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- Dynamic Asset Allocation Funds
- Average Return 13.93%
- No of Funds 27
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What is Dynamic Asset Allocation Mutual Fund
Balance Advantage Funds invest in a mix of stocks and FD-like instruments. However, they keep changing this allocation based on the market conditions to provide you optimal returns with minimal risk. Balance Advantage Funds also known as Dynamic Asset Allocation Funds.
Advantages of Dynamic Asset Allocation Funds
- Model-based triggers which tell the fund manager adjustments needed to deliver consistent and stable returns
- Books profit when markets rise and invest more when markets correct
- Suitable for an investment horizon of 3+ year
Top schemes of Dynamic Asset Allocation Mutual Funds sorted by ETM Rank
27 funds
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- ETM Rank High to Low
- Returns High to Low
- Fund Size High to Low
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- Annualized
- Absolute
Returns for
- 1 Month
- 3 Months
- 6 Months
- 1 year
- 3 years
- 5 years
via
- Monthly SIP
- One-time (Lumpsum)
ICICI Prudential Balanced Advantage Fund
#1 of 17
Fund Size
₹56,709 Crs
Return (p.a)
+ 26.33%+ 1.81% + 15.56%+ 2.4% + 18.75%+ 5.11% + 21.32%+ 11.15% + 15.67%+ 26.11% + 15.52%+ 47.39%
ETM Rank
#1 of 17
Invest
Tata Balanced Advantage Fund
#2 of 17
Fund Size
₹9,107 Crs
Return (p.a)
+ 49.8%+ 3.15% + 24.47%+ 3.66% + 24.62%+ 6.6% + 24.85%+ 12.94% + 17.15%+ 28.78% + 16.79%+ 52.07%
ETM Rank
#2 of 17
Invest
Baroda BNP Paribas Balanced Advantage Fund
#3 of 17
Fund Size
₹3,805 Crs
Return (p.a)
+ 55.23%+ 3.43% + 30.4%+ 4.45% + 28.93%+ 7.67% + 29.59%+ 15.31% + 19.59%+ 33.27% + 18.92%+ 60.17%
ETM Rank
#3 of 17
Invest
Edelweiss Balanced Advantage Fund
#4 of 17
Fund Size
₹11,136 Crs
Return (p.a)
+ 48.77%+ 3.09% + 31.81%+ 4.64% + 30.53%+ 8.06% + 29.69%+ 15.36% + 18.26%+ 30.81% + 18.11%+ 57.07%
ETM Rank
#4 of 17
Invest
Sundaram Balanced Advantage Fund
#5 of 17
Fund Size
₹1,529 Crs
Return (p.a)
+ 33.29%+ 2.23% + 17.64%+ 2.7% + 19.63%+ 5.33% + 21.72%+ 11.35% + 15.12%+ 25.12% + 15.44%+ 47.12%
ETM Rank
#5 of 17
Invest
HDFC Balanced Advantage Fund
#6 of 17
Fund Size
₹83,549 Crs
Return (p.a)
+ 110.42%+ 5.87% + 53.56%+ 7.31% + 43.97%+ 11.22% + 45.79%+ 23.25% + 30.51%+ 54.67% + 27.59%+ 97.38%
ETM Rank
#6 of 17
Invest
Balanced Portfolio
Min SIP
₹ 5,000
5 Yrs Return
+14.77%p.a. +13.69%p.a. +26.72% +14.64%p.a. +19.02%p.a. +24.54% +24.73%p.a. +19.84%
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Kotak Balanced Advantage Fund
#7 of 17
Fund Size
₹15,844 Crs
Return (p.a)
+ 43.72%+ 2.82% + 25.53%+ 3.8% + 22.56%+ 6.08% + 21.64%+ 11.31% + 15.05%+ 25.0% + 14.64%+ 44.23%
ETM Rank
#7 of 17
Invest
Nippon India Balanced Advantage Fund
#8 of 17
Fund Size
₹7,928 Crs
Return (p.a)
+ 51.0%+ 3.21% + 30.31%+ 4.44% + 27.5%+ 7.31% + 27.63%+ 14.33% + 17.54%+ 29.5% + 16.52%+ 51.06%
ETM Rank
#8 of 17
Invest
Aditya Birla Sun Life Balanced Advantage Fund
#9 of 17
Fund Size
₹7,192 Crs
Return (p.a)
+ 48.77%+ 3.09% + 30.09%+ 4.41% + 25.84%+ 6.9% + 24.05%+ 12.53% + 16.07%+ 26.82% + 15.68%+ 47.97%
ETM Rank
#9 of 17
Invest
Bank of India Balanced Advantage Fund
#10 of 17
Fund Size
₹126 Crs
Return (p.a)
+ 75.33%+ 4.4% + 30.22%+ 4.43% + 29.79%+ 7.88% + 30.55%+ 15.79% + 20.2%+ 34.42% + 16.47%+ 50.89%
ETM Rank
#10 of 17
Invest
Union Balanced Advantage Fund
#11 of 17
Fund Size
₹1,602 Crs
Return (p.a)
+ 53.89%+ 3.36% + 24.26%+ 3.63% + 22.0%+ 5.94% + 22.92%+ 11.96% + 14.7%+ 24.38% + 14.32%+ 43.13%
ETM Rank
#11 of 17
Invest
DSP Dynamic Asset Allocation Fund
#12 of 17
Fund Size
₹3,110 Crs
Return (p.a)
+ 54.26%+ 3.38% + 34.98%+ 5.05% + 25.3%+ 6.77% + 23.26%+ 12.13% + 14.54%+ 24.08% + 13.1%+ 38.88%
ETM Rank
#12 of 17
Invest
HSBC Balanced Advantage Fund
#13 of 17
Fund Size
₹1,422 Crs
Return (p.a)
+ 12.67%+ 0.92% + 9.6%+ 1.51% + 15.42%+ 4.24% + 20.6%+ 10.78% + 14.81%+ 24.56% + 13.22%+ 39.29%
ETM Rank
#13 of 17
Invest
Bandhan Balanced Advantage Fund
#14 of 17
Fund Size
₹2,229 Crs
Return (p.a)
+ 39.24%+ 2.57% + 26.39%+ 3.92% + 23.74%+ 6.38% + 21.93%+ 11.46% + 14.03%+ 23.18% + 13.48%+ 40.19%
ETM Rank
#14 of 17
Invest
Invesco India Balanced Advantage Fund
#15 of 17
Fund Size
₹731 Crs
Return (p.a)
+ 44.22%+ 2.85% + 26.25%+ 3.9% + 25.89%+ 6.92% + 28.33%+ 14.68% + 18.25%+ 30.8% + 15.9%+ 48.78%
ETM Rank
#15 of 17
Invest
Axis Balanced Advantage Fund
#16 of 17
Fund Size
₹2,124 Crs
Return (p.a)
+ 83.44%+ 4.76% + 35.66%+ 5.14% + 32.13%+ 8.44% + 30.86%+ 15.94% + 18.25%+ 30.79% + 15.84%+ 48.56%
ETM Rank
#16 of 17
Invest
Motilal Oswal Balance Advantage Fund
#17 of 17
Fund Size
₹1,247 Crs
Return (p.a)
+ 41.8%+ 2.72% + 14.29%+ 2.21% + 10.68%+ 2.98% + 17.34%+ 9.11% + 15.7%+ 26.15% + 13.32%+ 39.63%
ETM Rank
#17 of 17
Invest
Franklin India Balanced Advantage Fund
Unranked
Fund Size
₹1,841 Crs
Return (p.a)
+ 46.76%+ 2.99% + 27.7%+ 4.09% + 27.16%+ 7.23% + 28.01%+ 14.52% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
LIC MF Balanced Advantage Fund
Unranked
Fund Size
₹886 Crs
Return (p.a)
+ 35.76%+ 2.37% + 21.45%+ 3.24% + 18.33%+ 5.0% + 17.41%+ 9.15% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Mahindra Manulife Balanced Advantage Fund
Unranked
Fund Size
₹731 Crs
Return (p.a)
+ 51.38%+ 3.23% + 24.79%+ 3.7% + 26.92%+ 7.17% + 31.25%+ 16.14% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Mirae Asset Balanced Advantage Fund
Unranked
Fund Size
₹1,570 Crs
Return (p.a)
+ 44.11%+ 2.84% + 23.39%+ 3.51% + 20.96%+ 5.67% + 22.28%+ 11.64% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
PGIM India Balanced Advantage Fund
Unranked
Fund Size
₹1,146 Crs
Return (p.a)
+ 28.16%+ 1.92% + 21.09%+ 3.19% + 18.9%+ 5.15% + 17.98%+ 9.44% + 13.32%+ 21.94% N.A.N.A.
ETM Rank
Unranked
Invest
Parag Parikh Dynamic Asset Allocation Fund
Unranked
Fund Size
₹479 Crs
Return (p.a)
+ 21.6%+ 1.51% + 16.77%+ 2.57% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Quant Dynamic Asset Allocation Fund
Unranked
Fund Size
₹1,047 Crs
Return (p.a)
+ 58.42%+ 3.59% + 30.92%+ 4.52% + 50.78%+ 12.75% + 63.31%+ 31.56% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
SBI Balanced Advantage Fund
Unranked
Fund Size
₹29,753 Crs
Return (p.a)
+ 10.64%+ 0.7% + 12.85%+ 1.9% + 19.96%+ 5.26% + 23.56%+ 12.09% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
UTI Balanced Advantage Fund
Unranked
Fund Size
₹2,826 Crs
Return (p.a)
+ 39.61%+ 2.59% + 23.29%+ 3.49% + 19.98%+ 5.42% N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
WhiteOak Capital Balanced Advantage Fund
Unranked
Fund Size
₹956 Crs
Return (p.a)
+ 43.96%+ 2.83% + 27.16%+ 4.02% + 25.45%+ 6.81% + 24.82%+ 12.92% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Invest
Show all funds
Dynamic Asset Allocation Funds Returns Calculator
See what your investment would have yielded in
Select fund
ICICI Prudential Balanced Advantage Fund
- ICICI Prudential Balanced Advantage Fund
- Tata Balanced Advantage Fund
- Baroda BNP Paribas Balanced Advantage Fund
- Edelweiss Balanced Advantage Fund
- Sundaram Balanced Advantage Fund
- HDFC Balanced Advantage Fund
- Kotak Balanced Advantage Fund
- Nippon India Balanced Advantage Fund
- Aditya Birla Sun Life Balanced Advantage Fund
- Bank of India Balanced Advantage Fund
- Union Balanced Advantage Fund
- DSP Dynamic Asset Allocation Fund
- HSBC Balanced Advantage Fund
- Bandhan Balanced Advantage Fund
- Invesco India Balanced Advantage Fund
- Axis Balanced Advantage Fund
- Motilal Oswal Balance Advantage Fund
- Franklin India Balanced Advantage Fund
- LIC MF Balanced Advantage Fund
- Mahindra Manulife Balanced Advantage Fund
- Mirae Asset Balanced Advantage Fund
- PGIM India Balanced Advantage Fund
- Parag Parikh Dynamic Asset Allocation Fund
- Quant Dynamic Asset Allocation Fund
- SBI Balanced Advantage Fund
- UTI Balanced Advantage Fund
- WhiteOak Capital Balanced Advantage Fund
via in
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Minimum: ₹1,000
for a period of for
- 1 Month
- 3 Months
- 6 Months
- 1 Year
- 3 Years
- 5 Years
- 10 years
Invested Gains
You would have got
Total investment Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
Current value Current value ₹ 9.33 Lakh
This fund has generated an XIRR of 15.52% over the past 5 Years
See scheme details Invest now
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- How to invest in Dynamic Asset Allocation Funds?
- Frequently Asked Questions
How to invest in Dynamic Asset Allocation Funds?
It is quite easy to invest in Dynamic Asset Allocation mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Dynamic Asset Allocation fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Dynamic Asset Allocation Mutual Funds to invest in 2024?
These are top 5 Dynamic Asset Allocation funds you can invest in 2024
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| LIC MF Balanced Advantage Fund | Hybrid | Unranked | NA | |
| Tata Balanced Advantage Fund | Hybrid | # 2 of 17 | 14.85 % p.a. | |
| Motilal Oswal Balance Advantage Fund | Hybrid | # 17 of 17 | 11.29 % p.a. | |
| Mirae Asset Balanced Advantage Fund | Hybrid | Unranked | NA | |
| WhiteOak Capital Balanced Advantage Fund | Hybrid | Unranked | NA |
How long should I stay invested in Dynamic Asset Allocation Mutual Funds?
Dynamic Asset Allocation Funds dynamically keep changing their equity-debt mix based on market conditions. This dynamic nature of management makes sure you always the optimal asset allocation for the market condition. Because of this, you can use these funds for any investment horizon of more than 1 year.
Where do Dynamic Asset Allocation Mutual Funds invest?
Dynamic Asset Allocation Funds invest in a mix of equity and Debt. The equity portion of most funds in this category is diversified across sectors and has companies of all sizes. How the debt portion is managed depends on the fund manager, but these funds typically don't take too much interest rate or credit risk.
What kind of returns can i earn from Dynamic Asset Allocation ?
Dynamic Asset Allocation Funds have on an average delivered 13.71% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 13.93% and 12.13% p.a.
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