Dynamic Asset Allocation or Balanced Advantage – returns and ranking
Hybrid Scheme · 44 Growth schemes · NAV as of 06-Nov-2026
Hybrid fund that shifts between equity and debt dynamically, following its own model.
Top 15 funds by return over the chosen period. Returns over 1 year are per year (CAGR).
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
6.51%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 14 of 18
5.75%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
5.02%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
4.93%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
4.93%
HDFC Balanced Advantage Fund HDFC · 3Y rank 5 of 18
4.57%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 8 of 18
4.32%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
4.24%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
3.51%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
3.44%
Tata Balanced Advantage Fund Tata · 3Y rank 16 of 18
3.40%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
3.31%
SBI Balanced Advantage Fund SBI · 3Y rank 9 of 18
3.07%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
3.06%
Franklin India Balanced Advantage Fund Franklin Templeton · 3Y rank 11 of 18
2.98%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
3.54%
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi
2.30%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
1.98%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
1.90%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
1.55%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
1.38%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
1.20%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
0.32%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
0.31%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 8 of 18
0.25%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 14 of 18
0.18%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 17 of 18
0.05%
HDFC Balanced Advantage Fund HDFC · 3Y rank 5 of 18
-0.17%
Parag Parikh Dynamic Asset Allocation Fund PPFAS
-0.25%
quant Dynamic Asset Allocation Fund quant · 3Y rank 1 of 18
-0.55%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
11.32%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
6.96%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 17 of 18
5.86%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
5.80%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
5.25%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
5.11%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
4.89%
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi
4.80%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
4.64%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 8 of 18
3.89%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
3.64%
LIC MF Balanced Advantage Fund LIC · 3Y rank 15 of 18
3.53%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 14 of 18
2.79%
HDFC Balanced Advantage Fund HDFC · 3Y rank 5 of 18
2.10%
Franklin India Balanced Advantage Fund Franklin Templeton · 3Y rank 11 of 18
1.55%
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi
8.75%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
8.12%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
6.75%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
6.10%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
6.04%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
5.95%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
5.76%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
4.26%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 8 of 18
3.89%
Parag Parikh Dynamic Asset Allocation Fund PPFAS
3.23%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 17 of 18
3.02%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
2.52%
LIC MF Balanced Advantage Fund LIC · 3Y rank 15 of 18
1.79%
SBI Balanced Advantage Fund SBI · 3Y rank 9 of 18
1.29%
Tata Balanced Advantage Fund Tata · 3Y rank 16 of 18
1.11%
quant Dynamic Asset Allocation Fund quant · 3Y rank 1 of 18
13.46%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
13.00%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
12.06%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
12.05%
HDFC Balanced Advantage Fund HDFC · 3Y rank 5 of 18
12.04%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
11.97%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
10.75%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 8 of 18
10.57%
SBI Balanced Advantage Fund SBI · 3Y rank 9 of 18
10.50%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
10.11%
Franklin India Balanced Advantage Fund Franklin Templeton · 3Y rank 11 of 18
10.05%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
9.30%
ITI Balanced Advantage Fund ITI · 3Y rank 13 of 18
8.92%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 14 of 18
8.84%
LIC MF Balanced Advantage Fund LIC · 3Y rank 15 of 18
8.81%
HDFC Balanced Advantage Fund HDFC · 3Y rank 5 of 18
13.94%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
10.84%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
10.61%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
10.59%
SBI Balanced Advantage Fund SBI · 3Y rank 9 of 18
10.17%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
9.86%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
9.38%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 8 of 18
9.37%
Tata Balanced Advantage Fund Tata · 3Y rank 16 of 18
8.79%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
8.54%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 14 of 18
7.92%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
7.91%
ITI Balanced Advantage Fund ITI · 3Y rank 13 of 18
7.13%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 17 of 18
6.25%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
6.23%
HDFC Balanced Advantage Fund HDFC · 3Y rank 5 of 18
14.59%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
12.53%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 4 of 18
11.71%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
11.22%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 7 of 18
10.28%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 3 of 18
9.92%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
8.62%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 17 of 18
8.02%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
7.81%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
6.37%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 17 of 18
5.58%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
4.93%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
4.87%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
4.82%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
4.52%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 9 of 18
4.22%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
4.14%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
3.40%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
3.33%
Tata Balanced Advantage Fund Tata · 3Y rank 14 of 18
3.29%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
3.22%
SBI Balanced Advantage Fund SBI · 3Y rank 7 of 18
3.00%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
2.95%
Franklin India Balanced Advantage Fund Franklin Templeton · 3Y rank 11 of 18
2.85%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
3.21%
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi
2.15%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
1.66%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
1.50%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
1.26%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
1.06%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
0.93%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
0.19%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
0.05%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 9 of 18
-0.02%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 13 of 18
-0.08%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 17 of 18
-0.20%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
-0.31%
Parag Parikh Dynamic Asset Allocation Fund PPFAS
-0.34%
quant Dynamic Asset Allocation Fund quant · 3Y rank 1 of 18
-0.91%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
10.61%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
6.12%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 13 of 18
5.57%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
5.23%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
4.84%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
4.69%
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi
4.48%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
4.25%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
3.98%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 9 of 18
3.33%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
3.07%
LIC MF Balanced Advantage Fund LIC · 3Y rank 15 of 18
2.76%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 17 of 18
2.00%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
1.83%
Parag Parikh Dynamic Asset Allocation Fund PPFAS
1.05%
UNIFI DYNAMIC ASSET ALLOCATION FUND Unifi
8.11%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
6.96%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
5.56%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
5.46%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
4.81%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
4.44%
Bajaj Finserv Balanced Advantage Fund Bajaj Finserv
4.31%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
3.06%
Parag Parikh Dynamic Asset Allocation Fund PPFAS
2.89%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 9 of 18
2.77%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 13 of 18
2.43%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
1.41%
SBI Balanced Advantage Fund SBI · 3Y rank 7 of 18
0.47%
LIC MF Balanced Advantage Fund LIC · 3Y rank 15 of 18
0.35%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
0.34%
quant Dynamic Asset Allocation Fund quant · 3Y rank 1 of 18
11.81%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
11.76%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
11.40%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
11.38%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
10.70%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
10.67%
SBI Balanced Advantage Fund SBI · 3Y rank 7 of 18
9.55%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
9.35%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 9 of 18
9.35%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
8.90%
Franklin India Balanced Advantage Fund Franklin Templeton · 3Y rank 11 of 18
8.42%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
8.07%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 13 of 18
7.92%
Tata Balanced Advantage Fund Tata · 3Y rank 14 of 18
7.40%
LIC MF Balanced Advantage Fund LIC · 3Y rank 15 of 18
7.16%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
13.24%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
10.17%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
9.48%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
9.32%
SBI Balanced Advantage Fund SBI · 3Y rank 7 of 18
9.15%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
8.54%
Kotak Balanced Advantage Fund Kotak Mahindra · 3Y rank 9 of 18
8.12%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
8.06%
Tata Balanced Advantage Fund Tata · 3Y rank 14 of 18
7.29%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
7.12%
Union Balanced Advantage Fund Union · 3Y rank 12 of 18
6.63%
PGIM India Balanced Advantage Fund PGIM India · 3Y rank 17 of 18
6.09%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 13 of 18
5.52%
ITI Balanced Advantage Fund ITI · 3Y rank 16 of 18
5.19%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
4.89%
HDFC Balanced Advantage Fund HDFC · 3Y rank 4 of 18
13.84%
Edelweiss Balanced Advantage Fund Edelweiss · 3Y rank 6 of 18
11.16%
ICICI Prudential Balanced Advantage Fund ICICI Prudential · 3Y rank 3 of 18
10.88%
Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life · 3Y rank 2 of 18
9.95%
BANDHAN Balanced Advantage Fund Bandhan · 3Y rank 8 of 18
8.81%
DSP Dynamic Asset Allocation Fund DSP · 3Y rank 5 of 18
8.51%
Motilal Oswal Balanced Advantage Fund Motilal Oswal · 3Y rank 18 of 18
7.31%
UTI – Unit Linked Insurance Plan UTI · 3Y rank 13 of 18
7.31%
BANK OF INDIA BALANCED ADVANTAGE FUND Bank of India · 3Y rank 10 of 18
6.93%
Show all 44 funds in a table
Tap any column heading to rank by that column; tap again to reverse.
Fund
Fund house
NAV
1M
3M
6M
1Y
3Y
5Y
10Y
3Y rank
quant Dynamic Asset Allocation Fund
quant
17.19
1.38%
-0.55%
-0.22%
-0.24%
13.46%
–
–
1 of 18
Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life
133.08
4.24%
1.20%
5.80%
8.12%
13.00%
10.59%
11.22%
2 of 18
DSP Dynamic Asset Allocation Fund
DSP
34.34
4.93%
1.98%
4.89%
6.10%
12.06%
9.38%
9.92%
3 of 18
ICICI Prudential Balanced Advantage Fund
ICICI Prudential
90.24
4.93%
0.32%
5.11%
6.04%
12.05%
10.84%
11.71%
4 of 18
HDFC Balanced Advantage Fund
HDFC
577.27
4.57%
-0.17%
2.10%
0.90%
12.04%
13.94%
14.59%
5 of 18
Edelweiss Balanced Advantage Fund
Edelweiss
62.92
5.02%
1.55%
5.25%
6.75%
11.97%
9.86%
12.53%
6 of 18
BANDHAN Balanced Advantage Fund
Bandhan
30.27
3.51%
1.38%
4.64%
5.76%
10.75%
8.54%
10.28%
7 of 18
Kotak Balanced Advantage Fund
Kotak Mahindra
23.55
4.32%
0.25%
3.89%
3.89%
10.57%
9.37%
–
8 of 18
SBI Balanced Advantage Fund
SBI
16.67
3.07%
-0.88%
0.19%
1.29%
10.50%
10.17%
–
9 of 18
BANK OF INDIA BALANCED ADVANTAGE FUND
Bank of India
28.69
3.06%
-1.21%
0.24%
4.26%
10.11%
10.61%
7.81%
10 of 18
Franklin India Balanced Advantage Fund
Franklin Templeton
15.45
2.98%
-0.92%
1.55%
0.80%
10.05%
–
–
11 of 18
Union Balanced Advantage Fund
Union
22.79
3.31%
0.31%
3.64%
2.52%
9.30%
7.91%
–
12 of 18
ITI Balanced Advantage Fund
ITI
16.13
0.02%
-2.43%
0.34%
-1.87%
8.92%
7.13%
–
13 of 18
PGIM India Balanced Advantage Fund
PGIM India
16.92
5.75%
0.18%
2.79%
0.53%
8.84%
7.92%
–
14 of 18
LIC MF Balanced Advantage Fund
LIC
14.92
1.56%
-1.39%
3.53%
1.79%
8.81%
–
–
15 of 18
Tata Balanced Advantage Fund
Tata
23.39
3.40%
-2.49%
0.46%
1.11%
8.80%
8.79%
–
16 of 18
UTI – Unit Linked Insurance Plan
UTI
47.35
2.65%
0.05%
5.86%
3.02%
8.62%
6.25%
8.02%
17 of 18
Motilal Oswal Balanced Advantage Fund
Motilal Oswal
22.68
3.44%
3.54%
11.32%
0.55%
4.13%
6.23%
8.62%
18 of 18
Bajaj Finserv Balanced Advantage Fund
Bajaj Finserv
12.67
6.51%
1.90%
6.96%
5.95%
–
–
–
–
Parag Parikh Dynamic Asset Allocation Fund
PPFAS
11.85
0.71%
-0.25%
1.23%
3.23%
–
–
–
–
The Wealth Company Balanced Advantage Fund
The Wealth Company
9.91
1.31%
-2.78%
-2.08%
–
–
–
–
–
UNIFI DYNAMIC ASSET ALLOCATION FUND
Unifi
11.45
0.68%
2.30%
4.80%
8.75%
–
–
–
–
Fund
Fund house
NAV
1M
3M
6M
1Y
3Y
5Y
10Y
3Y rank
quant Dynamic Asset Allocation Fund
quant
16.29
1.26%
-0.91%
-0.95%
-1.67%
11.81%
–
–
1 of 18
Aditya Birla Sun Life Balanced Advantage Fund
Aditya Birla Sun Life
115.59
4.14%
0.93%
5.23%
6.96%
11.76%
9.32%
9.95%
2 of 18
ICICI Prudential Balanced Advantage Fund
ICICI Prudential
80.31
4.87%
0.19%
4.84%
5.46%
11.40%
10.17%
10.88%
3 of 18
HDFC Balanced Advantage Fund
HDFC
530.17
4.52%
-0.31%
1.83%
0.34%
11.38%
13.24%
13.84%
4 of 18
DSP Dynamic Asset Allocation Fund
DSP
29.49
4.82%
1.66%
4.25%
4.81%
10.70%
8.06%
8.51%
5 of 18
Edelweiss Balanced Advantage Fund
Edelweiss
54.52
4.93%
1.26%
4.69%
5.56%
10.67%
8.54%
11.16%
6 of 18
SBI Balanced Advantage Fund
SBI
15.87
3.00%
-1.08%
-0.21%
0.47%
9.55%
9.15%
–
7 of 18
BANDHAN Balanced Advantage Fund
Bandhan
25.75
3.40%
1.06%
3.98%
4.44%
9.35%
7.12%
8.81%
8 of 18
Kotak Balanced Advantage Fund
Kotak Mahindra
21.40
4.22%
-0.02%
3.33%
2.77%
9.35%
8.12%
–
9 of 18
BANK OF INDIA BALANCED ADVANTAGE FUND
Bank of India
26.17
2.95%
-1.45%
-0.30%
3.06%
8.90%
9.48%
6.93%
10 of 18
Franklin India Balanced Advantage Fund
Franklin Templeton
14.46
2.85%
-1.27%
0.83%
-0.62%
8.42%
–
–
11 of 18
Union Balanced Advantage Fund
Union
20.84
3.22%
0.05%
3.07%
1.41%
8.07%
6.63%
–
12 of 18
UTI – Unit Linked Insurance Plan
UTI
43.44
2.61%
-0.08%
5.57%
2.43%
7.92%
5.52%
7.31%
13 of 18
Tata Balanced Advantage Fund
Tata
20.78
3.29%
-2.79%
-0.16%
-0.13%
7.40%
7.29%
–
14 of 18
LIC MF Balanced Advantage Fund
LIC
13.76
1.44%
-1.77%
2.76%
0.35%
7.16%
–
–
15 of 18
ITI Balanced Advantage Fund
ITI
14.14
-0.12%
-2.83%
-0.49%
-3.51%
7.06%
5.19%
–
16 of 18
PGIM India Balanced Advantage Fund
PGIM India
15.32
5.58%
-0.20%
2.00%
-1.10%
7.04%
6.09%
–
17 of 18
Motilal Oswal Balanced Advantage Fund
Motilal Oswal
20.06
3.33%
3.21%
10.61%
-0.72%
2.78%
4.89%
7.31%
18 of 18
Bajaj Finserv Balanced Advantage Fund
Bajaj Finserv
12.11
6.37%
1.50%
6.12%
4.31%
–
–
–
–
Parag Parikh Dynamic Asset Allocation Fund
PPFAS
11.75
0.68%
-0.34%
1.05%
2.89%
–
–
–
–
The Wealth Company Balanced Advantage Fund
The Wealth Company
9.77
1.14%
-3.27%
-3.07%
–
–
–
–
–
UNIFI DYNAMIC ASSET ALLOCATION FUND
Unifi
11.34
0.63%
2.15%
4.48%
8.11%
–
–
–
–
Source: AMFI (Association of Mutual Funds in India) published NAVs. Returns are computed by MyFinanceBandhu from those NAVs; periods under 1 year are absolute, 1 year and above are annualised (CAGR). Past performance does not indicate future returns. This page is education, not advice; MyFinanceBandhu is not a SEBI-registered investment adviser. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Only Growth options are listed. The chart shows the 15 best funds for the chosen period; the table lists every fund. The rank is the position by 3-year return within the same category and plan.