| 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 |
6.1 |
14.7 |
15.5 |
11.9 |
0.68 |
8034 |
| 2 |
Axis Balanced Advantage Fund |
5.0 |
15.3 |
14.7 |
– |
0.74 |
3342 |
| 3 |
Axis Retirement Fund – Dynamic Plan |
1.9 |
15.6 |
16.8 |
– |
1.26 |
334 |
| 4 |
Bajaj Finserv Balanced Advantage Fund |
1.3 |
– |
– |
– |
0.59 |
1338 |
| 5 |
Bandhan Balanced Advantage Fund |
5.1 |
12.5 |
12.3 |
9.8 |
0.76 |
2302 |
| 6 |
Bank of India Balanced Advantage Fund |
-1.9 |
11.9 |
12.1 |
7.7 |
1.40 |
143 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
6.4 |
16.6 |
16.9 |
– |
0.74 |
4413 |
| 8 |
Canara Robeco Balanced Advantage Fund |
|
|
|
|
0.65 |
1507 |
| 9 |
DSP Dynamic Asset Allocation Fund |
7.1 |
12.9 |
12.4 |
10.3 |
0.68 |
3454 |
| 10 |
Edelweiss Balanced Advantage Fund |
1.1 |
13.7 |
15.6 |
11.3 |
0.51 |
13047 |
| 11 |
Franklin India Balanced Advantage Fund |
5.6 |
|
|
|
0.48 |
2738 |
| 12 |
Franklin India Dynamic Asset Allocation Fund of Funds |
5.3 |
15.5 |
20.0 |
11.2 |
1.02 |
1325 |
| 13 |
HDFC Balanced Advantage Fund |
1.3 |
20.7 |
24.7 |
14.5 |
0.74 |
102790 |
| 14 |
Helios Balanced Advantage Fund |
3.2 |
|
– |
– |
0.89 |
313 |
| 15 |
HSBC Balanced Advantage Fund |
4.4 |
13.9 |
12.0 |
9.0 |
0.86 |
1555 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
6.6 |
14.0 |
15.5 |
12.2 |
0.85 |
63787 |
| 17 |
Invesco India Balanced Advantage Fund |
4.4 |
15.6 |
14.3 |
10.6 |
0.76 |
1024 |
| 18 |
ITI Balanced Advantage Fund |
3.7 |
13.6 |
12.9 |
– |
0.63 |
408 |
| 19 |
Kotak Balanced Advantage Fund |
5.1 |
13.7 |
13.9 |
– |
0.56 |
17677 |
| 20 |
LIC MF Balanced Advantage Fund |
6.3 |
12.5 |
– |
– |
0.75 |
845 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
3.8 |
15.6 |
– |
– |
0.54 |
933 |
| 22 |
Mirae Asset Balanced Advantage Fund |
5.6 |
– |
– |
– |
0.71 |
1899 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-9.3 |
10.5 |
9.3 |
– |
0.93 |
913 |
| 24 |
Nippon India Balanced Advantage Fund |
4.0 |
14.0 |
15.5 |
10.9 |
0.55 |
9391 |
| 25 |
NJ Balanced Advantage Fund |
-3.5 |
13.7 |
– |
– |
0.57 |
3839 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
6.4 |
– |
– |
– |
0.33 |
2238 |
| 27 |
PGIM India Balanced Advantage Fund |
4.7 |
12.6 |
– |
– |
0.47 |
995 |
| 28 |
Quant Dynamic Asset Allocation Fund |
-4.6 |
– |
– |
– |
0.72 |
1260 |
| 29 |
Samco Dynamic Asset Allocation Fund |
-6.3 |
– |
– |
– |
0.87 |
427 |
| 30 |
SBI Balanced Advantage Fund |
4.2 |
15.0 |
– |
– |
0.72 |
36637 |
| 31 |
Sundaram Balanced Advantage Fund |
3.4 |
13.2 |
14.0 |
10.7 |
0.60 |
1597 |
| 32 |
Tata Balanced Advantage Fund |
2.2 |
13.0 |
14.7 |
– |
0.42 |
10353 |
| 33 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
668 |
| 34 |
Union Balanced Advantage Fund |
3.0 |
11.8 |
12.5 |
– |
0.99 |
1395 |
| 35 |
UTI Balanced Advantage Fund |
6.4 |
– |
– |
– |
0.52 |
3036 |
| 36 |
UTI Unit Linked Insurance Plan |
7.9 |
10.0 |
11.6 |
8.7 |
0.96 |
5489 |
| 37 |
WhiteOak Capital Balanced Advantage Fund |
8.8 |
– |
. |
– |
0.52 |
1654 |
September 9, 2025
RA Jainee
