ICICI Prudential Balanced Advantage fund is the second largest fund in this category with assets of over Rs 26,000 crore. Foreign securities will not be treated as a separate asset class. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.8% since its launch. Complete your Registration and KYC Process. SBI Equity Hybrid Fund (Erstwhile SBI Magnum Balanced Fund) To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. Return for 2020 was 15.4% , 2019 was 14.1% and 2018 was -6.2% . The scheme would state the minimum hedged and unhedged investments in the scheme information document. The cause of confusion is that since funds in this category are termed “balanced advantage”, investors who are not so savvy equate these with balanced funds of earlier days. Below is the key information for Axis Triple Advantage Fund, (Erstwhile Edelweiss Dynamic Equity Advantage Fund). Return for 2020 was 13.7% , 2019 was 11.9% and 2018 was 1.3% . Return for 2020 was 18% , 2019 was 15.3% and 2018 was 1.9% . However, there can be no assurance that the Ranked 46 in Dynamic Allocation category. 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. Return for 2020 was 7.6% , 2019 was 6.9% and 2018 was -3.1% . These funds tend to increase the allocation to debt and reduce the weightage to equities when the market becomes costly. Provides stable returns by investing 35-40% of the assets in fixed Income options; Offers market-linked returns as swell by investing 60-65% of the assets in equities; Suitable for conservative investors willing to take moderate risk; Disadvantages It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.8% since its launch. And, You are Ready to Invest! To avoid confusion, don’t equate a BAF with the earlier balanced funds. Ranked 19 in Dynamic Allocation category. Ranked 25 in Hybrid Equity category. If the funds are actively-managed, higher expense ratios can be justified, but there are plenty of outstanding balanced funds with active … Return for 2020 was 10% , 2019 was 1% and 2018 was 3.2% . as on 4 Feb 21, Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. Ranked 19 in Dynamic Allocation category. Invest online with driect plan for Free and increase your profit. Get detailed Portfolio analysis for ICICI Prudential Balanced Advantage Fund. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. Terms & Conditions.Processing...Get Started, FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)HDFC Balanced Advantage Fund Growth ₹237.1 ↑ 4.04 ₹39,53529.934.120.37.213.77.6add_shopping_cartAditya Birla Sun Life Balanced Advantage Fund Growth ₹65.67 ↑ 0.33 ₹2,59614.720.117.59.112.815.4add_shopping_cartICICI Prudential Balanced Advantage Fund Growth ₹44.07 ↑ 0.16 ₹28,54613.118.915.49.912.111.7add_shopping_cartNippon India Balanced Advantage Fund Growth ₹107.785 ↑ 0.74 ₹2,88513.41813.57.312.611.2add_shopping_cartEdelweiss Balanced Advantage Fund Growth ₹31.57 ↑ 0.18 ₹2,22116.321.425.711.912.322.6add_shopping_cartL&T Dynamic Equity Fund Growth ₹28.827 ↑ 0.06 ₹1,0556.18.813.388.812.8add_shopping_cartInvesco India Dynamic Equity Fund Growth ₹33.77 ↑ 0.19 ₹68110.514.311.45.7117.8add_shopping_cartPrincipal Balanced Advantage Fund Growth ₹23.05 ↑ 0.07 ₹1565.58.1115.27.510add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. DateValue31 Jan 16₹10,00031 Jan 17₹11,18131 Jan 18₹13,82531 Jan 19₹13,49731 Jan 20₹15,79431 Jan 21₹17,298 SBI Equity Hybrid 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 ₹426,080. Net Profit of ₹115,684 Invest Now Invest Now Returns for Edelweiss Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. 1Y Returns-5.01%. Ranked 28 in Dynamic Allocation category. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. Both the categories have their own merits, and both are eligible for equity-related taxation, but the difference is that aggressive hybrid funds have conventional equity exposure, while BAFs may have a lower net exposure to equity & might offer more stable returns pertaining to risk they are taking. 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. 10.5 % since its launch Feb 11 was 11.2 %, 2019 was 7.8 %, 2019 13.5... 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