Axis MF Balanced Advantage Fund February 2025 728x90

Mutual Fund Trailing Returns - Hybrid: Dynamic Asset Allocation

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Data as on - 02-07-2025

Scheme Name	NAV	Launch Date	AUM (Crore)	TER (%)
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) Reg Gr \| Invest Online	19.79	05-09-2016	924	2.27
Union Balanced Advtg Reg Gr \| Invest Online	20.35	05-12-2017	1,383	2.15
Mahindra Manulife Balanced Advantage Fund Reg Gr	14.64	30-12-2021	905	2.22
Bajaj Finserv Balanced Advantage Reg Gr	11.53	05-12-2023	1,304	2.05
Quant Dynamic Asset Allocation Fund Reg Gr	16.81	19-04-2023	1,249	2.13
SBI Balanced Advantage Fund Reg Gr	15.59	01-08-2021	35,555	1.57
Shriram Balanced Advtg Reg Gr	17.06	05-07-2019	61	2.39
Helios Balanced Advantage Reg Gr	11.27	27-03-2024	305	2.4
Edelweiss Balanced Advtg Reg Gr	51.24	20-08-2009	12,697	1.68
Baroda BNP Paribas Balanced Advantage Fund Reg Gr	24.71	14-11-2018	4,307	1.89
Bank of India Balanced Advantage Fund Reg Gr \| Invest Online	25.15	14-03-2014	139	2.51
PGIM India Balanced Advtg Reg Gr \| Invest Online	15.53	24-02-2021	976	2.19
Samco Dynamic Asset Allocation Reg Gr	10.52	05-12-2023	454	2.37
Invesco India Balanced Advantage Gr \| Invest Online	54.3	04-10-2007	978	2.13
WhiteOak Capital Balanced Advantage Fund Reg Gr	14.41	10-02-2023	1,564	2.06
Tata Balanced Advtg Reg Gr	20.61	27-01-2019	10,227	1.69
HDFC Balanced Advtg Gr \| Invest Online	523.45	01-02-1994	100,260	1.37
Nippon India Balanced Advtg Gr Gr	177.06	05-11-2004	9,190	1.74
Mirae Asset Balanced Advantage Fund Reg Gr \| Invest Online	14.19	18-08-2022	1,855	2.06
ABSL Balanced Advtg Reg Gr	107.37	25-04-2000	7,710	1.8
Axis Balanced Advantage Reg Gr \| Invest Online	21.09	07-08-2017	3,156	1.94
Bandhan Balanced Advtg Reg Gr \| Invest Online	24.28	05-10-2014	2,264	2.02
Kotak Balanced Advtg Reg Gr \| Invest Online	20.72	05-07-2018	17,341	1.66
NJ Balanced Advantage Fund Reg Gr	13.63	05-10-2021	3,791	1.89
UTI Balanced Advantage Fund Reg Gr	12.75	10-08-2023	2,959	1.95
Canara Robeco Balanced Advtg Reg Gr	10.33	27-08-2024	1,486	2.09
Sundaram Balanced Advantage Fund Gr	35.4	01-01-2013	1,563	2.08
UTI Unit Linked Insurance	42.33	01-10-1971	5,467	1.64
Franklin India Balanced Advantage Fund Gr	14.44	06-09-2022	2,671	1.94
ICICI Pru Balanced Advtg Gr	74.15	01-12-2006	63,764	1.45
LIC MF Balanced Advantage Fund Reg Gr \| Invest Online	13.95	05-11-2021	831	2.27
DSP Dynamic Asset Allocation Reg Gr	27.49	01-02-2014	3,394	1.91
Unifi Dynamic Asset Allocation Fund Reg Gr	10.26	13-03-2025	639	1.52
Parag Parikh Dynamic Asset Allocation Reg Gr	11.31	27-02-2024	2,104	0.63
HSBC Balanced Advantage Fund Reg Gr	43.27	01-01-2013	1,526	2.11
ITI Balanced Advtg Reg Gr	14.56	31-12-2019	395	2.37
Category Average	-	-	-	-

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, 1 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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