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 |
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