The table below shows the Top Performed Balanced Advantage Fund in 10 Years based on the AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | NAV | Minimum SIP |
| HDFC Balanced Advantage Fund | 86,471.32 | 540.25 | 100 |
| ICICI Pru Balanced Advantage Fund | 58,562.19 | 76.24 | 100 |
| Kotak Balanced Advantage Fund | 16,344.51 | 20.95 | 100 |
| Tata Balanced Adv Fund | 9,464.82 | 21.83 | 150 |
| Nippon India Balanced Advantage Fund | 8,285.66 | 189.48 | 1500 |
| Aditya Birla SL Balanced Advantage Fund | 7,266.38 | 111.87 | 100 |
| Baroda BNP Paribas Balanced Advantage Fund | 3,833.86 | 24.76 | 1500 |
| Bandhan Balanced Advantage Fund | 2,264.44 | 26.32 | 100 |
| Axis Balanced Advantage Fund | 2,183.67 | 21.79 | 100 |
| Union Balanced Advantage Fund | 1,594.75 | 20.80 | 500 |
Content:
- What Is a Balanced Advantage Fund?
- Best Top Performed Balanced Advantage Fund in 10 Years
- List Of Top Performed Balanced Advantage Funds in 10 Years
- Top Performed Balanced Advantage Fund in 10 Years
- Who Should Invest In Top Performed Balanced Advantage Fund in 10 Years?
- How To Invest In Top Performed Balanced Advantage Fund in 10 Years?
- Performance Metrics Of Best Performed Balanced Advantage Fund in 10 Years?
- Benefits Of Investing In Top Performed Balanced Advantage Fund in 10 Years?
- Challenges Of Investing In Best Performed Balanced Advantage Fund in 10 Years?
- Introduction to Top Performed Balanced Advantage Fund in 10 Years
- HDFC Balanced Advantage Fund
- ICICI Pru Balanced Advantage Fund
- Kotak Balanced Advantage Fund
- Tata Balanced Adv Fund
- Nippon India Balanced Advantage Fund
- Aditya Birla SL Balanced Advantage Fund
- Baroda BNP Paribas Balanced Advantage Fund
- Bandhan Balanced Advantage Fund
- Axis Balanced Advantage Fund
- Union Balanced Advantage Fund
- Best Top Performed Balanced Advantage Fund in 10 Years – FAQs
What Is a Balanced Advantage Fund?
A balanced advantage fund dynamically allocates investments between equity and debt based on market conditions. It aims to balance risk and reward by adjusting exposure to stocks and bonds, providing investors with growth potential during bullish markets and capital protection during bearish phases.
Best Top Performed Balanced Advantage Fund in 10 Years
The table below shows Best Top Performed Balanced Advantage Fund in 10 Years based on the lowest to highest expense ratio and Minimum SIP
| Name | Expense Ratio | Minimum SIP |
| Tata Balanced Adv Fund | 0.36 | 150 |
| Kotak Balanced Advantage Fund | 0.51 | 100 |
| Nippon India Balanced Advantage Fund | 0.56 | 1500 |
| ITI Balanced Advantage Fund | 0.62 | 500 |
| Bandhan Balanced Advantage Fund | 0.63 | 100 |
| Aditya Birla SL Balanced Advantage Fund | 0.64 | 100 |
| Baroda BNP Paribas Balanced Advantage Fund | 0.70 | 1500 |
| HDFC Balanced Advantage Fund | 0.73 | 100 |
| HSBC Balanced Advantage Fund | 0.77 | 500 |
| ICICI Pru Balanced Advantage Fund | 0.85 | 100 |
List Of Top Performed Balanced Advantage Funds in 10 Years
The table below shows List Of Top Performed Balanced Advantage Funds in 10 Years
based on the Highest 3Y CAGR and Minimum SIP
| Name | CAGR 3Y | Minimum SIP |
| HDFC Balanced Advantage Fund | 24.98 | 100 |
| Bank of India Balanced Advantage Fund | 16.47 | 100 |
| Baroda BNP Paribas Balanced Advantage Fund | 15.95 | 1500 |
| Tata Balanced Adv Fund | 14.68 | 150 |
| Axis Balanced Advantage Fund | 14.67 | 100 |
| ICICI Pru Balanced Advantage Fund | 14.60 | 100 |
| Nippon India Balanced Advantage Fund | 14.31 | 1500 |
| Aditya Birla SL Balanced Advantage Fund | 13.47 | 100 |
| Kotak Balanced Advantage Fund | 13.44 | 100 |
| ITI Balanced Advantage Fund | 13.16 | 500 |
Top Performed Balanced Advantage Fund in 10 Years
The table below shows the Top Performed Balanced Advantage Fund in 10 Years based on exit load, i.e., the fee that the AMC charges investors when they exit or redeem their fund units.
| Name | AMC | Exit Load |
| Aditya Birla SL Balanced Advantage Fund | Aditya Birla Sun Life AMC Limited | 0.25 |
| HDFC Balanced Advantage Fund | HDFC Asset Management Company Limited | 1.00 |
| Bank of India Balanced Advantage Fund | Bank of India Investment Managers Private Limited | 1.00 |
| Baroda BNP Paribas Balanced Advantage Fund | Baroda BNP Paribas Asset Management India Pvt. Ltd. | 1.00 |
| Tata Balanced Adv Fund | Tata Asset Management Private Limited | 1.00 |
| Axis Balanced Advantage Fund | Axis Asset Management Company Ltd. | 1.00 |
| ICICI Pru Balanced Advantage Fund | ICICI Prudential Asset Management Company Limited | 1.00 |
| Nippon India Balanced Advantage Fund | Nippon Life India Asset Management Limited | 1.00 |
| Kotak Balanced Advantage Fund | Kotak Mahindra Asset Management Company Limited | 1.00 |
| ITI Balanced Advantage Fund | ITI Asset Management Limited | 1.00 |
Who Should Invest In Top Performed Balanced Advantage Fund in 10 Years?
Investors seeking balanced growth with moderated risk should consider top-performing balanced advantage funds. Ideal for those with a medium to long-term investment horizon, these funds suit individuals looking for dynamic asset allocation that adapts to market conditions, offering the potential for higher returns and risk management.
How To Invest In Top Performed Balanced Advantage Fund in 10 Years?
To invest in a top-performing balanced advantage fund, research the best-performing funds over the past decade. Open an account with a reliable broker or mutual fund platform, complete the KYC process, and choose between lump-sum or SIP investment options based on your financial goals and risk tolerance.
Performance Metrics Of Best Performed Balanced Advantage Fund in 10 Years?
Performance Metrics of Balanced Advantage Fund over 10 years reveal strong returns, low volatility, and exceptional risk management, benefiting investors.
- Average Annual Returns: Achieved consistent double-digit annual returns, showcasing strong long-term performance.
- Expense Ratio: Maintained a low expense ratio, enhancing net returns for investors.
- AUM Growth: Significant growth in Assets Under Management, reflecting investor trust and confidence.
- Risk-Adjusted Returns: High Sharpe ratio indicates superior risk-adjusted returns over the decade.
- Volatility Management: Low volatility, ensuring stable returns across diverse market conditions.
- Fund Manager Experience: Led by experienced managers with a proven track record in balanced funds.
Benefits Of Investing In Top Performed Balanced Advantage Fund in 10 Years?
The main benefits of investing in a top-performing balanced advantage fund over ten years include dynamic asset allocation, balanced growth, and risk management, making it a suitable choice for investors seeking stable returns with moderate risk exposure.
- Dynamic Asset Allocation: The fund adjusts its investment mix between equity and debt based on market conditions, optimizing returns while managing risk.
- Balanced Growth: By investing in both equity and debt, the fund aims to provide steady growth with reduced volatility compared to pure equity funds.
- Risk Management: The fund’s strategy helps in mitigating market risks, offering better protection during market downturns, and ensuring portfolio stability.
- Consistent Returns: The balanced approach ensures consistent returns over the long term, making it a reliable investment option for medium to long-term goals.
Challenges Of Investing In Best Performed Balanced Advantage Fund in 10 Years?
The main challenges of investing in a top-performing balanced advantage fund over ten years include potential underperformance during strong equity markets, higher management fees, and complexity in understanding dynamic asset allocation.
- Underperformance in Bull Markets: Due to its conservative allocation to debt, the fund may underperform compared to pure equity funds during strong bull markets.
- Higher Management Fees: Dynamic management and frequent rebalancing may result in higher management fees, impacting overall net returns.
- Complexity in Understanding: Investors may find it challenging to understand the fund’s dynamic asset allocation strategy and how it adapts to changing market conditions.
- Potential Tax Implications: Frequent rebalancing of the portfolio could lead to short-term capital gains, resulting in higher tax liabilities for the investors.
Introduction to Top Performed Balanced Advantage Fund in 10 Years
HDFC Balanced Advantage Fund
HDFC Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹86,471.32 Crore, CAGR 5Y: 21.47%, exit load: 1%, expense ratio: 0.73%.
HDFC Balanced Advantage Fund Direct Plan-Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund. This scheme was made available to investors on 10 Dec 1999. Srinivas Rao Ravuri is the Current Fund Manager of HDFC Balanced Advantage Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹86,471.32 Crore and the Latest NAV as of 02 Aug 2024 is ₹546.48.
The HDFC Balanced Advantage Fund Direct Plan Growth is rated as Very High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 15% of the investment, 1% will be charged for redemption within 1 year.
ICICI Pru Balanced Advantage Fund
ICICI Pru Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹58,562.19 Crore, CAGR 5Y: 14.85%, exit load: 1%, expense ratio: 0.85%.
ICICI Prudential Balanced Advantage Direct-Growth is a Hybrid Mutual Fund Scheme launched by ICICI Prudential Mutual Fund. This scheme was made available to investors on 12 Oct 1993. S Naren, Rajat Chandak, Manish Banthia, and Ihab Dalwai are the Current Fund Managers of ICICI Prudential Balanced Advantage Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹58,562.19 Crore and the Latest NAV as of 02 Aug 2024 is ₹77.02.
The ICICI Prudential Balanced Advantage Direct-Growth is rated as Very High risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 30% of the investment, 1% will be charged for redemption within 1 year.
Kotak Balanced Advantage Fund
Kotak Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹16,344.51 Crore, CAGR 5Y: 14.58%, exit load: 1%, expense ratio: 0.51%.
Kotak Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen, Deepak Gupta, and Harish Krishnan are the Current Fund Managers of Kotak Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹16,344.51 Crore and the Latest NAV as of 02 Aug 2024 is 21.08.
The Kotak Balanced Advantage Fund Direct-Growth is rated as Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 365 days
Tata Balanced Adv Fund
Tata Balanced Adv Fund, Category: Balanced Advantage Fund, having AUM of ₹9,464.82 Crore, CAGR 5Y: 15.96%, exit load: 1%, expense ratio: 0.36%.
Tata Balanced Advantage Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Sailesh Jain is the Current Fund Manager of Tata Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹9,464.82 Crore, and the Latest NAV as of 02 Aug 2024 is 21.99.
The Tata Balanced Advantage Fund Direct-Growth is rated High Risk. The minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹5,000. For units in excess of 12% of the investment, 1% will be charged for redemption within 90 days
Nippon India Balanced Advantage Fund
Nippon India Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹8285.66 Crore, CAGR 5Y: 14.91%, exit load: 1%, expense ratio: 0.56%.
Nippon India Balanced Advantage Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Nippon India Mutual Fund. This scheme was made available to investors on 30 Jun 1995. Meenakshi Dawar is the Current Fund Manager of Nippon India Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹8285.66 Crore and the Latest NAV as of 02 Aug 2024 is ₹190.94.
The Nippon India Balanced Advantage Fund Direct-Growth is rated as Very High Risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Aditya Birla SL Balanced Advantage Fund
Aditya Birla SL Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹7,266.38 Crore, CAGR 5Y: 15.03%, exit load: 0.25%, expense ratio: 0.64%.
Aditya Birla Sun Life Balanced Advantage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 23 Dec 1994. Vineet Maloo, Mohit Sharma is the Current Fund Manager of Aditya Birla Sun Life Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹7,266.38 Crore and the Latest NAV as of 12 Aug 2024 is
112.44.
The Aditya Birla Sun Life Balanced Advantage Fund Direct-Growth is rated as Very High risk. Minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹100. Exit load of 0.25%, if redeemed within 7 days.
Baroda BNP Paribas Balanced Advantage Fund
Baroda BNP Paribas Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹3,833.86 Crore, CAGR 5Y: 18.49%, exit load: 1%, expense ratio: 0.70%.
Baroda BNP Paribas Balanced Advantage Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Baroda Mutual Fund. This scheme was made available to investors on 24 Nov 1994. Alok Kumar Sahoo and Sanjay Chawla are the Current Fund Managers of Baroda BNP Paribas Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹3,833.86 Crore and the Latest NAV as of 02 Aug 2024 is ₹25.09.
The Baroda BNP Paribas Balanced Advantage Fund Direct-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹500. The minimum Lumpsum Investment is ₹5,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Bandhan Balanced Advantage Fund
Bandhan Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹2,264.44 Crore, CAGR 5Y: 13.38%, exit load: 1%, expense ratio: 0.63%.
Bandhan Balanced Advantage Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Bandhan Mutual Fund. This scheme was made available to investors on 20 Dec 1999. Sumit Agrawal, Arpit Kapoor, and Arvind Subramanian are the Current Fund Managers of Bandhan Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹2,264.44 Crore and the Latest NAV as of 02 Aug 2024 is ₹26.57.
The Bandhan Balanced Advantage Fund Direct-Growth is rated Moderately High Risk. The minimum SIP Investment is set to 100. The minimum Lumpsum Investment is ₹1,000. Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Axis Balanced Advantage Fund
Axis Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹2,183.67 Crore, CAGR 5Y: 14.24%, exit load: 1%, expense ratio: 0.88%.
Axis Balanced Advantage Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Axis Mutual Fund. This scheme was made available to investors on 04 Sep 2009. R Sivakumar, Ashwin Patni, and Anupam Tiwari are the Current Fund Managers of Axis Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,183.67 and the Latest NAV as of 02 Aug 2024 is ₹21.95.
The Axis Balanced Advantage Fund Direct-Growth is rated Very High Risk. Minimum SIP Investment is set to ₹100. The minimum Lumpsum Investment is ₹100. Exit Load for units in excess of 10% of the investment, 1% will be charged for redemption within 12 months.
Union Balanced Advantage Fund
Union Balanced Advantage Fund, Category: Balanced Advantage Fund, having AUM of ₹1,594.75 Crore, CAGR 5Y: 14.09%, exit load: 1%, expense ratio: 0.92%.
Union Balanced Advantage Fund Direct-Growth is a Hybrid Mutual Fund Scheme launched by Union Mutual Fund. This scheme was made available to investors on 30 Dec 2009. Parijat Agrawal and Ashish Ranawade are the Current Fund Managers of Union Balanced Advantage Fund Direct Growth fund. The fund currently has an Asset Under Management (AUM) of ₹1,594.75 Crore and the Latest NAV as of 02 Aug 2024 is 20.97.
The Union Minimum Balanced Advantage Fund Direct-Growth is rated as Very High Risk. The minimum SIP Investment is set to ₹500 and the Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 15 days.
Best Top Performed Balanced Advantage Fund in 10 Years – FAQs
Best Performed Balanced Advantage Funds in 10 Years # 1: HDFC Balanced Advantage Fund
Best Performed Balanced Advantage Funds in 10 Years # 2:ICICI Pru Balanced Advantage Fund
Best Performed Balanced Advantage Funds in 10 Years # 3:Kotak Balanced Advantage Fund
Best Performed Balanced Advantage Funds in 10 Years # 4Tata Balanced Adv Fund
Best Performed Balanced Advantage Funds in 10 Years # 5:Nippon India Balanced Advantage Fund
The Best Performed Balanced Advantage Funds are based on AUM.
The top Performed Balanced Advantage Funds in 10 Years based on 3-year performance include HDFC Balanced Advantage Fund, Bank of India Balanced Advantage Fund, Baroda BNP Paribas Balanced Advantage Fund, Tata Balanced Advantage Fund, Axis Balanced Advantage Fund.
Yes, you can invest in a top-performing balanced advantage fund by researching and selecting a reliable fund through a broker or mutual fund platform.
Yes, investing in a top-performing balanced advantage fund in India offers balanced growth, risk management, and potential for higher returns, making it a good option for investors.
Research top-performing funds, open an account with a trusted broker or mutual fund platform, complete the KYC process, and invest via lump-sum or SIP options.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
