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Open Ended Schemes ( Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation ) Mutual Funds in India
Quantitative risk-adjusted comparison across 66 AMFI-registered Open Ended Schemes ( Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation ) schemes. Category Median 3Y CAGR: +8.32% p.a. • Category Median 3Y Sortino: 0.07.
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 | Axis Balanced Advantage Fund - Direct Plan - Growth (AMFI 141642) | Axis Mutual Fund | Direct Plan | +12.99% | 1.12 | -17.16% |
| #2 | WhiteOak Capital Balanced Advantage Fund Direct Plan Growth (AMFI 151267) | WhiteOak Capital Mutual Fund | Direct Plan | +12.67% | 1.01 | -9.58% |
| #3 | Mirae Asset Balanced Advantage Fund - Direct Plan - Growth (AMFI 150470) | Mirae Asset Mutual Fund | Direct Plan | +11.38% | 0.88 | -7.52% |
| #4 | Axis Balanced Advantage Fund - Regular Plan - Growth (AMFI 141644) | Axis Mutual Fund | Regular Plan | +11.67% | 0.88 | -17.25% |
| #5 | Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option (AMFI 118736) | Nippon India Mutual Fund | Direct Plan | +11.53% | 0.85 | -22.79% |
| #6 | Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option (AMFI 145396) | Baroda BNP Paribas Mutual Fund | Direct Plan | +12.93% | 0.82 | -20.72% |
| #7 | Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth (AMFI 149406) | Mahindra Manulife Mutual Fund | Direct Plan | +12.27% | 0.75 | -9.77% |
| #8 | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth (AMFI 151268) | WhiteOak Capital Mutual Fund | Regular Plan | +10.96% | 0.73 | -10.03% |
| #9 | HSBC Balanced Advantage Fund - Direct Growth (AMFI 151129) | HSBC Mutual Fund | Direct Plan | +10.09% | 0.68 | -8.67% |
| #10 | UTI Balanced Advantage Fund - Direct Plan - Growth Option (AMFI 151885) | UTI Mutual Fund | Direct Plan | +10.13% | 0.66 | -10.47% |
| #11 | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option (AMFI 145387) | Baroda BNP Paribas Mutual Fund | Regular Plan | +11.64% | 0.65 | -20.80% |
| #12 | Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option (AMFI 102847) | Nippon India Mutual Fund | Regular Plan | +10.22% | 0.63 | -62.62% |
| #13 | Nippon India Balanced Advantage Fund-Growth Plan-Growth Option (AMFI 102846) | Nippon India Mutual Fund | Regular Plan | +10.22% | 0.63 | -62.62% |
| #14 | Mirae Asset Balanced Advantage Fund - Regular Plan - Growth (AMFI 150473) | Mirae Asset Mutual Fund | Regular Plan | +9.86% | 0.61 | -8.05% |
| #15 | Invesco India Balanced Advantage Fund - Direct Plan - Growth (AMFI 120333) | Invesco Mutual Fund | Direct Plan | +10.11% | 0.59 | -26.49% |
| #16 | UTI Balanced Advantage Fund - Direct Plan - Payout of IDCW Option (AMFI 151883) | UTI Mutual Fund | Direct Plan | +9.55% | 0.55 | -10.47% |
| #17 | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth (AMFI 149404) | Mahindra Manulife Mutual Fund | Regular Plan | +10.42% | 0.51 | -10.41% |
| #18 | Sundaram Dynamic Asset Allocation Fund Direct Plan - Growth (AMFI 149717) | Sundaram Mutual Fund | Direct Plan | +9.09% | 0.42 | -9.69% |
| #19 | HSBC Balanced Advantage Fund - Regular Growth (AMFI 151127) | HSBC Mutual Fund | Regular Plan | +8.65% | 0.40 | -8.94% |
| #20 | UTI Balanced Advantage Fund - Regular Plan - Growth Option (AMFI 151882) | UTI Mutual Fund | Regular Plan | +8.66% | 0.39 | -10.75% |
| #21 | Invesco India Balanced Advantage Fund - Regular Plan - Growth (AMFI 106317) | Invesco Mutual Fund | Regular Plan | +8.68% | 0.35 | -59.07% |
| #22 | NJ Balanced Advantage Fund - Direct Plan - Growth Option (AMFI 149264) | NJ Mutual Fund | Direct Plan | +8.32% | 0.30 | -14.75% |
| #23 | NJ Balanced Advantage Fund - Direct Plan - IDCW Payout Option (AMFI 149265) | NJ Mutual Fund | Direct Plan | +8.32% | 0.30 | -14.75% |
| #24 | UTI Balanced Advantage Fund - Regular Plan - Payout of IDCW Option (AMFI 151884) | UTI Mutual Fund | Regular Plan | +8.06% | 0.28 | -10.75% |
| #25 | Mirae Asset Balanced Advantage Fund - Direct Plan - IDCW (AMFI 150471) | Mirae Asset Mutual Fund | Direct Plan | +8.37% | 0.27 | -14.40% |
| #26 | Helios Balanced Advantage Fund- Direct Plan- Growth Option (AMFI 152509) | Helios Mutual Fund | Direct Plan | N/A | 0.22 | -11.05% |
| #27 | Helios Balanced Advantage Fund- Direct Plan-IDCW Option (AMFI 152511) | Helios Mutual Fund | Direct Plan | N/A | 0.19 | -11.05% |
| #28 | Sundaram Dynamic Asset Allocation Fund Regular Plan - Growth (AMFI 149715) | Sundaram Mutual Fund | Regular Plan | +7.54% | 0.17 | -10.13% |
| #29 | Shriram Balanced Advantage Fund - Direct Growth (AMFI 147406) | Shriram Mutual Fund | Direct Plan | +7.23% | 0.09 | -14.64% |
| #30 | Shriram Balanced Advantage Fund - Direct- IDCW (AMFI 147403) | Shriram Mutual Fund | Direct Plan | +7.08% | 0.08 | -14.65% |
| #31 | NJ Balanced Advantage Fund - Regular Plan - Growth Option (AMFI 149266) | NJ Mutual Fund | Regular Plan | +6.92% | 0.07 | -15.44% |
| #32 | NJ Balanced Advantage Fund - Regular Plan - IDCW Payout Option (AMFI 149263) | NJ Mutual Fund | Regular Plan | +6.92% | 0.07 | -15.44% |
| #33 | Mirae Asset Balanced Advantage Fund - Regular Plan - IDCW (AMFI 150474) | Mirae Asset Mutual Fund | Regular Plan | +6.92% | 0.06 | -14.53% |
| #34 | Helios Balanced Advantage Fund- Regular Plan- Growth Option (AMFI 152512) | Helios Mutual Fund | Regular Plan | N/A | 0.01 | -11.36% |
| #35 | Helios Balanced Advantage Fund- Regular Plan-IDCW Option (AMFI 152510) | Helios Mutual Fund | Regular Plan | N/A | -0.02 | -11.36% |
| #36 | Shriram Balanced Advantage Fund - Regular-IDCW (AMFI 147404) | Shriram Mutual Fund | Regular Plan | +5.37% | -0.15 | -14.84% |
| #37 | NIPPON INDIA BALANCED ADVANTAGE FUND - DIRECT Plan - IDCW Option (AMFI 118738) | Nippon India Mutual Fund | Direct Plan | +5.59% | -0.15 | -31.82% |
| #38 | Shriram Balanced Advantage Fund - Regular Growth (AMFI 147405) | Shriram Mutual Fund | Regular Plan | +5.33% | -0.15 | -14.84% |
| #39 | Mahindra Manulife Balanced Advantage Fund - Direct Plan - IDCW (AMFI 149407) | Mahindra Manulife Mutual Fund | Direct Plan | +4.36% | -0.20 | -18.05% |
| #40 | Axis Balanced Advantage Fund - Direct Plan - IDCW (AMFI 141643) | Axis Mutual Fund | Direct Plan | +4.54% | -0.21 | -19.42% |
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)