| Sr. No. |
Fund Name |
1 Y |
3 Y |
5 Y |
10 Y |
Expense |
AUM |
| |
|
% |
% |
% |
% |
% |
Rs Cr. |
| |
Hybrid: Dynamic Asset Allocation |
|
|
|
|
|
|
| 1 |
Aditya Birla Sun Life Balanced Advantage Fund |
10.1 |
13.8 |
13.4 |
12.6 |
0.67 |
8617 |
| 2 |
ABSL Dynamic Asset Allocation Omni FoF |
8.8 |
16.8 |
16.8 |
13.8 |
0.29 |
231 |
| 3 |
Axis Balanced Advantage Fund |
7.8 |
15.1 |
13.8 |
|
0.74 |
3721 |
| 4 |
Axis Retirement Fund – Dynamic Plan |
3.6 |
15.6 |
14.3 |
– |
1.21 |
316 |
| 5 |
Bajaj Finserv Balanced Advantage Fund |
9.1 |
– |
– |
– |
0.56 |
1325 |
| 6 |
Bandhan Balanced Advantage Fund |
6.4 |
12.2 |
11.6 |
10.5 |
0.78 |
2320 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
8.9 |
15.3 |
14.8 |
– |
0.74 |
4545 |
| 8 |
Canara Robeco Balanced Advantage Fund |
5.2 |
|
|
|
0.75 |
1394 |
| 9 |
DSP Dynamic Asset Allocation Fund |
9.3 |
13.6 |
11.2 |
10.5 |
0.67 |
3636 |
| 10 |
Edelweiss Balanced Advantage Fund |
7.7 |
13.4 |
14.3 |
12.5 |
0.51 |
13239 |
| 11 |
Franklin India Dynamic Asset Allocation Active FoF |
6.8 |
13.8 |
18.1 |
11.5 |
1.18 |
1309 |
| 12 |
Franklin India Balanced Advantage Fund |
6.8 |
14.1 |
– |
– |
0.49 |
2841 |
| 13 |
HDFC Balanced Advantage Fund |
7.2 |
18.4 |
22.4 |
15.2 |
0.73 |
106494 |
| 14 |
Helios Balanced Advantage Fund |
6.8 |
|
– |
– |
0.89 |
319 |
| 15 |
HSBC Balanced Advantage Fund |
4.5 |
13.0 |
11.2 |
9.6 |
0.85 |
1588 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
12.0 |
14.0 |
14.2 |
12.3 |
0.86 |
68450 |
| 17 |
ICICI Prudential Dynamic Asset Allocation Active FoF |
10.8 |
15.2 |
15.5 |
13.5 |
0.20 |
28587 |
| 18 |
Invesco India Balanced Advantage Fund |
5.4 |
13.9 |
13.3 |
11.4 |
0.78 |
1091 |
| 19 |
ITI Balanced Advantage Fund |
5.8 |
13.0 |
13.2 |
– |
0.63 |
400 |
| 20 |
Kotak Balanced Advantage Fund |
7.0 |
12.9 |
12.6 |
– |
0.57 |
17874 |
| 21 |
LIC MF Balanced Advantage Fund |
5.6 |
11.0 |
– |
– |
0.79 |
767 |
| 22 |
Mahindra Manulife Balanced Advantage Fund |
6.1 |
14.1 |
– |
– |
0.53 |
940 |
| 23 |
Mirae Asset Balanced Advantage Fund |
9.2 |
13.5 |
– |
– |
0.73 |
1981 |
| 24 |
Motilal Oswal Balance Advantage Fund |
-2.9 |
10.6 |
9.0 |
– |
1.00 |
955 |
| 25 |
Nippon India Balanced Advantage Fund |
8.2 |
13.4 |
14.1 |
12.1 |
0.57 |
9662 |
| 26 |
NJ Balanced Advantage Fund |
2.1 |
12.2 |
– |
– |
0.58 |
3781 |
| 27 |
Parag Parikh Dynamic Asset Allocation Fund |
5.9 |
– |
– |
– |
0.33 |
2681 |
| 28 |
PGIM India Balanced Advantage Fund |
7.9 |
11.7 |
– |
– |
0.55 |
953 |
| 29 |
Quant Dynamic Asset Allocation Fund |
4.5 |
– |
– |
– |
0.76 |
1137 |
| 30 |
Samco Dynamic Asset Allocation Fund |
-1.3 |
|
– |
– |
0.87 |
313 |
| 31 |
SBI Balanced Advantage Fund |
9.6 |
14.9 |
– |
– |
0.71 |
38628 |
| 32 |
SBI Dynamic Asset Allocation Active FoF |
|
|
|
|
0.29 |
2046 |
| 33 |
Sundaram Balanced Advantage Fund |
7.2 |
12.1 |
13.0 |
11.2 |
0.59 |
1728 |
| 34 |
Tata Balanced Advantage Fund |
6.7 |
12.2 |
13.6 |
– |
0.44 |
9906 |
| 35 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
950 |
| 36 |
Union Balanced Advantage Fund |
7.5 |
11.6 |
10.9 |
– |
1.00 |
1374 |
| 37 |
UTI Balanced Advantage Fund |
9.2 |
– |
– |
– |
0.54 |
3161 |
| 38 |
UTI Unit Linked Insurance Plan |
6.2 |
9.8 |
9.6 |
8.8 |
1.03 |
5323 |
| 39 |
WhiteOak Capital Balanced Advantage Fund |
9.2 |
– |
. |
– |
0.58 |
2015 |
January 12, 2026
RA Jainee
