| 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 |
10.9 |
14.3 |
12.7 |
12.8 |
0.67 |
8944 |
| 2 |
ABSL Dynamic Asset Allocation Omni FoF |
10.2 |
17.0 |
15.5 |
13.9 |
0.26 |
234 |
| 3 |
Axis Balanced Advantage Fund |
7.6 |
15.9 |
13.3 |
|
0.73 |
3816 |
| 4 |
Axis Retirement Fund – Dynamic Plan |
3.8 |
16.8 |
12.9 |
|
1.18 |
306 |
| 5 |
Bajaj Finserv Balanced Advantage Fund |
9.2 |
– |
– |
– |
0.57 |
1315 |
| 6 |
Bandhan Balanced Advantage Fund |
7.8 |
12.7 |
10.7 |
10.4 |
0.76 |
2309 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
10.3 |
15.4 |
13.6 |
– |
0.75 |
4748 |
| 8 |
Canara Robeco Balanced Advantage Fund |
6.7 |
|
|
|
0.82 |
1333 |
| 9 |
DSP Dynamic Asset Allocation Fund |
9.5 |
13.9 |
10.6 |
10.7 |
0.67 |
3709 |
| 10 |
Edelweiss Balanced Advantage Fund |
8.5 |
14.0 |
12.9 |
12.5 |
0.48 |
13376 |
| 11 |
Franklin India Dynamic Asset Allocation Active FoF |
7.1 |
14.1 |
16.4 |
11.6 |
1.25 |
1301 |
| 12 |
Franklin India Balanced Advantage Fund |
6.7 |
14.4 |
|
|
0.53 |
2885 |
| 13 |
HDFC Balanced Advantage Fund |
8.2 |
18.3 |
20.1 |
15.9 |
0.76 |
108205 |
| 14 |
Helios Balanced Advantage Fund |
8.6 |
|
– |
– |
0.91 |
323 |
| 15 |
HSBC Balanced Advantage Fund |
5.7 |
12.8 |
10.4 |
9.8 |
0.81 |
1581 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
11.7 |
14.1 |
13.3 |
12.6 |
0.86 |
70535 |
| 17 |
ICICI Prudential Dynamic Asset Allocation Active FoF |
10.1 |
14.6 |
14.3 |
13.6 |
0.25 |
29170 |
| 18 |
Invesco India Balanced Advantage Fund |
4.9 |
13.9 |
11.8 |
11.4 |
0.78 |
1126 |
| 19 |
ITI Balanced Advantage Fund |
6.2 |
12.8 |
11.8 |
– |
0.65 |
397 |
| 20 |
Kotak Balanced Advantage Fund |
7.4 |
12.7 |
11.5 |
– |
0.57 |
17852 |
| 21 |
LIC MF Balanced Advantage Fund |
4.5 |
10.8 |
– |
– |
1.21 |
742 |
| 22 |
Mahindra Manulife Balanced Advantage Fund |
8.3 |
15.0 |
– |
– |
0.55 |
928 |
| 23 |
Mirae Asset Balanced Advantage Fund |
10.2 |
14.1 |
– |
– |
0.68 |
2021 |
| 24 |
Motilal Oswal Balance Advantage Fund |
-3.6 |
7.9 |
6.3 |
– |
1.06 |
872 |
| 25 |
Nippon India Balanced Advantage Fund |
7.9 |
13.7 |
12.7 |
12.6 |
0.56 |
9725 |
| 26 |
NJ Balanced Advantage Fund |
3.3 |
12.6 |
– |
– |
0.60 |
3713 |
| 27 |
Parag Parikh Dynamic Asset Allocation Fund |
5.3 |
– |
– |
– |
0.33 |
2724 |
| 28 |
PGIM India Balanced Advantage Fund |
7.1 |
11.6 |
|
– |
0.59 |
929 |
| 29 |
Quant Dynamic Asset Allocation Fund |
2.2 |
– |
– |
– |
0.82 |
1065 |
| 30 |
Samco Dynamic Asset Allocation Fund |
0.4 |
|
– |
– |
0.87 |
263 |
| 31 |
SBI Balanced Advantage Fund |
10.4 |
15.1 |
– |
– |
0.72 |
39914 |
| 32 |
SBI Dynamic Asset Allocation Active FoF |
|
|
|
|
0.31 |
2323 |
| 33 |
Sundaram Balanced Advantage Fund |
7.5 |
12.3 |
11.8 |
11.2 |
0.60 |
1737 |
| 34 |
Tata Balanced Advantage Fund |
6.8 |
12.3 |
12.2 |
– |
0.51 |
9691 |
| 35 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
1030 |
| 36 |
Union Balanced Advantage Fund |
7.7 |
11.2 |
9.6 |
– |
1.04 |
1347 |
| 37 |
UTI Balanced Advantage Fund |
8.3 |
– |
– |
– |
0.59 |
3203 |
| 38 |
UTI Unit Linked Insurance Plan |
4.1 |
9.7 |
8.4 |
8.5 |
1.06 |
5212 |
| 39 |
WhiteOak Capital Balanced Advantage Fund |
9.0 |
– |
. |
– |
0.62 |
2119 |
March 13, 2026
RA Jainee
