Top balanced advantage mutual funds
Balanced advantage funds shift between equity and debt based on market valuations — buying more equity when it is cheap and less when it is expensive. A smoother ride than pure equity.
| # | Fund | ||||
|---|---|---|---|---|---|
| 1 |  Balanced Advantage · 13+ yrs | ₹1,04,783 Cr | -2.6% | +10.3% | +13.0% |
| 2 | BB Balanced Advantage · 7+ yrs | ₹4,798 Cr | +2.9% | +11.1% | +10.1% |
| 3 |  Balanced Advantage · 13+ yrs | ₹69,961 Cr | +1.6% | +10.3% | +9.9% |
| 4 |  Balanced Advantage · 12+ yrs | ₹9,211 Cr | +4.5% | +11.1% | +9.6% |
| 5 |  Balanced Advantage · 5+ yrs | ₹40,683 Cr | +0.2% | +9.2% | +9.5% |
| 6 |  Balanced Advantage · 13+ yrs | ₹9,597 Cr | +0.9% | +9.9% | +9.0% |
| 7 |  Balanced Advantage · 9+ yrs | ₹3,759 Cr | +0.5% | +10.8% | +9.0% |
| 8 | E Balanced Advantage · 13+ yrs | ₹12,896 Cr | +2.3% | +10.1% | +8.7% |
| 9 |  Balanced Advantage · 8+ yrs | ₹17,125 Cr | +0.4% | +8.9% | +8.4% |
| 10 | DSP Balanced Advantage · 12+ yrs | ₹3,685 Cr | +2.0% | +9.9% | +8.3% |
1Y/3Y/5Y are CAGR (annualised). Fund size is average AUM across all plans for June 2026.
How this list is built
- Category: Balanced Advantage (SEBI classification)
- At least 5 years of NAV history
- Fund size (all plans) of ₹500 Cr or more
- Ranked by 5-year CAGR, top 10 shown
- Direct Plan – Growth option only; rules run automatically on the latest AMFI data (last run 6 Oct 2026)
This is a rules-based screen, not a personal recommendation. Past returns do not predict future returns, and a fund that suits one investor may not suit another.
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Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.