This fund invests in both equity and debt in nearly equal (balanced) proportion. Fund objective is to invest 40-60% in equity-related instruments and remaining in debt. Aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio.

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This fund invests in both equity and debt in nearly equal (balanced) proportion. Fund objective is to invest 40-60% in equity-related instruments and remaining in debt. Aim to achieve wealth appreciation in the long-run and generate income in the short-run via a balanced portfolio.

Baroda BNP Paribas Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

16.1%

Returns 5Y

16.86%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

TATA Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

14.88%

Returns 5Y

14.51%

Min Order

₹5,000

Min SIP

₹150

Exit load : -

Invest
SIP

ICICI Prudential Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

14.51%

Returns 5Y

13.43%

Min Order

₹500

Min SIP

₹100

Exit load : Upto 10% of units within 1 year from the date of allotment Nil More than 10% of units within 1 year from the date of allotment 1% applicable NAV after 1 year from the date of allotment Nil. (w.e.f 1 Jan 2019)

Invest
SIP

NIPPON INDIA BALANCED ADVANTAGE FUND


Hybrid-Balanced Advantage

Returns 3Y

14.89%

Returns 5Y

13.07%

Min Order

₹100

Min SIP

₹100

Exit load : : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

Aditya Birla Sun Life Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

13.61%

Returns 5Y

13.14%

Min Order

₹100

Min SIP

₹1,000

Exit load : -

Invest
SIP

Union Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

11.2%

Returns 5Y

12.73%

Min Order

₹1,000

Min SIP

₹2,000

Exit load : Entry Load NIL;Exit Load 20% of the units allotted may be redeemed without any exit load on or before completion of 18 months from the date of allotment of units.Any redemption in excess of such limit in the first 18 months from the date of allotment shall be subject to the following exit load.Redemption of units would be done on First in First out Basis (FIFO).1% if redeemed or switched out on or before completion of 18 months from the date of allotment of units.Nilif redeemed after 18 months

Invest
SIP

Kotak Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

12.51%

Returns 5Y

12.81%

Min Order

₹100

Min SIP

₹100

Exit load : -

Invest
SIP

BANK OF INDIA BALANCED ADVANTAGE FUND


Hybrid-Balanced Advantage

Returns 3Y

15.85%

Returns 5Y

10.23%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load - NilExit Load - 1% if redeemed within 1 year from the date of allotment

Invest
SIP

Axis Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

14.47%

Returns 5Y

11.92%

Min Order

₹100

Min SIP

₹1,000

Exit load : Entry Load NA Exit Load 1% if redeemed / switched - out within 12 months from the date of allotment

Invest
SIP

BANDHAN Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 3Y

11.62%

Returns 5Y

11.83%

Min Order

₹1,000

Min SIP

₹100

Exit load : If redeemed/switched out within 18 months from the date of allotment: For 10% of investment : Nil For remaining investment : 1.50% If redeemed/switched out after 18 months from the date of allotment: Nil

Invest
SIP

ITI Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 2Y

15.3%

Returns 3Y

14.7%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

SBI Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 1Y

27.08%

Returns 2Y

17.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

NJ Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 1Y

30.99%

Returns 2Y

15.87%

Min Order

₹500

Min SIP

₹500

Exit load : -

Invest
SIP

LIC MF Balanced Advantage Fund


Hybrid-Balanced Advantage

Returns 1Y

17.75%

Returns 2Y

12.3%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Who should invest in

These funds are suitable for investors with a moderate risk profile.


How long should you stay invested in ?

Medium-term investment horizon of at least 5 years to 7 years


How to invest in ?

You can click on the Balanced Hybrid Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inBalanced Hybrid Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing