Mutual Fund

Top 5 balanced advantage fund

By Rajendra

Sep 11, 2022

ICICI Balance Advantage Fund

Tata Balance Advantage Fund

SBI Balanced Advantage

Sundaram Balanced Advantage

Nippon Balanced Advantage

Thick Brush Stroke

1 Yr Performance

8.01%

4.89%

4.80%

4.58%

4.13%

Edelweiss Balance Advantage

ICICI Balanced Advantage

Nippon Balanced Advantage

Tata Balanced Advantage

Baroda BNP Balance Advantage

Thick Brush Stroke

2 Yr Performance

17.48%

16.56%

16.05%

15.94%

15.64%

Baroda Balance Advantage

Edelweiss Balanced Advantage

Sundaram Balanced Advantage

ICICI Balanced Advantage

Tata Balance Advantage

Thick Brush Stroke

3  Yr Performance

16.69%

16.16%

14.22%

13.69%

13.68%

EdelweissBalance Advantage

ICICI Balanced Advantage

NipponBalanced Advantage

Birla Balanced Advantage

IDFC Balance Advantage

Thick Brush Stroke

5 Yr Performance

11.03%

10.07%

8.56%

8.25%

8.06%

Thick Brush Stroke

ICICI Balanced Advantage

CAGR - since inception

11.07%

NAV

52.07

Fund Manager

Sankaran Naren

Launch Date

Dec 30, 2006

Scribbled Arrow

AUM  - 41,741  Cr

Thick Brush Stroke

Edelweiss Balanced Advantage

CAGR - since inception

10.40%

NAV

36.06

Fund Manager

Bhavesh Jain

Launch Date

Aug 20, 2009

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AUM  - 8,733  Cr

Thick Brush Stroke

Tata Balanced Advantage

CAGR - since inception

13.61%

NAV

16.12

Fund Manager

Rahul Singh

Launch Date

Jan 28, 2019

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AUM  - 4,197  Cr

Thick Brush Stroke

Nippon Balanced Advantage

CAGR - since inception

15.22%

NAV

126.76

Fund Manager

Manish Gunwani

Launch Date

Nov 15, 2004

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AUM  - 6,417 Cr