AMFI Registered MFD · ARN-130934 · Mutual fund investments are subject to market risks. CA Amit Kumar Jain · +91 93522 44475 Poornima Jain · +91 92525 44475 support@plenitude.co.in हिंदी

Balanced Advantage Funds explained.

Balanced Advantage Funds change their equity and debt mix dynamically, often using market valuations, to manage risk.

What they invest in

Balanced Advantage Funds change their equity and debt mix dynamically, often using market valuations, to manage risk.

Generally used by investors who want the fund to manage the equity–debt balance for them.

All Balanced Advantage Funds (76)

Growth options · alphabetical by fund house · not a ranking
SchemePlanNAVAs on
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GROWTHAditya Birla Sun Life Mutual FundDirect₹127.670015-Oct-2026
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - GROWTHAditya Birla Sun Life Mutual FundRegular₹110.970015-Oct-2026
Axis Balanced Advantage Fund - Direct Plan - Growth OptionAxis Mutual FundDirect₹23.730015-Oct-2026
Axis Balanced Advantage Fund - Regular Plan - Growth OptionAxis Mutual FundRegular₹21.000015-Oct-2026
Bajaj Finserv Balanced Advantage Fund - Direct Plan - GrowthBajaj Finserv Mutual FundDirect₹11.861015-Oct-2026
Bajaj Finserv Balanced Advantage Fund - Regular Plan - GrowthBajaj Finserv Mutual FundRegular₹11.351015-Oct-2026
BANDHAN Balanced Advantage Fund - Direct Plan - GrowthBandhan Mutual FundDirect₹29.257015-Oct-2026
BANDHAN Balanced Advantage Fund - Regular Plan - GrowthBandhan Mutual FundRegular₹24.910015-Oct-2026
BANK OF INDIA BALANCED ADVANTAGE FUND - Direct Plan - GrowthBank of India Mutual FundDirect₹27.734515-Oct-2026
BANK OF INDIA BALANCED ADVANTAGE FUND - Regular Plan - GrowthBank of India Mutual FundRegular₹25.312615-Oct-2026
Baroda BNP Paribas Balanced Advantage Fund - Direct Plan - Growth OptionBaroda BNP Paribas Mutual FundDirect₹27.550615-Oct-2026
Baroda BNP Paribas Balanced Advantage Fund - Regular Plan - Growth OptionBaroda BNP Paribas Mutual FundRegular₹24.860215-Oct-2026
Canara Robeco Balanced Advantage Fund - Direct Plan - Growth OptionCanara Robeco Mutual FundDirect₹10.320015-Oct-2026
Canara Robeco Balanced Advantage Fund - Regular Plan - Growth OptionCanara Robeco Mutual FundRegular₹10.010015-Oct-2026
DSP Dynamic Asset Allocation Fund - Direct Plan - GrowthDSP Mutual FundDirect₹32.817015-Oct-2026
DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDSP Mutual FundRegular₹28.208015-Oct-2026
Edelweiss Balanced Advantage Fund - Direct Plan - GrowthEdelweiss Mutual FundDirect₹59.860015-Oct-2026
Edelweiss Balanced Advantage Fund - Regular Plan - GrowthEdelweiss Mutual FundRegular₹51.910015-Oct-2026
Franklin India Balanced Advantage Fund - Direct Plan - GrowthFranklin Templeton Mutual FundDirect₹14.907615-Oct-2026
Franklin India Balanced Advantage Fund - Regular Plan - GrowthFranklin Templeton Mutual FundRegular₹13.959615-Oct-2026
HDFC Balanced Advantage Fund - Direct Plan - Growth OptionHDFC Mutual FundDirect₹551.979015-Oct-2026
HDFC Balanced Advantage Fund - Regular Plan - Growth OptionHDFC Mutual FundRegular₹507.111015-Oct-2026
HSBC Balanced Advantage Fund - Direct Plan - GrowthHSBC Mutual FundDirect₹51.047315-Oct-2026
HSBC Balanced Advantage Fund - Regular Plan - GrowthHSBC Mutual FundRegular₹43.351715-Oct-2026
Helios Balanced Advantage Fund - Direct Plan - GrowthHelios Mutual FundDirect₹11.700015-Oct-2026
Helios Balanced Advantage Fund - Regular Plan - GrowthHelios Mutual FundRegular₹11.240015-Oct-2026
ICICI Prudential Balanced Advantage Fund - Direct Plan - GrowthICICI Prudential Mutual FundDirect₹86.060015-Oct-2026
ICICI Prudential Balanced Advantage Fund - Regular Plan - GrowthICICI Prudential Mutual FundRegular₹76.620015-Oct-2026
ITI Balanced Advantage Fund - Direct Plan - Growth OptionITI Mutual FundDirect₹15.900815-Oct-2026
ITI Balanced Advantage Fund - Regular Plan - Growth OptionITI Mutual FundRegular₹13.952615-Oct-2026
Invesco India Balanced Advantage Fund - Direct Plan - GrowthInvesco Mutual FundDirect₹62.900015-Oct-2026
Invesco India Balanced Advantage Fund - Regular Plan - GrowthInvesco Mutual FundRegular₹52.230015-Oct-2026
JioBlackRock Balanced Advantage Fund - Direct Plan - Growth OptionJio BlackRock Mutual FundDirect₹10.115715-Oct-2026
JioBlackRock Balanced Advantage Fund - Regular Plan - Growth OptionJio BlackRock Mutual FundRegular₹10.109415-Oct-2026
Kotak Balanced Advantage Fund - Direct Plan - Growth OptionKotak Mahindra Mutual FundDirect₹22.528015-Oct-2026
Kotak Balanced Advantage Fund - Regular Plan - Growth OptionKotak Mahindra Mutual FundRegular₹20.486015-Oct-2026
LIC MF Balanced Advantage Fund - Direct Plan - GrowthLIC Mutual FundDirect₹14.481015-Oct-2026
LIC MF Balanced Advantage Fund - Regular Plan - GrowthLIC Mutual FundRegular₹13.365515-Oct-2026
Mahindra Manulife Balanced Advantage Fund - Direct Plan - GrowthMahindra Manulife Mutual FundDirect₹15.686715-Oct-2026
Mahindra Manulife Balanced Advantage Fund - Regular Plan - GrowthMahindra Manulife Mutual FundRegular₹14.430815-Oct-2026
Mirae Asset Balanced Advantage Fund - Direct Plan - GrowthMirae Asset Mutual FundDirect₹15.237015-Oct-2026
Mirae Asset Balanced Advantage Fund - Regular Plan - GrowthMirae Asset Mutual FundRegular₹14.376015-Oct-2026
Motilal Oswal Balanced Advantage Fund - Direct Plan - GrowthMotilal Oswal Mutual FundDirect₹21.766915-Oct-2026
Motilal Oswal Balanced Advantage Fund - Regular Plan - GrowthMotilal Oswal Mutual FundRegular₹19.268415-Oct-2026
NJ Balanced Advantage Fund - Direct Plan - Growth OptionNJ Mutual FundDirect₹14.210015-Oct-2026
NJ Balanced Advantage Fund - Regular Plan - Growth OptionNJ Mutual FundRegular₹13.320015-Oct-2026
Nippon India Balanced Advantage Fund - Direct Plan - Growth OptionNippon India Mutual FundDirect₹205.366015-Oct-2026
Nippon India Balanced Advantage Fund - Regular Plan - Growth OptionNippon India Mutual FundRegular₹178.728915-Oct-2026
PGIM India Balanced Advantage Fund - Direct Plan - Direct GrowthPGIM India Mutual FundDirect₹16.030015-Oct-2026
PGIM India Balanced Advantage Fund - Regular Plan - Regular GrowthPGIM India Mutual FundRegular₹14.520015-Oct-2026
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan - GrowthPPFAS Mutual FundDirect₹11.732615-Oct-2026
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan - GrowthPPFAS Mutual FundRegular₹11.636215-Oct-2026
SBI Balanced Advantage Fund - Direct Plan - GrowthSBI Mutual FundDirect₹16.186515-Oct-2026
SBI Balanced Advantage Fund - Regular Plan - GrowthSBI Mutual FundRegular₹15.421815-Oct-2026
Samco Dynamic Asset Allocation Fund - Direct Plan - GrowthSamco Mutual FundDirect₹10.410015-Oct-2026
Samco Dynamic Asset Allocation Fund - Regular Plan - GrowthSamco Mutual FundRegular₹9.950015-Oct-2026
Shriram Balanced Advantage Fund - Direct Plan - GrowthShriram Mutual FundDirect₹18.421615-Oct-2026
Shriram Balanced Advantage Fund - Regular Plan - GrowthShriram Mutual FundRegular₹16.097215-Oct-2026
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Direct Plan - GROWTHSundaram Mutual FundDirect₹40.534115-Oct-2026
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) - Regular Plan - GROWTHSundaram Mutual FundRegular₹33.940215-Oct-2026
Tata Balanced Advantage Fund - Direct Plan - Growth OptionTata Mutual FundDirect₹22.557115-Oct-2026
Tata Balanced Advantage Fund - Regular Plan - Growth OptionTata Mutual FundRegular₹20.054115-Oct-2026
The Wealth Company Balanced Advantage Fund - Direct Plan - GrowthThe Wealth Company Mutual FundDirect₹9.597815-Oct-2026
The Wealth Company Balanced Advantage Fund - Regular Plan - GrowthThe Wealth Company Mutual FundRegular₹9.470515-Oct-2026
UTI - Unit Linked Insurance Plan - Direct Plan - GrowthUTI Mutual FundDirect₹46.021415-Oct-2026
UTI - Unit Linked Insurance Plan - Regular Plan - GrowthUTI Mutual FundRegular₹42.231715-Oct-2026
UTI Balanced Advantage Fund - Direct Plan - GrowthUTI Mutual FundDirect₹12.810815-Oct-2026
UTI Balanced Advantage Fund - Regular Plan - GrowthUTI Mutual FundRegular₹12.269915-Oct-2026
UNIFI DYNAMIC ASSET ALLOCATION FUND - Direct Plan - GROWTHUnifi Mutual FundDirect₹11.372215-Oct-2026
UNIFI DYNAMIC ASSET ALLOCATION FUND - Regular Plan - GROWTHUnifi Mutual FundRegular₹11.265615-Oct-2026
Union Balanced Advantage Fund - Direct Plan - Growth OptionUnion Mutual FundDirect₹21.920015-Oct-2026
Union Balanced Advantage Fund - Regular Plan - Growth OptionUnion Mutual FundRegular₹20.060015-Oct-2026
WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth OptionWhiteOak Capital Mutual FundDirect₹15.323015-Oct-2026
WhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth OptionWhiteOak Capital Mutual FundRegular₹14.469015-Oct-2026
quant Dynamic Asset Allocation Fund - Direct Plan - Growth Optionquant Mutual FundDirect₹16.729115-Oct-2026
quant Dynamic Asset Allocation Fund - Regular Plan - Growth Optionquant Mutual FundRegular₹15.869315-Oct-2026

Common questions

What are Balanced Advantage Funds?
Balanced Advantage Funds change their equity and debt mix dynamically, often using market valuations, to manage risk.
Who are Balanced Advantage Funds generally suited for?
They are generally used by investors who want the fund to manage the equity–debt balance for them. Suitability depends on your goals, time horizon and risk profile; check the scheme's riskometer and documents.
Which is the best fund in this category?
There is no single best fund for everyone, and past returns do not guarantee future returns. Compare schemes on consistency, costs (expense ratio), portfolio and how well they fit your goals, or talk to a professional.
Direct or Regular plan?
Both hold the same portfolio. Direct plans are bought from the fund house and cost less; Regular plans are bought through a distributor (like Plenitude Connect), who is paid a commission from the expense ratio and helps with selection, paperwork and reviews.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Plenitude Connect is an AMFI-registered Mutual Fund Distributor (ARN-130934). This page is for information only and does not recommend any scheme. NAVs from AMFI; may be delayed.
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