| 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 |
11.5 |
12.8 |
18.4 |
11.6 |
0.75 |
6988 |
| 2 |
Axis Balanced Advantage Fund |
12.5 |
14.0 |
15.9 |
– |
0.78 |
2625 |
| 3 |
Axis Retirement Savings Fund – Dynamic Plan |
10.5 |
14.2 |
17.2 |
– |
1.29 |
309 |
| 4 |
Bajaj Finserv Balanced Advantage Fund |
3.4 |
– |
– |
– |
0.58 |
1193 |
| 5 |
Bandhan Balanced Advantage Fund |
9.4 |
10.2 |
15.7 |
9.5 |
0.84 |
2141 |
| 6 |
Bank of India Balanced Advantage Fund |
1.2 |
9.8 |
13.4 |
7.4 |
1.40 |
125 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
8.3 |
13.2 |
19.6 |
– |
0.77 |
3833 |
| 8 |
Canara Robeco Balanced Advantage Fund |
|
|
|
|
0.77 |
1373 |
| 9 |
DSP Dynamic Asset Allocation Fund |
13.9 |
11.9 |
14.8 |
10.0 |
0.73 |
3106 |
| 10 |
Edelweiss Balanced Advantage Fund |
7.6 |
12.1 |
18.4 |
11.2 |
0.51 |
11697 |
| 11 |
Franklin India Balanced Advantage Fund |
10.4 |
– |
– |
– |
0.46 |
2384 |
| 12 |
Franklin India Dynamic Asset Allocation Fund of Funds |
8.5 |
13.8 |
18.7 |
10.9 |
1.12 |
1229 |
| 13 |
HDFC Balanced Advantage Fund |
9.3 |
20.5 |
27.5 |
14.2 |
0.88 |
90375 |
| 14 |
Helios Balanced Advantage Fund |
7.1 |
– |
– |
– |
0.79 |
279 |
| 15 |
HSBC Balanced Advantage Fund |
8.5 |
11.8 |
14.6 |
8.7 |
0.79 |
1432 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
8.3 |
12.5 |
18.5 |
11.5 |
0.92 |
58717 |
| 17 |
Invesco India Balanced Advantage Fund |
8.7 |
13.3 |
17.0 |
10.2 |
0.80 |
919 |
| 18 |
ITI Balanced Advantage Fund |
6.0 |
11.0 |
15.1 |
– |
0.63 |
367 |
| 19 |
Kotak Balanced Advantage Fund |
9.8 |
11.7 |
17.3 |
– |
0.60 |
15813 |
| 20 |
LIC MF Balanced Advantage Fund |
11.1 |
11.4 |
– |
– |
0.80 |
720 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
6.4 |
12.9 |
– |
– |
0.60 |
843 |
| 22 |
Mirae Asset Balanced Advantage Fund |
9.9 |
– |
– |
– |
0.72 |
1696 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-6.1 |
7.5 |
11.0 |
– |
1.03 |
891 |
| 24 |
Nippon India Balanced Advantage Fund |
9.4 |
13.1 |
17.9 |
10.6 |
0.59 |
8431 |
| 25 |
NJ Balanced Advantage Fund |
1.5 |
10.9 |
– |
– |
0.62 |
3631 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
10.3 |
– |
– |
– |
0.34 |
1648 |
| 27 |
PGIM India Balanced Advantage Fund |
8.1 |
9.7 |
– |
– |
0.47 |
924 |
| 28 |
Quant Dynamic Asset Allocation Fund |
2.7 |
– |
– |
– |
0.69 |
1140 |
| 29 |
Samco Dynamic Asset Allocation Fund |
2.9 |
– |
– |
– |
0.80 |
523 |
| 30 |
SBI Balanced Advantage Fund |
8.3 |
13.5 |
– |
– |
0.71 |
32530 |
| 31 |
Sundaram Balanced Advantage Fund |
8.0 |
11.4 |
15.9 |
10.3 |
0.69 |
1435 |
| 32 |
Tata Balanced Advantage Fund |
6.1 |
11.8 |
17.6 |
– |
0.36 |
9754 |
| 33 |
Union Balanced Advantage Fund |
6.3 |
10.1 |
16.3 |
– |
0.90 |
1319 |
| 34 |
UTI Balanced Advantage Fund |
10.7 |
– |
– |
– |
0.72 |
2792 |
| 35 |
UTI Unit Linked Insurance Plan |
11.4 |
8.2 |
13.3 |
8.3 |
0.99 |
5194 |
| 36 |
WhiteOak Capital Balanced Advantage Fund |
12.6 |
– |
– |
– |
0.72 |
1296 |
May 13, 2025
mayank
