| 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 |
2.5 |
14.1 |
15.3 |
12.2 |
0.67 |
8208 |
| 2 |
ABSL Dynamic Asset Allocation Omni FoF |
0.0 |
17.4 |
18.4 |
|
0.30 |
223 |
| 3 |
Axis Balanced Advantage Fund |
0.9 |
15.1 |
14.5 |
|
0.75 |
3489 |
| 4 |
Axis Retirement Fund – Dynamic Plan |
-4.6 |
14.6 |
16.3 |
– |
1.21 |
309 |
| 5 |
Bajaj Finserv Balanced Advantage Fund |
-2.7 |
– |
– |
– |
0.56 |
1278 |
| 6 |
Bandhan Balanced Advantage Fund |
1.9 |
11.8 |
11.9 |
10.1 |
0.76 |
2268 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
1.5 |
15.2 |
15.5 |
– |
0.74 |
4332 |
| 8 |
Canara Robeco Balanced Advantage Fund |
-0.7 |
|
|
|
0.72 |
1411 |
| 9 |
DSP Dynamic Asset Allocation Fund |
4.5 |
12.8 |
12.2 |
10.3 |
0.67 |
3489 |
| 10 |
Edelweiss Balanced Advantage Fund |
-0.9 |
13.6 |
15.3 |
11.8 |
0.53 |
12725 |
| 11 |
Franklin India Dynamic Asset Allocation Active FoF |
2.2 |
14.4 |
19.7 |
11.3 |
1.15 |
1288 |
| 12 |
Franklin India Balanced Advantage Fund |
3.2 |
14.9 |
– |
– |
0.47 |
2738 |
| 13 |
HDFC Balanced Advantage Fund |
0.7 |
20.1 |
25.0 |
15.0 |
0.74 |
101080 |
| 14 |
Helios Balanced Advantage Fund |
2.0 |
|
– |
– |
0.89 |
295 |
| 15 |
HSBC Balanced Advantage Fund |
2.4 |
13.3 |
11.4 |
9.3 |
0.86 |
1554 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
5.2 |
13.9 |
15.3 |
12.1 |
0.79 |
65711 |
| 17 |
Invesco India Balanced Advantage Fund |
0.4 |
14.3 |
13.9 |
10.8 |
0.80 |
1045 |
| 18 |
ITI Balanced Advantage Fund |
0.3 |
13.7 |
13.3 |
– |
0.63 |
394 |
| 19 |
Kotak Balanced Advantage Fund |
1.5 |
13.0 |
13.1 |
– |
0.56 |
17339 |
| 20 |
LIC MF Balanced Advantage Fund |
2.0 |
11.8 |
– |
– |
0.76 |
806 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
0.3 |
14.5 |
– |
– |
0.52 |
907 |
| 22 |
Mirae Asset Balanced Advantage Fund |
3.2 |
14.0 |
– |
– |
0.74 |
1881 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-15.8 |
8.5 |
8.7 |
– |
0.94 |
1022 |
| 24 |
Nippon India Balanced Advantage Fund |
2.2 |
13.7 |
15.2 |
11.8 |
0.57 |
9317 |
| 25 |
NJ Balanced Advantage Fund |
-4.9 |
13.1 |
– |
– |
0.57 |
3871 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
4.9 |
– |
– |
– |
0.33 |
2510 |
| 27 |
PGIM India Balanced Advantage Fund |
0.3 |
11.6 |
– |
– |
0.47 |
947 |
| 28 |
Quant Dynamic Asset Allocation Fund |
-4.8 |
– |
– |
– |
0.73 |
1154 |
| 29 |
Samco Dynamic Asset Allocation Fund |
-9.5 |
|
– |
– |
0.87 |
347 |
| 30 |
SBI Balanced Advantage Fund |
2.8 |
14.8 |
– |
– |
0.74 |
36673 |
| 31 |
Sundaram Balanced Advantage Fund |
0.2 |
12.2 |
13.7 |
10.9 |
0.60 |
1658 |
| 32 |
Tata Balanced Advantage Fund |
-0.2 |
12.3 |
14.1 |
– |
0.44 |
9826 |
| 33 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
858 |
| 34 |
Union Balanced Advantage Fund |
1.4 |
11.5 |
12.2 |
– |
1.00 |
1351 |
| 35 |
UTI Balanced Advantage Fund |
2.8 |
– |
– |
– |
0.50 |
3000 |
| 36 |
UTI Unit Linked Insurance Plan |
3.0 |
9.6 |
10.9 |
8.6 |
1.02 |
5329 |
| 37 |
WhiteOak Capital Balanced Advantage Fund |
4.1 |
– |
. |
– |
0.53 |
1812 |
November 6, 2025
RA Jainee
