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Open Ended Schemes ( Balanced ) Mutual Funds in India
Quantitative risk-adjusted comparison across 23 AMFI-registered Open Ended Schemes ( Balanced ) schemes. Category Median 3Y CAGR: +4.17% p.a. • Category Median 3Y Sortino: -0.31.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | Edelweiss Balanced Advantage Fund - Direct Plan - Dividend Option - deactivated (AMFI 140361) | Edelweiss Mutual Fund | Direct Plan | N/A | 4.77 | -3.34% |
| #2 | Edelweiss Balanced Advantage Fund - Direct Plan - Growth Option-deactivated (AMFI 140357) | Edelweiss Mutual Fund | Direct Plan | N/A | 4.77 | -3.34% |
| #3 | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option-deactivated (AMFI 140359) | Edelweiss Mutual Fund | Regular Plan | N/A | 4.63 | -3.36% |
| #4 | Edelweiss Balanced Advantage Fund - Regular Plan - Dividend Option-deactivated (AMFI 140362) | Edelweiss Mutual Fund | Regular Plan | N/A | 4.62 | -3.37% |
| #5 | Edelweiss Balanced Advantage Fund - Regular Plan - Bonus Option-deactivated (AMFI 140360) | Edelweiss Mutual Fund | Regular Plan | N/A | 4.62 | -3.37% |
| #6 | HDFC Balanced Fund -Direct Plan - Growth Option (AMFI 118933) | HDFC Mutual Fund | Direct Plan | +12.07% | 0.79 | -14.01% |
| #7 | HDFC Balanced Fund - Growth Option (AMFI 100122) | HDFC Mutual Fund | Regular Plan | +10.83% | 0.61 | -44.67% |
| #8 | HDFC Prudence Fund -Direct Plan - Growth Option (AMFI 118991) | HDFC Mutual Fund | Direct Plan | +10.68% | 0.44 | -19.41% |
| #9 | HDFC Prudence Fund - Growth Option (AMFI 101977) | HDFC Mutual Fund | Regular Plan | +9.56% | 0.32 | -51.51% |
| #10 | Birla Sun Life Freedom Fund-Plan B (Growth) (AMFI 100036) | Aditya Birla Sun Life Mutual Fund | Regular Plan | +6.80% | 0.03 | -38.09% |
| #11 | HDFC Balanced Fund -Direct Plan - Dividend Option (AMFI 118932) | HDFC Mutual Fund | Direct Plan | +4.76% | -0.22 | -22.06% |
| #12 | Union KBC Asset Allocation Fund - Conservative Plan - Direct Plan - Dividend Option (AMFI 119329) | Union Mutual Fund | Direct Plan | N/A | -0.31 | -6.81% |
| #13 | Union KBC Asset Allocation Fund - Conservative Plan - Direct Plan - Growth Option (AMFI 119330) | Union Mutual Fund | Direct Plan | N/A | -0.31 | -6.81% |
| #14 | UTI - Unit Scheme 2002-Growth (AMFI 101664) | UTI Mutual Fund | Regular Plan | N/A | -0.34 | -21.24% |
| #15 | UTI - Unit Scheme 2002-Income (AMFI 101663) | UTI Mutual Fund | Regular Plan | N/A | -0.34 | -21.24% |
| #16 | HDFC Balanced Fund - Dividend Option (AMFI 100121) | HDFC Mutual Fund | Regular Plan | +3.57% | -0.38 | -54.92% |
| #17 | UTI - Variable Investment Scheme-Growth Option (AMFI 101662) | UTI Mutual Fund | Regular Plan | +0.97% | -0.38 | -47.66% |
| #18 | UTI - Variable Investment Scheme-Income Option (AMFI 101661) | UTI Mutual Fund | Regular Plan | +0.92% | -0.38 | -51.37% |
| #19 | Union KBC Asset Allocation Fund - Conservative Plan - Dividend Option (AMFI 118028) | Union Mutual Fund | Regular Plan | N/A | -0.49 | -7.02% |
| #20 | Union KBC Asset Allocation Fund - Conservative Plan - Growth Option (AMFI 118029) | Union Mutual Fund | Regular Plan | N/A | -0.49 | -7.02% |
| #21 | HDFC Prudence Fund -Direct Plan - Dividend Option (AMFI 118990) | HDFC Mutual Fund | Direct Plan | -0.20% | -0.65 | -29.54% |
| #22 | Birla Sun Life Freedom Fund-Plan A (Dividend) (AMFI 100035) | Aditya Birla Sun Life Mutual Fund | Regular Plan | -4.82% | -0.84 | -43.46% |
| #23 | HDFC Prudence Fund - Dividend Option (AMFI 101978) | HDFC Mutual Fund | Regular Plan | -2.78% | -0.85 | -62.34% |
Explore Other SEBI Mutual Fund Categories
- Open Ended Schemes ( Other Scheme - Index Funds ) (1098 schemes)
- Open Ended Schemes ( Income ) (772 schemes)
- Open Ended Schemes ( Equity Scheme - Sectoral/ Thematic ) (758 schemes)
- Close Ended Schemes ( Income ) (559 schemes)
- Open Ended Schemes ( Debt Scheme - Liquid Fund ) (408 schemes)
- Open Ended Schemes ( Other Scheme - FoF Domestic ) (371 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short to Short Term Fund ) (324 schemes)
- Open Ended Schemes ( Growth ) (312 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Liquid Fund ) (273 schemes)
- Open Ended Schemes ( Index Funds - Equity Funds ) (255 schemes)
- Open Ended Schemes ( Fund of Funds Scheme (Domestic) - Fund of Funds Scheme (Domestic) ) (255 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Ultra Short Term Fund ) (253 schemes)
- Open Ended Schemes ( Equity Schemes - Thematic Fund ) (242 schemes)
- Open Ended Schemes ( Debt Scheme - Overnight Fund ) (224 schemes)
- Open Ended Schemes ( Income/Debt Oriented Schemes - Short Term Fund ) (222 schemes)
- Open Ended Schemes ( Other Scheme - Other ETFs ) (216 schemes)