Mutual Fund Category AMFI: 'Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage', 'Hybrid Schemes - Dynamic Asset Allocation or Balanced Advantage', 'Hybrid Scheme - Balanced Hybrid Fund', 'Hybrid Schemes - Balanced Hybrid Fund', 'Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation'

Balanced Funds

Empirical historical performance, risk metrics vs benchmark, and constituent schemes rolling return analytics.

About this Category

Overview

In our product we combine balanced funds (equity between 40-60%) and balanced advantage funds which are dynamic asset allocation funds and can vary equity allocation as per fund manager.

Goal

Moderate Income generation with risk generally lesser than pure equity funds.

Taxation

This generally depends on the scheme and its asset allocation.

Questions

How has this category performed vs inflation?
What are typical drawdowns of this category vs equity savings fund vs aggressive hybrids?
What was impact of interest rate hike (and cut) on liquid funds on the day it got announced, 1 month after the announcement and 120 days after the announcement, assuming there are no further announcements.

Analyze rolling returns, drawdowns, win/loss distributions, and risk metrics for the CATEGORY-BALANCED-FUNDS benchmark series. View Balanced Funds Series Details

End Amount

₹40,356.95

Initial: ₹10000 (Lumpsum)

Category CAGR

10.64%

Balanced Funds Return

Benchmark CAGR

12.37%

Balanced Portfolio

Inflation Adj. CAGR

5.52%

Real Annualized Return

Alpha

-0.01

Excess Return vs Benchmark

Beta

0.82

Volatility vs Benchmark

Sharpe Ratio

0.49

Risk-Adjusted Return

Sortino Ratio

0.74

Downside Risk-Adjusted Return

Balanced Funds vs Benchmark vs Inflation

Constituent Mutual Fund Schemes (40) Click column headers to sort by rolling return percentiles across 5-year and 10-year horizons.

Return statistics cached as of October 31, 2026 (cached version)

Scheme Name	2.5Th percentile return for 5 Years	Median percentile return for 5 Years	2.5Th percentile return for 10 Years	Median percentile return for 10 years
360 ONE Balanced Hybrid Fund- Direct Plan - Growth MF_152076	-	-	-	-
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option MF_131670	6.98%	11.71%	10.65%	12.03%
Axis Balanced Advantage Fund - Direct Plan - Growth MF_141642	7.78%	11.83%	-	-
BANDHAN Balanced Advantage Fund Direct Plan Growth MF_131355	5.33%	10.46%	9.03%	10.04%
BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH MF_127850	2.84%	6.11%	7.14%	8.13%
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth MF_152194	-	-	-	-
Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option MF_145396	10.22%	16.42%	-	-
Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option MF_152688	-	-	-	-
DSP Dynamic Asset Allocation Fund - Direct Plan - Growth MF_126393	6.70%	9.86%	9.18%	10.29%
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option MF_118615	6.09%	12.53%	10.96%	12.34%
Franklin India Balanced Advantage Fund- Growth- Direct MF_150481	-	-	-	-
HDFC Balanced Advantage Fund - Growth Plan - Direct Plan MF_118968	5.27%	15.34%	13.63%	15.66%
HSBC Balanced Advantage Fund - Direct Growth MF_151129	-	-	-	-
Helios Balanced Advantage Fund- Direct Plan- Growth Option MF_152509	-	-	-	-
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth MF_120377	7.29%	12.31%	11.12%	12.60%
ICICI Prudential Balanced Hybrid Fund - Direct Plan - Growth MF_154417	-	-	-	-
ITI Balanced Advantage Fund - Direct Plan - Growth Option MF_147789	-	-	-	-
Invesco India Balanced Advantage Fund - Direct Plan - Growth MF_120333	6.36%	11.32%	9.70%	11.78%
Kotak Balanced Advantage Fund - Direct Plan -Growth Option MF_144335	8.53%	12.90%	-	-
LIC MF Balanced Advantage Fund-Direct Plan-Growth MF_149261	-	-	-	-
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth MF_149406	-	-	-	-
Mirae Asset Balanced Advantage Fund - Direct Plan - Growth MF_150470	-	-	-	-
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option MF_139872	4.99%	8.91%	7.67%	7.98%
NJ Balanced Advantage Fund - Direct Plan - Growth Option MF_149264	-	-	-	-
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option MF_118736	5.65%	12.35%	10.28%	12.19%
PGIM India Balanced Advantage Fund - Direct Plan - Growth Option MF_148658	-	-	-	-
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth MF_152468	-	-	-	-
SBI Balanced Advantage Fund - Direct Plan - Growth MF_149134	-	-	-	-
SBI Dynamic Asset Allocation Fund - Direct Plan - Growth MF_134110	-	-	-	-
Samco Dynamic Asset Allocation Fund - Direct Plan - Growth Option MF_152188	-	-	-	-
Shriram Balanced Advantage Fund - Direct Growth MF_147406	-	-	-	-
Sundaram Dynamic Asset Allocation Fund Direct Plan - Growth MF_149717	-	-	-	-
Tata Balanced Advantage Fund-Direct Plan-Growth MF_146010	8.12%	14.45%	-	-
The Wealth Company Balanced Advantage Fund - Direct Growth MF_154185	-	-	-	-
Unifi Dynamic Asset Allocation Fund - Direct Growth MF_153376	-	-	-	-
UTI Balanced Advantage Fund - Direct Plan - Growth Option MF_151885	-	-	-	-
Union Balanced Advantage Fund - Direct Plan - Growth Option MF_142038	7.39%	11.81%	-	-
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth MF_151267	-	-	-	-
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth MF_152132	-	-	-	-
quant Dynamic Asset Allocation Fund - Growth Option - Direct Plan MF_151713	-	-	-	-