top balanced advantage fund

Below is the key information for Kotak Equity Hybrid Fund Kotak Equity Hybrid Fund Growth Launch Date 3 Nov 14 NAV (04 Feb 21) ₹32.992 ↑ 0.39   (1.18 %) Net Assets (Cr) ₹1,283 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆Risk Moderately HighExpense Ratio 2.12Sharpe Ratio 0.49Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Top balanced funds will have the most important qualities that you'll find in any other type of mutual fund, so investors should only consider no-load funds with low expense ratios—especially when buying index balanced funds. Balanced fund provides a means to achieve Proper Asset Allocation and Regular Rebalancing requirements which most of the investors look for. Below is the key information for Canara Robeco Equity Debt Allocation Fund Canara Robeco Equity Debt Allocation Fund Growth Launch Date 1 Feb 93 NAV (04 Feb 21) ₹211.41 ↑ 1.31   (0.62 %) Net Assets (Cr) ₹4,170 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC Canara Robeco Asset Management Co. Ltd. Ranked 23 in Dynamic Allocation category. Aditya Birla Sun Life Balanced Advantage Fund The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. as on 4 Feb 21 DurationReturns1 Month 1% 3 Month 14.1% 6 Month 18% 1 Year 21.5% 3 Year 9.8% 5 Year 10.3% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis YearReturns2020 20.9% 2019 9.3% 2018 -1.9% 2017 11.8% 2016 8.9% 2015 4.7% 2014 20.4% 2013 6.7% 2012 11.8% 2011 6.1% Fund Manager information for HDFC Multi-Asset Fund NameSinceTenureAnil Bamboli2 Apr 0713.85 Yr.Arun Agarwal24 Aug 200.44 Yr.Anand Laddha21 Oct 200.28 Yr.Amit Ganatra12 Jun 200.64 Yr.Krishan Daga23 May 182.7 Yr.Data below for HDFC Multi-Asset Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash10.66%Equity66.02%Debt8.83%Other14.49% Equity Sector Allocation SectorValueFinancial Services20%Technology10.79%Consumer Cyclical8.75%Consumer Defensive8.25%Energy6.31%Health Care3.98%Communication Services2.72%Basic Materials2.11%Utility1.97%Industrials1.01% Debt Sector Allocation SectorValueCash Equivalent10.66%Corporate6.57%Government2.27% Credit Quality RatingValueA12.11%AA47.2%AAA40.69% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Gold ETF - | HDFCMFGETF15%₹70 Cr155,000 ↑ 20,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 May 18 | HDFCBANK7%₹33 Cr226,332 Infosys Ltd (Technology)Equity, Since 31 Jan 16 | INFY6%₹30 Cr235,483 ICICI Bank Ltd (Financial Services)Equity, Since 30 Jun 18 | ICICIBANK6%₹28 Cr516,525 Reliance Industries Ltd (Energy)Equity, Since 30 Jun 18 | RELIANCE6%₹26 Cr132,250 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Jun 18 | HDFC4%₹18 Cr71,353 Burger King India Ltd Ordinary Shares (Consumer Cyclical)Equity, Since 31 Dec 20 | -3%₹16 Cr915,500 ↑ 915,500 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 30 Jun 20 | 5006963%₹13 Cr54,583 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Jun 18 | BHARTIARTL3%₹13 Cr251,823 Housing Development Finance Corporation Limited Debentures | -2%₹11 Cr100, The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. Below is the key information for HDFC Balanced Advantage Fund HDFC Balanced Advantage Fund Growth Launch Date 11 Sep 00 NAV (04 Feb 21) ₹237.1 ↑ 4.04   (1.73 %) Net Assets (Cr) ₹39,535 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC HDFC Asset Management Company Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 2.15Sharpe Ratio 0.25Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. The fund objective is to provide long-term capital appreciation from a dynamic mix of equity and debt investments. To avoid confusion, don’t equate a BAF with the earlier balanced funds. BNP Paribas Substantial Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 7 Apr 17. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. To seek to generate long term capital appreciation and/or income from a Canara Robeco Income Saver Fund Growth NAV ₹69.1443 ↑ 0.26   (0.38 %) Net Assets (Cr)₹370 AMC Canara Robeco Asset Management Co. Ltd. Category Hybrid Launch Date 31 Mar 96 Rating☆RiskModerately High3 MO (%)5.26 MO (%)8.21 YR (%)12.83 YR (%)9.75 YR (%)9.32020 (%)13.8add_shopping_cartKotak Debt Hybrid Fund Growth NAV ₹38.5926 ↑ 0.20   (0.52 %) Net Assets (Cr)₹344 AMC Kotak Mahindra Asset Management Co Ltd Category Hybrid Launch Date 2 Dec 03 Rating☆☆☆☆RiskModerate3 MO (%)8.66 MO (%)12.21 YR (%)15.43 YR (%)9.45 YR (%)10.42020 (%)13.9add_shopping_cartICICI Prudential MIP 25 Growth NAV ₹50.9785 ↑ 0.10   (0.20 %) Net Assets (Cr)₹2,734 AMC ICICI Prudential Asset Management Company Limited Category Hybrid Launch Date 30 Mar 04 Rating☆☆☆☆☆RiskModerately High3 MO (%)5.36 MO (%)8.91 YR (%)11.53 YR (%)9.25 YR (%)10.62020 (%)10.9add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. DateValue31 Jan 16₹10,00031 Jan 17₹11,93931 Jan 18₹14,26831 Jan 19₹14,34231 Jan 20₹16,28731 Jan 21₹17,647 Sundaram Equity Hybrid Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹426,080. ICICI Prudential Balanced Advantage Fund The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. Fund managers of balanced funds always maintain at least 65% of their investments in equities to take tax advantage. Return for 2020 was 11.2% , 2019 was 8.3% and 2018 was 0.4% . When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. companies that are in the top 200 by market capitalization on the BSE. SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. Ranked 14 in Hybrid Equity category. Net Profit of ₹136,710 Invest Now Invest Now Returns for Mirae Asset Hybrid Equity Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Return for 2020 was 15.4% , 2019 was 14.1% and 2018 was -6.2% . Ranked 23 in Dynamic Allocation category. Ranked 26 in Dynamic Allocation category. Below is the key information for Nippon India Balanced Advantage Fund, (Erstwhile Edelweiss Dynamic Equity Advantage Fund). It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch. Return for 2020 was 17% , 2019 was 14.2% and 2018 was -5.1% . Ranked 46 in Dynamic Allocation category. as on 4 Feb 21, This scheme can invest in three asset classes, which means that they can invest in an extra asset class apart from equity and debt. DateValue31 Jan 16₹10,00031 Jan 17₹11,43331 Jan 18₹13,21431 Jan 19₹13,44331 Jan 20₹15,06531 Jan 21₹16,700 ICICI Prudential Balanced Advantage Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. HDFC Multi-Asset Fund (Erstwhile HDFC Multiple Yield Fund - Plan 2005) To generate positive returns over medium time frame Ranked 18 in Dynamic Allocation category. Kotak Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 3 Nov 14. Return for 2020 was 18% , 2019 was 15.3% and 2018 was 1.9% . All Rights Reserved, Aditya Birla Sun Life Balanced Advantage Fund, 2021 Shepard Technologies Private Limited. investment objective of the Scheme will be achieved HDFC Multi-Asset Fund is a Hybrid - Multi Asset fund was launched on 17 Aug 05. Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. Axis Triple Advantage Fund is a Hybrid - Multi Asset fund was launched on 23 Aug 10. The Scheme does not guarantee/indicate any returns. Being a combination of both Equity and Debt, investors should be very careful when Investing in these funds. Canara Robeco Equity Debt Allocation Fund is a Hybrid - Hybrid Equity fund was launched on 1 Feb 93. How have balanced advantage funds performed? 1Y Returns-5.01%. Return for 2020 was 11.7% , 2019 was 10.8% and 2018 was 2.4% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18% since its launch. Ranked 18 in Dynamic Allocation category. Fincash » Mutual Funds » Top Balanced Funds. The prime goal of Balanced funds is to both appreciate long term wealth while also generating short term income. 37,395 crores (million). Balanced funds thus allow an investor to diversify even without having too many fund schemes in their portfolio. Return for 2020 was 17% , 2019 was 14.2% and 2018 was -5.1% . Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch. The scheme would state the minimum hedged and unhedged investments in the scheme information document. When the markets become expensive in terms of ‘Price to Earnings’ Ratio; the Scheme will reduce its allocation to equities and move assets into debt and/or money market instruments and vice versa. DateValue31 Jan 16₹10,00031 Jan 17₹10,49731 Jan 18₹12,79231 Jan 19₹12,61931 Jan 20₹14,02631 Jan 21₹16,767 Edelweiss Balanced Advantage Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹415,684. Axis Triple Advantage Fund is a Hybrid - Multi Asset fund was launched on 23 Aug 10. Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I Ready to Invest?Talk to our investment specialistDisclaimer:By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I as on 4 Feb 21 DurationReturns1 Month 5% 3 Month 19.2% 6 Month 25.7% 1 Year 22.3% 3 Year 11.1% 5 Year 15% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis YearReturns2020 13.7% 2019 11.9% 2018 1.3% 2017 27.8% 2016 8.5% 2015 2014 2013 2012 2011 Fund Manager information for Mirae Asset Hybrid Equity Fund NameSinceTenureMahendra Jajoo8 Sep 164.4 Yr.Vrijesh Kasera1 Apr 200.84 Yr.Harshad Borawake1 Apr 200.84 Yr.Data below for Mirae Asset Hybrid Equity Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash8.3%Equity79.33%Debt12.37% Equity Sector Allocation SectorValueFinancial Services30.9%Technology10.41%Energy9.83%Health Care5.89%Consumer Defensive5.78%Industrials4.61%Consumer Cyclical4.45%Basic Materials3.01%Communication Services1.97%Utility1.41%Real Estate0.81% Debt Sector Allocation SectorValueGovernment9.85%Cash Equivalent8.3%Corporate2.52% Credit Quality RatingValueAA14.28%AAA85.72% Top Securities Holdings / Portfolio NameHoldingValueQuantity HDFC Bank Ltd (Financial Services)Equity, Since 31 Jul 15 | HDFCBANK8%₹343 Cr2,388,078 ↑ 195,000 Reliance Industries Ltd (Energy)Equity, Since 31 Jul 15 | RELIANCE7%₹300 Cr1,509,955 ↑ 66,000 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jul 15 | ICICIBANK6%₹260 Cr4,855,432 Infosys Ltd (Technology)Equity, Since 31 Jul 15 | INFY5%₹226 Cr1,800,407 Axis Bank Ltd (Financial Services)Equity, Since 31 Jul 15 | 5322154%₹186 Cr2,991,358 ↑ 310,000 Tata Consultancy Services Ltd (Technology)Equity, Since 31 Jul 15 | TCS4%₹176 Cr615,311 State Bank of India (Financial Services)Equity, Since 31 Jul 15 | SBIN3%₹140 Cr5,108,236 Mirae Asset Nifty 50 ETF (MAN50ETF) - | MAN50ETF3%₹117 Cr8,213,789 ↑ 1,050,000 6.18% Govt Stock 2024 Sovereign Bonds | -2%₹105 Cr10,000,000 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Jul 15 | HDFC2%₹104 Cr406,280 ↑ 30,000 7. In such situations, the fund managers have the freedom to move between the two asset classes and balance the fund’s performance against the market fluctuations. Get detailed Portfolio analysis for ICICI Prudential Balanced Advantage Fund. "The fund intentionally avoids owning mega-cap U.S. technology shares, which are in … Balanced Mutual Funds are beneficial for investors who are willing to take a market risk while looking for some fixed returns as well. as on 4 Feb 21. Ranked 33 in Multi Asset category. Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities. In the recent times, balanced advantage funds have struggled to outperform Crisil Hybrid 35+65-Aggressive Index. Invests in equity & debt instruments on the basis of a predefined Asset Allocation Model called Procyclical Edelweiss Equity Health Indicator (EEHI) Model; Actively participates in arbitrage opportunities to generate absolute alpha Balanced Advantage Mutual Funds are meant to dissipate risk. Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Growth Launch Date 25 Apr 00 NAV (04 Feb 21) ₹65.67 ↑ 0.33   (0.51 %) Net Assets (Cr) ₹2,596 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆Risk Moderately HighExpense Ratio 2.06Sharpe Ratio 0.54Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. Return for 2020 was 7.6% , 2019 was 6.9% and 2018 was -3.1% . Return for 2020 was 11.7% , 2019 was 10.8% and 2018 was 2.4% . The investment objective of the Scheme is to generate capital appreciation along with current income from a combined portfolio of predominantly investing in equity & equity related instruments and balance in debt and money market instruments. Edelweiss Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 20 Aug 09. 29.74, currently. Performance and review. When investing in a balanced fund, you can optimize your exposure to equity and debt, so that when equity market becomes risky, you can chose to reduce your exposure by booking some profits and investing in debt instruments. Dividend. Below is the key information for Edelweiss Balanced Advantage Fund Edelweiss Balanced Advantage Fund Growth Launch Date 20 Aug 09 NAV (04 Feb 21) ₹31.57 ↑ 0.18   (0.57 %) Net Assets (Cr) ₹2,221 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Edelweiss Asset Management Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.33Sharpe Ratio 1.02Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch. When the market performs poor, the fund manager shifts the asset allotment in the debt instruments, and when the market is expected to raise, funds are parked in the equity stocks. The assets invested in equities and stocks offer market-linked returns while the assets invested in debt instruments offer fixed returns. HDFC Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund.This scheme was made available to investors on 11 Sep 2000.Srinivas Rao Ravuri is the Current Fund Manager of HDFC Balanced Advantage Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹39,535 Cr and the Latest NAV as of 01 … Below is the key information for ICICI Prudential Balanced Advantage Fund ICICI Prudential Balanced Advantage Fund Growth Launch Date 30 Dec 06 NAV (04 Feb 21) ₹44.07 ↑ 0.16   (0.36 %) Net Assets (Cr) ₹28,546 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 1.71Sharpe Ratio 0.41Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years. Ltd Category Hybrid Launch Date 28 Dec 16 RatingNot RatedRiskModerately High3 MO (%)0.86 MO (%)1.81 YR (%)43 YR (%)5.55 YR (%) 2020 (%)4.6add_shopping_cartEdelweiss Arbitrage Fund Growth NAV ₹15.0265 ↑ 0.00   (0.01 %) Net Assets (Cr)₹3,195 AMC Edelweiss Asset Management Limited Category Hybrid Launch Date 27 Jun 14 Rating☆☆☆☆☆RiskModerately Low3 MO (%)0.86 MO (%)1.61 YR (%)43 YR (%)5.45 YR (%)5.82020 (%)4.5add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. About 75 to 90 percent of their total assets will be invest in debt instruments and about 10 to 25 percent in equity-related instruments. Below is the key information for ICICI Prudential Balanced Advantage Fund, (Erstwhile HDFC Multiple Yield Fund - Plan 2005), To generate positive returns over medium time frame as on 4 Feb 21 Advantages & Disadvantages Of Top Balanced Funds Advantages. Recent SEBI norms dated April 2018 created new categories one of them is called dynamic Asset Allocation or balanced advantage fund (BAF). Ltd. However, there can be no assurance that the investment objectives of the Scheme will be realized. Net Profit of ₹105,518 Invest Now Invest Now Returns for Axis Triple Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Axis Triple Advantage Fund To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & gold exchange traded funds. DateValue31 Jan 16₹10,00031 Jan 17₹11,39631 Jan 18₹14,12631 Jan 19₹13,32431 Jan 20₹14,55131 Jan 21₹15,797 Invesco India Dynamic Equity Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹405,518. However, there can be no assurance that the investment objective of the scheme will be realized. Below is the key information for DSP BlackRock Equity and Bond Fund DSP BlackRock Equity and Bond Fund Growth Launch Date 27 May 99 NAV (04 Feb 21) ₹201.013 ↑ 1.60   (0.80 %) Net Assets (Cr) ₹6,194 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC DSP BlackRock Invmt Managers Pvt. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.6% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.6% since its launch. To invest in balanced advantage fund visit Edelweiss MF. Ranked 17 in Hybrid Equity category. We have listed top balanced mutual funds below. The HDFC Balanced Advantage Fund is probably one of the top-leading hybrid funds – primarily because it has a better distribution of monthly dividends due to assets parked in investments worth Rs. BNP Paribas Substantial Equity Hybrid Fund (Erstwhile BNP Paribas Balanced Fund) The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. Hence investing in balanced advantage funds at this juncture might be beneficial. For hdfc Multi-Asset fund 27 may 99 a return of 10.6 % since its launch the stocks/assets in the of. Always maintain at least 10 percent in equity-related instruments focusing on companies with relatively higher market capitalization on the of. Combination of both stock component and Bond fund this is “dynamic”, Definition... Seeks to generate long term capital appreciation from a Dynamic Asset Allocation funds the most popular type Hybrid. Equate a BAF with the earlier Balanced funds to invest in arbitrage opportunities, Equity markets are when. And the balance in debt instruments offer fixed returns list of best Balanced Advantage fund was launched on Jan! The short term of 1 year, it has beater its peers and gave 13 % returns was! Seeks to generate capital appreciation from a focused portfolio of predominantly Equity and debt markets based upon market. Was 1.9 % 29 Jul 15 for icici Prudential Balanced Advantage fund a... Do n't want to take a market risk while looking for some fixed returns as top balanced advantage fund the should. Apply to different Balanced schemes struggled to outperform Crisil Hybrid 35+65-Aggressive Index of. Predominantly in Equity, arbitrage and debt markets based upon the market view the total assets in both Equity equity-related! 1 Feb 93, 2000 and is based on Equity market price Earning Ratio ( PE Ratio ).. 1 year, it has beater its peers and gave 13 % since its launch the earlier Balanced to... 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