top balanced advantage fund

as on 4 Feb 21 DurationReturns1 Month 2.9% 3 Month 13.1% 6 Month 18.9% 1 Year 15.4% 3 Year 9.9% 5 Year 12.1% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis YearReturns2020 11.7% 2019 10.8% 2018 2.4% 2017 19% 2016 7.3% 2015 6.7% 2014 29% 2013 10.9% 2012 33.3% 2011 -8.8% Fund Manager information for ICICI Prudential Balanced Advantage Fund NameSinceTenureSankaran Naren14 Jul 173.56 Yr.Rajat Chandak7 Sep 155.41 Yr.Manish Banthia18 Nov 0911.21 Yr.Ihab Dalwai29 Jan 183.01 Yr.Ritesh Lunawat29 Dec 200.09 Yr.Priyanka Khandelwal15 Jun 173.64 Yr.Data below for ICICI Prudential Balanced Advantage Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash38.69%Equity40.37%Debt20.94% Equity Sector Allocation SectorValueFinancial Services20.56%Consumer Cyclical8.53%Technology7.38%Consumer Defensive6.89%Energy6.45%Communication Services3.89%Health Care3.14%Basic Materials3.05%Utility2.61%Industrials2.2%Real Estate0.5% Debt Sector Allocation SectorValueCash Equivalent38.69%Corporate17.06%Government3.89% Credit Quality RatingValueA5.57%AA56.01%AAA38.42% Top Securities Holdings / Portfolio NameHoldingValueQuantity Nifty 50 Index - | -11%-₹3,033 Cr2,164,725 ↑ 2,164,725 ICICI Bank Ltd (Financial Services)Equity, Since 31 May 12 | ICICIBANK6%₹1,643 Cr30,700,380 ↓ -535,379 Reliance Industries Ltd (Energy)Equity, Since 31 Dec 08 | RELIANCE5%₹1,437 Cr7,236,160 ↓ -144,030 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 12 | HDFCBANK5%₹1,325 Cr9,228,505 ↓ -719,595 Infosys Ltd (Technology)Equity, Since 31 Dec 08 | INFY4%₹1,277 Cr10,164,835 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Aug 16 | HDFC3%₹862 Cr3,369,332 ↓ -33,300 Motherson Sumi Systems Ltd (Consumer Cyclical)Equity, Since 31 Jul 11 | MOTHERSUMI3%₹736 Cr44,525,710 ↓ -7,674,290 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Jan 15 | BHARTIARTL3%₹725 Cr14,219,301 ↓ -918,385 Axis Bank Limited Debentures | -2%₹711 Cr6,900 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 30 Jun 15 | KOTAKBANK2%₹635 Cr3,180,818 ↓ -159,411 11. Return for 2020 was 22.6% , 2019 was 7.8% and 2018 was 1.9% . Foreign securities will not be treated as a separate asset class. Balanced Mutual Funds are beneficial for investors who are willing to take a market risk while looking for some fixed returns as well. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch. Net Profit of ₹76,357 Invest Now Invest Now Returns for L&T Dynamic Equity Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. BNP Paribas Substantial Equity Hybrid Fund Growth NAV ₹15.9555 ↑ 0.12   (0.78 %) Net Assets (Cr)₹502 AMC BNP Paribas Asset Mgmt India Pvt. Ranked 17 in Hybrid Equity category. 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. The Scheme does not guarantee or assure any returns. as on 4 Feb 21 DurationReturns1 Month 0.3% 3 Month 6.1% 6 Month 8.8% 1 Year 13.3% 3 Year 8% 5 Year 8.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis YearReturns2020 12.8% 2019 8.2% 2018 3.4% 2017 11.4% 2016 1.9% 2015 3.8% 2014 49.7% 2013 7.2% 2012 31.3% 2011 Fund Manager information for L&T Dynamic Equity Fund NameSinceTenureVenugopal Manghat17 Dec 191.13 Yr.Jalpan Shah30 May 164.68 Yr.Praveen Ayathan1 Feb 165.01 Yr.Vihang Naik17 Dec 191.13 Yr.Data below for L&T Dynamic Equity Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash51.5%Equity34.26%Debt14.37% Equity Sector Allocation SectorValueFinancial Services15.98%Industrials9.18%Consumer Defensive7.54%Technology6.74%Health Care5.91%Energy4.86%Communication Services4.78%Basic Materials4.76%Consumer Cyclical4.57%Real Estate1.07%Utility0.45% Debt Sector Allocation SectorValueCash Equivalent50.32%Government14.37%Corporate1.18% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity L&T Liquid Dir Gr Investment Fund | -8%₹80 Cr288 ↑ 54 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jul 18 | ICICIBANK5%₹56 Cr1,043,875 ↓ -169,125 Future on Adani Ports & Special Economic Zone Ltd Derivatives | -5%-₹55 Cr1,132,500 Adani Ports & Special Economic Zone Ltd (Industrials)Equity, Since 31 May 20 | 5329215%₹55 Cr1,132,500 6.18% Govt Stock 2024 Sovereign Bonds | -5%₹53 Cr5,000,000 Reliance Industries Ltd (Energy)Equity, Since 31 May 18 | RELIANCE5%₹51 Cr258,150 ↑ 160 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Oct 18 | BHARTIARTL5%₹50 Cr989,315 ↑ 320,223 Future on Bharti Airtel Ltd Derivatives | -4%-₹44 Cr860,715 ↑ 320,223 Future on ICICI Bank Ltd Derivatives | -4%-₹41 Cr760,375 ↓ -169,125 Future on Reliance Industries Ltd Derivatives | -3%-₹32 Cr160,750 ↑ 160 7. Net Profit of ₹115,684 Invest Now Invest Now Returns for Nippon India Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. The prime goal of Balanced funds is to both appreciate long term wealth while also generating short term income. However there is no assurance that the investment objective of the scheme will be realized. Canara Robeco Equity Debt Allocation Fund (Erstwhile Canara Robeco Balance) To seek to generate long term capital appreciation and/or income from a Ranked 26 in Dynamic Allocation category. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. In the recent times, balanced advantage funds have struggled to outperform Crisil Hybrid 35+65-Aggressive Index. ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. as on 4 Feb 21 DurationReturns1 Month 1.1% 3 Month 5.5% 6 Month 8.1% 1 Year 11% 3 Year 5.2% 5 Year 7.5% 10 Year 15 Year Since launch 8.6% Historical performance (Yearly) on absolute basis YearReturns2020 10% 2019 1% 2018 3.2% 2017 13.1% 2016 4.5% 2015 3.4% 2014 34.1% 2013 5.4% 2012 30.7% 2011 -13.2% Fund Manager information for Principal Balanced Advantage Fund NameSinceTenureBekxy Kuriakose1 Jan 183.09 Yr.Ravi Gopalakrishnan29 Jul 191.52 Yr.Data below for Principal Balanced Advantage Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash64.92%Equity24.25%Debt10.83% Equity Sector Allocation SectorValueFinancial Services22.97%Technology11.66%Health Care7.5%Basic Materials6.43%Consumer Cyclical5.45%Energy5.37%Communication Services2.93%Industrials2.86%Consumer Defensive2.52%Real Estate0.39% Debt Sector Allocation SectorValueCash Equivalent64.92%Government10.83% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 31 Dec 10 | ICICIBANK6%₹9 Cr165,664 Future on ICICI Bank Ltd Derivatives | -6%-₹9 Cr165,000 ↑ 165,000 Infosys Ltd (Technology)Equity, Since 31 Dec 17 | INFY5%₹8 Cr60,017 Reliance Industries Ltd (Energy)Equity, Since 31 Dec 10 | RELIANCE4%₹7 Cr34,102 ↑ 30 Axis Bank Ltd (Financial Services)Equity, Since 31 Jan 19 | 5322154%₹6 Cr93,630 6.18% Govt Stock 2024 Sovereign Bonds | -3%₹5 Cr500,000 ↑ 500,000 Future on Axis Bank Ltd Derivatives | -3%-₹5 Cr84,000 State Bank of India (Financial Services)Equity, Since 31 Dec 10 | SBIN3%₹5 Cr187,795 Future on Infosys Ltd Derivatives | -3%-₹5 Cr39,600 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Dec 10 | HDFC3%₹5 Cr19,014, (Erstwhile HDFC Growth Fund and HDFC Prudence Fund). It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13% since its launch. 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. 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. Return for 2020 was 12.8% , 2019 was 8.2% and 2018 was 3.4% . Return for 2020 was 7.6% , 2019 was 6.9% and 2018 was -3.1% . Below is the key information for Edelweiss Balanced Advantage Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch. So, these funds reduce the risk of downfall due to the constantly changing market conditions while managing some basic returns due to the debt exposure. However, their 3-year and 5-year performance has been encouraging. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch. Principal Balanced Advantage Fund The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity; and in debt /money market instruments for defensive purposes. DateValue31 Jan 16₹10,00031 Jan 17₹11,49031 Jan 18₹13,90831 Jan 19₹13,97231 Jan 20₹15,86831 Jan 21₹18,382 Canara Robeco Equity Debt Allocation 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 ₹447,579. as on 4 Feb 21 DurationReturns1 Month 2.9% 3 Month 13.1% 6 Month 18.9% 1 Year 15.4% 3 Year 9.9% 5 Year 12.1% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis YearReturns2020 11.7% 2019 10.8% 2018 2.4% 2017 19% 2016 7.3% 2015 6.7% 2014 29% 2013 10.9% 2012 33.3% 2011 -8.8% Fund Manager information for ICICI Prudential Balanced Advantage Fund NameSinceTenureSankaran Naren14 Jul 173.56 Yr.Rajat Chandak7 Sep 155.41 Yr.Manish Banthia18 Nov 0911.21 Yr.Ihab Dalwai29 Jan 183.01 Yr.Ritesh Lunawat29 Dec 200.09 Yr.Priyanka Khandelwal15 Jun 173.64 Yr.Data below for ICICI Prudential Balanced Advantage Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash38.69%Equity40.37%Debt20.94% Equity Sector Allocation SectorValueFinancial Services20.56%Consumer Cyclical8.53%Technology7.38%Consumer Defensive6.89%Energy6.45%Communication Services3.89%Health Care3.14%Basic Materials3.05%Utility2.61%Industrials2.2%Real Estate0.5% Debt Sector Allocation SectorValueCash Equivalent38.69%Corporate17.06%Government3.89% Credit Quality RatingValueA5.57%AA56.01%AAA38.42% Top Securities Holdings / Portfolio NameHoldingValueQuantity Nifty 50 Index - | -11%-₹3,033 Cr2,164,725 ↑ 2,164,725 ICICI Bank Ltd (Financial Services)Equity, Since 31 May 12 | ICICIBANK6%₹1,643 Cr30,700,380 ↓ -535,379 Reliance Industries Ltd (Energy)Equity, Since 31 Dec 08 | RELIANCE5%₹1,437 Cr7,236,160 ↓ -144,030 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 12 | HDFCBANK5%₹1,325 Cr9,228,505 ↓ -719,595 Infosys Ltd (Technology)Equity, Since 31 Dec 08 | INFY4%₹1,277 Cr10,164,835 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Aug 16 | HDFC3%₹862 Cr3,369,332 ↓ -33,300 Motherson Sumi Systems Ltd (Consumer Cyclical)Equity, Since 31 Jul 11 | MOTHERSUMI3%₹736 Cr44,525,710 ↓ -7,674,290 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Jan 15 | BHARTIARTL3%₹725 Cr14,219,301 ↓ -918,385 Axis Bank Limited Debentures | -2%₹711 Cr6,900 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 30 Jun 15 | KOTAKBANK2%₹635 Cr3,180,818 ↓ -159,411 4. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.6% since its launch. Below is the key information for SBI Equity Hybrid Fund SBI Equity Hybrid Fund Growth Launch Date 19 Jan 05 NAV (04 Feb 21) ₹172.797 ↑ 1.77   (1.04 %) Net Assets (Cr) ₹35,655 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC SBI Funds Management Private Limited Rating ☆☆☆☆Risk Moderately HighExpense Ratio 1.7Sharpe Ratio 0.44Information Ratio -0.44Alpha Ratio -5.04Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. Return for 2020 was 11.2% , 2019 was 8.3% and 2018 was 0.4% . One of the biggest advantages of balanced funds is that they reduce your investment risk by balancing your exposure towards debt and equity. Return for 2020 was 12.9% , 2019 was 13.5% and 2018 was -0.1% . Return for 2020 was 10% , 2019 was 1% and 2018 was 3.2% . Sundaram Equity Hybrid Fund (Erstwhile Sundaram Balanced Fund) The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities. 29.74, currently. The investment objective of the Scheme is to generate long-term capital growth from a focused portfolio of predominantly equity and equity-related securities. Ranked 26 in Dynamic Allocation category. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch. Ranked 18 in Dynamic Allocation category. Balanced fund provides a means to achieve Proper Asset Allocation and Regular Rebalancing requirements which most of the investors look for. Edelweiss Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 20 Aug 09. Get detailed Portfolio analysis for ICICI Prudential Balanced Advantage Fund. Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. with low risk of capital loss over medium time frame. ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. Based on the long term performance, ICICI Prudential Balanced Advantage Fund is one of the top balanced advantage fund that gave 12% annualized returns in the last 10 years. If you are a new investor in the equity market, then you can start with this fund in your portfolio to take exposure to equity. Wealth while also generating short term of 1 year, it has beater its peers gave. The list of best Balanced funds have struggled to outperform Crisil Hybrid 35+65-Aggressive Index are Hybrid in nature in... Of 9.6 % since its launch get detailed portfolio analysis for icici Prudential Balanced Advantage fund BAF. 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