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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.

33Funds

3.1%Cat Avg. 1Y Return

Category Average Returns

+4.42%

+3.1%

+9.63%

+9.33%

Sharpe0.4

Sortino0.51

Beta0.59

Alpha+1.59

Std Dev8.59

All Dynamic Asset Allocation Funds

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33 funds

Fund Name	AUM	1Y Returns	TER(%)
Category Average	₹9,844 Cr	+3.1%	1.08
HDFC Balanced Advantage FundHigh	₹1,07,296 Cr	+1.2%	0.77	View →
ICICI Prudential Balanced Advantage FundHigh	₹75,399 Cr	+5.0%	1.04	View →
SBI Balanced Advantage FundHigh	₹41,803 Cr	+3.5%	0.89	View →
Kotak Balanced Advantage FundHigh	₹17,415 Cr	+3.8%	0.83	View →
Edelweiss Balanced Advantage FundHigh	₹13,445 Cr	+6.2%	0.82	View →
Aditya Birla Sun Life Balanced Advantage FundHigh	₹10,125 Cr	+7.5%	0.90	View →
Nippon India Balanced Advantage FundHigh	₹9,918 Cr	+4.2%	0.88	View →
Tata Balanced Advantage FundHigh	₹8,539 Cr	+3.3%	0.69	View →
Baroda BNP Paribas Balanced Advantage FundHigh	₹5,343 Cr	+8.1%	0.92	View →
Axis Balanced Advantage FundHigh	₹3,835 Cr	+3.0%	1.06	View →
DSP Dynamic Asset Allocation FundHigh	₹3,821 Cr	+4.5%	1.09	View →
UTI Balanced Advantage FundHigh	₹3,023 Cr	-0.6%	0.71	View →
Franklin India Balanced Advantage FundHigh	₹2,823 Cr	+2.1%	0.76	View →
Parag Parikh Dynamic Asset Allocation FundHigh	₹2,575 Cr	+4.2%	0.40	View →
WhiteOak Capital Balanced Advantage FundHigh	₹2,302 Cr	+4.7%	0.86	View →
Bandhan Balanced Advantage FundHigh	₹2,286 Cr	+5.6%	1.08	View →
Mirae Asset Balanced Advantage FundHigh	₹2,169 Cr	+5.4%	0.95	View →
Sundaram Dynamic Asset Allocation FundHigh	₹1,686 Cr	+2.1%	1.13	View →
HSBC Balanced Advantage FundHigh	₹1,522 Cr	+2.9%	1.16	View →
Bajaj Finserv Balanced Advantage FundHigh	₹1,276 Cr	+4.8%	1.05	View →
Union Balanced Advantage FundHigh	₹1,240 Cr	+2.6%	1.46	View →
Canara Robeco Balanced Advantage FundHigh	₹1,081 Cr	+0.9%	1.00	View →
Invesco India Balanced Advantage FundHigh	₹937 Cr	-2.2%	1.14	View →
Mahindra Manulife Balanced Advantage FundHigh	₹923 Cr	+5.3%	0.85	View →
Quant Dynamic Asset Allocation FundHigh	₹863 Cr	+1.3%	1.56	View →
Motilal Oswal Balanced Advantage FundHigh	₹744 Cr	-2.3%	1.60	View →
PGIM India Balanced Advantage FundHigh	₹739 Cr	-1.3%	0.94	View →
LIC MF Balanced Advantage FundHigh	₹696 Cr	+4.1%	1.60	View →
ITI Balanced Advantage FundHigh	₹348 Cr	+1.9%	1.68	View →
Helios Balanced Advantage FundHigh	₹288 Cr	+4.6%	1.33	View →
Bank of India Balanced Advantage FundHigh	₹176 Cr	+5.8%	1.40	View →
Samco Dynamic Asset Allocation FundHigh	₹168 Cr	-0.1%	2.05	View →
Shriram Balanced Advantage FundHigh	₹43 Cr	+0.4%	0.94	View →

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