Top Consistent Mutual Funds

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Scheme Name Launch Date AUM (Crore) Expense Ratio (%) 1-Yr Return (%) 3-Yrs Return (%) 5-Yrs Return (%) 10-Yrs Return (%)
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 04-11-2018 3,279.59 1.92 13.12 12.33 13.97 -
HDFC Balanced Advantage Fund - Growth Plan 01-02-1994 63,980.65 1.45 22.88 25.87 17.07 16.52
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 6,666.46 1.78 10.03 10.84 10.64 11.64
ICICI Prudential Balanced Advantage Fund - Growth 01-12-2006 49,870.86 1.52 12.38 13.04 11.96 12.36
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 05-07-2018 14,740.14 1.67 10.86 10.62 11.03 -
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option 05-11-2004 6,957.72 1.78 10.55 12.48 10.75 12.37
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option 02-01-2013 1,491.89 2.08 8.01 10.83 10.46 11.05

Most consistent funds have been chosen based on average rolling returns and consistency with which funds have beaten category average returns. We have ranked schemes based on these two parameters using our proprietary algorithm and are showing the most consistent schemes for each category. Note that we have ranked schemes which have performance track records of at least 5 years (consistency cannot be measured unless a scheme has sufficiently long track record covering multiple market cycles e.g. bull market, bear market, sideways market etc). Also note that, schemes whose AUMs have not yet reached Rs 500 crores have been excluded from ranking.