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Mutual Fund Trailing Returns - Hybrid: Dynamic Asset Allocation
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Data as on - 18-04-2024
1 Year 3 Years 5 Years 10 Years
Scheme Name AUM (Crore) Expense Ratio (%) Returns
(%)		 Rank Returns
(%)		 Rank Returns
(%)		 Rank Returns
(%)		 Rank Since Launch Ret (%) Action
HDFC Balanced Advantage Fund - Growth Plan 79,875.08 1.37 38.4 2/29 25.08 1/21 17.91 1/18 16.16 1/11 18.48
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option 3,783.97 1.9 26.18 7/29 13.87 3/21 14.97 2/18 - - 14.94
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 10,737.61 1.69 24.65 13/29 13.06 5/21 13.99 3/18 12.56 2/11 10.88
ICICI Prudential Balanced Advantage Fund - Growth 56,174.64 1.47 20.8 20/29 13.24 4/21 12.48 4/18 12.25 4/11 11.33
Tata Balanced Advantage Fund-Regular Plan-Growth 8,943.06 1.68 21.24 18/29 12.61 8/21 12.46 5/18 - - 12.69
Sundaram Balanced Advantage Fund (Formerly Known as Principal Balanced Advantage Fund) - Growth Option 1,525.77 2.09 19.56 24/29 11.3 13/21 11.5 6/18 10.43 8/11 10.05
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 7,062.14 1.81 20.28 21/29 11.58 12/21 11.42 7/18 11.59 5/11 9.65
Union Balanced Advantage Fund - Regular Plan - Growth Option 1,608.71 2.17 18.32 25/29 9.37 19/21 11.35 8/18 - - 9.97
Nippon India Balanced Advantage Fund-Growth Plan-Growth Option 7,719.3 1.78 23.54 15/29 12.88 6/21 11.24 9/18 12.27 3/11 15.18
Kotak Balanced Advantage Fund -Regular Plan - Growth Option 15,720.85 1.66 18.06 26/29 10.7 14/21 11.24 10/18 - - 10.67
Invesco India Balanced Advantage Fund - Growth 718.56 2.21 25.57 9/29 12.68 7/21 10.54 11/18 11.19 6/11 9.88
Axis Balanced Advantage Fund - Regular Plan - Growth 2,102.69 2.08 25.37 11/29 12.13 9/21 10.26 12/18 - - 8.95
BANDHAN Balanced Advantage Fund Regular Plan Growth 2,224.1 1.94 19.91 22/29 9.52 18/21 10.07 13/18 - - 8.33
HSBC Balanced Advantage Fund - Regular Growth 1,397.34 2.12 21.29 17/29 10.13 16/21 9.86 14/18 10.87 7/11 10.78
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option 1,235.6 2.18 32.31 3/29 10.58 15/21 9.84 15/18 - - 9.26
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth 3,076.09 1.97 19.6 23/29 8.92 20/21 9.62 16/18 8.82 9/11 8.91
BANK OF INDIA BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH 121.68 2.46 24.65 14/29 14.12 2/21 9.03 17/18 8.6 11/11 8.72
UTI - Unit Linked Insurance Plan 5,308.89 1.63 11.93 29/29 7.29 21/21 7.0 18/18 8.61 10/11 9.57
Parag Parikh Dynamic Asset Allocation Fund - Regular Plan Growth 345.86 0.62 - - - - - - - - 1.44
Samco Dynamic Asset Allocation Fund - Regular Plan - Growth Option 584.58 2.33 - - - - - - - - 1.3
Bajaj Finserv Balanced Advantage Fund-Regular Plan-Growth 1,022.46 2.17 - - - - - - - - 4.29
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth 100.99 2.13 - - - - - - - - 11.03
360 ONE Balanced Hybrid Fund - Regular Plan - Growth 628.88 2.01 - - - - - - - - 10.01
UTI Balanced Advantage Fund - Regular Plan - Growth Option 2,748.61 1.89 - - - - - - - - 10.74
quant Dynamic Asset Allocation Fund - Growth Option - Regular Plan 890.96 2.23 57.89 1/29 - - - - - - 56.73
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth 911.63 2.21 21.4 16/29 - - - - - - 18.44
Helios Balanced Advantage Fund- Regular Plan- Growth Option 138.9 2.37 - - - - - - - - 0.79
Franklin India Balanced Advantage Fund- Growth 1,745.48 2.05 25.5 10/29 - - - - - - 15.92
Mirae Asset Balanced Advantage Fund Regular Plan- Growth 1,534.21 2.1 21.21 19/29 - - - - - - 13.31
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth 702.76 2.32 30.55 4/29 - - - - - - 12.08
LIC MF Balanced Advantage Fund-Regular Plan-Growth 891.44 2.2 14.88 28/29 - - - - - - 7.65
NJ Balanced Advantage Fund - Regular Plan - Growth Option 3,964.8 1.93 29.25 5/29 - - - - - - 10.39
SBI Balanced Advantage Fund - Regular Plan - Growth 28,823.16 1.61 25.64 8/29 - - - - - - 12.94
PGIM India Balanced Advantage Fund - Regular Plan - Growth Option 1,155.16 2.13 16.32 27/29 9.87 17/21 - - - - 9.38
ITI Balanced Advantage Fund - Regular Plan - Growth Option 339.71 2.36 25.33 12/29 11.96 10/21 - - - - 6.76
Shriram Balanced Advantage Fund - Regular Growth 46.26 2.3 27.03 6/29 11.7 11/21 - - - - 11.41
Category Average - - 24.37 - 12.03 - 11.38 - 11.21 - 11.47

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