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Dynamic Asset Allocation

Dynamic Asset Allocation funds (also called Balanced Advantage Funds) shift between equity and debt based on market valuations — buying more equity when markets are cheap and moving to debt when they're expensive. The rebalancing happens automatically, making them suitable for investors who want the system to manage risk for them.

36Funds
-0.86%Cat Avg. 1Y Return
Category Average Returns
6M
+1.07%
1Y
-0.86%
3Y
+9.47%
5Y
+8.51%
Sharpe0.3
Sortino0.41
Beta0.58
Alpha+0.66
Std Dev8.54

All Dynamic Asset Allocation Funds

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36 funds
Fund NameAUM1Y ReturnsTER(%)
Category Average₹8,773 Cr-0.86%1.14
HDFC Balanced Advantage FundHigh₹1,02,534 Cr-3.7%0.77View →
ICICI Prudential Balanced Advantage FundHigh₹71,913 Cr+1.5%1.03View →
SBI Balanced Advantage FundHigh₹40,545 Cr-1.8%1.15View →
Kotak Balanced Advantage FundHigh₹16,608 Cr-0.1%1.59View →
Edelweiss Balanced Advantage FundHigh₹12,880 Cr+1.9%0.82View →
Aditya Birla Sun Life Balanced Advantage FundHigh₹9,836 Cr+3.6%0.89View →
Nippon India Balanced Advantage FundHigh₹9,532 Cr-0.3%0.89View →
Tata Balanced Advantage FundHigh₹8,005 Cr-2.7%1.59View →
Baroda BNP Paribas Balanced Advantage FundHigh₹5,162 Cr+0.8%0.41View →
DSP Dynamic Asset Allocation FundHigh₹3,704 Cr+1.5%1.04View →
Axis Balanced Advantage FundHigh₹3,654 Cr-0.1%1.00View →
NJ Balanced Advantage FundHigh₹3,242 Cr-0.7%1.10View →
UTI Balanced Advantage FundHigh₹2,856 Cr-3.0%1.59View →
Franklin India Balanced Advantage FundHigh₹2,687 Cr-3.0%0.80View →
Parag Parikh Dynamic Asset Allocation FundHigh₹2,533 Cr+1.6%0.41View →
WhiteOak Capital Balanced Advantage FundHigh₹2,256 Cr+0.5%0.83View →
Bandhan Balanced Advantage FundHigh₹2,233 Cr+2.0%1.07View →
Mirae Asset Balanced Advantage FundHigh₹2,109 Cr+1.7%0.98View →
Sundaram Dynamic Asset Allocation FundHigh₹1,596 Cr-3.7%1.04View →
Unifi Dynamic Asset Allocation FundHigh₹1,478 Cr+8.6%1.40View →
HSBC Balanced Advantage FundHigh₹1,474 Cr-0.5%1.15View →
Bajaj Finserv Balanced Advantage FundHigh₹1,207 Cr-0.4%1.00View →
Union Balanced Advantage FundHigh₹1,158 Cr-1.8%1.46View →
Canara Robeco Balanced Advantage FundHigh₹1,007 Cr-3.5%1.03View →
Invesco India Balanced Advantage FundHigh₹903 Cr-2.9%1.18View →
Mahindra Manulife Balanced Advantage FundHigh₹879 Cr+0.4%0.83View →
Quant Dynamic Asset Allocation FundHigh₹810 Cr-4.7%1.54View →
Motilal Oswal Balance Advantage FundHigh₹712 Cr-3.0%1.55View →
PGIM India Balanced Advantage FundHigh₹681 Cr-4.5%0.91View →
LIC MF Balanced Advantage FundHigh₹653 Cr-2.3%1.43View →
ITI Balanced Advantage FundHigh₹320 Cr-5.1%1.59View →
Helios Balanced Advantage FundHigh₹265 Cr-0.5%1.32View →
Bank of India Balanced Advantage FundHigh₹174 Cr+0.8%1.39View →
Samco Dynamic Asset Allocation FundHigh₹157 Cr-2.9%1.95View →
The Wealth Company Balanced Advantage FundHigh₹43 Cr—1.26View →
Shriram Balanced Advantage FundHigh₹41 Cr-3.7%0.90View →

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