| 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 |
9.1 |
14.2 |
15.4 |
12.4 |
0.67 |
8371 |
| 2 |
ABSL Dynamic Asset Allocation Omni FoF |
7.8 |
17.3 |
18.5 |
13.7 |
0.29 |
226 |
| 3 |
Axis Balanced Advantage Fund |
7.2 |
15.4 |
14.5 |
|
0.74 |
3591 |
| 4 |
Axis Retirement Fund – Dynamic Plan |
3.6 |
15.8 |
16.4 |
– |
1.21 |
310 |
| 5 |
Bajaj Finserv Balanced Advantage Fund |
6.8 |
– |
– |
– |
0.56 |
1286 |
| 6 |
Bandhan Balanced Advantage Fund |
6.7 |
12.1 |
12.1 |
10.3 |
0.75 |
2263 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
8.8 |
15.4 |
15.9 |
– |
0.74 |
4362 |
| 8 |
Canara Robeco Balanced Advantage Fund |
5.3 |
|
|
|
0.72 |
1395 |
| 9 |
DSP Dynamic Asset Allocation Fund |
7.9 |
13.5 |
12.1 |
10.4 |
0.65 |
3532 |
| 10 |
Edelweiss Balanced Advantage Fund |
6.4 |
13.7 |
15.5 |
12.2 |
0.53 |
12899 |
| 11 |
Franklin India Dynamic Asset Allocation Active FoF |
6.8 |
14.1 |
19.6 |
11.4 |
1.14 |
1285 |
| 12 |
Franklin India Balanced Advantage Fund |
7.4 |
14.7 |
– |
– |
0.47 |
2779 |
| 13 |
HDFC Balanced Advantage Fund |
6.4 |
19.3 |
25.2 |
15.3 |
0.73 |
103041 |
| 14 |
Helios Balanced Advantage Fund |
7.1 |
|
– |
– |
0.89 |
301 |
| 15 |
HSBC Balanced Advantage Fund |
4.8 |
13.4 |
11.6 |
9.5 |
0.86 |
1556 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
10.4 |
13.9 |
15.4 |
12.2 |
0.87 |
66751 |
| 17 |
Invesco India Balanced Advantage Fund |
5.9 |
14.4 |
14.1 |
11.2 |
0.80 |
1050 |
| 18 |
ITI Balanced Advantage Fund |
6.3 |
13.6 |
13.6 |
– |
0.63 |
397 |
| 19 |
Kotak Balanced Advantage Fund |
7.3 |
13.2 |
13.3 |
– |
0.56 |
17475 |
| 20 |
LIC MF Balanced Advantage Fund |
6.6 |
11.7 |
– |
– |
0.79 |
804 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
6.6 |
14.7 |
– |
– |
0.53 |
912 |
| 22 |
Mirae Asset Balanced Advantage Fund |
8.9 |
14.0 |
– |
– |
0.73 |
1934 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-5.3 |
10.6 |
9.8 |
– |
0.99 |
928 |
| 24 |
Nippon India Balanced Advantage Fund |
7.9 |
13.8 |
15.4 |
11.9 |
0.57 |
9480 |
| 25 |
NJ Balanced Advantage Fund |
0.9 |
12.8 |
– |
– |
0.57 |
3815 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
6.3 |
– |
– |
– |
0.33 |
2606 |
| 27 |
PGIM India Balanced Advantage Fund |
7.1 |
12.0 |
– |
– |
0.55 |
938 |
| 28 |
Quant Dynamic Asset Allocation Fund |
4.2 |
– |
– |
– |
0.73 |
1135 |
| 29 |
Samco Dynamic Asset Allocation Fund |
-0.4 |
|
– |
– |
0.87 |
328 |
| 30 |
SBI Balanced Advantage Fund |
8.6 |
15.0 |
– |
– |
0.73 |
37457 |
| 31 |
SBI Dynamic Asset Allocation Active FoF |
|
|
|
|
0.29 |
1964 |
| 32 |
Sundaram Balanced Advantage Fund |
6.3 |
12.5 |
13.9 |
11.1 |
0.59 |
1678 |
| 33 |
Tata Balanced Advantage Fund |
5.7 |
12.4 |
14.5 |
– |
0.44 |
9749 |
| 34 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
894 |
| 35 |
Union Balanced Advantage Fund |
7.3 |
11.8 |
12.2 |
– |
0.99 |
1345 |
| 36 |
UTI Balanced Advantage Fund |
8.7 |
– |
– |
– |
0.51 |
3067 |
| 37 |
UTI Unit Linked Insurance Plan |
7.1 |
10.0 |
10.7 |
8.7 |
1.03 |
5294 |
| 38 |
WhiteOak Capital Balanced Advantage Fund |
9.5 |
– |
. |
– |
0.57 |
1897 |
December 20, 2025
RA Jainee
