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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.

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

#SchemeAUMNAV1Y3Y5Y10YSince Inception
1

quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan

quant Mutual Fund

₹953 Cr₹16.66-0.31%+17.85%
+17.16%
Apr 2023
Invest
2

HDFC Balanced Advantage Fund - Growth Plan

HDFC Mutual Fund

₹1,05,964 Cr₹507.55-0.56%+14.63%+15.23%+15.11%
+16.52%
Jan 1999
Invest
3

Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option

Baroda BNP Paribas Mutual Fund

₹4,665 Cr₹25.33+5.08%+13.31%+11.38%
+13.02%
Nov 2018
Invest
4

Axis Balanced Advantage Fund - Regular Plan - Growth

Axis Mutual Fund

₹3,758 Cr₹20.86-0.38%+12.19%+10.19%
+8.70%
Aug 2017
Invest
5

Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth

Mahindra Manulife Mutual Fund

₹901 Cr₹14.33+0.44%+11.89%
+8.38%
Dec 2021
Invest
6

ICICI Prudential Balanced Advantage Fund - Growth

ICICI Prudential Mutual Fund

₹70,071 Cr₹75.39+4.23%+11.71%+10.65%+11.24%
+10.99%
Nov 2006
Invest
7

Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option

Aditya Birla Sun Life Mutual Fund

₹8,922 Cr₹108.69+3.65%+11.65%+9.83%+10.96%
+9.53%
Mar 2000
Invest
8

SBI Balanced Advantage Fund - Regular Plan - Growth

SBI Mutual Fund

₹40,015 Cr₹15.67+2.29%+11.50%
+9.82%
Aug 2021
Invest
9

Nippon India Balanced Advantage Fund-Growth Plan-Growth Option

Nippon India Mutual Fund

₹9,557 Cr₹177.26+1.94%+11.11%+9.55%
+14.30%
Nov 2004
Invest
10

WhiteOak Capital Balanced Advantage Fund Regular Plan Growth

WhiteOak Capital Mutual Fund

₹2,124 Cr₹14.13-0.38%+11.04%
+10.84%
Jan 2023
Invest
11

Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option

Edelweiss Mutual Fund

₹13,034 Cr₹51.51+3.25%+10.99%+9.71%+11.01%
+10.27%
Dec 2008
Invest
12

Mirae Asset Balanced Advantage Fund Regular Plan- Growth

Mirae Asset Mutual Fund

₹2,014 Cr₹14.27+2.32%+10.77%
+9.83%
Aug 2022
Invest
13

DSP Dynamic Asset Allocation Fund - Regular Plan - Growth

DSP Mutual Fund

₹3,690 Cr₹27.95+2.91%+10.73%+8.20%+8.97%
+8.70%
Jan 2014
Invest
14

Franklin India Balanced Advantage Fund- Growth

Franklin Templeton Mutual Fund

₹2,828 Cr₹14.07-1.87%+10.67%
+9.34%
Aug 2022
Invest
15

BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Bank of India Mutual Fund

₹145 Cr₹25.64+5.27%+10.20%+10.22%+7.32%
+8.05%
Mar 2014
Invest
16

NJ Balanced Advantage Fund - Regular Plan - Growth Option

NJ Mutual Fund

₹3,561 Cr₹13.25-0.52%+9.83%
+6.61%
Oct 2021
Invest
17

Invesco India Balanced Advantage Fund - Regular Plan - Growth

Invesco Mutual Fund

₹1,069 Cr₹51.23-2.30%+9.60%+8.16%+9.58%
+9.19%
Oct 2007
Invest
18

BANDHAN Balanced Advantage Fund Regular Plan Growth

Bandhan Mutual Fund

₹2,220 Cr₹24.46+2.99%+9.60%+8.03%+8.74%
+8.01%
Sep 2014
Invest
19

HSBC Balanced Advantage Fund - Regular Growth

HSBC Mutual Fund

₹1,531 Cr₹42.67+0.47%+9.48%+7.93%+8.30%
+9.97%
Jan 2011
Invest
20

Kotak Balanced Advantage Fund -Regular Plan - Growth Option

Kotak Mahindra Mutual Fund

₹17,362 Cr₹20.47-0.70%+9.48%+8.73%
+9.43%
Jul 2018
Invest
21

Tata Balanced Advantage Fund-Regular Plan-Growth

Tata Mutual Fund

₹9,375 Cr₹20.56+1.91%+9.21%+8.97%
+3.63%
Mar 2006
Invest
22

ITI Balanced Advantage Fund - Regular Plan - Growth Option

ITI Mutual Fund

₹378 Cr₹14.04-2.40%+8.85%+7.39%
+5.26%
Dec 2019
Invest
23

Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option

Sundaram Mutual Fund

₹1,683 Cr₹34.23-2.13%+8.74%
+7.40%
Dec 2021
Invest
24

Union Balanced Advantage Fund - Regular Plan - Growth Option

Union Mutual Fund

₹1,290 Cr₹19.82-0.75%+7.98%+7.05%
+8.41%
Dec 2017
Invest
25

PGIM India Balanced Advantage Fund - Regular Plan - Growth Option

PGIM India Mutual Fund

₹882 Cr₹14.70-1.86%+7.24%+7.06%
+7.61%
Jun 2011
Invest
26

LIC MF Balanced Advantage Fund-Regular Plan-Growth

LIC Mutual Fund

₹709 Cr₹13.19-5.02%+6.84%
+6.11%
Nov 2021
Invest
27

Shriram Balanced Advantage Fund - Regular Growth

Shriram Mutual Fund

₹54.7 Cr₹16.20-3.55%+6.71%+6.14%
+7.25%
Jun 2019
Invest
28

Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

Motilal Oswal Mutual Fund

₹783 Cr₹18.21-4.36%+4.89%+4.12%
+0.00%
Sep 2016
Invest

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.