Mutual Fund Trailing Returns - Hybrid: Dynamic Asset Allocation
Data as on - 29-04-2025
| 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. (%) |
| UTI Unit Linked Insurance | 01-10-1971 | 5,352.11 | 1.64 | 13.24 | 1/34 | 8.87 | 23/25 | 12.44 | 14/20 | 8.1 | 10/12 | 9.75 |
| Axis Balanced Advantage Reg Gr | Invest Online | 07-08-2017 | 2,808.1 | 1.98 | 13.12 | 2/34 | 14.2 | 2/25 | 14.21 | 10/20 | - | - | 9.7 |
| WhiteOak Capital Balanced Advantage Fund Reg Gr | 10-02-2023 | 1,387.66 | 2.12 | 12.0 | 3/34 | - | - | - | - | - | - | 16.15 |
| DSP Dynamic Asset Allocation Reg Gr | 01-02-2014 | 3,216.51 | 1.93 | 11.79 | 4/34 | 11.64 | 12/25 | 12.14 | 15/20 | 8.89 | 8/12 | 9.23 |
| ABSL Balanced Advtg Reg Gr | 25-04-2000 | 7,321.43 | 1.81 | 10.93 | 5/34 | 12.84 | 7/25 | 15.98 | 4/20 | 11.09 | 2/12 | 9.78 |
| UTI Balanced Advantage Fund Reg Gr | 10-08-2023 | 2,874.36 | 1.96 | 10.21 | 6/34 | - | - | - | - | - | - | 13.52 |
| Kotak Balanced Advtg Reg Gr | Invest Online | 05-07-2018 | 16,542.18 | 1.66 | 10.11 | 7/34 | 11.85 | 10/25 | 14.89 | 7/20 | - | - | 10.81 |
| LIC MF Balanced Advantage Fund Reg Gr | Invest Online | 05-11-2021 | 756.75 | 2.31 | 9.98 | 9/34 | 10.59 | 17/25 | - | - | - | - | 8.77 |
| Parag Parikh Dynamic Asset Allocation Reg Gr | 27-02-2024 | 1,742.46 | 0.64 | 9.98 | 8/34 | - | - | - | - | - | - | 10.37 |
| ICICI Pru Balanced Advtg Gr | 01-12-2006 | 60,591.13 | 1.46 | 9.95 | 10/34 | 12.97 | 6/25 | 16.89 | 3/20 | 11.04 | 3/12 | 11.32 |
| Franklin India Balanced Advantage Fund Gr | 06-09-2022 | 2,502.44 | 1.95 | 8.35 | 11/34 | - | - | - | - | - | - | 13.57 |
| Mirae Asset Balanced Advantage Fund Reg Gr | Invest Online | 18-08-2022 | 1,765.79 | 2.08 | 8.27 | 12/34 | - | - | - | - | - | - | 12.06 |
| Nippon India Balanced Advtg Gr Gr | 05-11-2004 | 8,805.09 | 1.76 | 8.2 | 13/34 | 12.7 | 8/25 | 15.77 | 5/20 | 9.97 | 5/12 | 14.91 |
| Sundaram Balanced Advantage Fund Gr | 01-01-2013 | 1,491.9 | 2.09 | 8.02 | 14/34 | 11.1 | 13/25 | 13.71 | 11/20 | 9.21 | 7/12 | 10.04 |
| Bandhan Balanced Advtg Reg Gr | 05-10-2014 | 2,217.35 | 2.05 | 7.91 | 15/34 | 10.34 | 19/25 | 12.61 | 13/20 | 8.37 | 9/12 | 8.46 |
| HDFC Balanced Advtg Gr | 01-02-1994 | 94,824.34 | 1.37 | 7.77 | 16/34 | 20.11 | 1/25 | 25.55 | 1/20 | 13.81 | 1/12 | 18.2 |
| SBI Balanced Advantage Fund Reg Gr | 01-08-2021 | 34,015.41 | 1.57 | 7.69 | 17/34 | 13.6 | 3/25 | - | - | - | - | 11.68 |
| PGIM India Balanced Advtg Reg Gr | Invest Online | 24-02-2021 | 957.28 | 2.2 | 7.38 | 18/34 | 9.7 | 21/25 | - | - | - | - | 9.36 |
| Invesco India Balanced Advantage Gr | 04-10-2007 | 942.26 | 2.14 | 7.36 | 19/34 | 13.03 | 5/25 | 14.23 | 9/20 | 9.42 | 6/12 | 9.84 |
| HSBC Balanced Advantage Fund Reg Gr | 01-01-2013 | 1,470.55 | 2.13 | 6.93 | 20/34 | 11.08 | 14/25 | 11.85 | 16/20 | 7.83 | 11/12 | 10.61 |
| Baroda BNP Paribas Balanced Advantage Fund Reg Gr | 14-11-2018 | 4,073.23 | 1.89 | 6.83 | 21/34 | 13.43 | 4/25 | 17.05 | 2/20 | - | - | 13.93 |
| Union Balanced Advtg Reg Gr | 05-12-2017 | 1,366.18 | 2.16 | 5.89 | 22/34 | 9.87 | 20/25 | 13.45 | 12/20 | - | - | 9.6 |
| Edelweiss Balanced Advtg Reg Gr | 20-08-2009 | 12,239.74 | 1.68 | 5.24 | 23/34 | 11.7 | 11/25 | 15.75 | 6/20 | 10.22 | 4/12 | 10.68 |
| Tata Balanced Advtg Reg Gr | 27-01-2019 | 10,076.78 | 1.64 | 5.13 | 24/34 | 10.86 | 15/25 | 14.44 | 8/20 | - | - | 11.62 |
| Mahindra Manulife Balanced Advantage Fund Reg Gr | 30-12-2021 | 864.15 | 2.24 | 4.89 | 25/34 | 12.07 | 9/25 | - | - | - | - | 10.54 |
| ITI Balanced Advtg Reg Gr | 31-12-2019 | 382.77 | 2.37 | 3.91 | 26/34 | 10.51 | 18/25 | 10.59 | 19/20 | - | - | 6.49 |
| Helios Balanced Advantage Reg Gr | 27-03-2024 | 292.94 | 2.39 | 3.73 | 27/34 | - | - | - | - | - | - | 6.61 |
| Bajaj Finserv Balanced Advantage Reg Gr | 05-12-2023 | 1,230.75 | 2.08 | 3.5 | 28/34 | - | - | - | - | - | - | 7.3 |
| NJ Balanced Advantage Fund Reg Gr | 05-10-2021 | 3,692.08 | 1.9 | 2.02 | 29/34 | 10.68 | 16/25 | - | - | - | - | 8.12 |
| Bank of India Balanced Advantage Fund Reg Gr | Invest Online | 14-03-2014 | 132.04 | 2.51 | 0.84 | 30/34 | 9.69 | 22/25 | 11.75 | 17/20 | 7.03 | 12/12 | 8.19 |
| Canara Robeco Balanced Advtg Reg Gr | 02-08-2024 | 1,436 | 2.11 | - | - | - | - | - | - | - | - | -0.3 |
| Unifi Dynamic Asset Allocation Fund Reg Gr | 13-03-2025 | 0 | 1.52 | - | - | - | - | - | - | - | - | 1.36 |
| Samco Dynamic Asset Allocation Reg Gr | 05-12-2023 | 508.64 | 2.37 | -0.98 | 31/34 | - | - | - | - | - | - | 0.38 |
| Quant Dynamic Asset Allocation Fund Reg Gr | 19-04-2023 | 1,199.18 | 2.16 | -1.63 | 32/34 | - | - | - | - | - | - | 25.16 |
| Shriram Balanced Advtg Reg Gr | 05-07-2019 | 60.11 | 2.38 | -3.76 | 33/34 | 8.8 | 24/25 | 11.09 | 18/20 | - | - | 9.07 |
| Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr | 05-09-2016 | 920.06 | 2.28 | -8.3 | 34/34 | 6.68 | 25/25 | 8.57 | 20/20 | - | - | 7.15 |
| Category Average | - | - | - | 6.37 | - | 11.56 | - | 14.15 | - | 9.58 | - | 10.11 |
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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