Qonfido-rated shortlist
Best Balanced Advantage Mutual Funds — Qonfido-Rated
Balanced advantage / dynamic asset allocation funds shift between equity and debt based on market conditions. Compare Qonfido-rated peers within this mandate.
Qonfido-rated balanced advantage funds
| # | Fund | Tier | Category | 3Y CAGR |
|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option | Premier | Dynamic Asset Allocation / Balanced Advantage Fund | 10.7% |
| 2 | ICICI Prudential Balanced Advantage Fund - Growth | Premier | Dynamic Asset Allocation / Balanced Advantage Fund | 10.6% |
| 3 | Axis Balanced Advantage Fund - Regular Plan - Growth | Select | Dynamic Asset Allocation / Balanced Advantage Fund | 10.4% |
Lists show Qonfido-rated funds within comparable peer groups. Ratings support research and are not predictions, suitability assessments, or guarantees of future returns. Mutual fund investments are subject to market risks.
Frequently asked questions
What are the best Balanced Advantage mutual funds?
Qonfido shortlists Qonfido-rated balanced advantage mutual funds using expert analysis within comparable peer groups—looking at consistency, risk-adjusted performance, and quality judgment, not past returns alone. Use the list as research support before you invest.
How does Qonfido rate balanced advantage funds?
Qonfido places funds into clear tiers within the category. Higher tiers reflect stronger relative quality on Qonfido’s methodology. See the fund rating methodology page for the full approach and limitations.
Are balanced advantage funds safe?
No mutual fund category is risk-free. Balanced Advantage funds carry market and category-specific risks. Qonfido ratings help you compare peers; they do not guarantee returns or suitability for your situation.