1 Year | 3 Years | 5 Years | 10 Years | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) | Rank | Rtn. (%) | Rank | Rtn. (%) | Rank | Rtn. (%) | Rank | Since Launch Rtn. (%) |
DSP Dynamic Asset Allocation Reg Gr | 01-02-2014 | 3,105.84 | 1.93 | 10.55 | 1/34 | 9.86 | 10/25 | 13.96 | 14/20 | 8.54 | 7/12 | 9.04 |
Parag Parikh Dynamic Asset Allocation Reg Gr | 27-02-2024 | 1,647.82 | 0.64 | 9.8 | 2/34 | - | - | - | - | - | - | 9.7 |
Axis Balanced Advantage Reg Gr | 07-08-2017 | 2,629.6 | 1.99 | 9.58 | 4/34 | 11.78 | 2/25 | 14.83 | 12/20 | - | - | 9.3 |
UTI Unit Linked Insurance | 01-10-1971 | 5,193.89 | 1.65 | 9.58 | 3/34 | 6.84 | 23/25 | 12.75 | 17/20 | 7.5 | 10/12 | 9.63 |
WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 1,296.33 | 2.12 | 8.28 | 5/34 | - | - | - | - | - | - | 14.36 |
ABSL Balanced Advtg Reg Gr | 25-04-2000 | 6,988.24 | 1.82 | 7.26 | 6/34 | 10.14 | 8/25 | 17.43 | 4/20 | 10.18 | 3/12 | 9.59 |
UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,792 | 1.97 | 7.07 | 7/34 | - | - | - | - | - | - | 11.45 |
Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 2,384.04 | 1.97 | 6.44 | 8/34 | - | - | - | - | - | - | 12.54 |
ICICI Pru Balanced Advtg Gr | 01-12-2006 | 58,716.56 | 1.48 | 6.29 | 9/34 | 11.17 | 4/25 | 18.64 | 2/20 | 10.43 | 2/12 | 11.13 |
LIC MF Balanced Advantage Fund Reg Gr | Invest Online | 05-11-2021 | 719.51 | 2.32 | 6.29 | 10/34 | 8.34 | 16/25 | - | - | - | - | 7.65 |
Category Average | - | - | - | 3.61 | - | 9.36 | - | 15.62 | - | 8.94 | - | 9.24 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
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