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Data in this table: Get Annualised historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

: 26-May-23.

Scheme Name
Plan
Category Name
Crisil Rank
AuM (Cr)
1W
1M
3M
6M
YTD
1Y
2Y
3Y
5Y
10Y
DSP Flexi Cap Fund - Direct Plan - GrowthFlexi Cap Fund Direct Plan Flexi Cap Fund 3 7,847.24 1.69% 6.06% 6.52% 4.22% 5.81% 20.21% 8.92% 27.26% 13.40% 16.04%
NJ Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 4,162.66 1.17% 2.96% 4.62% 3.27% 3.07% 11.80% - - - -
Mahindra Manulife Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 607.54 1.16% 3.56% 4.25% 0.09% 1.04% 9.74% - - - -
Bank of India Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 93.75 1.13% 2.64% 5.06% 1.12% 2.18% 12.26% 11.38% 14.21% 6.08% -
Mahindra Manulife Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 607.54 1.13% 3.42% 3.79% -0.82% 0.31% 7.68% - - - -
Axis Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 2,028.70 1.12% 4.25% 5.47% 2.73% 4.32% 12.12% 8.71% 14.84% 8.63% -
Bank of India Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 93.75 1.12% 2.57% 4.89% 0.64% 1.83% 11.17% 10.49% 13.37% 5.35% -
HSBC Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,482.62 1.09% 2.38% 4.75% 4.40% 4.50% 11.38% 7.30% 12.98% 8.36% 12.40%
NJ Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 4,162.66 1.09% 2.92% 4.29% 2.72% 2.61% 10.38% - - - -
Axis Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 2,028.70 1.08% 4.12% 5.15% 2.05% 3.76% 10.69% 7.26% 13.31% 7.15% -
DSP Dynamic Asset Allocation Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 3,567.88 0.69% 3.78% 4.35% 4.12% 4.45% 11.44% 5.96% 13.92% 9.31% -
HSBC Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,482.62 1.07% 2.27% 4.39% 3.70% 3.93% 9.88% 5.84% 11.47% 6.99% 11.10%
Shriram Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 46.60 1.06% 1.67% 2.72% 0.28% 2.16% 8.46% 7.19% 13.92% - -
Edelweiss Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 8,906.68 1.06% 3.47% 4.63% 2.56% 3.86% 12.81% 9.40% 19.91% 12.33% 12.25%
WhiteOak Capital Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 0.00 1.06% 3.53% 5.85% - - - - - - -
WhiteOak Capital Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 359.30 1.06% 3.53% 5.85% - - - - - - -
Invesco India Dynamic Equity Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage 5 613.15 1.05% 3.35% 5.54% 2.58% 3.54% 14.10% 7.92% 16.15% 8.02% 12.43%
Shriram Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 46.60 1.03% 1.52% 2.25% -0.63% 1.41% 6.49% 5.24% 11.82% - -
Edelweiss Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 2 8,906.68 1.01% 3.36% 4.32% 1.94% 3.33% 11.38% 7.94% 18.28% 10.81% 11.12%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 6,357.36 1.01% 3.15% 5.11% 3.12% 3.81% 13.28% 8.55% 19.77% 10.61% 12.04%
WhiteOak Capital Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 359.30 1.01% 3.38% 5.41% - - - - - - -
WhiteOak Capital Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 0.00 1.01% 3.38% 5.41% - - - - - - -
Mirae Asset Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,008.83 1.01% 3.25% 5.80% 3.68% 4.20% - - - - -
Invesco India Dynamic Equity Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 4 613.15 1.00% 3.23% 5.16% 1.86% 2.96% 12.53% 6.47% 14.61% 6.66% 10.88%
ITI Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 426.93 0.99% 2.20% 3.75% 1.95% 2.52% 9.15% 6.68% 12.77% - -
Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,008.83 0.99% 3.14% 5.43% 2.94% 3.59% - - - - -
Aditya Birla Sun Life Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 2 6,357.36 0.99% 3.04% 4.79% 2.50% 3.30% 11.91% 7.20% 18.32% 9.35% 10.94%
Baroda BNP Paribas Balanced Advantage Fund - Direct - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 3,173.20 0.99% 2.85% 4.43% 2.49% 3.56% 16.44% 10.20% 20.77% - -
Baroda BNP Paribas Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 3,173.20 0.97% 2.75% 4.13% 1.90% 3.09% 14.90% 8.70% 19.16% - -
Tata Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 6,704.84 0.92% 2.62% 5.07% 3.50% 4.10% 13.34% 10.43% 18.97% - -
Kotak Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 14,422.30 0.92% 2.87% 4.40% 4.48% 4.73% 13.02% 9.06% 18.51% - -
Tata Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 6,704.84 0.90% 2.50% 4.68% 2.73% 3.48% 11.64% 8.69% 17.07% - -
Kotak Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 14,422.30 0.89% 2.77% 4.09% 3.85% 4.23% 11.66% 7.69% 17.02% - -
LIC MF Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,032.68 0.89% 3.26% 5.08% 3.53% 4.02% 13.31% - - - -
LIC MF Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,032.68 0.85% 3.11% 4.64% 2.64% 3.30% 11.40% - - - -
ITI Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 426.93 0.84% 1.92% 3.14% 0.92% 1.61% 6.98% 4.47% 10.41% - -
Nippon India Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 6,711.52 0.83% 2.67% 4.33% 1.82% 2.61% 12.30% 8.74% 18.72% 10.26% 12.46%
Sundaram Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,551.43 0.82% 2.67% 4.04% 1.38% 1.34% 12.95% 8.06% 13.39% 7.70% 10.63%
Sundaram Balanced Advantage Fund - Direct Plan - Growth (Adjusted NAV)Dynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,551.43 0.82% 2.67% 4.04% -12.35% 1.34% -2.34% 1.52% 11.14% 7.70% 10.64%
Nippon India Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 6,711.52 0.80% 2.57% 4.02% 1.20% 2.12% 10.88% 7.28% 17.11% 8.79% 11.38%
Sundaram Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,551.43 0.79% 2.55% 3.65% 0.63% 0.73% 11.23% 6.35% 11.64% 6.12% 9.27%
Sundaram Balanced Advantage Fund - Growth (Adjusted NAV)Dynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,551.43 0.79% 2.55% 3.65% -12.52% 0.73% -3.30% 0.13% 9.45% 6.12% 9.28%
ICICI Prudential Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 45,584.03 0.76% 2.29% 3.72% 3.31% 3.15% 12.07% 9.85% 19.79% 10.95% 13.23%
Franklin India Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,099.72 0.76% 2.71% 4.17% 1.83% 2.72% - - - - -
Quant Dynamic Asset Allocation Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 117.22 0.75% 0.18% - - - - - - - -
SBI Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 21,860.39 0.74% 2.70% 5.83% 5.89% 6.13% 14.02% - - - -
ICICI Prudential Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 2 45,584.03 0.74% 2.24% 3.56% 2.99% 2.89% 11.32% 9.13% 19.03% 10.20% 12.19%
SBI Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 21,860.39 0.73% 2.62% 5.58% 5.40% 5.73% 12.91% - - - -
Franklin India Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,099.72 0.72% 2.55% 3.67% 0.85% 1.91% - - - - -
Quant Dynamic Asset Allocation Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 117.22 0.72% 0.03% - - - - - - - -
Bandhan Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 2,504.86 0.69% 3.92% 5.22% 3.18% 3.98% 13.12% 7.20% 15.36% 9.05% -
DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 3,567.88 0.67% 3.68% 4.04% 3.50% 3.94% 10.10% 4.64% 12.39% 7.70% -
Union Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,655.67 0.67% 2.40% 3.75% 3.04% 3.23% 10.81% 6.99% 17.57% 10.62% -
Bandhan Balanced Advantage Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 2,504.86 0.66% 3.81% 4.86% 2.48% 3.41% 11.60% 5.67% 13.72% 7.53% -
HDFC Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage 4 54,412.64 0.62% 2.23% 5.58% 3.98% 4.27% 20.70% 16.64% 31.05% 13.95% 15.04%
HDFC Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 4 54,412.64 0.61% 2.18% 5.42% 3.64% 3.99% 19.89% 15.89% 30.25% 13.17% 14.32%
Motilal Oswal Balance Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 623.84 0.61% 4.23% 3.10% 0.70% 2.35% 10.44% 4.24% 11.94% 6.41% -
Motilal Oswal Balance Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 623.84 0.59% 4.13% 2.79% 0.10% 1.86% 9.11% 2.95% 10.55% 5.16% -
Union Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,655.67 0.57% 2.27% 3.40% 2.46% 2.73% 9.42% 5.63% 16.28% 9.61% -
PGIM India Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,390.96 0.16% 3.05% 5.31% 2.63% 4.87% 14.16% 8.64% - - -
PGIM India Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 0.00 0.16% 3.05% 5.31% 2.63% 4.87% 14.16% 8.64% - - -
PGIM India Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 0.00 0.08% 2.83% 4.81% 1.70% 4.17% 12.16% 6.66% - - -
PGIM India Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,390.96 0.08% 2.83% 4.81% 1.70% 4.17% 12.16% 6.66% - - -