Hybrid Scheme · 32 Growth schemes · NAV as of 09-Nov-2026
Hybrid fund that shifts between equity and debt dynamically, following its own model.
Top 15 funds by return over the chosen period. Returns over 1 year are per year (CAGR).
Helios Balanced Advantage Fund Helios
7.32%
UTI Balanced Advantage Fund UTI · 3Y rank 7 of 12
7.26%
Canara Robeco Balanced Advantage Fund Canara Robeco
6.37%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
6.34%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
6.17%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
6.16%
JioBlackRock Balanced Advantage Fund Jio BlackRock
6.00%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
5.97%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
5.63%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
5.20%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
5.01%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
4.99%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
4.95%
Samco Dynamic Asset Allocation Fund Samco
4.40%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
4.34%
Helios Balanced Advantage Fund Helios
3.75%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
2.36%
UTI Balanced Advantage Fund UTI · 3Y rank 7 of 12
2.28%
Samco Dynamic Asset Allocation Fund Samco
2.25%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
1.71%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
1.70%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
1.59%
Canara Robeco Balanced Advantage Fund Canara Robeco
1.31%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
1.27%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
0.56%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
0.48%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
0.43%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
0.29%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
-0.50%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
-0.61%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
5.99%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
5.49%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
5.43%
UTI Balanced Advantage Fund UTI · 3Y rank 7 of 12
5.27%
Helios Balanced Advantage Fund Helios
5.15%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
4.78%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
4.46%
Canara Robeco Balanced Advantage Fund Canara Robeco
4.33%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
4.29%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
4.14%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
3.03%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
2.86%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
2.66%
Samco Dynamic Asset Allocation Fund Samco
2.54%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
2.02%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
5.97%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
5.83%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
5.29%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
5.12%
Helios Balanced Advantage Fund Helios
4.68%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
4.55%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
4.40%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
3.43%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
3.07%
UTI Balanced Advantage Fund UTI · 3Y rank 7 of 12
2.25%
Canara Robeco Balanced Advantage Fund Canara Robeco
2.06%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
1.37%
Samco Dynamic Asset Allocation Fund Samco
1.20%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
0.83%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
0.60%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
12.98%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
12.92%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
12.66%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
12.26%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
11.52%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
11.37%
UTI Balanced Advantage Fund UTI · 3Y rank 7 of 12
10.12%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
10.10%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
10.08%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
9.09%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
8.31%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
7.22%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
11.06%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
10.04%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
9.83%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
9.07%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
7.93%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
6.87%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
11.40%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 8 of 12
10.38%
Helios Balanced Advantage Fund Helios
7.17%
UTI Balanced Advantage Fund UTI · 3Y rank 8 of 12
7.16%
Canara Robeco Balanced Advantage Fund Canara Robeco
6.27%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
6.25%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
6.07%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
6.02%
JioBlackRock Balanced Advantage Fund Jio BlackRock
5.86%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
5.82%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
5.51%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
5.08%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
4.90%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
4.89%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
4.83%
Samco Dynamic Asset Allocation Fund Samco
4.30%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
4.17%
Helios Balanced Advantage Fund Helios
3.37%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
2.05%
UTI Balanced Advantage Fund UTI · 3Y rank 8 of 12
1.98%
Samco Dynamic Asset Allocation Fund Samco
1.86%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
1.38%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
1.29%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
1.24%
Canara Robeco Balanced Advantage Fund Canara Robeco
0.96%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
0.90%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
0.21%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
0.20%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
0.13%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
-0.14%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
-0.86%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
-1.01%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
5.22%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
4.84%
UTI Balanced Advantage Fund UTI · 3Y rank 8 of 12
4.64%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
4.59%
Helios Balanced Advantage Fund Helios
4.36%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
4.15%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
3.75%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
3.58%
Canara Robeco Balanced Advantage Fund Canara Robeco
3.55%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
3.55%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
2.27%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
2.14%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
1.93%
Samco Dynamic Asset Allocation Fund Samco
1.86%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
1.29%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
4.77%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
4.42%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
3.64%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
3.61%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
3.36%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
3.20%
Helios Balanced Advantage Fund Helios
3.09%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
2.08%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
1.69%
UTI Balanced Advantage Fund UTI · 3Y rank 8 of 12
0.97%
Canara Robeco Balanced Advantage Fund Canara Robeco
0.67%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
0.11%
Samco Dynamic Asset Allocation Fund Samco
-0.29%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
-0.83%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
-0.92%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
11.66%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
11.63%
WhiteOak Capital Balanced Advantage Fund WhiteOak Capital · 3Y rank 3 of 12
10.95%
Mahindra Manulife Balanced Advantage Fund Mahindra Manulife · 3Y rank 4 of 12
10.42%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
10.22%
Mirae Asset Balanced Advantage Fund Mirae Asset · 3Y rank 6 of 12
9.86%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
8.68%
UTI Balanced Advantage Fund UTI · 3Y rank 8 of 12
8.65%
HSBC Balanced Advantage Fund HSBC · 3Y rank 9 of 12
8.64%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) Sundaram · 3Y rank 10 of 12
7.53%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
6.92%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
5.33%
Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas · 3Y rank 2 of 12
9.72%
Axis Balanced Advantage Fund Axis · 3Y rank 1 of 12
8.70%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
8.49%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
7.63%
NJ Balanced Advantage Fund NJ · 3Y rank 11 of 12
6.51%
Shriram Balanced Advantage Fund Shriram · 3Y rank 12 of 12
4.97%
Nippon India Balanced Advantage Fund Nippon India · 3Y rank 5 of 12
10.09%
Invesco India Balanced Advantage Fund Invesco · 3Y rank 7 of 12
8.93%
Show all 32 funds in a table
Tap any column heading to rank by that column; tap again to reverse.
| Fund | Fund house | NAV | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 3Y rank |
|---|---|---|---|---|---|---|---|---|---|---|
| Axis Balanced Advantage Fund | Axis | 25.00 | 6.34% | 1.71% | 4.78% | 4.40% | 12.98% | 10.04% | – | 1 of 12 |
| Baroda BNP Paribas Balanced Advantage Fund | Baroda BNP Paribas | 29.01 | 6.17% | 0.43% | 2.86% | 5.97% | 12.92% | 11.06% | – | 2 of 12 |
| WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital | 16.00 | 4.95% | 1.27% | 5.99% | 5.12% | 12.66% | – | – | 3 of 12 |
| Mahindra Manulife Balanced Advantage Fund | Mahindra Manulife | 16.56 | 6.16% | 1.70% | 5.43% | 5.29% | 12.26% | – | – | 4 of 12 |
| Nippon India Balanced Advantage Fund | Nippon India | 213.92 | 4.99% | 0.48% | 4.14% | 4.55% | 11.52% | 9.83% | 11.40% | 5 of 12 |
| Mirae Asset Balanced Advantage Fund | Mirae Asset | 15.92 | 5.01% | 1.59% | 4.46% | 5.83% | 11.37% | – | – | 6 of 12 |
| UTI Balanced Advantage Fund | UTI | 13.56 | 7.26% | 2.28% | 5.27% | 2.25% | 10.12% | – | – | 7 of 12 |
| Invesco India Balanced Advantage Fund | Invesco | 65.53 | 5.63% | 2.36% | 5.49% | 1.37% | 10.10% | 9.07% | 10.38% | 8 of 12 |
| HSBC Balanced Advantage Fund | HSBC | 52.76 | 3.48% | 0.56% | 4.29% | 3.43% | 10.08% | – | – | 9 of 12 |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | Sundaram | 42.37 | 5.20% | -0.50% | 2.02% | 0.60% | 9.09% | – | – | 10 of 12 |
| NJ Balanced Advantage Fund | NJ | 14.68 | 4.34% | -0.61% | 2.66% | 3.07% | 8.31% | 7.93% | – | 11 of 12 |
| Shriram Balanced Advantage Fund | Shriram | 19.30 | 5.97% | 0.29% | 3.03% | 0.83% | 7.22% | 6.87% | – | 12 of 12 |
| Canara Robeco Balanced Advantage Fund | Canara Robeco | 10.85 | 6.37% | 1.31% | 4.33% | 2.06% | – | – | – | – |
| Helios Balanced Advantage Fund | Helios | 12.46 | 7.32% | 3.75% | 5.15% | 4.68% | – | – | – | – |
| JioBlackRock Balanced Advantage Fund | Jio BlackRock | 10.64 | 6.00% | – | – | – | – | – | – | – |
| Samco Dynamic Asset Allocation Fund | Samco | 10.92 | 4.40% | 2.25% | 2.54% | 1.20% | – | – | – | – |
| Fund | Fund house | NAV | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | 3Y rank |
|---|---|---|---|---|---|---|---|---|---|---|
| Axis Balanced Advantage Fund | Axis | 22.10 | 6.25% | 1.38% | 4.15% | 3.20% | 11.66% | 8.70% | – | 1 of 12 |
| Baroda BNP Paribas Balanced Advantage Fund | Baroda BNP Paribas | 26.15 | 6.07% | 0.13% | 2.27% | 4.77% | 11.63% | 9.72% | – | 2 of 12 |
| WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital | 15.09 | 4.83% | 0.90% | 5.22% | 3.64% | 10.95% | – | – | 3 of 12 |
| Mahindra Manulife Balanced Advantage Fund | Mahindra Manulife | 15.21 | 6.02% | 1.29% | 4.59% | 3.61% | 10.42% | – | – | 4 of 12 |
| Nippon India Balanced Advantage Fund | Nippon India | 186.03 | 4.90% | 0.20% | 3.55% | 3.36% | 10.22% | 8.49% | 10.09% | 5 of 12 |
| Mirae Asset Balanced Advantage Fund | Mirae Asset | 15.00 | 4.89% | 1.24% | 3.75% | 4.42% | 9.86% | – | – | 6 of 12 |
| Invesco India Balanced Advantage Fund | Invesco | 54.37 | 5.51% | 2.05% | 4.84% | 0.11% | 8.68% | 7.63% | 8.93% | 7 of 12 |
| UTI Balanced Advantage Fund | UTI | 12.98 | 7.16% | 1.98% | 4.64% | 0.97% | 8.65% | – | – | 8 of 12 |
| HSBC Balanced Advantage Fund | HSBC | 44.77 | 3.37% | 0.21% | 3.58% | 2.08% | 8.64% | – | – | 9 of 12 |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | Sundaram | 35.44 | 5.08% | -0.86% | 1.29% | -0.83% | 7.53% | – | – | 10 of 12 |
| NJ Balanced Advantage Fund | NJ | 13.74 | 4.17% | -1.01% | 1.93% | 1.69% | 6.92% | 6.51% | – | 11 of 12 |
| Shriram Balanced Advantage Fund | Shriram | 16.85 | 5.82% | -0.14% | 2.14% | -0.92% | 5.33% | 4.97% | – | 12 of 12 |
| Canara Robeco Balanced Advantage Fund | Canara Robeco | 10.51 | 6.27% | 0.96% | 3.55% | 0.67% | – | – | – | – |
| Helios Balanced Advantage Fund | Helios | 11.96 | 7.17% | 3.37% | 4.36% | 3.09% | – | – | – | – |
| JioBlackRock Balanced Advantage Fund | Jio BlackRock | 10.62 | 5.86% | – | – | – | – | – | – | – |
| Samco Dynamic Asset Allocation Fund | Samco | 10.43 | 4.30% | 1.86% | 1.86% | -0.29% | – | – | – | – |
Source: AMFI (Association of Mutual Funds in India) published NAVs. Returns are computed by MyFinanceBandhu from those NAVs; periods under 1 year are absolute, 1 year and above are annualised (CAGR). Past performance does not indicate future returns. This page is education, not advice; MyFinanceBandhu is not a SEBI-registered investment adviser. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Only Growth options are listed. The chart shows the 15 best funds for the chosen period; the table lists every fund. The rank is the position by 3-year return within the same category and plan.