Mirae Asset Balanced Advantage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Mirae Asset Balanced Advantage Fund Growth Fund Overview

Min. investment

SIP ₹99 & Lump. ₹5000

AUM (Fund size)

₹2,167 Cr

Lock In Period

N/A

Expense Ratio

2.28

Exit Load

15% of the units allotted (including Switch-in/STP-in) on or before completion of 180 days from the date of allotment of units: Nil.Any redemption in excess of such limits in the first 180 days 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):-If redeemed within 6 months (180 days) from the date of allotment: 1% -If redeemed after 6 months (180 days) from the date of allotment: NIL

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Mirae Asset Balanced Advantage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.960.645.76
6M1.322.8813.26
1Y4.725.4725.12
3Y9.8614.7753.69

Portfolio Analysis

  • Equity: 67.87%
  • Debt: 32.10%
  • Others
As on: 2026-07-31
View allocation % by

1. HDFC Bank Ltd.4.83%
2. ICICI Bank Ltd.3.72%
3. Axis Bank Ltd.1.53%
4. Kotak Mahindra Bank Ltd.1.02%
5. The Federal Bank Ltd.0.36%
6. IndusInd Bank Ltd.0.33%

1. Sun Pharmaceutical Industries Ltd.1.12%
2. Laurus Labs Ltd.1.10%
3. Divi's Laboratories Ltd.0.72%
4. Glenmark Pharmaceuticals Ltd.0.57%
5. Onesource Specialty Pharma Ltd.0.55%
6. Sai Life Sciences Ltd.0.46%
7. Aurobindo Pharma Ltd.0.40%
8. Torrent Pharmaceuticals Ltd.0.37%
9. Eris Lifesciences Ltd.0.32%
10. Cipla Ltd.0.22%

1. Reliance Industries Ltd.2.82%
2. Bharat Petroleum Corporation Ltd.0.57%

1. State Bank of India2.75%
2. Canara Bank0.28%
3. Bank of Baroda0.08%
4. Punjab National Bank0.05%

1. Bharti Airtel Ltd.3.08%

1. Infosys Ltd.0.85%
2. Tata Consultancy Services Ltd.0.85%
3. Pine Labs Ltd.0.42%
4. Zensar Technologies Ltd.0.28%
5. Tech Mahindra Ltd.0.27%
6. Mphasis Ltd.0.26%

1. Mahindra & Mahindra Ltd.1.71%
2. Maruti Suzuki India Ltd.1.14%

1. Shriram Finance Ltd.1.29%
2. Bajaj Finance Ltd.1.22%

1. Eicher Motors Ltd.1.07%
2. TVS Motor Company Ltd.0.97%

1. Tata Steel Ltd.1.44%
2. JSW Steel Ltd.0.52%

1. NTPC Ltd.1.38%
2. JSW Energy Ltd.0.45%
3. Tata Power Company Ltd.0.08%

1. SBI Life Insurance Co. Ltd.1.50%
2. HDFC Life Insurance Company Ltd.0.17%

1. Hindalco Industries Ltd.0.81%
2. Vedanta Aluminium Metal Ltd.0.66%

1. Ambuja Cements Ltd.0.83%
2. JK Cement Ltd.0.32%
3. Ultratech Cement Ltd.0.28%

1. Larsen & Toubro Ltd.1.37%

1. Krishna Institute of Medical Sciences Ltd.0.50%
2. Dr. Lal Path labs Ltd.0.38%
3. Apollo Hospitals Enterprise Ltd.0.28%
4. Max Healthcare Institute Ltd.0.20%

1. Adani Ports and Special Economic Zone Ltd.0.87%
2. JSW Infrastructure Ltd.0.25%
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About Fund Mirae Asset Balanced Advantage Fund Growth

Mirae Asset Balanced Advantage Fund Growth managed by Mirae Asset Mutual Fund,is a Balanced Fundsscheme with Assets Under Management of ₹2,167 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.28. Under the expert guidance of Harshad Borawake ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Harshad Borawake

Mr. Harshad Borawake is MBA(Finance) & B.E.(Polymers) Prior to joining Mirae Asset Mutual Fund, he has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Bandhan Balanced Advantage Fund Growth22,260 CR2.37
Franklin India Balanced Advantage Fund Growth22,834 CR2.16
Mirae Asset Balanced Advantage Fund Growth32,166 CR2.28
HDFC Balanced Advantage Fund - Growth4107,765 CR1.29
Quant Dynamic Asset Allocation Fund Growth0880 CR3.01
Fund Name1Y3Y
This FundBandhan Balanced Advantage Fund Growth4.95232.5166
This FundFranklin India Balanced Advantage Fund Growth1.423532.5958
This FundMirae Asset Balanced Advantage Fund Growth4.720132.6034
This FundHDFC Balanced Advantage Fund - Growth1.817843.2886
This FundQuant Dynamic Asset Allocation Fund Growth-1.318547.037

Mirae Asset Balanced Advantage Fund Growth FAQs

Mirae Asset Balanced Advantage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Mirae Asset Balanced Advantage Fund Growth is 2.28. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Mirae Asset Balanced Advantage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.96%
  • 6 Months : 1.32%
  • 1 Year : 4.72%
  • 3 Years : 9.86%
Returns of Mirae Asset Balanced Advantage Fund Growth are updated daily based on NAV of ₹ 14.776 as on Aug 20,2026. Since inception, the return has been 32.60%.

You can invest in Mirae Asset Balanced Advantage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Mirae Asset Balanced Advantage Fund Growth is ₹2,167 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Mirae Asset Balanced Advantage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.