Dynamic asset allocation funds adjust the investment mix between debt and equity based on market conditions. The goal is to take advantage of opportunities and better manage risks.
Dynamic asset allocation mutual funds are also called balanced advantage funds. They are specific types of mutual funds that adjust the mix of debt and equity investments. This is done based on current market conditions, with the goal of managing risks efficiently and leveraging new opportunities. These funds may be allocated to equity during a market bull run, thereby scaling up profits. Alternatively, they may shift more towards debt in a volatile market or downturn. Fund managers actively manage these funds and dynamically adjust portfolios to enable a balanced return and risk profile.
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| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|
HDFC Balanced Advantage Fund | Hybrid | Very High | 572.04 | 0.73 | 5.5% | 18.7% | 23.9% | 5 | ₹1,03,041 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. See more |
SBI Balanced Advantage Fund | Hybrid | Very High | 16.45 | 0.73 | 7.9% | 14.8% | NA | 5 | ₹37,457 | For units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Franklin India Dynamic Asset Allocation Active FoF Fund | Hybrid | High | 189.12 | 1.11 | 6.1% | 13.9% | 18.9% | 5 | ₹1,284 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Franklin India Balanced Advantage Fund | Hybrid | Very High | 15.32 | 0.47 | 6.6% | 14.6% | NA | 4 | ₹2,779 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Aditya Birla Sun Life Balanced Advantage Fund | Hybrid | Very High | 122.90 | 0.67 | 8.3% | 13.8% | 14.5% | 4 | ₹8,370 | Exit load of 0.25%, if redeemed within 7 days. |
ICICI Prudential Balanced Advantage Fund | Hybrid | Very High | 85.10 | 0.87 | 9.9% | 13.8% | 14.7% | 4 | ₹66,750 | Exit Load for units in excess of 30% of the investment,1% will be charged for redemption within 1 year. See more |
Mirae Asset Balanced Advantage Fund | Hybrid | Very High | 15.04 | 0.73 | 8.1% | 13.7% | NA | 4 | ₹1,933 | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 180 Days. See more |
Nippon India Balanced Advantage Fund | Hybrid | Very High | 204.56 | 0.57 | 7.1% | 13.5% | 14.8% | 4 | ₹9,479 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
DSP Dynamic Asset Allocation Fund | Hybrid | Moderately High | 32.36 | 0.65 | 7.4% | 13.4% | 11.6% | 4 | ₹3,532 | Exit load of 1%, if redeemed within 1 months.
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Tata Balanced Advantage Fund | Hybrid | Very High | 23.13 | 0.44 | 5.2% | 12.2% | 13.9% | 4 | ₹9,748 | Exit load of 0.50%, if redeemed within 30 days. |
Axis Balanced Advantage Fund | Hybrid | Very High | 23.94 | 0.74 | 6.5% | 15.3% | 14.1% | 3 | ₹3,591 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. See more |
Baroda BNP Paribas Balanced Advantage Fund | Hybrid | Very High | 27.36 | 0.74 | 8.0% | 15.3% | 15.1% | 3 | ₹4,361 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. See more |
Mahindra Manulife Balanced Advantage Fund | Hybrid | Very High | 15.72 | 0.53 | 5.6% | 14.3% | NA | 3 | ₹912 | Exit load for units in excess of 10% of the investment 1% will be charged for redemption within 3 months. See more |
Invesco India Balanced Advantage Fund | Hybrid | Very High | 64.64 | 0.8 | 4.7% | 13.8% | 13.5% | 3 | ₹1,091 | Exit load for units in excess of 10% of the investment, 0.25% will be charged for redemption within 3 months. See more |
Edelweiss Balanced Advantage Fund | Hybrid | Very High | 58.97 | 0.53 | 5.4% | 13.3% | 14.8% | 3 | ₹12,899 | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. See more |
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Fund Performance: The HDFC Balanced Advantage Fund has given 18.66% annualized returns in the past three years and 23.85% in the last 5 years. The HDFC Balanced Advantage Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹1,03,041Cr |
| 1Y Returns | 5.5% |
Fund Performance: The SBI Balanced Advantage Fund comes under the Hybrid category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹37,457Cr |
| 1Y Returns | 7.9% |
Fund Performance: The Franklin India Dynamic Asset Allocation Active FoF Fund has given 13.94% annualized returns in the past three years and 18.87% in the last 5 years. The Franklin India Dynamic Asset Allocation Active FoF Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Dynamic Asset Allocation Active FoF Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,284Cr |
| 1Y Returns | 6.1% |
Fund Performance: The Franklin India Balanced Advantage Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹500.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹2,779Cr |
| 1Y Returns | 6.6% |
Fund Performance: The Aditya Birla Sun Life Balanced Advantage Fund has given 13.78% annualized returns in the past three years and 14.46% in the last 5 years. The Aditya Birla Sun Life Balanced Advantage Fund comes under the Hybrid category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹8,370Cr |
| 1Y Returns | 8.3% |
Fund Performance: The ICICI Prudential Balanced Advantage Fund has given 13.78% annualized returns in the past three years and 14.66% in the last 5 years. The ICICI Prudential Balanced Advantage Fund comes under the Hybrid category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Balanced Advantage Fund via lump sum is ₹500 and via SIP is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹66,750Cr |
| 1Y Returns | 9.9% |
Fund Performance: The Mirae Asset Balanced Advantage Fund comes under the Hybrid category of Mirae Asset Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Mirae Asset Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹99.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹1,933Cr |
| 1Y Returns | 8.1% |
Fund Performance: The Nippon India Balanced Advantage Fund has given 13.46% annualized returns in the past three years and 14.82% in the last 5 years. The Nippon India Balanced Advantage Fund comes under the Hybrid category of Nippon India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹9,479Cr |
| 1Y Returns | 7.1% |
Fund Performance: The DSP Dynamic Asset Allocation Fund has given 13.36% annualized returns in the past three years and 11.57% in the last 5 years. The DSP Dynamic Asset Allocation Fund comes under the Hybrid category of DSP Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in DSP Dynamic Asset Allocation Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,532Cr |
| 1Y Returns | 7.4% |
Fund Performance: The Tata Balanced Advantage Fund has given 12.17% annualized returns in the past three years and 13.94% in the last 5 years. The Tata Balanced Advantage Fund comes under the Hybrid category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹100.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹9,748Cr |
| 1Y Returns | 5.2% |
Fund Performance: The Axis Balanced Advantage Fund has given 15.26% annualized returns in the past three years and 14.1% in the last 5 years. The Axis Balanced Advantage Fund comes under the Hybrid category of Axis Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Axis Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹3,591Cr |
| 1Y Returns | 6.5% |
Fund Performance: The Baroda BNP Paribas Balanced Advantage Fund has given 15.25% annualized returns in the past three years and 15.12% in the last 5 years. The Baroda BNP Paribas Balanced Advantage Fund comes under the Hybrid category of Baroda BNP Paribas Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Balanced Advantage Fund via lump sum is ₹5,000 and via SIP is ₹250.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹4,361Cr |
| 1Y Returns | 8.0% |
Fund Performance: The Mahindra Manulife Balanced Advantage Fund comes under the Hybrid category of Mahindra Manulife Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Mahindra Manulife Balanced Advantage Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹912Cr |
| 1Y Returns | 5.6% |
Fund Performance: The Invesco India Balanced Advantage Fund has given 13.85% annualized returns in the past three years and 13.5% in the last 5 years. The Invesco India Balanced Advantage Fund comes under the Hybrid category of Invesco Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Balanced Advantage Fund via lump sum is ₹1,000 and via SIP is ₹500.
| Min Investment Amt | ₹1,000 |
|---|---|
| AUM | ₹1,091Cr |
| 1Y Returns | 4.7% |
Fund Performance: The Edelweiss Balanced Advantage Fund has given 13.25% annualized returns in the past three years and 14.85% in the last 5 years. The Edelweiss Balanced Advantage Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Balanced Advantage Fund via lump sum is ₹100 and via SIP is ₹100.
| Min Investment Amt | ₹100 |
|---|---|
| AUM | ₹12,899Cr |
| 1Y Returns | 5.4% |
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