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- Dynamic Asset Allocation Funds
- Average Return 14.18%
- No of Funds 28
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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 Returns
28 funds
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- ETM Rank High to Low Genius Only
- 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
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via
- Monthly SIP
- One-time (Lumpsum)
HDFC Balanced Advantage Fund
#6 of 18
ETM Rank: Genius only 
Fund Size
₹95,391 Crs
Return (p.a)
+ 14.62%+ 1.05% + 14.77%+ 2.27% + 27.22%+ 7.27% + 31.35%+ 16.2% + 28.93%+ 51.54% + 27.36%+ 96.4%
ETM Rank
#6 of 18
Genius only
Invest
Baroda BNP Paribas Balanced Advantage Fund
#3 of 18
ETM Rank: Genius only
Fund Size
₹4,112 Crs
Return (p.a)
+ 45.34%+ 2.91% + 28.13%+ 4.13% + 32.15%+ 8.48% + 29.33%+ 15.19% + 21.51%+ 36.94% + 19.8%+ 63.71%
ETM Rank
#3 of 18
Genius only
Invest
Edelweiss Balanced Advantage Fund
#4 of 18
ETM Rank: Genius only
Fund Size
₹12,399 Crs
Return (p.a)
+ 39.76%+ 2.6% + 25.83%+ 3.82% + 30.79%+ 8.15% + 29.31%+ 15.19% + 20.27%+ 34.61% + 18.96%+ 60.39%
ETM Rank
#4 of 18
Genius only
Invest
Motilal Oswal Balance Advantage Fund
#18 of 18
ETM Rank: Genius only
Fund Size
₹1,315 Crs
Return (p.a)
+ 127.53%+ 6.51% + 68.86%+ 8.96% + 58.14%+ 14.41% + 36.34%+ 18.67% + 24.41%+ 42.53% + 18.28%+ 57.78%
ETM Rank
#18 of 18
Genius only
Invest
Axis Balanced Advantage Fund
#14 of 18
ETM Rank: Genius only
Fund Size
₹2,523 Crs
Return (p.a)
+ 56.65%+ 3.5% + 34.18%+ 4.92% + 38.67%+ 10.03% + 33.93%+ 17.48% + 21.76%+ 37.43% + 17.97%+ 56.56%
ETM Rank
#14 of 18
Genius only
Invest
Nippon India Balanced Advantage Fund
#9 of 18
ETM Rank: Genius only
Fund Size
₹8,803 Crs
Return (p.a)
+ 34.35%+ 2.29% + 25.49%+ 3.77% + 29.77%+ 7.9% + 28.11%+ 14.58% + 19.8%+ 33.73% + 17.82%+ 56.02%
ETM Rank
#9 of 18
Genius only
Invest
Invesco India Balanced Advantage Fund
#12 of 18
ETM Rank: Genius only
Fund Size
₹866 Crs
Return (p.a)
+ 38.75%+ 2.54% + 25.53%+ 3.78% + 30.45%+ 8.07% + 28.71%+ 14.88% + 20.87%+ 35.73% + 17.57%+ 55.04%
ETM Rank
#12 of 18
Genius only
Invest
Aditya Birla Sun Life Balanced Advantage Fund
#10 of 18
ETM Rank: Genius only
Fund Size
₹7,560 Crs
Return (p.a)
+ 40.54%+ 2.65% + 27.16%+ 4.0% + 33.02%+ 8.69% + 28.47%+ 14.76% + 19.27%+ 32.74% + 17.44%+ 54.56%
ETM Rank
#10 of 18
Genius only
Invest
Sundaram Balanced Advantage Fund
#5 of 18
ETM Rank: Genius only
Fund Size
₹1,574 Crs
Return (p.a)
+ 42.82%+ 2.77% + 30.36%+ 4.42% + 32.29%+ 8.51% + 27.38%+ 14.22% + 18.63%+ 31.54% + 17.24%+ 53.82%
ETM Rank
#5 of 18
Genius only
Invest
Tata Balanced Advantage Fund
#2 of 18
ETM Rank: Genius only
Fund Size
₹10,208 Crs
Return (p.a)
+ 25.52%+ 1.76% + 17.51%+ 2.66% + 22.04%+ 5.97% + 22.6%+ 11.81% + 18.0%+ 30.39% + 17.22%+ 53.71%
ETM Rank
#2 of 18
Genius only
Invest
ICICI Prudential Balanced Advantage Fund
#1 of 18
ETM Rank: Genius only
Fund Size
₹61,103 Crs
Return (p.a)
+ 33.34%+ 2.23% + 25.43%+ 3.76% + 27.04%+ 7.23% + 24.67%+ 12.85% + 18.32%+ 30.98% + 17.1%+ 53.27%
ETM Rank
#1 of 18
Genius only
Invest
Kotak Balanced Advantage Fund
#11 of 18
ETM Rank: Genius only
Fund Size
₹16,988 Crs
Return (p.a)
+ 40.31%+ 2.63% + 26.45%+ 3.9% + 31.33%+ 8.28% + 27.04%+ 14.05% + 18.39%+ 31.11% + 16.51%+ 51.06%
ETM Rank
#11 of 18
Genius only
Invest
Bank of India Balanced Advantage Fund
#8 of 18
ETM Rank: Genius only
Fund Size
₹140 Crs
Return (p.a)
+ 21.47%+ 1.5% + 9.68%+ 1.52% + 18.43%+ 5.04% + 22.14%+ 11.57% + 19.39%+ 32.97% + 16.45%+ 50.86%
ETM Rank
#8 of 18
Genius only
Invest
HSBC Balanced Advantage Fund
#13 of 18
ETM Rank: Genius only
Fund Size
₹1,502 Crs
Return (p.a)
+ 32.17%+ 2.16% + 24.79%+ 3.68% + 27.79%+ 7.41% + 25.66%+ 13.35% + 18.5%+ 31.3% + 15.39%+ 46.97%
ETM Rank
#13 of 18
Genius only
Invest
Union Balanced Advantage Fund
#15 of 18
ETM Rank: Genius only
Fund Size
₹1,554 Crs
Return (p.a)
+ 20.3%+ 1.43% + 15.36%+ 2.36% + 22.03%+ 5.97% + 21.64%+ 11.32% + 16.06%+ 26.85% + 14.93%+ 45.32%
ETM Rank
#15 of 18
Genius only
Invest
Bandhan Balanced Advantage Fund
#16 of 18
ETM Rank: Genius only
Fund Size
₹2,322 Crs
Return (p.a)
+ 28.04%+ 1.91% + 23.14%+ 3.45% + 27.83%+ 7.42% + 24.6%+ 12.82% + 16.63%+ 27.88% + 14.83%+ 44.98%
ETM Rank
#16 of 18
Genius only
Invest
DSP Dynamic Asset Allocation Fund
#17 of 18
ETM Rank: Genius only
Fund Size
₹3,237 Crs
Return (p.a)
+ 32.9%+ 2.21% + 22.56%+ 3.37% + 28.65%+ 7.62% + 25.07%+ 13.06% + 17.06%+ 28.66% + 14.42%+ 43.51%
ETM Rank
#17 of 18
Genius only
Invest
Canara Robeco Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,437 Crs
Return (p.a)
+ 50.29%+ 3.17% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Franklin India Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹2,262 Crs
Return (p.a)
+ 24.61%+ 1.7% + 19.83%+ 2.99% + 25.33%+ 6.8% + 25.57%+ 13.31% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
LIC MF Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹872 Crs
Return (p.a)
+ 27.57%+ 1.89% + 23.07%+ 3.44% + 27.55%+ 7.35% + 22.8%+ 11.91% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Mahindra Manulife Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹886 Crs
Return (p.a)
+ 33.71%+ 2.25% + 23.74%+ 3.53% + 28.67%+ 7.63% + 28.32%+ 14.69% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Mirae Asset Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,735 Crs
Return (p.a)
+ 30.96%+ 2.09% + 22.98%+ 3.43% + 28.21%+ 7.52% + 24.6%+ 12.82% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
PGIM India Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,124 Crs
Return (p.a)
+ 47.86%+ 3.05% + 29.82%+ 4.35% + 34.0%+ 8.92% + 26.86%+ 13.96% + 17.43%+ 29.33% N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Parag Parikh Dynamic Asset Allocation Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,028 Crs
Return (p.a)
+ 7.96%+ 0.59% + 13.32%+ 2.06% + 16.29%+ 4.48% N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Quant Dynamic Asset Allocation Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,403 Crs
Return (p.a)
+ 14.06%+ 1.01% + 12.78%+ 1.98% + 27.53%+ 7.35% + 44.34%+ 22.57% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
SBI Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹32,441 Crs
Return (p.a)
+ 17.15%+ 1.22% + 15.73%+ 2.41% + 20.4%+ 5.55% + 23.19%+ 12.11% + 19.41%+ 33.01% N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
UTI Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹3,037 Crs
Return (p.a)
+ 56.09%+ 3.48% + 32.46%+ 4.7% + 31.63%+ 8.35% + 25.83%+ 13.44% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
WhiteOak Capital Balanced Advantage Fund
Unranked
ETM Rank: Genius only
Fund Size
₹1,144 Crs
Return (p.a)
+ 45.87%+ 2.94% + 30.13%+ 4.39% + 34.31%+ 9.0% + 29.61%+ 15.33% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Genius only
Invest
Show all funds
Dynamic Asset Allocation Funds Returns Calculator
See what your investment would have yielded in
Select fund
HDFC Balanced Advantage Fund
- HDFC Balanced Advantage Fund
- Baroda BNP Paribas Balanced Advantage Fund
- Edelweiss Balanced Advantage Fund
- Motilal Oswal Balance Advantage Fund
- Axis Balanced Advantage Fund
- Nippon India Balanced Advantage Fund
- Invesco India Balanced Advantage Fund
- Aditya Birla Sun Life Balanced Advantage Fund
- Sundaram Balanced Advantage Fund
- Tata Balanced Advantage Fund
- ICICI Prudential Balanced Advantage Fund
- Kotak Balanced Advantage Fund
- Bank of India Balanced Advantage Fund
- HSBC Balanced Advantage Fund
- Union Balanced Advantage Fund
- Bandhan Balanced Advantage Fund
- DSP Dynamic Asset Allocation Fund
- Canara Robeco Balanced 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
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Minimum: ₹1,000
for a period of for
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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 27.36% over the past 5 Years
See scheme details Invest now
Genius Balanced Portfolio strategies would have potentially delivered up to 16.07% returns! Know More
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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 18 | 16.7 % p.a. | |
| Motilal Oswal Balance Advantage Fund | Hybrid | # 18 of 18 | 15.22 % 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 16.11% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 14.18% and 12.01% p.a.
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