| 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 |
12.1 |
14.1 |
14.8 |
12.2 |
0.74 |
7321 |
| 2 |
Axis Balanced Advantage Fund |
14.4 |
15.5 |
15.4 |
– |
0.79 |
2808 |
| 3 |
Axis Retirement Savings Fund – Dynamic Plan |
10.6 |
15.0 |
16.8 |
– |
1.30 |
326 |
| 4 |
Bajaj Finserv Balanced Advantage Fund |
5.2 |
– |
– |
– |
0.53 |
1231 |
| 5 |
Bandhan Balanced Advantage Fund |
8.9 |
11.7 |
13.7 |
9.8 |
0.74 |
2217 |
| 6 |
Bank of India Balanced Advantage Fund |
1.9 |
10.7 |
12.4 |
7.8 |
1.40 |
132 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
7.9 |
14.8 |
18.1 |
– |
0.75 |
4073 |
| 8 |
Canara Robeco Balanced Advantage Fund |
|
|
|
|
0.65 |
1436 |
| 9 |
DSP Dynamic Asset Allocation Fund |
12.3 |
12.8 |
13.1 |
10.2 |
0.69 |
3217 |
| 10 |
Edelweiss Balanced Advantage Fund |
6.0 |
12.9 |
16.8 |
11.4 |
0.52 |
12240 |
| 11 |
Franklin India Balanced Advantage Fund |
10.0 |
– |
– |
– |
0.45 |
2502 |
| 12 |
Franklin India Dynamic Asset Allocation Fund of Funds |
9.4 |
15.0 |
21.4 |
11.4 |
1.21 |
1272 |
| 13 |
HDFC Balanced Advantage Fund |
7.9 |
20.8 |
25.7 |
14.7 |
0.77 |
94824 |
| 14 |
Helios Balanced Advantage Fund |
5.3 |
– |
– |
– |
0.79 |
293 |
| 15 |
HSBC Balanced Advantage Fund |
8.3 |
12.5 |
13.0 |
9.2 |
0.77 |
1471 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
10.6 |
13.7 |
17.1 |
12.0 |
0.84 |
60591 |
| 17 |
Invesco India Balanced Advantage Fund |
8.7 |
14.5 |
15.3 |
11.0 |
0.79 |
943 |
| 18 |
ITI Balanced Advantage Fund |
5.6 |
12.5 |
12.3 |
– |
0.63 |
383 |
| 19 |
Kotak Balanced Advantage Fund |
11.2 |
13.1 |
15.7 |
– |
0.57 |
16542 |
| 20 |
LIC MF Balanced Advantage Fund |
11.2 |
12.3 |
– |
– |
0.80 |
757 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
6.3 |
13.8 |
– |
– |
0.56 |
864 |
| 22 |
Mirae Asset Balanced Advantage Fund |
9.7 |
– |
– |
– |
0.67 |
1766 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-7.8 |
7.6 |
9.2 |
– |
0.98 |
918 |
| 24 |
Nippon India Balanced Advantage Fund |
9.4 |
14.0 |
16.9 |
11.2 |
0.55 |
8808 |
| 25 |
NJ Balanced Advantage Fund |
2.8 |
12.0 |
– |
– |
0.62 |
3692 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
10.2 |
– |
– |
– |
0.33 |
1761 |
| 27 |
PGIM India Balanced Advantage Fund |
9.2 |
11.6 |
– |
– |
0.47 |
957 |
| 28 |
Quant Dynamic Asset Allocation Fund |
0.5 |
– |
– |
– |
0.69 |
1199 |
| 29 |
Samco Dynamic Asset Allocation Fund |
0.0 |
– |
– |
– |
0.80 |
507 |
| 30 |
SBI Balanced Advantage Fund |
8.8 |
14.6 |
– |
– |
0.71 |
34015 |
| 31 |
Sundaram Balanced Advantage Fund |
9.6 |
12.7 |
15.3 |
10.8 |
0.62 |
1491 |
| 32 |
Tata Balanced Advantage Fund |
6.5 |
12.4 |
15.8 |
– |
0.44 |
10075 |
| 33 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
528 |
| 34 |
Union Balanced Advantage Fund |
7.0 |
11.1 |
14.2 |
– |
0.99 |
1365 |
| 35 |
UTI Balanced Advantage Fund |
11.9 |
– |
– |
– |
0.76 |
2874 |
| 36 |
UTI Unit Linked Insurance Plan |
13.6 |
9.5 |
13.0 |
8.8 |
0.99 |
5352 |
| 37 |
WhiteOak Capital Balanced Advantage Fund |
13.5 |
– |
– |
– |
0.52 |
1388 |
May 30, 2025
mayank
