Tax & goals · All screens
All-weather balanced advantage
Dynamic-allocation funds (₹1,000 Cr+) that still beat 11% over three years.
Funds matching
0
Best 3Y CAGR
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Ranked by
3Y CAGR
What this screen looks for
- Sub-category is balanced advantage
- 3Y CAGR above 11%
- AUM above ₹1,000 Cr
- Plan is Direct
sub category = balanced advantage AND 3y cagr > 11% AND aum > 1000 AND plan = DirectTop matches by 3Y CAGR
0Every fund matching this screen, ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
No funds with computed metrics here yet.
NAV data as of 05 Oct 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.