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Best Dynamic Asset Allocation Funds

Balanced advantage funds that actively shift between equity and debt based on market valuations. Data from AMFI, updated daily.

36 funds in this category · showing top 28 ranked by 3-year return

Looking for the full directory? View all Dynamic Asset Allocation Funds

#SchemeAUMNAV1Y3Y5Y10YSince Inception
1

quant Dynamic Asset Allocation Fund · Regular · Growth

quant Mutual Fund

₹953 Cr₹16.77+0.69%+14.88%
+17.21%
Apr 2023
Invest
2

HDFC Balanced Advantage Fund · Regular · Growth

HDFC Mutual Fund

₹1,05,964 Cr₹521.54+0.21%+13.44%+14.80%+13.89%
+16.54%
Jan 1999
Invest
3

Baroda BNP Paribas Balanced Advantage Fund · Regular · Growth

Baroda BNP Paribas Mutual Fund

₹4,665 Cr₹25.58+3.92%+11.60%+10.96%
+13.04%
Nov 2018
Invest
4

ICICI Prudential Balanced Advantage Fund · Regular · Growth

ICICI Prudential Mutual Fund

₹70,071 Cr₹77.60+5.22%+11.43%+10.74%+10.74%
+11.06%
Nov 2006
Invest
5

Axis Balanced Advantage Fund · Regular · Growth

Axis Mutual Fund

₹3,758 Cr₹21.42+2.19%+11.34%+9.77%
+8.88%
Aug 2017
Invest
6

Aditya Birla Sun Life Balanced Advantage Fund · Regular · Growth

Aditya Birla Sun Life Mutual Fund

₹8,922 Cr₹111.88+4.67%+11.14%+9.63%+10.34%
+9.61%
Mar 2000
Invest
7

Nippon India Balanced Advantage Fund · Regular · Growth

Nippon India Mutual Fund

₹9,557 Cr₹182.70+3.53%+10.61%+9.28%+10.35%
+14.35%
Nov 2004
Invest
8

White Oak Capital - Balanced Advantage Fund · Regular · Growth

WhiteOak Capital Mutual Fund

₹2,124 Cr₹14.62+1.99%+10.59%
+11.74%
Jan 2023
Invest
9

Mahindra Manulife Balanced Advantage Fund · Regular · Growth

Mahindra Manulife Mutual Fund

₹901 Cr₹14.83+1.42%+10.48%
+9.07%
Dec 2021
Invest
10

DSP Dynamic Asset Allocation Fund · Regular · Growth

DSP Mutual Fund

₹3,690 Cr₹28.74+4.19%+10.38%+8.14%+8.64%
+8.82%
Jan 2014
Invest
11

SBI Balanced Advantage Fund · Regular · Growth

SBI Mutual Fund

₹40,015 Cr₹15.90+2.77%+10.35%
+9.89%
Aug 2021
Invest
12

Franklin India Balanced Advantage Fund · Regular · Growth

Franklin Templeton Mutual Fund

₹2,828 Cr₹14.42+0.08%+9.88%
+9.98%
Aug 2022
Invest
13

Edelweiss Balanced Advantage Fund · Regular · Growth

Edelweiss Mutual Fund

₹13,034 Cr₹52.41+3.27%+9.77%+9.15%+10.77%
+10.30%
Dec 2008
Invest
14

Mirae Asset Balanced Advantage Fund · Regular · Growth

Mirae Asset Mutual Fund

₹2,014 Cr₹14.59+2.97%+9.75%
+10.10%
Aug 2022
Invest
15

Kotak Balanced Advantage Fund · Regular · Growth

Kotak Mahindra Mutual Fund

₹17,362 Cr₹21.00+1.69%+9.17%+8.76%
+9.71%
Jul 2018
Invest
16

HSBC Balanced Advantage Fund · Regular · Growth

HSBC Mutual Fund

₹1,531 Cr₹43.66+0.53%+9.03%+7.77%+8.09%
+10.02%
Jan 2011
Invest
17

Bandhan Balanced Advantage Fund · Regular · Growth

Bandhan Mutual Fund

₹2,220 Cr₹25.17+3.80%+8.99%+7.80%+8.58%
+8.17%
Sep 2014
Invest
18

Tata Balanced Advantage Fund · Regular · Growth

Tata Mutual Fund

₹9,375 Cr₹21.20+3.14%+8.94%+8.93%
+10.60%
Jan 2019
Invest
19

Bank of India Balanced Advantage Fund · Regular · Growth

Bank of India Mutual Fund

₹145 Cr₹25.97+4.33%+8.81%+10.11%+7.08%
+8.04%
Mar 2014
Invest
20

Invesco India Balanced Advantage Fund · Regular · Growth

Invesco Mutual Fund

₹1,069 Cr₹52.37-2.55%+8.65%+7.90%+8.88%
+9.22%
Oct 2007
Invest
21

Nj Balanced Advantage Fund · Regular · Growth

NJ Mutual Fund

₹3,561 Cr₹13.59-0.59%+8.57%
+6.73%
Oct 2021
Invest
22

ITI Balanced Advantage Fund · Regular · Growth

ITI Mutual Fund

₹378 Cr₹14.22-2.01%+8.07%+6.84%
+5.54%
Dec 2019
Invest
23

Sundaram Balanced Advantage Fund · Regular · Growth

Sundaram Mutual Fund

₹1,683 Cr₹35.03-0.80%+7.86%
+7.67%
Dec 2021
Invest
24

Union Balanced Advantage Fund · Regular · Growth

Union Mutual Fund

₹1,290 Cr₹20.43+0.79%+7.77%+7.23%
+8.73%
Dec 2017
Invest
25

LIC MF Balanced Advantage Fund · Regular · Growth

LIC Mutual Fund

₹709 Cr₹13.54-2.41%+6.49%
+6.72%
Nov 2021
Invest
26

PGIM India Balanced Advantage Fund · Regular · Growth

PGIM India Mutual Fund

₹882 Cr₹15.06-2.14%+5.96%+6.76%
+7.82%
Jun 2011
Invest
27

Shriram Balanced Advantage Fund · Regular · Growth

Shriram Mutual Fund

₹54.7 Cr₹16.53-2.15%+5.44%+5.85%
+7.35%
Jun 2019
Invest
28

Motilal Oswal Balanced Advantage Fund · Regular · Growth

Motilal Oswal Mutual Fund

₹783 Cr₹18.41-5.74%+2.75%+3.97%
+6.43%
Sep 2016
Invest
Category averagemedian of 72 funds+2.07%+10.36%+9.26%+9.39%

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.

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