| 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 |
15.7 |
14.8 |
12.1 |
13.6 |
0.66 |
8899 |
| 2 |
ABSL Dynamic Asset Allocation Omni FoF |
18.3 |
17.9 |
14.5 |
14.6 |
0.26 |
230 |
| 3 |
Axis Balanced Advantage Fund |
12.2 |
16.3 |
12.7 |
|
0.73 |
3773 |
| 4 |
Axis Retirement Fund – Dynamic Plan |
13.0 |
16.8 |
11.7 |
|
1.19 |
293 |
| 5 |
Bajaj Finserv Balanced Advantage Fund |
15.7 |
– |
– |
– |
0.57 |
1271 |
| 6 |
Bandhan Balanced Advantage Fund |
12.3 |
12.9 |
10.1 |
10.6 |
0.77 |
2240 |
| 7 |
Baroda BNP Paribas Balanced Advantage Fund |
19.2 |
16.1 |
13.2 |
– |
0.75 |
4672 |
| 8 |
Canara Robeco Balanced Advantage Fund |
11.8 |
|
|
|
0.86 |
1272 |
| 9 |
DSP Dynamic Asset Allocation Fund |
12.3 |
14.0 |
10.3 |
11.1 |
0.63 |
3702 |
| 10 |
Edelweiss Balanced Advantage Fund |
14.4 |
14.3 |
12.0 |
13.0 |
0.52 |
13116 |
| 11 |
Franklin India Dynamic Asset Allocation Active FoF |
10.9 |
14.6 |
15.3 |
12.1 |
1.22 |
1277 |
| 12 |
Franklin India Balanced Advantage Fund |
10.7 |
14.8 |
|
|
0.50 |
2850 |
| 13 |
HDFC Balanced Advantage Fund |
13.6 |
18.9 |
17.8 |
17.1 |
0.77 |
106821 |
| 14 |
Helios Balanced Advantage Fund |
14.9 |
|
– |
– |
0.92 |
312 |
| 15 |
HSBC Balanced Advantage Fund |
10.1 |
13.1 |
10.2 |
10.4 |
0.81 |
1542 |
| 16 |
ICICI Prudential Balanced Advantage Fund |
15.4 |
14.4 |
12.4 |
13.4 |
0.86 |
70343 |
| 17 |
ICICI Prudential Dynamic Asset Allocation Active FoF |
13.7 |
14.6 |
13.3 |
14.0 |
0.26 |
28837 |
| 18 |
Invesco India Balanced Advantage Fund |
9.3 |
13.8 |
11.2 |
12.3 |
0.75 |
1080 |
| 19 |
ITI Balanced Advantage Fund |
9.4 |
13.2 |
11.1 |
– |
0.65 |
381 |
| 20 |
Kotak Balanced Advantage Fund |
13.9 |
13.1 |
11.1 |
– |
0.57 |
17513 |
| 21 |
LIC MF Balanced Advantage Fund |
10.1 |
11.2 |
– |
– |
1.21 |
719 |
| 22 |
Mahindra Manulife Balanced Advantage Fund |
13.5 |
15.7 |
– |
– |
0.64 |
913 |
| 23 |
Mirae Asset Balanced Advantage Fund |
15.6 |
14.9 |
– |
– |
0.66 |
2007 |
| 24 |
Motilal Oswal Balance Advantage Fund |
6.3 |
7.2 |
5.5 |
– |
1.07 |
797 |
| 25 |
Nippon India Balanced Advantage Fund |
13.5 |
14.4 |
12.1 |
13.8 |
0.56 |
9598 |
| 26 |
NJ Balanced Advantage Fund |
8.5 |
12.7 |
– |
– |
0.60 |
3610 |
| 27 |
Parag Parikh Dynamic Asset Allocation Fund |
8.5 |
– |
– |
– |
0.33 |
2703 |
| 28 |
PGIM India Balanced Advantage Fund |
12.3 |
11.8 |
|
– |
0.60 |
894 |
| 29 |
Quant Dynamic Asset Allocation Fund |
13.8 |
– |
– |
– |
0.82 |
959 |
| 30 |
Samco Dynamic Asset Allocation Fund |
3.4 |
|
– |
– |
0.87 |
233 |
| 31 |
SBI Balanced Advantage Fund |
14.4 |
15.4 |
– |
– |
0.69 |
40203 |
| 32 |
SBI Dynamic Asset Allocation Active FoF |
|
|
|
|
0.26 |
2360 |
| 33 |
Sundaram Balanced Advantage Fund |
11.7 |
12.5 |
11.0 |
11.7 |
0.60 |
1705 |
| 34 |
Tata Balanced Advantage Fund |
12.0 |
12.9 |
11.5 |
– |
0.51 |
9401 |
| 35 |
Unifi Dynamic Asset Allocation Fund |
|
|
|
|
0.93 |
1111 |
| 36 |
Union Balanced Advantage Fund |
13.4 |
11.8 |
9.5 |
– |
1.04 |
1301 |
| 37 |
UTI Balanced Advantage Fund |
11.2 |
– |
– |
– |
0.58 |
3136 |
| 38 |
UTI Unit Linked Insurance Plan |
6.4 |
9.6 |
8.1 |
8.9 |
1.08 |
5082 |
| 39 |
WhiteOak Capital Balanced Advantage Fund |
13.3 |
15.2 |
. |
– |
0.70 |
2130 |
April 13, 2026
RA Jainee
