| 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 |
10.9 |
17.0 |
16.7 |
12.4 |
0.68 |
7710 |
| 2 |
Axis Balanced Advantage Fund |
9.6 |
17.8 |
15.5 |
– |
0.74 |
3161 |
| 3 |
Axis Retirement Fund – Dynamic Plan |
8.7 |
19.9 |
17.5 |
– |
1.28 |
332 |
| 4 |
Bajaj Finserv Balanced Advantage Fund |
6.1 |
– |
– |
– |
0.53 |
1304 |
| 5 |
Bandhan Balanced Advantage Fund |
8.2 |
14.9 |
13.5 |
10.0 |
0.75 |
2263 |
| 6 |
Bank of India Balanced Advantage Fund |
2.2 |
14.8 |
13.2 |
8.1 |
1.40 |
139 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
10.0 |
19.9 |
18.7 |
– |
0.74 |
4304 |
| 8 |
Canara Robeco Balanced Advantage Fund |
|
|
|
|
0.64 |
1485 |
| 9 |
DSP Dynamic Asset Allocation Fund |
9.3 |
15.2 |
12.9 |
10.5 |
0.68 |
3397 |
| 10 |
Edelweiss Balanced Advantage Fund |
6.6 |
16.6 |
17.4 |
11.7 |
0.51 |
12696 |
| 11 |
Franklin India Balanced Advantage Fund |
8.5 |
– |
– |
– |
0.43 |
2671 |
| 12 |
Franklin India Dynamic Asset Allocation Fund of Funds |
8.5 |
17.8 |
21.0 |
11.5 |
1.09 |
1314 |
| 13 |
HDFC Balanced Advantage Fund |
6.9 |
24.1 |
26.0 |
15.3 |
0.75 |
100299 |
| 14 |
Helios Balanced Advantage Fund |
5.6 |
|
– |
– |
0..91 |
305 |
| 15 |
HSBC Balanced Advantage Fund |
7.5 |
15.1 |
12.9 |
9.3 |
0.82 |
1526 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
10.8 |
15.6 |
16.7 |
12.2 |
0.85 |
63787 |
| 17 |
Invesco India Balanced Advantage Fund |
8.9 |
18.0 |
15.7 |
11.1 |
0.79 |
978 |
| 18 |
ITI Balanced Advantage Fund |
8.4 |
15.3 |
13.7 |
– |
0.63 |
395 |
| 19 |
Kotak Balanced Advantage Fund |
9.5 |
15.9 |
15.3 |
– |
0.56 |
17343 |
| 20 |
LIC MF Balanced Advantage Fund |
10.9 |
15.2 |
– |
– |
0.71 |
831 |
| 21 |
Mahindra Manulife Balanced Advantage Fund |
7.5 |
17.7 |
– |
– |
0.53 |
905 |
| 22 |
Mirae Asset Balanced Advantage Fund |
9.5 |
– |
– |
– |
0.69 |
1854 |
| 23 |
Motilal Oswal Balance Advantage Fund |
-5.6 |
13.0 |
10.3 |
– |
0.94 |
923 |
| 24 |
Nippon India Balanced Advantage Fund |
8.2 |
16.2 |
16.7 |
11.3 |
0.55 |
9190 |
| 25 |
NJ Balanced Advantage Fund |
2.5 |
15.9 |
– |
– |
0.57 |
3789 |
| 26 |
Parag Parikh Dynamic Asset Allocation Fund |
8.4 |
– |
– |
– |
0..33 |
2105 |
| 27 |
PGIM India Balanced Advantage Fund |
9.0 |
15.8 |
– |
– |
0.47 |
976 |
| 28 |
Quant Dynamic Asset Allocation Fund |
3.3 |
– |
– |
– |
0.68 |
1247 |
| 29 |
Samco Dynamic Asset Allocation Fund |
-0.5 |
– |
– |
– |
0.82 |
453 |
| 30 |
SBI Balanced Advantage Fund |
8.9 |
17.3 |
– |
– |
0.74 |
35566 |
| 31 |
Sundaram Balanced Advantage Fund |
7.6 |
15.5 |
15.2 |
11.0 |
0.60 |
1563 |
| 32 |
Tata Balanced Advantage Fund |
5.6 |
15.2 |
15.9 |
– |
0.41 |
10227 |
| 33 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
640 |
| 34 |
Union Balanced Advantage Fund |
6.0 |
13.7 |
14.1 |
– |
0.99 |
1383 |
| 35 |
UTI Balanced Advantage Fund |
10.6 |
– |
– |
– |
0.52 |
2959 |
| 36 |
UTI Unit Linked Insurance Plan |
10.9 |
12.1 |
12.6 |
8.9 |
0.96 |
5468 |
| 37 |
WhiteOak Capital Balanced Advantage Fund |
12.5 |
– |
. |
– |
0.50 |
1566 |
August 11, 2025
RA Jainee
