BALANCED Mutual Funds

37 Mutual Funds
Rank
Exp. Ratio
HDFC Balanced Advantage Fund
2.68%
16.57%
18.14%
9/18
0.75
₹98458 Cr
Baroda BNP Paribas Balanced Advantage Fund
7.51%
14.94%
12.96%
14/18
0.76
₹4365 Cr
Axis Balanced Advantage Fund
3.24%
15.08%
12.25%
4/18
0.61
₹3558 Cr
ICICI Prudential Balanced Advantage Fund
6.5%
13.25%
12.19%
5/18
0.88
₹66398 Cr
Aditya Birla Sun Life Balanced Advantage Fund
6.11%
13.89%
11.97%
7/18
0.66
₹8540 Cr
Nippon India Balanced Advantage Fund
4.52%
13.39%
11.9%
12/18
0.56
₹9032 Cr
Edelweiss Balanced Advantage Fund
5.19%
13.26%
11.73%
15/18
0.49
₹12234 Cr
Bank of India Balanced Advantage Fund
8.72%
12.45%
11.72%
-
1.15
₹140 Cr
Tata Balanced Advantage Fund
3.83%
11.28%
11.06%
8/18
0.5
₹8725 Cr
Kotak Balanced Advantage Fund
3.65%
11.79%
10.63%
11/18
0.57
₹16204 Cr

AUM Growth of Balanced Mutual Funds - April 2026

In the past one month, the SBI Balanced Advantage Fund Direct Growth has emerged as the leader in net AUM growth, witnessing an impressive addition of ₹273.54 crore. This positions it as one of the top-performing Balanced mutual funds in terms of investor interest and fund growth.

Top Stock added by Balanced Mutual Funds - April 2026

Over the last month, ICICI Bank Ltd has been added to the portfolios of 15 out of 37 Balanced mutual funds. This signals growing confidence in the stock’s long-term growth prospects among Balanced fund managers.

Top Stock sold by Balanced Mutual Funds - April 2026

In contrast, Bharti Airtel Ltd (Partly Paid Rs.1.25) has been sold by 6 of 37 Balanced mutual funds in the last one month. This shift underscores a cautious approach by fund managers toward the stock, reflecting changing market dynamics.

Sector allocation of Balanced mutual funds - April 2026

Over the last 6 months, Balanced category has seen increased allocation towards Consumer Cyclical, Real Estate, Utilities sectors and allocation in Securitize, Consumer Defensive, Communication sectors has decreased

Sectoral allocation of Balanced Funds
As of 27 Apr 2026
Sector
AUM
Financial Services
Financial Services

Decreased by 3.21%, in last 6M

90.62K Cr
Consumer Cyclical
Consumer Cyclical

Increased by 5.93%, in last 6M

41.67K Cr
Industrial
Industrial

Decreased by 6.03%, in last 6M

28.97K Cr
Energy
Energy

Decreased by 3.28%, in last 6M

26.19K Cr
Tech
Tech

Decreased by 5.32%, in last 6M

24.78K Cr
Health
Health

Increased by 2.14%, in last 6M

17.83K Cr
Basic Materials
Basic Materials

Decreased by 4.27%, in last 6M

16.64K Cr
Utilities
Utilities

Increased by 2.77%, in last 6M

15.46K Cr
Consumer Defensive
Consumer Defensive

Decreased by 18.59%, in last 6M

14.17K Cr
Communication
Communication

Decreased by 11.67%, in last 6M

12.31K Cr
Real Estate
Real Estate

Increased by 2.80%, in last 6M

12.28K Cr
Securitize
Securitize

Decreased by 100.00%, in last 6M

0 Cr

Mutual Fund Calculators

Calculate your Mutual Funds Lumpsum & SIP Returns for free with INDmoney Calculators