| 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 |
3.9 |
13.5 |
14.7 |
12.2 |
0.68 |
8157 |
| 2 |
ABSL Dynamic Asset Allocation Omni FoF |
0.6 |
16.3 |
18.0 |
13.3 |
0.35 |
225 |
| 3 |
Axis Balanced Advantage Fund |
2.3 |
14.1 |
14.3 |
|
0.74 |
3431 |
| 4 |
Axis Retirement Fund – Dynamic Plan |
-3.2 |
13.1 |
15.7 |
– |
1.26 |
321 |
| 5 |
Bajaj Finserv Balanced Advantage Fund |
-1.7 |
– |
– |
– |
0.59 |
1299 |
| 6 |
Bandhan Balanced Advantage Fund |
2.6 |
11.1 |
11.9 |
10.0 |
0.76 |
2292 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
2.0 |
14.4 |
15.4 |
– |
0.74 |
4424 |
| 8 |
Canara Robeco Balanced Advantage Fund |
-0.3 |
|
|
|
0.66 |
1478 |
| 9 |
DSP Dynamic Asset Allocation Fund |
4.7 |
12.1 |
11.9 |
10.3 |
0.68 |
3503 |
| 10 |
Edelweiss Balanced Advantage Fund |
-1.0 |
12.5 |
15.1 |
11.7 |
0.52 |
12792 |
| 11 |
Franklin India Dynamic Asset Allocation Fund of Funds |
3.0 |
14.1 |
19.4 |
11.3 |
1.08 |
1305 |
| 12 |
Franklin India Balanced Advantage Fund |
3.4 |
– |
– |
– |
0.48 |
2748 |
| 13 |
HDFC Balanced Advantage Fund |
-0.3 |
18.6 |
23.3 |
14.9 |
0.72 |
101773 |
| 14 |
Helios Balanced Advantage Fund |
0.2 |
|
– |
– |
0.88 |
302 |
| 15 |
HSBC Balanced Advantage Fund |
2.6 |
12.9 |
11.6 |
9.2 |
0.86 |
1567 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
5.8 |
13.4 |
15.0 |
12.1 |
0.86 |
64964 |
| 17 |
Invesco India Balanced Advantage Fund |
2.4 |
14.1 |
14.0 |
10.9 |
0.77 |
1034 |
| 18 |
ITI Balanced Advantage Fund |
1.3 |
12.6 |
13.1 |
– |
0.63 |
402 |
| 19 |
Kotak Balanced Advantage Fund |
2.1 |
12.1 |
13.1 |
– |
0.56 |
17537 |
| 20 |
LIC MF Balanced Advantage Fund |
2.7 |
10.9 |
– |
– |
0.76 |
828 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
0.2 |
13.8 |
– |
– |
0.55 |
923 |
| 22 |
Mirae Asset Balanced Advantage Fund |
3.1 |
13.1 |
– |
– |
0.71 |
1897 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-12.4 |
10.0 |
9.6 |
– |
0.94 |
987 |
| 24 |
Nippon India Balanced Advantage Fund |
1.9 |
12.9 |
14.6 |
11.3 |
0.55 |
9355 |
| 25 |
NJ Balanced Advantage Fund |
-5.4 |
12.8 |
– |
– |
0.57 |
3792 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
4.6 |
– |
– |
– |
0.33 |
2415 |
| 27 |
PGIM India Balanced Advantage Fund |
2.0 |
10.8 |
– |
– |
0.47 |
965 |
| 28 |
Quant Dynamic Asset Allocation Fund |
-6.5 |
– |
– |
– |
0.73 |
1211 |
| 29 |
Samco Dynamic Asset Allocation Fund |
-9.7 |
|
– |
– |
0.87 |
378 |
| 30 |
SBI Balanced Advantage Fund |
2.6 |
13.9 |
– |
– |
0.72 |
36558 |
| 31 |
Sundaram Balanced Advantage Fund |
0.9 |
11.4 |
13.5 |
10.8 |
0.60 |
1679 |
| 32 |
Tata Balanced Advantage Fund |
0.5 |
11.7 |
14.1 |
– |
0.43 |
10031 |
| 33 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
710 |
| 34 |
Union Balanced Advantage Fund |
1.3 |
10.6 |
11.9 |
– |
0.50 |
3004 |
| 35 |
UTI Balanced Advantage Fund |
4.3 |
– |
– |
– |
0.50 |
3004 |
| 36 |
UTI Unit Linked Insurance Plan |
5.1 |
9.1 |
11.2 |
8.7 |
1.01 |
5402 |
| 37 |
WhiteOak Capital Balanced Advantage Fund |
5.6 |
– |
. |
– |
0.51 |
1738 |
October 9, 2025
RA Jainee
