Tax & goals · All screens
All-weather balanced advantage
Dynamic-allocation funds (₹1,000 Cr+) that still beat 11% over three years.
Funds matching
13
Best 3Y CAGR
+13.90%
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
13Every fund matching this screen, ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Baroda BNP Paribas Balanced Advantage Fund Baroda BNP Paribas | ★★★★☆ | +8.6% | +13.9% | +12.5% | 0.95% | ₹4,798Cr |
| 2 | Axis Balanced Advantage Fund Axis | ★★★★☆ | +4.8% | +13.4% | +10.6% | 1.06% | ₹3,759Cr |
| 3 | HDFC Balanced Advantage Fund HDFC | ★★★★★ | +2.4% | +13.4% | +16.1% | 0.76% | ₹1,04,783Cr |
| 4 | WhiteOak Capital Balanced Advantage Fund WhiteOak Capital | ★★★★☆ | +5.9% | +13.3% | — | 0.85% | ₹2,152Cr |
| 5 | Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life | ★★★☆☆ | +8.5% | +13.2% | +11.3% | 0.90% | ₹9,211Cr |
| 6 | ICICI Prudential Balanced Advantage Fund ICICI Prudential | ★★★★☆ | +7.7% | +12.9% | +11.9% | 1.04% | ₹70,787Cr |
| 7 | Nippon India Balanced Advantage Fund Nippon India | ★★★★☆ | +5.7% | +12.2% | +10.6% | 0.87% | ₹9,597Cr |
| 8 | Edelweiss Balanced Advantage Fund Edelweiss | ★★★☆☆ | +7.1% | +11.9% | +10.6% | 0.82% | ₹12,896Cr |
| 9 | DSP Dynamic Asset Allocation Fund DSP | ★★★☆☆ | +6.1% | +11.8% | +9.5% | 1.09% | ₹3,685Cr |
| 10 | Franklin India Balanced Advantage Fund Franklin Templeton | ★★★★★ | +2.9% | +11.5% | — | 0.76% | ₹2,785Cr |
| 11 | Mirae Asset Balanced Advantage Fund Mirae Asset | ★★★★☆ | +6.1% | +11.4% | — | 0.95% | ₹2,076Cr |
| 12 | BANDHAN Balanced Advantage Fund Bandhan | ★★★☆☆ | +6.3% | +11.2% | +9.0% | 1.08% | ₹2,198Cr |
| 13 | SBI Balanced Advantage Fund SBI | ★★★★★ | +4.4% | +11.1% | +10.8% | 0.85% | ₹40,549Cr |
NAV data as of 20 Aug 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.