Identify the best balanced advantage funds for a mix of equity growth and debt stability.
Fund Options
Growth Regular
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Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 13.11 | 871 | -0.62 | 0.68 | 1.03 | 5.79 | 2.80 | NA | NA | NA | 14.69 | 0.45 | |
| 13.40 | 215 | -0.73 | 1.24 | 2.38 | 7.90 | 3.76 | NA | NA | NA | 16.61 | 0.60 |
Why Use This Screener?
Dynamic Allocation
Balanced advantage funds shift between equity and debt investments depending on market conditions. This flexibility helps investors capture upside in rallies and limit losses during corrections.
3-Year Return Measure
Ranking on 3-year CAGR shows which funds adapted well to market swings in recent years. It reflects how effectively managers timed allocation shifts.
Lower Volatility
Lowering equity exposure when markets are expensive, these funds bring down volatility. This makes them attractive for investors who seek equity-linked growth but want smoother returns.
Suitable for Cautious Equity Investors
They allow participation in equity growth without taking full equity risk. This screener helps investors find funds that balance growth with protection.
FAQs on Best Balanced Advantage Funds
What is a balanced advantage fund?
A fund that dynamically manages allocation between equity and debt based on market trends.
Why rank them by 3-year CAGR?
This captures recent fund performance and their ability to manage changing market conditions.
Who should invest in balanced advantage funds?
Investors looking for moderate growth with lower volatility than pure equity funds.
Should you invest in balanced advantage funds?
Balanced advantage funds dynamically shift between equity and debt to manage risk.
They may suit investors seeking smoother returns compared to pure equity. For conservative investors, hybrid funds can also be explored.
>> Dig deeper into our easy-to-use mutual fund screener for better views and ideas.
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