Balanced Advantage Funds

Hybrid

AVERAGE RETURN

NA

nO. OF FUNDS

20

WHAT ARE Balanced Advantage Funds?

Top Balanced Advantage Funds

Here are some of the leading Balanced Advantage based on performance and AUM

HybridBalanced Advantage
Fund Size (In Cr.)
103,041
3Y Return
17.51%
HybridBalanced Advantage
Fund Size (In Cr.)
3,721
3Y Return
14.22%
Fund Size (In Cr.)
4,332
3Y Return
13.83%
HybridBalanced Advantage
Fund Size (In Cr.)
36,673
3Y Return
13.76%
HybridBalanced Advantage
Fund Size (In Cr.)
66,751
3Y Return
13.30%
Fund Size (In Cr.)
8,944
3Y Return
12.91%
Fund Size (In Cr.)
907
3Y Return
12.87%
HybridBalanced Advantage
Fund Size (In Cr.)
9,662
3Y Return
12.11%
HybridBalanced Advantage
Fund Size (In Cr.)
3,871
3Y Return
11.12%
HybridBalanced Advantage
Fund Size (In Cr.)
17,852
3Y Return
11.11%

FAQs

What are Balanced Advantage Funds?

Balanced Advantage Funds are a type of equity mutual fund that primarily invest in [core focus — e.g., large, mid, small, or mixed market capitalization companies, or a specific investment strategy]. These funds aim to generate long-term capital appreciation by investing in businesses with strong growth potential. They are ideal for investors looking for wealth creation through equity exposure.

These funds are suitable for investors who want to participate in the stock market and can stay invested for the long term, ideally 5 years or more. Balanced Advantage Funds are best for those with a [risk level — e.g., moderate, high, or aggressive] risk appetite, seeking long-term returns that can outperform inflation and traditional saving options.

Like all equity investments, Balanced Advantage Funds are subject to market fluctuations. The level of risk depends on the type of fund — for example, Large Cap Funds carry relatively lower risk, while Small and Mid Cap Funds are more volatile but may offer higher returns. Understanding your risk tolerance and investment horizon is key before investing.

Investors should ideally stay invested for at least 3–5 years or longer, depending on the fund type. Longer investment horizons help ride out short-term volatility and allow the fund to benefit from compounding. Balanced Advantage Funds are designed to reward patience and disciplined investing.

Yes, you can start investing in Balanced Advantage Funds through Systematic Investment Plans (SIPs) or lump sum investments on RingMoney. SIPs allow you to invest small amounts regularly, making equity investing more accessible and less risky. Lumpsum investments can be ideal for investors confident about market conditions and their risk profile.

RingMoney offers a seamless, paperless experience where you can compare, analyze, and invest in mutual funds easily. You get access to fund performance history, category insights, risk ratings, and calculators — empowering you to make informed decisions. Whether it’s Large Cap or Contra Funds, RingMoney helps you choose what fits your goals best.

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