10.5- 14% – Aditya Birla SL Balanced Advantage Fund (G), Axis Balanced Advantage Fund Reg (G)
2rd quartile : 7.0-10.5%- HDFC Balanced Advantage Fund (G), ICICI Pru Balanced Advantage Fund Reg (G), Edelweiss Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G), SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G), Baroda BNP Paribas Balanced Advantage Fund
3rth quartile : 3.5- 7.0% – No fund
4th quartile : >0-3.5% –Â No Fund
All funds delivered beyond the benchmark.
3 years trailing returnÂ
1st quartile :Â 17.25 – 21 : HDFC Balanced Advantage Fund (G)
2rd quartile : 13.5- 17.25 : No Fund
3rth quartile :Â 9.75- 13.5 : ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G), SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G), Axis Balanced Advantage Fund Reg (G), Baroda BNP Paribas Balanced Advantage Fund
4th quartile : >6 – 9.75 :Â No Fund
All the funds delivered beyond the benchmark.Â
5 years trailing returnsÂ
1st quartile :Â 25-30% :Â HDFC Balanced Advantage Fund (G)
2rd quartile : 20-25%Â : No Fund
3rth quartile : 15-20% : ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Kotak Balanced Advantage Fund Reg (G), , Baroda BNP Paribas Balanced Advantage Fund
4th quartile : 10- 15% : No Fund
Axis Balanced Advantage Fund Reg (G) and Nippon India Balanced Advantage Fund (G) could not beat the benchmark.
SBI Balanced Advantage Fund Reg (G) was not launchedÂ
7 years trailing returnsÂ
1st Quartile : 13.25- 16% : HDFC Balanced Advantage Fund (G)
2nd Quartile : 10.5- 13.25% : , Edelweiss Balanced Advantage Fund (G),Â
3rd Quartile : 7.75- 10.5%Â :Â
4th Quartile : 5- 7.75 %Â :Â
ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Nippon India Balanced Advantage Fund (G), Axis Balanced Advantage Fund Reg (G) could not beat the benchmark
SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G) and Baroda BNP Paribas Balanced Advantage Fund were not launched .
10Â years trailing returnsÂ
1st quartile :Â 12-14% :Â HDFC Balanced Advantage Fund (G)
2rd quartile : 10-12% :
3rth quartile : 8-10% :
4th quartile :Â 6 -8% :Â
SBI Balanced Advantage Fund Reg (G), Kotak Balanced Advantage Fund Reg (G) and Baroda BNP Paribas Balanced Advantage Fund were not launchedÂ
ICICI Pru Balanced Advantage Fund Reg (G), Aditya Birla SL Balanced Advantage Fund (G), Edelweiss Balanced Advantage Fund (G), Axis Balanced Advantage Fund Reg (G), Â Nippon India Balanced Advantage Fund (G) could not beat the benchmark.
Ratios :Â
| Fund Name | Alpha | Beta | Std. Deviation | Sharpe Ratio | Sortino | YTM | Modified Duration | Average Maturity |
| HDFC Balanced Advantage Fund (G) | 8.7 | 0.71 | 9.7 | 1.23 | 2.32 | 7.18 | 4.46 | 7.33 |
| ICICI Pru Balanced Advantage Fund Reg (G) | 2.64 | 0.43 | 5.51 | 0.84 | 1.43 | 7.46 | 2.59 | 2.16 |
| Aditya Birla SL Balanced Advantage Fund (G) | 1.14 | 0.6 | 7.38 | 0.52 | 0.89 | 7.48 | 3.16 | 3.86 |
| Edelweiss Balanced Advantage Fund (G) | 0.33 | 0.66 | 8.45 | 0.39 | 0.66 | 6.93 | 0.88 | 0.98 |
| Nippon India Balanced Advantage Fund (G) | 1.77 | 0.57 | 7.19 | 0.6 | 0.99 | 7.9 | 3.53 | 4.95 |
| SBI Balanced Advantage Fund Reg (G) | 3.25 | 0.5 | 6.41 | 0.86 | 1.5 | 7.44 | 5.24 | 7.31 |
| Kotak Balanced Advantage Fund Reg (G) | 0.57 | 0.56 | 7.21 | 0.43 | 0.6 | 7.09 | 5.21 | 10.56 |
| Axis Balanced Advantage Fund Reg (G) | 2.22 | 0.63 | 8.1 | 0.63 | 1.08 | 7.36 | 7.67 | 18.11 |
| Baroda BNP Paribas Balanced Advantage Fund | 0.91 | 0.77 | 10.01 | 0.44 | 0.69 | 7.8 | 3.85 | 6.66 |
Fund managers Longevity :Â
| Fund Name | Fund manager name | Designation | Industry Experience | Duration with Current AMC | Duration of managing the fund | Number of fund |
| HDFC Balanced Advantage Fund (G) | Anil Bamboli | Senior Fund manager | 32 | 21 | 3 | 14 |
| Gopal Agrawal | Senior FUnd manager | 19 | – | 3 | 4 | |
| Srinivasan Ramamurthy | Fund manager | 19 | 4 | 3 | 9 | |
| Arun Agrawal | AVP Equity Dealing | 14 | 14 | 3 | 30 | |
| Dhruv Mucchal | Equity Research analyst | 16 | 5 | 2 | >20 | |
| Nandita Menezes | Investment & Dealing | 6 | 3 | 0 | >20 | |
| ICICI Pru Balanced Advantage Fund Reg (G) | Manish Banthia | CIO fixed income | 20 | 19 | 15 | >20 |
| Rajat Chandak | Senior Fund manager | 17 | 17 | 10 | 4 | |
| S Naren | CIOÂ | 23 | 20 | 8 | 15 | |
| Ihad Dalwai | Senior fund manager | 14 | 14 | 7 | 4 | |
| Sri Sharma | Investments | 8 | 8 | 4 | 5 | |
| Sharmila D’melo | Co fund manager | 8 | 8 | 3 | >20 | |
| Akhil Kakkar | Senior fund manager | 17 | 9 | 1 | 6 | |
| Aditya Birla SL Balanced Advantage Fund (G) | Mohit Sharma | Senior Fund manager | 10 | 9 | 8 | >20 |
| Lovelish Solanki | Arbitrage / ETF fund manager cum equity trader | 17 | 10 | 6 | 3 | |
| Harish Krishnan | Co- CIO and Head equity | 21 | 1.5 | <1 year | 6 | |
| Edelweiss Balanced Advantage Fund (G) | Bhavesh D Jain | Fund Manager | 17 | 17 | 12 | >20 |
| Bharat Lahoti | Co-Head Fator investing | 17 | 9 | 8 | 17 | |
| Rahul Dedhia | Fund manager – Fixed income | 15 | 7 | 3 | 15 | |
| Pranavi Kulkarni | VP – Fund manager | 13 | 3 | 1 | 9 | |
| Nippon India Balanced Advantage Fund (G) | Ashutosh bhargava | Fund manager and head of research | 27 | 27 | 7 | 10 |
| Kinjal Desai | Analyst | 13 | – | 7 | >20 | |
| Amar kalkundrikar | Funa manager | 20 | 5 | 5 | 3 | |
| Sushil Budia | Senior Fund manager | 7 | – | 5 | 2 | |
| SBI Balanced Advantage Fund Reg (G) | Dinesh Balachandran | Head of Equities | 23 | 13 | 4 | 6 |
| Anup Upadhyay | Head of Research | 14 | 14 | 4 | 2 | |
| Mansi Sajeja | Fund manager Hybrids | 19 | 15 | 1 | 6 | |
| Rajeev Radhakrishnan | CIO – Fixed Income | 24 | 17 | 1 | – | |
| Kotak Balanced Advantage Fund Reg (G) | Rohit Tandon | Senior Fund manager | 17 | 1 | 1 | 3 |
| Hiten Shah | Fund Manager | 18 | 6 | 6 | 5 | |
| Abhishek Bisen | Sr VP and fund manager- fixed income | 21 | 18 | 7 | >20 | |
| Axis Balanced Advantage Fund Reg (G) | Jayesh Sundar | Fund Manager | 20 | 2 | 2 | 6 |
| Devang Shah | Head Fixed income | 21 | 12 | 1 | >20 | |
| Hardik Shah | Sr fund manager fixed income | 16 | 3 | 1 | 12 | |
| Baroda BNP Paribas Balanced Advantage Fund | Sanjay Chawla | CIO – Equity | 25 | 12 | 6 | 6 |
| Pratish Krishnan | Fund manager | 17 | 5 | 4 | 8 | |
| Neeraj Saxena | Fund Manager | 18 | 18 | 1 | 7 | |
| Gurvinder Singh Wasan | Sr Fund manager – Fixed income | 21 | 2 | 1 | 15 |
Portfolio :Â
| Fund Name | Top Sectors( %) | Top Stock( %) | Cap Allocation( %) | No of Stocks | Holding credit rating wise | Portfolio Churn( %) |
| HDFC Balanced Advantage Fund (G) | Financial : 19.18 Technology : 8.58 Energy & utility : 8.49 Industrial : 7.15 Material :4.33 | HDFC Bank : 5.38 ICICI bank : 3.94 Reliance: 3.32 Infosys : 3.24 | Large cap : 50.95 Mid cap : 5.30 Small cap: 2.94 Cash : 11.44 REIT : 1.42 Debt : 27.95 | 154 | SOV : 9.58 AAA: 17.62 AA:0.27 A:0 Other : 0.45TD: 0.04 | 15% |
| ICICI Pru Balanced Advantage Fund Reg (G) | Financial : 11.65 Consumer discretionary : 8.62 Technology : 6.42 INdustrial : 4.5 | TVS motors : 4.49 HDFC bank : 4.48 ICICI bank : 4.45 MAruti Suzuki : 3.36 | Large cap : 42.08 Mid cap : 2.75 Small cap: 0.24 Cash : 27.18 REIT : 3.43 Debt : 24.31 | 84 | SOV : 11.66 AAA: 6.37 AA:4.89 A:0.73 Other : 0.74TD: 0 | 64% |
| Aditya Birla SL Balanced Advantage Fund (G) | Financial : 23.00 Materials : 8.91 Technology : 8.33 Consumer staples : 7.08 Consume discretion : 6.36 Energy : 5.96 Industrial : 5.10 | HDFC : 4.18 ICICI : 4.08 Reliance : 3.45 Kotak : 2.88 | Large cap : 56.52 Mid cap : 13.99 Small cap: 0.69 Cash : 7.52 REIT : 4.21 Debt : 17.07 | 96 | SOV : 4.26 AAA: 7.15 AA:3.69 A:0 Other : 1.96TD: 0 | 232% |
| Edelweiss Balanced Advantage Fund (G) | Financial : 24.4 Technology : 8.74 Energy & Utility : 8.73 Health Care : 7.33 Consumer disc: 7.05 Consumer staples : 6.31 | HDFC bank : 5.69 ICICI : 5.14 Reliance : 3.89 | Large cap : 61.66 Mid cap : 8.16 Small cap: 2.11 Cash : 4.96 REIT : 0.23 Debt : 22.87 | 95 | SOV : 9.19 AAA: 8.3 AA:0 A:0 Other : 1.12 TD: 0 | 107% |
| Nippon India Balanced Advantage Fund (G) | Financial : 19.21 Technology : 8.35 Consumer disc : 7.79 Consumer staples: 6.74 Industrial : 5.5 | HDFC : 5.99 ICICI : 5.61 Infosys : 3.43 Bharti Airtel : 2.98 Axis bank : 2.52 | Large cap : 49.85 Mid cap : 8.14 Small cap: 1.71 Cash : 13.07 REIT : 4.61 Debt : 22.62 | 65 | SOV : 5.65 AAA: 8.63 AA: 8.33 A:0 Other :0 TD: 0 | 324% |
| SBI Balanced Advantage Fund Reg (G) | Financial services : 32.05 Oil, Gas and consumables : 12.77 Power : 6.09IT : 5.34 | HDFC bank : 5.76 Reliance : 5.50 Bharti Airtel : 3.32 Gail : 3.08 | Large cap : 42.58 Mid cap : 4.80 Small cap: 0.39 Cash : 21.92 REIT : 3.24 Debt : 27.06 | 91 | SOV : 9.32 AAA: 10.66 AA:5.28 A:0 Other : 0TD: 0 | 83% |
| Kotak Balanced Advantage Fund Reg (G) | Financial : 15.84 Technology : 11.02 Energy & Utility : 7.86 Industrial : 6.55 Consumer disc : 5.47 Materials : 5.19 | ICICI bank : 4.16 Reliance ind : 3.62 HDFC bank : 3.51Infosys : 3.38
| Large cap : 44.88 Mid cap : 9.26 Small cap: 5.57 Cash : 13.15 REIT : 0.38 Debt : 26.61 | 110 | SOV : 18.75 AAA: 3.97 AA:3.61 A: 0.28 Other : 0TD: 0 | 305% |
| Axis Balanced Advantage Fund Reg (G) | Financial : 19 Technology : 7.62 Energy & Utility : 7.34 Health care : 4.54 | Hdfc bank : 6.29 Reliance : 5.83 Icici bank : 4.83 Infosys : 3.76 | Large cap : 46.62 Mid cap : 4.56 Small cap: 0.70 Cash : 16.19% REIT : 0.95 Debt : 30.96 | 120 | SOV : 15.16 AAA: 5.73 AA:5.74 A:0.36 Other : 0.73Â TD: 0 | 262% |
| Baroda BNP Paribas Balanced Advantage Fund | Financial : 25.18 Industrial : 13.59 Technology : 11.38 Energy & Utility : 7.95 Healthcare : 6.57 Consumer disc : 6.49 | HDFC Bank : 7.04 ICICI bank : 4.88 Reliance : 3.91 Bharti Airtel : 2.45 | Large cap : 53.21 Mid cap : 21.81 Small cap: 1.80 Cash : -0.17 REIT : 7.87 Debt : 15.47 | 50 | SOV : 5.47 AAA: 4.83 AA:3.96 A:0 Other :Â TD:Â | 1% |
Conclusion :Â
n conclusion, balanced advantage funds present a compelling avenue for investors seeking equity participation while prioritizing capital protection through reduced volatility. The diverse approaches employed by various AMCs, however, underscore the importance of diligent evaluation. Each fund’s unique model and portfolio construction will ultimately dictate its suitability for your individual investment objectives and risk tolerance. To gain a deeper understanding of these nuances and identify the balanced advantage fund that aligns perfectly with your financial journey, we encourage you to connect with our experts for personalised guidance.
