Consistent Performing Mutual Funds
| Scheme Name | AMC Name | Launch Date | AUM (Crore) | TER (%) | 1-Yr Return (%) | 3-Yrs Return (%) | 5-Yrs Return (%) | 10-Yrs Return (%) |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Balanced Advantage Fund | BarodaBNPMF | 04-11-2018 | 3,969.43 | 1.88 | 24.99 | 14.78 | 16.72 | - |
| HDFC Balanced Advantage Fund | HDFCMF | 01-02-1994 | 89,878.30 | 1.36 | 41.20 | 24.59 | 20.00 | 14.98 |
| Aditya Birla Sun Life Balanced Advantage Fund | ABSLMF | 25-04-2000 | 7,267.39 | 1.79 | 22.33 | 12.18 | 13.37 | 11.29 |
| Edelweiss Balanced Advantage Fund | EdelweissMF | 20-08-2009 | 11,714.52 | 1.70 | 25.41 | 13.73 | 16.11 | 12.14 |
| ICICI Prudential Balanced Advantage Fund | ICICIMF | 01-12-2006 | 58,542.73 | 1.47 | 22.20 | 13.77 | 13.80 | 11.82 |
| Invesco India Balanced Advantage Fund | InvescoMF | 04-10-2007 | 770.29 | 2.20 | 26.86 | 13.07 | 12.15 | 10.98 |
| Kotak Balanced Advantage Fund | KotakMF | 05-07-2018 | 16,347.54 | 1.65 | 20.98 | 12.26 | 12.99 | - |
| Motilal Oswal Balanced Advantage Fund | MotilalMF | 05-09-2016 | 1,227.87 | 2.17 | 25.67 | 12.14 | 11.60 | - |
| Nippon India Balanced Advantage Fund | NipponIndiaMF | 05-11-2004 | 8,282.03 | 1.75 | 25.25 | 12.95 | 12.98 | 11.40 |
| Sundaram Balanced Advantage Fund | SundaramMF | 02-01-2013 | 1,504.64 | 2.05 | 21.56 | 12.15 | 13.82 | 9.92 |
| Tata Balanced Advantage Fund | TataMF | 27-01-2019 | 9,464.48 | 1.69 | 21.83 | 13.08 | 13.81 | - |
Most consistent funds consisting of Top 10 Mutual Fund Schemes in each category have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc.). Also note that, schemes whose AUMs have not yet reached Rs 500 Crores have been excluded from the ranking.
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