Mutual Fund Trailing Returns - Hybrid: Dynamic Asset Allocation
Data as on - 22-11-2024
| 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. (%) |
| Quant Dynamic Asset Allocation Fund Reg Gr | 19-04-2023 | 1,352.02 | 2.1 | 29.28 | 1/30 | - | - | - | - | - | - | 31.62 |
| Axis Balanced Advantage Reg Gr | Invest Online | 07-08-2017 | 2,550.81 | 2.01 | 24.56 | 2/30 | 11.14 | 7/24 | 12.13 | 9/19 | - | - | 9.85 |
| HDFC Balanced Advtg Gr | 01-02-1994 | 94,865.65 | 1.35 | 23.88 | 3/30 | 20.22 | 1/24 | 19.62 | 1/19 | 13.34 | 1/12 | 18.38 |
| Invesco India Balanced Advantage Gr | 04-10-2007 | 905.29 | 2.16 | 20.98 | 4/30 | 11.5 | 6/24 | 11.52 | 11/19 | 9.62 | 6/12 | 10.1 |
| Baroda BNP Paribas Balanced Advantage Fund Reg Gr | 04-11-2018 | 4,114.54 | 1.89 | 19.91 | 5/30 | 11.91 | 4/24 | 15.68 | 2/19 | - | - | 14.77 |
| WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 1,222.01 | 2.12 | 19.72 | 6/30 | - | - | - | - | - | - | 18.17 |
| Mahindra Manulife Balanced Advantage Fund Reg Gr | 30-12-2021 | 890.15 | 2.21 | 19.67 | 7/30 | - | - | - | - | - | - | 11.92 |
| Edelweiss Balanced Advtg Reg Gr | 20-08-2009 | 12,306.19 | 1.69 | 19.32 | 8/30 | 10.31 | 12/24 | 14.61 | 3/19 | 10.62 | 3/12 | 10.92 |
| Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 2,351.98 | 1.97 | 19.12 | 9/30 | - | - | - | - | - | - | 15.24 |
| SBI Balanced Advantage Fund Reg Gr | 01-08-2021 | 32,660.77 | 1.58 | 19.04 | 10/30 | 12.53 | 3/24 | - | - | - | - | 12.36 |
| Nippon India Balanced Advtg Gr Gr | 05-11-2004 | 8,750.43 | 1.76 | 18.79 | 11/30 | 10.81 | 8/24 | 12.32 | 8/19 | 9.82 | 5/12 | 15.09 |
| ABSL Balanced Advtg Reg Gr | 25-04-2000 | 7,426.98 | 1.8 | 18.37 | 12/30 | 10.38 | 9/24 | 12.42 | 7/19 | 10.38 | 4/12 | 9.78 |
| ITI Balanced Advtg Reg Gr | 31-12-2019 | 381.88 | 2.37 | 18.34 | 13/30 | 8.41 | 19/24 | - | - | - | - | 7.06 |
| HSBC Balanced Advantage Fund Reg Gr | 01-01-2013 | 1,503.94 | 2.11 | 18.18 | 14/30 | 10.21 | 15/24 | 10.75 | 14/19 | 8.26 | 9/12 | 10.93 |
| DSP Dynamic Asset Allocation Reg Gr | 01-02-2014 | 3,212.31 | 1.93 | 18.04 | 15/30 | 9.09 | 18/24 | 10.15 | 16/19 | 8.81 | 8/12 | 9.26 |
| Kotak Balanced Advtg Reg Gr | Invest Online | 05-07-2018 | 16,751.58 | 1.65 | 17.39 | 16/30 | 10.25 | 13/24 | 11.83 | 10/19 | - | - | 11.14 |
| NJ Balanced Advantage Fund Reg Gr | 05-10-2021 | 4,020.03 | 1.89 | 17.03 | 17/30 | 10.35 | 11/24 | - | - | - | - | 10.01 |
| Sundaram Balanced Advantage Fund Gr | 02-01-2013 | 1,533.07 | 2.08 | 16.92 | 18/30 | 9.91 | 16/24 | 13.43 | 4/19 | 9.08 | 7/12 | 10.21 |
| ICICI Pru Balanced Advtg Gr | 01-12-2006 | 60,544.87 | 1.46 | 16.88 | 19/30 | 11.53 | 5/24 | 12.85 | 5/19 | 10.87 | 2/12 | 11.36 |
| Bandhan Balanced Advtg Reg Gr | Invest Online | 05-10-2014 | 2,268.45 | 2.01 | 16.44 | 20/30 | 7.86 | 23/24 | 10.7 | 15/19 | 8.24 | 10/12 | 8.65 |
| UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,977.66 | 1.91 | 16.07 | 21/30 | - | - | - | - | - | - | 15.2 |
| Tata Balanced Advtg Reg Gr | 27-01-2019 | 10,288.08 | 1.7 | 15.83 | 22/30 | 10.37 | 10/24 | 12.76 | 6/19 | - | - | 12.34 |
| PGIM India Balanced Advtg Reg Gr | Invest Online | 24-02-2021 | 1,057.34 | 2.16 | 15.5 | 23/30 | 8.33 | 20/24 | - | - | - | - | 9.88 |
| Mirae Asset Balanced Advantage Fund Reg Gr | Invest Online | 18-08-2022 | 1,742.15 | 2.07 | 15.49 | 24/30 | - | - | - | - | - | - | 12.92 |
| Bank of India Balanced Advantage Fund Reg Gr | Invest Online | 14-03-2014 | 135.02 | 2.47 | 15.44 | 26/30 | 12.63 | 2/24 | 10.87 | 13/19 | 7.3 | 12/12 | 8.43 |
| LIC MF Balanced Advantage Fund Reg Gr | Invest Online | 05-11-2021 | 791.3 | 2.28 | 15.44 | 25/30 | 9.13 | 17/24 | - | - | - | - | 8.98 |
| Union Balanced Advtg Reg Gr | 05-12-2017 | 1,462.37 | 2.13 | 14.46 | 27/30 | 8.21 | 22/24 | 11.38 | 12/19 | - | - | 9.88 |
| Shriram Balanced Advtg Reg Gr | 05-07-2019 | 58.29 | 2.36 | 13.56 | 28/30 | 8.32 | 21/24 | 9.93 | 18/19 | - | - | 9.98 |
| UTI Unit Linked Insurance | 01-10-1971 | 5,432.84 | 1.63 | 13.24 | 29/30 | 5.81 | 24/24 | 9.67 | 19/19 | 8.02 | 11/12 | 9.73 |
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr | Invest Online | 05-09-2016 | 1,238.19 | 2.18 | 11.9 | 30/30 | 10.22 | 14/24 | 9.98 | 17/19 | - | - | 9.51 |
| Bajaj Finserv Balanced Advantage Reg Gr | 05-12-2023 | 0 | 2.08 | - | - | - | - | - | - | - | - | 7.51 |
| Samco Dynamic Asset Allocation Reg Gr | 05-12-2023 | 0 | 2.33 | - | - | - | - | - | - | - | - | 6.18 |
| Parag Parikh Dynamic Asset Allocation Reg Gr | 27-02-2024 | 0 | 0.62 | - | - | - | - | - | - | - | - | 8.14 |
| Helios Balanced Advantage Reg Gr | 27-03-2024 | 0 | 2.38 | - | - | - | - | - | - | - | - | 7.02 |
| Canara Robeco Balanced Advtg Reg Gr | 02-08-2024 | 0 | 2.05 | - | - | - | - | - | - | - | - | -0.9 |
| Category Average | - | - | - | 17.96 | - | 10.39 | - | 12.24 | - | 9.53 | - | 11.19 |
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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