Mutual Fund Trailing Returns - Hybrid: Dynamic Asset Allocation
Data as on - 02-04-2025
| 1 Year | 3 Years | 5 Years | 10 Years | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme Name | Launch Date | AUM (Crore) | TER (%) | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Rtn. (%) |
Rank | Since Launch Rtn. (%) |
| DSP Dynamic Asset Allocation Reg Gr | 01-02-2014 | 3,105.84 | 1.93 | 11.94 | 1/34 | 10.38 | 10/25 | 13.8 | 14/20 | 8.63 | 7/12 | 9.12 |
| UTI Unit Linked Insurance | 01-10-1971 | 5,193.89 | 1.65 | 10.74 | 2/34 | 7.38 | 24/25 | 12.7 | 18/20 | 7.58 | 10/12 | 9.66 |
| Axis Balanced Advantage Reg Gr | 07-08-2017 | 2,629.6 | 1.99 | 10.46 | 3/34 | 12.34 | 2/25 | 14.69 | 12/20 | - | - | 9.42 |
| Parag Parikh Dynamic Asset Allocation Reg Gr | 27-02-2024 | 1,647.82 | 0.64 | 10.03 | 4/34 | - | - | - | - | - | - | 9.82 |
| WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 1,296.33 | 2.12 | 9.69 | 5/34 | - | - | - | - | - | - | 14.97 |
| ABSL Balanced Advtg Reg Gr | 25-04-2000 | 6,988.24 | 1.82 | 9.2 | 6/34 | 11.12 | 8/25 | 17.5 | 4/20 | 10.37 | 3/12 | 9.67 |
| UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,792 | 1.97 | 8.6 | 7/34 | - | - | - | - | - | - | 12.32 |
| LIC MF Balanced Advantage Fund Reg Gr | Invest Online | 05-11-2021 | 719.51 | 2.32 | 8.55 | 8/34 | 9.26 | 16/25 | - | - | - | - | 8.26 |
| Kotak Balanced Advtg Reg Gr | Invest Online | 05-07-2018 | 15,812.67 | 1.67 | 7.78 | 9/34 | 10.17 | 12/25 | 16.47 | 7/20 | - | - | 10.42 |
| Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 2,384.04 | 1.97 | 7.71 | 10/34 | - | - | - | - | - | - | 13.02 |
| ICICI Pru Balanced Advtg Gr | 01-12-2006 | 58,716.56 | 1.48 | 7.51 | 11/34 | 11.7 | 4/25 | 18.51 | 3/20 | 10.55 | 2/12 | 11.19 |
| Bandhan Balanced Advtg Reg Gr | 05-10-2014 | 2,141.18 | 2.04 | 7.49 | 12/34 | 8.68 | 18/25 | 14.73 | 11/20 | 7.93 | 9/12 | 8.3 |
| Nippon India Balanced Advtg Gr Gr | 05-11-2004 | 8,431.05 | 1.76 | 7.45 | 13/34 | 11.39 | 6/25 | 16.74 | 6/20 | 9.35 | 5/12 | 14.83 |
| HDFC Balanced Advtg Gr | 01-02-1994 | 90,374.53 | 1.37 | 7.43 | 14/34 | 19.11 | 1/25 | 27.36 | 1/20 | 13.27 | 1/12 | 18.15 |
| Mirae Asset Balanced Advantage Fund Reg Gr | Invest Online | 18-08-2022 | 1,695.72 | 2.06 | 7.25 | 15/34 | - | - | - | - | - | - | 11.42 |
| SBI Balanced Advantage Fund Reg Gr | 01-08-2021 | 32,529.54 | 1.59 | 6.61 | 16/34 | 12.27 | 3/25 | - | - | - | - | 11.18 |
| HSBC Balanced Advantage Fund Reg Gr | 01-01-2013 | 1,432.46 | 2.14 | 6.28 | 17/34 | 10.07 | 13/25 | 13.46 | 16/20 | 7.3 | 11/12 | 10.51 |
| Invesco India Balanced Advantage Gr | 04-10-2007 | 918.7 | 2.15 | 6.06 | 18/34 | 11.25 | 7/25 | 15.91 | 9/20 | 8.54 | 8/12 | 9.73 |
| Sundaram Balanced Advantage Fund Gr | 01-01-2013 | 1,434.84 | 2.12 | 5.8 | 19/34 | 9.61 | 15/25 | 14.29 | 13/20 | 8.73 | 6/12 | 9.88 |
| Baroda BNP Paribas Balanced Advantage Fund Reg Gr | 14-11-2018 | 3,832.93 | 1.89 | 5.47 | 20/34 | 11.4 | 5/25 | 18.59 | 2/20 | - | - | 13.6 |
| PGIM India Balanced Advtg Reg Gr | 24-02-2021 | 924.4 | 2.21 | 5.44 | 21/34 | 7.49 | 23/25 | - | - | - | - | 8.65 |
| Edelweiss Balanced Advtg Reg Gr | 20-08-2009 | 11,696.63 | 1.69 | 5.13 | 22/34 | 10.38 | 11/25 | 17.12 | 5/20 | 9.79 | 4/12 | 10.59 |
| Union Balanced Advtg Reg Gr | 05-12-2017 | 1,318.79 | 2.19 | 4.3 | 23/34 | 8.51 | 20/25 | 15.56 | 10/20 | - | - | 9.36 |
| Helios Balanced Advantage Reg Gr | 27-03-2024 | 279 | 2.39 | 4.11 | 24/34 | - | - | - | - | - | - | 5.16 |
| Tata Balanced Advtg Reg Gr | 27-01-2019 | 9,754.44 | 1.72 | 3.89 | 25/34 | 9.9 | 14/25 | 16.23 | 8/20 | - | - | 11.45 |
| Mahindra Manulife Balanced Advantage Fund Reg Gr | 30-12-2021 | 843.27 | 2.26 | 3.53 | 26/34 | 10.55 | 9/25 | - | - | - | - | 9.8 |
| ITI Balanced Advtg Reg Gr | 31-12-2019 | 367.13 | 2.37 | 2.84 | 27/34 | 8.66 | 19/25 | 13.49 | 15/20 | - | - | 6.21 |
| Bajaj Finserv Balanced Advantage Reg Gr | 05-12-2023 | 1,193.27 | 2.09 | 0.81 | 28/34 | - | - | - | - | - | - | 4.94 |
| Samco Dynamic Asset Allocation Reg Gr | 05-12-2023 | 523.52 | 2.37 | 0.59 | 29/34 | - | - | - | - | - | - | 1.52 |
| Unifi Dynamic Asset Allocation Fund Reg Gr | 13-03-2025 | 0 | 0.0 | - | - | - | - | - | - | - | - | 0.69 |
| Canara Robeco Balanced Advtg Reg Gr | 02-08-2024 | 1,373 | 2.13 | - | - | - | - | - | - | - | - | -2.9 |
| NJ Balanced Advantage Fund Reg Gr | 05-10-2021 | 3,630.92 | 1.91 | -0.62 | 30/34 | 9.24 | 17/25 | - | - | - | - | 7.5 |
| Bank of India Balanced Advantage Fund Reg Gr | 14-03-2014 | 125.13 | 2.47 | -1.03 | 31/34 | 8.4 | 21/25 | 12.81 | 17/20 | 6.66 | 12/12 | 7.99 |
| Quant Dynamic Asset Allocation Fund Reg Gr | 19-04-2023 | 1,158.84 | 2.17 | -2.08 | 32/34 | - | - | - | - | - | - | 24.34 |
| Shriram Balanced Advtg Reg Gr | 05-07-2019 | 58.3 | 2.38 | -4.79 | 33/34 | 7.67 | 22/25 | 11.69 | 19/20 | - | - | 8.74 |
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr | 05-09-2016 | 890.56 | 2.28 | -9.85 | 34/34 | 5.5 | 25/25 | 10.03 | 20/20 | - | - | 6.94 |
| Category Average | - | - | - | 5.13 | - | 10.1 | - | 15.58 | - | 9.06 | - | 9.62 |
Mutual Fund Trailing Returns show returns of various periods. The returns can be sorted from highest to lowest to find the Top and Best Performing Mutual Funds in each category. You can find Mutual Fund returns for the period 1 week, 1 month, 3 months, 6 months, I year, 3 years, 5 years, 10 years, Since Inception and YTD (Year to Date). In the trailing returns all the schemes have been considered irrespective of Scheme AUM.
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