All active balanced advantage / dynamic asset allocation funds. 37 funds shown. Data from AMFI, updated daily.
| # | Scheme | AUM | NAV | 1Y | 3Y | 5Y | 10Y | Since Inception | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH Bank of India Mutual Fund | ₹148 Cr | ₹26.18 | +10.98% | +11.51% | +10.64% | +7.50% | +4.57% Mar 2026 | Invest |
| 2 | Samco Dynamic Asset Allocation Fund - Regular Plan - Growth Option Samco Mutual Fund | ₹221 Cr | ₹10.12 | +0.00% | — | — | — | +2.67% Mar 2026 |
Showing Regular-Growth plans. Returns are CAGR (annualised) for periods ≥1 year, absolute for periods <1 year. Data sourced from AMFI. Past performance is not indicative of future results.
| Invest |
| 3 | Helios Balanced Advantage Fund- Regular Plan- Growth Option Helios Mutual Fund | ₹316 Cr | ₹11.33 | +4.52% | — | — | — | +6.09% Mar 2026 | Invest |
| 4 | ITI Balanced Advantage Fund - Regular Plan - Growth Option ITI Mutual Fund | ₹379 Cr | ₹14.06 | +1.91% | +9.70% | +8.21% | — | +2.71% Mar 2026 | Invest |
| 5 | LIC MF Balanced Advantage Fund-Regular Plan-Growth LIC Mutual Fund | ₹710 Cr | ₹13.31 | +1.65% | +8.10% | — | — | +4.22% Mar 2026 | Invest |
| 6 | Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Mutual Fund | ₹769 Cr | ₹17.90 | +0.60% | +6.29% | +4.16% | — | +4.21% Mar 2026 | Invest |
| 7 | PGIM India Balanced Advantage Fund - Regular Plan - Growth Option PGIM India Mutual Fund | ₹885 Cr | ₹14.93 | +2.98% | +8.25% | +7.77% | -36.93% | +4.58% Mar 2026 | Invest |
| 8 | Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth Mahindra Manulife Mutual Fund | ₹912 Cr | ₹14.39 | +4.46% | +12.14% | — | — | +5.76% Mar 2026 | Invest |
| 9 | quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan quant Mutual Fund | ₹959 Cr | ₹16.07 | +4.45% | +16.80% | — | — | +7.18% Mar 2026 | Invest |
| 10 | Invesco India Balanced Advantage Fund - Regular Plan - Growth Invesco Mutual Fund | ₹1,066 Cr | ₹52.13 | +2.45% | +10.90% | +24.14% | +9.54% | +3.99% Mar 2026 | Invest |
| 11 | Unifi Dynamic Asset Allocation Fund - Regular Growth Unifi Mutual Fund | ₹1,111 Cr | ₹10.82 | +7.06% | — | — | — | +0.55% Mar 2026 | Invest |
| 12 | Canara Robeco Balanced Advantage Fund - Regular Plan - Growth Option Canara Robeco Mutual Fund | ₹1,272 Cr | ₹10.15 | +3.29% | — | — | — | +4.91% Mar 2026 | Invest |
| 13 | Bajaj Finserv Balanced Advantage Fund-Regular Plan-Growth Bajaj Finserv Mutual Fund | ₹1,281 Cr | ₹11.35 | +5.29% | — | — | — | +5.23% Mar 2026 | Invest |
| 14 | Union Balanced Advantage Fund - Regular Plan - Growth Option Union Mutual Fund | ₹1,305 Cr | ₹20.17 | +3.97% | +9.43% | +7.70% | — | +4.94% Mar 2026 | Invest |
| 15 | HSBC Balanced Advantage Fund - Regular Growth HSBC Mutual Fund | ₹1,535 Cr | ₹43.16 | +3.19% | +10.34% | +8.17% | +8.34% | +3.22% Mar 2026 | Invest |
| 16 | Shriram Balanced Advantage Fund - Regular Growth Shriram Mutual Fund | ₹1,695 Cr | ₹16.56 | +1.36% | +7.42% | +6.50% | — | +4.27% Mar 2026 | Invest |
| 17 | Mirae Asset Balanced Advantage Fund Regular Plan- Growth Mirae Asset Mutual Fund | ₹2,053 Cr | ₹14.44 | +7.45% | +11.99% | — | — | +4.16% Mar 2026 | Invest |
| 18 | WhiteOak Capital Balanced Advantage Fund Regular Plan Growth WhiteOak Capital Mutual Fund | ₹2,158 Cr | ₹14.29 | +5.29% | +12.33% | — | — | +5.20% Mar 2026 | Invest |
| 19 | BANDHAN Balanced Advantage Fund Regular Plan Growth Bandhan Mutual Fund | ₹2,231 Cr | ₹24.59 | +5.60% | +10.79% | +8.39% | +8.70% | +4.95% Mar 2026 | Invest |
| 20 | Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth PPFAS Mutual Fund | ₹2,703 Cr | ₹11.62 | +4.09% | — | — | — | +1.50% Mar 2026 | Invest |
| 21 | Franklin India Balanced Advantage Fund- Growth Franklin Templeton Mutual Fund | ₹2,860 Cr | ₹14.34 | +3.86% | +11.99% | — | — | +4.68% Mar 2026 | Invest |
| 22 | UTI Balanced Advantage Fund - Regular Plan - Growth Option UTI Mutual Fund | ₹3,136 Cr | ₹12.49 | — | — | — | — | +4.93% Mar 2026 | Invest |
| 23 | NJ Balanced Advantage Fund - Regular Plan - Growth Option NJ Mutual Fund | ₹3,610 Cr | ₹13.26 | +2.81% | +10.05% | — | — | +3.38% Mar 2026 | Invest |
| 24 | DSP Dynamic Asset Allocation Fund - Regular Plan - Growth DSP Mutual Fund | ₹3,732 Cr | ₹28.30 | +6.25% | +12.21% | +8.78% | +8.96% | +3.31% Mar 2026 | Invest |
| 25 | Axis Balanced Advantage Fund - Regular Plan - Growth Axis Mutual Fund | ₹3,799 Cr | ₹21.21 | +4.92% | +13.77% | +10.70% | — | +4.04% Mar 2026 | Invest |
| 26 | Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option Baroda BNP Paribas Mutual Fund | ₹4,767 Cr | ₹24.92 | +9.01% | +13.29% | +11.31% | — | +5.46% Mar 2026 | Invest |
| 27 | UTI - Unit Linked Insurance Plan UTI Mutual Fund | ₹5,082 Cr | ₹41.07 | — | — | — | — | +3.89% Mar 2026 | Invest |
| 28 | Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option Aditya Birla Sun Life Mutual Fund | ₹9,104 Cr | ₹109.57 | +8.94% | +12.73% | +10.65% | +10.93% | +4.99% Mar 2026 | Invest |
| 29 | Tata Balanced Advantage Fund-Regular Plan-Growth Tata Mutual Fund | ₹9,604 Cr | ₹20.63 | +4.91% | +9.94% | +9.41% | -2.77% | +4.32% Mar 2026 | Invest |
| 30 | Nippon India Balanced Advantage Fund-Growth Plan-Growth Option Nippon India Mutual Fund | ₹9,688 Cr | ₹179.63 | +52.41% | +15.08% | +10.63% | — | +5.19% Mar 2026 | Invest |
| 31 | Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option Edelweiss Mutual Fund | ₹13,176 Cr | ₹51.93 | +7.50% | +12.14% | +10.38% | +8.22% | +4.41% Mar 2026 | Invest |
| 32 | Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Mahindra Mutual Fund | ₹17,591 Cr | ₹20.62 | +5.57% | +10.56% | +9.28% | — | +4.42% Mar 2026 | Invest |
| 33 | SBI Balanced Advantage Fund - Regular Plan - Growth SBI Mutual Fund | ₹40,952 Cr | ₹15.81 | +7.49% | +12.72% | — | — | +3.69% Mar 2026 | Invest |
| 34 | ICICI Prudential Balanced Advantage Fund - Growth ICICI Prudential Mutual Fund | ₹71,151 Cr | ₹77.07 | +8.99% | +13.26% | +11.80% | +11.39% | +5.84% Mar 2026 | Invest |
| 35 | HDFC Balanced Advantage Fund - Growth Plan HDFC Mutual Fund | ₹1,06,821 Cr | ₹519.23 | +5.19% | +16.18% | +17.28% | +14.98% | +4.88% Mar 2026 | Invest |
| 36 | Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option Sundaram Mutual Fund | — | ₹34.90 | +3.58% | +9.87% | — | — | +4.89% Mar 2026 | Invest |
| 37 | The Wealth Company Balanced Advantage Fund - Regular Growth The Wealth Company Mutual Fund | — | ₹10.03 | — | — | — | — | +5.63% Mar 2026 | Invest |