Dynamic Asset Allocation

Dynamic Asset Allocation funds changes equity-debt mix. The risk is that the model used for allocation might fail to catch market trend. If it moves to debt too early, you miss rally, and if it stays in equity too long, you face crash. It relies heavily on automated models which are not perfect. Returns can be unpredictable.

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SBI Funds Management Ltd. 700 schemes ICICI Prudential Asset Management Co. Ltd. 793 schemes HDFC Asset Management Company Ltd. 489 schemes Nippon Life India Asset Management Ltd. 842 schemes Aditya Birla Sun Life AMC Limited 626 schemes Kotak Mahindra Asset Management Company Ltd. 584 schemes UTI Asset Management Co. Ltd. 668 schemes Axis Asset Management Company Ltd. 623 schemes Tata Asset Management Ltd. 404 schemes Bandhan AMC Ltd. 646 schemes Mirae Asset Global Investments (India) Pvt. Ltd. 396 schemes DSP Investment Managers Pvt. Ltd. 548 schemes Edelweiss Asset Management Ltd. 433 schemes HSBC Asset Management (India) Pvt. Ltd. 355 schemes Invesco Asset Management (India) Private Limited 340 schemes Franklin Templeton Asset Management (India) Pvt. Ltd. 275 schemes Motilal Oswal Asset Management Company Ltd. 276 schemes PPFAS Asset Management Pvt. Ltd. 38 schemes Canara Robeco Asset Management Company Ltd. 198 schemes Quant Money Managers Ltd. 189 schemes Sundaram Asset Management Company Ltd. 334 schemes Baroda BNP Paribas Asset Management India Limited. 349 schemes LIC Mutual Fund Asset Management Limited 330 schemes Union Asset Management Company Pvt. Ltd. 240 schemes Mahindra Manulife Investment Management Pvt. Ltd. 182 schemes PGIM India Asset Management Pvt. Ltd. 233 schemes Bajaj Finserv Asset Management Limited 168 schemes JM Financial Asset Management Ltd. 215 schemes WhiteOak Capital Asset Management Ltd. 86 schemes Jio BlackRock Asset Management Private Limited 18 schemes Bank of India Investment Managers Pvt. Ltd. 201 schemes 360 ONE Asset Management Limited 67 schemes ITI Asset Management Limited 170 schemes Navi AMC Limited 106 schemes NJ Asset Management Private Limited 23 schemes Zerodha Asset Management Private Limited 21 schemes Helios Capital Asset Management (India) Pvt. Ltd. 48 schemes Trust Asset Management Private Limited 90 schemes Quantum Asset Management Co. Pvt. Ltd. 51 schemes Samco Asset Management Pvt. Ltd. 31 schemes Groww Asset Management Ltd. 325 schemes Old Bridge Asset Management Pvt. Ltd. 18 schemes Unifi Asset Management Pvt. Ltd. 6 schemes Shriram Asset Management Company Ltd. 54 schemes Taurus Asset Management Co. Ltd. 48 schemes IL&FS Infra Asset Management Limited 13 schemes Angel One Asset Management Company Limited 22 schemes

Hybrid Funds - Dynamic Asset Allocation (224 funds)

Plan Type:
Scheme Name
AUM (Cr)
Returns
1Y 3Y 5Y 10Y
Expense Ratio
Risk
LIC MF Balanced Advantage Fund - Direct Plan
2 ★ Growth Direct Since Oct 2021
₹719 5.34% 9.98% 0.00% 0.00% 1.21%
Very High
Sundaram Balanced Advantage Fund
2 ★ Growth Regular Since Nov 2010
₹1,705 6.70% 9.90% 8.44% 7.93% 2.06%
Moderately High
Shriram Balanced Advantage Fund - Direct Plan
2 ★ Growth Direct Since Jun 2019
₹56 6.47% 9.60% 8.48% 0.00% 1.00%
Very High
ICICI Prudential Balanced Advantage Fund - Direct Plan
4 ★ Monthly IDCW Reinvestment Direct Since Mar 2013
₹70,343 8.62% 9.58% 7.67% 7.36% 0.86%
Very High
ICICI Prudential Balanced Advantage Fund - Direct Plan
4 ★ IDCW-Monthly Direct Since Mar 2013
₹70,343 8.62% 9.58% 7.67% 7.36% 0.86%
Very High
Franklin India Balanced Advantage Fund - Direct Plan
4 ★ IDCW-Reinvestment Direct Since Aug 2022
₹2,850 1.09% 9.50% 0.00% 0.00% 0.53%
Very High
Franklin India Balanced Advantage Fund - Direct Plan
4 ★ IDCW Direct Since Aug 2022
₹2,850 1.09% 9.50% 0.00% 0.00% 0.53%
Very High
Shriram Balanced Advantage Fund - Direct Plan
2 ★ IDCW-Reinvestment Direct Since Jun 2019
₹56 6.26% 9.43% 8.34% 0.00% 1.00%
Very High
Shriram Balanced Advantage Fund - Direct Plan
2 ★ IDCW Direct Since Jun 2019
₹56 6.26% 9.43% 8.34% 0.00% 1.00%
Very High
Union Balanced Advantage Fund
1 ★ Growth Regular Since Dec 2017
₹1,301 7.55% 9.43% 7.52% 0.00% 2.16%
Very High
HDFC Balanced Advantage Fund - Direct Plan
5 ★ IDCW-Reinvestment Direct Since Jan 2013
₹1,06,821 2.06% 9.35% 8.03% 5.82% 0.76%
Very High
HDFC Balanced Advantage Fund - Direct Plan
4 ★ IDCW Direct Since Jan 2013
₹1,06,821 2.06% 9.35% 8.03% 5.82% 0.76%
Very High
Mirae Asset Balanced Advantage Fund
3 ★ IDCW-Reinvestment Regular Since Jul 2022
₹2,007 1.61% 9.27% 0.00% 0.00% 2.05%
Very High
Mirae Asset Balanced Advantage Fund
3 ★ IDCW Regular Since Jul 2022
₹2,007 1.61% 9.27% 0.00% 0.00% 2.05%
Very High
Franklin India Balanced Advantage Fund
3 ★ IDCW-Reinvestment Regular Since Aug 2022
₹2,850 1.71% 9.25% 0.00% 0.00% 1.94%
Very High
Franklin India Balanced Advantage Fund
3 ★ IDCW Regular Since Aug 2022
₹2,850 1.71% 9.25% 0.00% 0.00% 1.94%
Very High
Edelweiss Balanced Advantage Fund - Direct Plan
5 ★ IDCW Direct Since Jan 2013
₹13,116 6.38% 9.20% 7.85% 7.67% 0.48%
Very High
Edelweiss Balanced Advantage Fund - Direct Plan
5 ★ IDCW-Reinvestment Direct Since Jan 2013
₹13,116 6.38% 9.20% 7.85% 7.67% 0.48%
Very High
Union Balanced Advantage Fund - Direct Plan
2 ★ IDCW Direct Since Dec 2017
₹1,301 3.84% 9.02% 7.83% 0.00% 1.04%
Very High
Union Balanced Advantage Fund - Direct Plan
2 ★ IDCW-Reinvestment Direct Since Dec 2017
₹1,301 3.84% 9.02% 7.83% 0.00% 1.04%
Very High
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