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- Dynamic Asset Allocation Funds
Dynamic Asset Allocation Funds
- Average Return 13.54%
- No of Funds 27
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What is Dynamic Asset Allocation Mutual Fund
Balance Advantage Funds invest in a mix of stocks and FD-like instruments. However, they keep changing this allocation based on the market conditions to provide you optimal returns with minimal risk. Balance Advantage Funds also known as Dynamic Asset Allocation Funds.
.....Advantages of Dynamic Asset Allocation Funds
- Model-based triggers which tell the fund manager adjustments needed to deliver consistent and stable returns
- Books profit when markets rise and invest more when markets correct
- Suitable for an investment horizon of 3+ year
Top schemes of Dynamic Asset Allocation Mutual Funds sorted by ETM Rank
27 funds
Sort by:Sort by ShowShow Returns Returns forInvestment Period viaInvestment Mode
- ETM Rank High to Low
- Returns High to Low
- Fund Size High to Low
- Annualized
- Absolute
- 1 Month
- 3 Months
- 6 Months
- 1 year
- 3 years
- 5 years
- Monthly SIP
- One-time (Lumpsum)
Fund Size
₹3,805 Crs
Return (p.a)
+ 17.28 % + 121.86 % N.A. N.A. + 14.15 % + 14.15 % + 15.49 % + 54.04 % + 3.59 % + 3.59 % N.A. N.A. + 25.63 % + 25.63 % + 0.72 % + 0.72 %
+ 9.42%+ 0.72% + 19.12%+ 2.89% + 20.96%+ 5.67% + 23.62%+ 12.29% + 17.38%+ 29.18% + 17.75%+ 55.64%
ETM Rank
#1 of 17
#2 of 17
Fund Size
₹9,107 Crs
Return (p.a)
+ 15.1 % + 102.02 % N.A. N.A. + 12.6 % + 12.6 % + 14.36 % + 49.55 % + 2.96 % + 2.96 % N.A. N.A. + 21.62 % + 21.62 % + 1.11 % + 1.11 %
+ 14.91%+ 1.11% + 13.87%+ 2.14% + 18.68%+ 5.08% + 20.46%+ 10.69% + 15.55%+ 25.87% + 15.95%+ 48.94%
ETM Rank
#2 of 17
Fund Size
₹11,136 Crs
Return (p.a)
+ 16.57 % + 115.26 % + 13.59 % + 257.49 % + 14.72 % + 14.72 % + 14.64 % + 50.65 % + 3.54 % + 3.54 % N.A. N.A. + 25.18 % + 25.18 % + 1.52 % + 1.52 %
+ 20.93%+ 1.52% + 20.77%+ 3.12% + 23.81%+ 6.39% + 24.23%+ 12.6% + 16.23%+ 27.09% + 16.99%+ 52.77%
ETM Rank
#3 of 17
Fund Size
₹56,709 Crs
Return (p.a)
+ 13.89 % + 91.64 % + 13.03 % + 240.4 % + 11.2 % + 11.2 % + 13.68 % + 46.92 % + 3.14 % + 3.14 % N.A. N.A. + 20.64 % + 20.64 % + 1.08 % + 1.08 %
+ 14.5%+ 1.08% + 14.25%+ 2.19% + 17.58%+ 4.8% + 19.75%+ 10.33% + 14.99%+ 24.86% + 15.2%+ 46.23%
ETM Rank
#4 of 17
Min Lumpsum
₹ 5,000
Min SIP
₹ 5,000
5 Yrs Return
+ 16.05 % p.a. + 13.4 % p.a. + 14.77 % + 11.93 % p.a. + 15.43 % p.a. + 6.48 % + 21.1 % p.a. + 0.57 %
+ 14.58 % p.a. + 13.6 % p.a. + 27.45 % + 14.06 % p.a. + 18.31 % p.a. + 27.17 % + 23.75 % p.a. + 6.96 %
#5 of 17
Fund Size
₹1,529 Crs
Return (p.a)
+ 13.83 % + 91.08 % + 11.57 % + 198.8 % + 10.3 % + 10.3 % + 12.83 % + 43.63 % + 1.77 % + 1.77 % N.A. N.A. + 19.57 % + 19.57 % + 0.43 % + 0.43 %
+ 5.55%+ 0.43% + 7.34%+ 1.16% + 12.78%+ 3.54% + 16.98%+ 8.91% + 13.45%+ 22.13% + 14.48%+ 43.66%
ETM Rank
#5 of 17
#6 of 17
Fund Size
₹83,549 Crs
Return (p.a)
+ 20.3 % + 151.94 % + 16.43 % + 357.93 % + 18.59 % + 18.59 % + 24.43 % + 92.66 % + 3.06 % + 3.06 % N.A. N.A. + 38.45 % + 38.45 % + 2.06 % + 2.06 %
+ 29.23%+ 2.06% + 22.03%+ 3.3% + 28.64%+ 7.58% + 35.58%+ 18.24% + 26.95%+ 47.41% + 25.6%+ 88.13%
ETM Rank
#6 of 17
#7 of 17
Fund Size
₹1,602 Crs
Return (p.a)
+ 13.07 % + 84.78 % N.A. N.A. + 10.7 % + 10.7 % + 10.83 % + 36.14 % + 1.51 % + 1.51 % N.A. N.A. + 18.27 % + 18.27 % + 0.67 % + 0.67 %
+ 8.76%+ 0.67% + 8.47%+ 1.33% + 13.13%+ 3.63% + 16.69%+ 8.76% + 12.53%+ 20.53% + 13.19%+ 39.14%
ETM Rank
#7 of 17
#8 of 17
Fund Size
₹15,844 Crs
Return (p.a)
+ 13.28 % + 86.55 % N.A. N.A. + 10.22 % + 10.22 % + 12.25 % + 41.42 % + 3.23 % + 3.23 % N.A. N.A. + 18.09 % + 18.09 % + 1.11 % + 1.11 %
+ 14.92%+ 1.11% + 15.12%+ 2.32% + 16.03%+ 4.39% + 17.05%+ 8.95% + 13.44%+ 22.13% + 13.78%+ 41.21%
ETM Rank
#8 of 17
Fund Size
₹7,928 Crs
Return (p.a)
+ 13.57 % + 88.95 % + 13.02 % + 240.18 % + 13.52 % + 13.52 % + 13.96 % + 48.0 % + 3.8 % + 3.8 % N.A. N.A. + 23.5 % + 23.5 % + 1.04 % + 1.04 %
+ 13.9%+ 1.04% + 18.13%+ 2.75% + 20.59%+ 5.57% + 22.52%+ 11.74% + 15.59%+ 25.94% + 15.41%+ 46.97%
ETM Rank
#9 of 17
Fund Size
₹7,192 Crs
Return (p.a)
+ 13.72 % + 90.2 % + 12.36 % + 220.61 % + 11.34 % + 11.34 % + 12.65 % + 42.94 % + 3.47 % + 3.47 % N.A. N.A. + 20.21 % + 20.21 % + 1.06 % + 1.06 %
+ 14.24%+ 1.06% + 17.71%+ 2.69% + 17.93%+ 4.89% + 18.68%+ 9.78% + 14.1%+ 23.29% + 14.63%+ 44.17%
ETM Rank
#10 of 17
Fund Size
₹126 Crs
Return (p.a)
+ 10.65 % + 65.83 % + 9.09 % + 138.71 % + 15.11 % + 15.11 % + 15.43 % + 53.8 % + 1.88 % + 1.88 % N.A. N.A. + 23.55 % + 23.55 % + 0.25 % + 0.25 %
+ 3.12%+ 0.25% + 9.32%+ 1.46% + 17.8%+ 4.85% + 22.12%+ 11.54% + 17.51%+ 29.41% + 14.86%+ 45.0%
ETM Rank
#11 of 17
#12 of 17
Fund Size
₹3,110 Crs
Return (p.a)
+ 11.38 % + 71.44 % + 10.08 % + 161.25 % + 10.22 % + 10.22 % + 10.06 % + 33.32 % + 3.25 % + 3.25 % N.A. N.A. + 18.58 % + 18.58 % + 1.2 % + 1.2 %
+ 16.13%+ 1.2% + 17.66%+ 2.68% + 15.9%+ 4.36% + 17.4%+ 9.13% + 12.35%+ 20.22% + 11.89%+ 34.76%
ETM Rank
#12 of 17
#13 of 17
Fund Size
₹1,422 Crs
Return (p.a)
+ 11.67 % + 73.67 % + 11.79 % + 204.75 % + 10.82 % + 10.82 % + 11.64 % + 39.14 % + 2.09 % + 2.09 % N.A. N.A. + 20.84 % + 20.84 % + 0.35 % + 0.35 %
+ 4.46%+ 0.35% + 10.0%+ 1.56% + 14.85%+ 4.08% + 19.06%+ 9.98% + 14.03%+ 23.16% + 12.83%+ 37.91%
ETM Rank
#13 of 17
#14 of 17
Fund Size
₹2,229 Crs
Return (p.a)
+ 12.43 % + 79.62 % N.A. N.A. + 10.13 % + 10.13 % + 11.25 % + 37.68 % + 3.65 % + 3.65 % N.A. N.A. + 18.84 % + 18.84 % + 1.37 % + 1.37 %
+ 18.63%+ 1.37% + 19.57%+ 2.96% + 18.23%+ 4.96% + 17.95%+ 9.41% + 12.55%+ 20.57% + 12.68%+ 37.41%
ETM Rank
#14 of 17
#15 of 17
Fund Size
₹2,124 Crs
Return (p.a)
+ 12.3 % + 78.64 % N.A. N.A. + 14.04 % + 14.04 % + 13.81 % + 47.41 % + 2.9 % + 2.9 % N.A. N.A. + 24.61 % + 24.61 % + 0.81 % + 0.81 %
+ 10.69%+ 0.81% + 13.57%+ 2.09% + 19.16%+ 5.2% + 22.48%+ 11.71% + 15.38%+ 25.55% + 14.16%+ 42.53%
ETM Rank
#15 of 17
Fund Size
₹731 Crs
Return (p.a)
+ 12.71 % + 81.92 % + 12.58 % + 226.91 % + 13.72 % + 13.72 % + 13.56 % + 46.43 % + 3.62 % + 3.62 % N.A. N.A. + 25.16 % + 25.16 % + 0.95 % + 0.95 %
+ 12.63%+ 0.95% + 19.06%+ 2.88% + 20.55%+ 5.56% + 23.93%+ 12.45% + 16.57%+ 27.69% + 14.98%+ 45.44%
ETM Rank
#16 of 17
#17 of 17
Fund Size
₹1,247 Crs
Return (p.a)
+ 11.29 % + 70.75 % N.A. N.A. + 4.22 % + 4.22 % + 11.41 % + 38.28 % + 0.84 % + 0.84 % N.A. N.A. + 26.82 % + 26.82 % -1.3 % -1.3 %
-15.2% -1.3% + 2.6%+ 0.42% + 3.53%+ 1.01% + 13.31%+ 7.02% + 13.82%+ 22.79% + 12.25%+ 35.96%
ETM Rank
#17 of 17
Fund Size
₹1,841 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 13.13 % + 13.13 % N.A. N.A. + 3.71 % + 3.71 % N.A. N.A. + 26.62 % + 26.62 % + 1.14 % + 1.14 %
+ 15.36%+ 1.14% + 18.88%+ 2.86% + 21.55%+ 5.82% + 24.21%+ 12.59% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Unranked
Fund Size
₹886 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 8.85 % + 8.85 % N.A. N.A. + 2.53 % + 2.53 % N.A. N.A. + 14.82 % + 14.82 % + 1.11 % + 1.11 %
+ 14.87%+ 1.11% + 12.78%+ 1.98% + 12.32%+ 3.41% + 13.26%+ 7.0% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Fund Size
₹731 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 14.12 % + 14.12 % N.A. N.A. -0.26 % -0.26 % N.A. N.A. + 29.13 % + 29.13 % -0.13 % -0.13 %
-1.64% -0.13% + 3.33%+ 0.53% + 15.94%+ 4.37% + 23.88%+ 12.42% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Fund Size
₹1,570 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 10.13 % + 10.13 % N.A. N.A. + 2.18 % + 2.18 % N.A. N.A. + 20.55 % + 20.55 % + 0.76 % + 0.76 %
+ 10.05%+ 0.76% + 12.36%+ 1.91% + 13.75%+ 3.79% + 17.43%+ 9.14% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Fund Size
₹1,146 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 9.22 % + 9.22 % + 11.37 % + 38.15 % + 3.21 % + 3.21 % N.A. N.A. + 15.32 % + 15.32 % + 0.28 % + 0.28 %
+ 3.55%+ 0.28% + 15.05%+ 2.31% + 13.2%+ 3.65% + 13.52%+ 7.13% + 11.89%+ 19.41% N.A.N.A.
ETM Rank
Unranked
Fund Size
₹479 Crs
Return (p.a)
N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. N.A. + 1.14 % + 1.14 %
+ 15.28%+ 1.14% N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Fund Size
₹1,047 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 32.22 % + 32.22 % N.A. N.A. + 4.7 % + 4.7 % N.A. N.A. + 58.76 % + 58.76 % + 0.09 % + 0.09 %
+ 1.14%+ 0.09% + 26.85%+ 3.95% + 53.38%+ 13.3% + 58.45%+ 29.22% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Unranked
Fund Size
₹29,753 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 14.34 % + 14.34 % N.A. N.A. + 3.27 % + 3.27 % N.A. N.A. + 24.35 % + 24.35 % + 0.87 % + 0.87 %
+ 11.46%+ 0.87% + 16.78%+ 2.56% + 23.51%+ 6.31% + 23.79%+ 12.37% N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Unranked
Fund Size
₹2,826 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 10.12 % + 10.12 % N.A. N.A. + 2.93 % + 2.93 % N.A. N.A. N.A. N.A. + 0.93 % + 0.93 %
+ 12.3%+ 0.93% + 13.41%+ 2.07% + 14.33%+ 3.95% N.A.N.A. N.A.N.A. N.A.N.A.
ETM Rank
Unranked
Fund Size
₹956 Crs
Return (p.a)
N.A. N.A. N.A. N.A. + 11.68 % + 11.68 % N.A. N.A. + 3.84 % + 3.84 % N.A. N.A. + 21.94 % + 21.94 % + 1.45 % + 1.45 %
+ 19.86%+ 1.45% + 19.87%+ 3.0% + 19.68%+ 5.34% + 20.48%+ 10.7% N.A.N.A. N.A.N.A.
ETM Rank
UnrankedShow all funds
Dynamic Asset Allocation Funds Returns Calculator
See what your investment would have yielded in
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- HSBC Balanced Advantage Fund
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- Franklin India Balanced Advantage Fund
- LIC MF Balanced Advantage Fund
- Mahindra Manulife Balanced Advantage Fund
- Mirae Asset Balanced Advantage Fund
- PGIM India Balanced Advantage Fund
- Parag Parikh Dynamic Asset Allocation Fund
- Quant Dynamic Asset Allocation Fund
- SBI Balanced Advantage Fund
- UTI Balanced Advantage Fund
- WhiteOak Capital Balanced Advantage Fund
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Minimum: ₹1,000- 1 Month
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Invested Gains
You would have gotTotal investment Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
Current value Current value ₹ 9.33 Lakh
This fund has generated an XIRR of 17.75% over the past 5 Years
Genius Balanced Portfolio strategies would have potentially delivered up to 14.58% returns! Know More 
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How to invest in Dynamic Asset Allocation Funds?
It is quite easy to invest in Dynamic Asset Allocation mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Dynamic Asset Allocation fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Dynamic Asset Allocation Mutual Funds to invest in 2024?
These are top 5 Dynamic Asset Allocation funds you can invest in 2024
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| LIC MF Balanced Advantage Fund | Hybrid | Unranked | NA | |
| Tata Balanced Advantage Fund | Hybrid | # 2 of 17 | 15.1 % p.a. | |
| Motilal Oswal Balance Advantage Fund | Hybrid | # 17 of 17 | 11.29 % p.a. | |
| Mirae Asset Balanced Advantage Fund | Hybrid | Unranked | NA | |
| WhiteOak Capital Balanced Advantage Fund | Hybrid | Unranked | NA |
How long should I stay invested in Dynamic Asset Allocation Mutual Funds?
Dynamic Asset Allocation Funds dynamically keep changing their equity-debt mix based on market conditions. This dynamic nature of management makes sure you always the optimal asset allocation for the market condition. Because of this, you can use these funds for any investment horizon of more than 1 year.
Where do Dynamic Asset Allocation Mutual Funds invest?
Dynamic Asset Allocation Funds invest in a mix of equity and Debt. The equity portion of most funds in this category is diversified across sectors and has companies of all sizes. How the debt portion is managed depends on the fund manager, but these funds typically don't take too much interest rate or credit risk.
What kind of returns can i earn from Dynamic Asset Allocation ?
Dynamic Asset Allocation Funds have on an average delivered 13.71% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 13.54% and 12.35% p.a.
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