| 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 |
12.8 |
15.2 |
17.5 |
12.2 |
0.69 |
7533 |
| 2 |
Axis Balanced Advantage Fund |
13.3 |
16.5 |
16.2 |
– |
0.75 |
2935 |
| 3 |
Axis Retirement Fund – Dynamic Plan |
13.1 |
17.9 |
17.8 |
– |
1.28 |
330 |
| 4 |
Bajaj Finserv Balanced Advantage Fund |
6.8 |
– |
– |
– |
0.53 |
1288 |
| 5 |
Bandhan Balanced Advantage Fund |
9.9 |
13.2 |
14.4 |
9.9 |
0.74 |
2254 |
| 6 |
Bank of India Balanced Advantage Fund |
3.6 |
12.8 |
13.4 |
7.8 |
1.40 |
134 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
10.9 |
17.4 |
19.2 |
– |
0.75 |
4155 |
| 8 |
Canara Robeco Balanced Advantage Fund |
|
|
|
|
0.64 |
1466 |
| 9 |
DSP Dynamic Asset Allocation Fund |
12.5 |
14.0 |
14.1 |
10.3 |
0.68 |
3311 |
| 10 |
Edelweiss Balanced Advantage Fund |
7.7 |
14.6 |
17.8 |
11.4 |
0.52 |
12455 |
| 11 |
Franklin India Balanced Advantage Fund |
10.7 |
– |
– |
– |
0.44 |
2596 |
| 12 |
Franklin India Dynamic Asset Allocation Fund of Funds |
10.3 |
16.1 |
21.8 |
11.2 |
1.09 |
1301 |
| 13 |
HDFC Balanced Advantage Fund |
8.0 |
22.3 |
27.0 |
14.9 |
0.77 |
97461 |
| 14 |
Helios Balanced Advantage Fund |
6.7 |
– |
– |
– |
0.89 |
301 |
| 15 |
HSBC Balanced Advantage Fund |
11.1 |
13.8 |
13.4 |
9.0 |
0.82 |
1497 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
12.2 |
14.5 |
17.5 |
11.9 |
0.85 |
62528 |
| 17 |
Invesco India Balanced Advantage Fund |
9.8 |
15.8 |
15.9 |
10.8 |
0.79 |
965 |
| 18 |
ITI Balanced Advantage Fund |
8.3 |
13.8 |
13.3 |
– |
0.63 |
391 |
| 19 |
Kotak Balanced Advantage Fund |
12.5 |
14.2 |
16.4 |
– |
0.56 |
16988 |
| 20 |
LIC MF Balanced Advantage Fund |
14.3 |
13.8 |
– |
– |
0.76 |
761 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
9.3 |
15.6 |
– |
– |
0.56 |
882 |
| 22 |
Mirae Asset Balanced Advantage Fund |
11.3 |
– |
– |
– |
0.68 |
1811 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-2.9 |
11.1 |
11.1 |
– |
0.97 |
904 |
| 24 |
Nippon India Balanced Advantage Fund |
10.0 |
14.9 |
17.5 |
11.0 |
0.55 |
9049 |
| 25 |
NJ Balanced Advantage Fund |
4.3 |
13.9 |
– |
– |
0.57 |
3748 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
10.0 |
– |
– |
– |
0.33 |
1920 |
| 27 |
PGIM India Balanced Advantage Fund |
12.0 |
13.3 |
– |
– |
0.47 |
968 |
| 28 |
Quant Dynamic Asset Allocation Fund |
4.6 |
– |
– |
– |
0.69 |
1220 |
| 29 |
Samco Dynamic Asset Allocation Fund |
0.7 |
– |
– |
– |
0.82 |
478 |
| 30 |
SBI Balanced Advantage Fund |
9.8 |
15.6 |
– |
– |
0.71 |
34895 |
| 31 |
Sundaram Balanced Advantage Fund |
11.3 |
14.1 |
15.7 |
10.8 |
0.62 |
1537 |
| 32 |
Tata Balanced Advantage Fund |
7.1 |
13.5 |
16.4 |
– |
0.42 |
10154 |
| 33 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
602 |
| 34 |
Union Balanced Advantage Fund |
7.9 |
12.2 |
15.0 |
– |
0.99 |
1378 |
| 35 |
UTI Balanced Advantage Fund |
12.1 |
– |
– |
– |
0.53 |
2945 |
| 36 |
UTI Unit Linked Insurance Plan |
13.8 |
10.8 |
13.1 |
8.7 |
0.96 |
5449 |
| 37 |
WhiteOak Capital Balanced Advantage Fund |
15.0 |
– |
. |
– |
0.51 |
1478 |
July 8, 2025
mayank
