Saturday, January 08, 2022

2010 to 2020 - Balanced Advantage Mutual Funds Yearly Performance

Balanced Advantage Fund (BAF) also known as Dynamic Asset Allocation are Hybrid Mutual Fund Schemes which invests both in Equity Stocks and Debts which varies based on Market conditions.

BAFs are most famous among Investors for Monthly Dividends (IDCW).


Scheme Name

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

Invesco India Dynamic Equity Fund

8%

9%

-4%

30%

2%

5%

26%

19%

27%

-20%

18%

Aditya Birla Sun Life Balanced Advantage Fund

15%

8%

1%

15%

16%

4%

28%

5%

21%

-15%

13%

ICICI Prudential Balanced Advantage Fund

11%

11%

3%

19%

7%

7%

29%

10%

33%

-9%

15%

Edelweiss Balanced Advantage Fund

22%

8%

2%

24%

-2%

4%

29%

9%

12%

-2%

13%

ITI Balanced Advantage Fund

-10%

-

-

-

-

-

-

-

-

-

-

Principal Balanced Advantage Fund

10%

1%

3%

13%

4%

3%

34%

5%

31%

-13%

1%

Kotak Balanced Advantage Fund

13%

12%

0%

-

-

-

-

-

-

-

-

IDFC Balanced Advantage Fund

13%

9%

2%

17%

3%

2%

4%

-

-

-

-

Nippon India Balanced Advantage Fund

11%

8%

1%

25%

6%

1%

39%

3%

39%

-24%

21%

Motilal Oswal Dynamic Fund

9%

11%

-1%

24%

-4%

-

-

-

-

-

-

BNP Paribas Dynamic Equity Fund

11%

11%

-

-

-

-

-

-

-

-

-

Tata Balanced Advantage Fund

15%

8%

-

-

-

-

-

-

-

-

-

Union Balanced Advantage Fund

22%

10%

2%

-

-

-

-

-

-

-

-

Shriram Balanced Advantage Fund

14%

4%

-

-

-

-

-

-

-

-

-

DSP Dynamic Asset Allocation Fund

13%

9%

4%

13%

7%

4%

13%

-

-

-

-

BOI AXA Balanced Advantage Fund

7%

-3%

0%

13%

5%

6%

19%

-

-

-

-

Axis Balanced Advantage Fund

10%

6%

3%

4%

-

-

-

-

-

-

-

Sundaram Balanced Advantage Fund

27%

-

-

-

-

-

-

-

-

-

-

L&T Balanced Advantage Fund

13%

8%

3%

11%

2%

3%

49%

7%

31%

-9%

-

Baroda Dynamic Equity Fund

26%

11%

1%

-

-

-

-

-

-

-

-


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