Mutual Fund Quartile Ranking
| Scheme Name | Launch Date | AUM (Crore) | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 YTD | Details |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Balanced Advtg Gr | 01-02-1994 | 86,471.32 | Top | Bottom | Top | Top | Bottom | Bottom | Bottom | Top | Top | Top | Top | |
| BOI Balanced Advantage Fund Reg Gr | 14-03-2014 | 126.44 | Top | Lower Mid | Bottom | Bottom | Bottom | Bottom | Bottom | Top | Upper Mid | Upper Mid | ||
| ICICI Pru Balanced Advtg Gr | 01-12-2006 | 56,750.35 | Lower Mid | Top | Upper Mid | Upper Mid | Upper Mid | Top | Lower Mid | Upper Mid | Top | Lower Mid | Lower Mid | |
| Sundaram Balanced Advantage Fund Gr | 02-01-2013 | 1,504.64 | Upper Mid | Lower Mid | Lower Mid | Bottom | Top | Bottom | Top | Lower Mid | Top | Bottom | Lower Mid | |
| Tata Balanced Advtg Reg Gr | 05-01-2019 | 9,275.70 | Top | Top | Top | Lower Mid | Lower Mid | |||||||
| LIC MF Balanced Advantage Fund Reg Gr | 12-11-2021 | 868.01 | Top | Bottom | Bottom | |||||||||
| Nippon India Balanced Advtg Gr Gr | 05-11-2004 | 8,042.99 | Upper Mid | Bottom | Upper Mid | Top | Lower Mid | Lower Mid | Lower Mid | Upper Mid | Upper Mid | Lower Mid | Upper Mid | |
| SBI Balanced Advantage Fund Reg Gr | 05-08-2021 | 30,096.32 | Upper Mid | Top | Top | |||||||||
| ABSL Balanced Advtg Reg Gr | 25-04-2000 | 7,181.78 | Bottom | Lower Mid | Top | Lower Mid | Lower Mid | Lower Mid | Upper Mid | Lower Mid | Upper Mid | Lower Mid | Lower Mid | |
| Invesco India Balanced Advantage Gr | 04-10-2007 | 728.74 | Bottom | Upper Mid | Bottom | Top | Bottom | Upper Mid | Bottom | Lower Mid | Upper Mid | Top | Upper Mid | |
| Kotak Balanced Advtg Reg Gr | 05-07-2018 | 15,830.08 | Top | Upper Mid | Lower Mid | Upper Mid | Bottom | Bottom | ||||||
| Shriram Balanced Advtg Reg Gr | 05-07-2019 | 48.81 | Upper Mid | Bottom | Upper Mid | Upper Mid | Top | |||||||
| Baroda BNP Paribas Balanced Advantage Fund Reg Gr | 04-11-2018 | 3,833.86 | Top | Top | Top | Lower Mid | Top | Top | ||||||
| Union Balanced Advtg Reg Gr | 07-12-2017 | 1,594.75 | Upper Mid | Top | Lower Mid | Lower Mid | Bottom | Bottom | ||||||
| Edelweiss Balanced Advtg Reg Gr | 20-08-2009 | 11,281.66 | Lower Mid | Lower Mid | Bottom | Upper Mid | Upper Mid | Lower Mid | Top | Top | Lower Mid | Upper Mid | Top | |
| HSBC Balanced Advantage Fund Reg Gr | 01-01-2013 | 1,389.99 | Top | Upper Mid | Bottom | Bottom | Top | Lower Mid | Lower Mid | Bottom | Lower Mid | Lower Mid | Lower Mid | |
| PGIM India Balanced Advtg Reg Gr | 24-02-2021 | 1,102.25 | Lower Mid | Bottom | Bottom | |||||||||
| DSP Dynamic Asset Allocation Reg Gr | 05-02-2014 | 3,125.59 | Upper Mid | Top | Bottom | Top | Upper Mid | Upper Mid | Bottom | Lower Mid | Lower Mid | Bottom | ||
| NJ Balanced Advantage Fund Reg Gr | 29-10-2021 | 3,860.71 | Bottom | Top | Upper Mid | |||||||||
| Axis Balanced Advantage Reg Gr | 07-08-2017 | 2,183.67 | Upper Mid | Bottom | Lower Mid | Upper Mid | Bottom | Upper Mid | Lower Mid | |||||
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr | 05-09-2016 | 1,233.45 | Upper Mid | Bottom | Top | Bottom | Bottom | Bottom | Top | Bottom | ||||
| Bandhan Balanced Advtg Reg Gr | 05-10-2014 | 2,216.86 | Bottom | Lower Mid | Lower Mid | Lower Mid | Upper Mid | Lower Mid | Upper Mid | Bottom | Bottom | Upper Mid | ||
| UTI Unit Linked Insurance | 01-10-1971 | 5,286.39 | Bottom | Top | Upper Mid | Lower Mid | Upper Mid | Bottom | Upper Mid | Upper Mid | Bottom | Bottom | Bottom | |
| ITI Balanced Advtg Reg Gr | 31-12-2019 | 353.71 | Bottom | Top | Bottom | Lower Mid | Top | |||||||
| quant Dynamic Asset Allocation Fund Reg Gr | 12-04-2023 | 1,148.29 | Top | |||||||||||
| Mahindra Manulife Balanced Advantage Fund Reg Gr | 30-12-2021 | 738.59 | Upper Mid | Top | ||||||||||
| Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 1,912.01 | Upper Mid | Upper Mid | ||||||||||
| 360 ONE Balanced Hybrid Fund Reg Gr | 01-09-2023 | 706.85 | Upper Mid | |||||||||||
| WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 975.82 | Upper Mid | |||||||||||
| WhiteOak Capital Balanced Hybrid Fund Reg Gr | 27-10-2023 | 110.90 | Lower Mid | |||||||||||
| Bajaj Finserv Balanced Advantage Reg Gr | 07-12-2023 | 1,115.06 | Lower Mid | |||||||||||
| Mirae Asset Balanced Advantage Fund Reg Gr | 05-08-2022 | 1,589.97 | Upper Mid | Bottom | ||||||||||
| UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,864.65 | Bottom |
Advisorkhoj develops innovative mutual fund research tools and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
