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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.

FundFund houseNAV1M3M6M1Y3Y5Y10Y3Y rank
quant Dynamic Asset Allocation Fundquant17.191.38%-0.55%-0.22%-0.24%13.46%––1 of 18
Aditya Birla Sun Life Balanced Advantage FundAditya Birla Sun Life133.084.24%1.20%5.80%8.12%13.00%10.59%11.22%2 of 18
DSP Dynamic Asset Allocation FundDSP34.344.93%1.98%4.89%6.10%12.06%9.38%9.92%3 of 18
ICICI Prudential Balanced Advantage FundICICI Prudential90.244.93%0.32%5.11%6.04%12.05%10.84%11.71%4 of 18
HDFC Balanced Advantage FundHDFC577.274.57%-0.17%2.10%0.90%12.04%13.94%14.59%5 of 18
Edelweiss Balanced Advantage FundEdelweiss62.925.02%1.55%5.25%6.75%11.97%9.86%12.53%6 of 18
BANDHAN Balanced Advantage FundBandhan30.273.51%1.38%4.64%5.76%10.75%8.54%10.28%7 of 18
Kotak Balanced Advantage FundKotak Mahindra23.554.32%0.25%3.89%3.89%10.57%9.37%–8 of 18
SBI Balanced Advantage FundSBI16.673.07%-0.88%0.19%1.29%10.50%10.17%–9 of 18
BANK OF INDIA BALANCED ADVANTAGE FUNDBank of India28.693.06%-1.21%0.24%4.26%10.11%10.61%7.81%10 of 18
Franklin India Balanced Advantage FundFranklin Templeton15.452.98%-0.92%1.55%0.80%10.05%––11 of 18
Union Balanced Advantage FundUnion22.793.31%0.31%3.64%2.52%9.30%7.91%–12 of 18
ITI Balanced Advantage FundITI16.130.02%-2.43%0.34%-1.87%8.92%7.13%–13 of 18
PGIM India Balanced Advantage FundPGIM India16.925.75%0.18%2.79%0.53%8.84%7.92%–14 of 18
LIC MF Balanced Advantage FundLIC14.921.56%-1.39%3.53%1.79%8.81%––15 of 18
Tata Balanced Advantage FundTata23.393.40%-2.49%0.46%1.11%8.80%8.79%–16 of 18
UTI – Unit Linked Insurance PlanUTI47.352.65%0.05%5.86%3.02%8.62%6.25%8.02%17 of 18
Motilal Oswal Balanced Advantage FundMotilal Oswal22.683.44%3.54%11.32%0.55%4.13%6.23%8.62%18 of 18
Bajaj Finserv Balanced Advantage FundBajaj Finserv12.676.51%1.90%6.96%5.95%––––
Parag Parikh Dynamic Asset Allocation FundPPFAS11.850.71%-0.25%1.23%3.23%––––
The Wealth Company Balanced Advantage FundThe Wealth Company9.911.31%-2.78%-2.08%–––––
UNIFI DYNAMIC ASSET ALLOCATION FUNDUnifi11.450.68%2.30%4.80%8.75%––––
FundFund houseNAV1M3M6M1Y3Y5Y10Y3Y rank
quant Dynamic Asset Allocation Fundquant16.291.26%-0.91%-0.95%-1.67%11.81%––1 of 18
Aditya Birla Sun Life Balanced Advantage FundAditya Birla Sun Life115.594.14%0.93%5.23%6.96%11.76%9.32%9.95%2 of 18
ICICI Prudential Balanced Advantage FundICICI Prudential80.314.87%0.19%4.84%5.46%11.40%10.17%10.88%3 of 18
HDFC Balanced Advantage FundHDFC530.174.52%-0.31%1.83%0.34%11.38%13.24%13.84%4 of 18
DSP Dynamic Asset Allocation FundDSP29.494.82%1.66%4.25%4.81%10.70%8.06%8.51%5 of 18
Edelweiss Balanced Advantage FundEdelweiss54.524.93%1.26%4.69%5.56%10.67%8.54%11.16%6 of 18
SBI Balanced Advantage FundSBI15.873.00%-1.08%-0.21%0.47%9.55%9.15%–7 of 18
BANDHAN Balanced Advantage FundBandhan25.753.40%1.06%3.98%4.44%9.35%7.12%8.81%8 of 18
Kotak Balanced Advantage FundKotak Mahindra21.404.22%-0.02%3.33%2.77%9.35%8.12%–9 of 18
BANK OF INDIA BALANCED ADVANTAGE FUNDBank of India26.172.95%-1.45%-0.30%3.06%8.90%9.48%6.93%10 of 18
Franklin India Balanced Advantage FundFranklin Templeton14.462.85%-1.27%0.83%-0.62%8.42%––11 of 18
Union Balanced Advantage FundUnion20.843.22%0.05%3.07%1.41%8.07%6.63%–12 of 18
UTI – Unit Linked Insurance PlanUTI43.442.61%-0.08%5.57%2.43%7.92%5.52%7.31%13 of 18
Tata Balanced Advantage FundTata20.783.29%-2.79%-0.16%-0.13%7.40%7.29%–14 of 18
LIC MF Balanced Advantage FundLIC13.761.44%-1.77%2.76%0.35%7.16%––15 of 18
ITI Balanced Advantage FundITI14.14-0.12%-2.83%-0.49%-3.51%7.06%5.19%–16 of 18
PGIM India Balanced Advantage FundPGIM India15.325.58%-0.20%2.00%-1.10%7.04%6.09%–17 of 18
Motilal Oswal Balanced Advantage FundMotilal Oswal20.063.33%3.21%10.61%-0.72%2.78%4.89%7.31%18 of 18
Bajaj Finserv Balanced Advantage FundBajaj Finserv12.116.37%1.50%6.12%4.31%––––
Parag Parikh Dynamic Asset Allocation FundPPFAS11.750.68%-0.34%1.05%2.89%––––
The Wealth Company Balanced Advantage FundThe Wealth Company9.771.14%-3.27%-3.07%–––––
UNIFI DYNAMIC ASSET ALLOCATION FUNDUnifi11.340.63%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.