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Balanced Advantage Funds
- Average Return 11.4%
- No. of Funds 15
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 Returns
15 funds
ShowReturns for
via
#NA of NA
ETM Rank: App exclusive 
Fund Size
₹1,00,299 Cr
Return (p.a)
-1.41% -0.15% -5.26% -0.8% + 9.44%+ 2.51% + 4.58%+ 2.38% + 15.15%+ 25.31% + 18.27%+ 57.9%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹62,528 Cr
Return (p.a)
+ 18.11%+ 1.32% + 8.66%+ 1.46% + 17.15%+ 4.61% + 10.79%+ 5.65% + 13.1%+ 21.64% + 12.87%+ 38.15%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹7,533 Cr
Return (p.a)
+ 4.62%+ 0.26% -0.49%+ 0.02% + 13.97%+ 3.65% + 8.38%+ 4.35% + 12.4%+ 20.41% + 11.91%+ 34.89%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹9,190 Cr
Return (p.a)
+ 9.19%+ 0.53% + 2.49%+ 0.44% + 12.25%+ 3.26% + 6.39%+ 3.34% + 11.59%+ 19.02% + 11.65%+ 34.04%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,045 Cr
Return (p.a)
+ 2.37%+ 0.02% + 1.05%+ 0.26% + 12.5%+ 3.26% + 4.75%+ 2.45% + 11.79%+ 19.36% + 11.61%+ 33.85%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹3,397 Cr
Return (p.a)
-0.77% -0.06% + 0.61%+ 0.14% + 9.14%+ 2.51% + 6.39%+ 3.36% + 11.46%+ 18.73% + 10.29%+ 29.55%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,471 Cr
Return (p.a)
-0.84% -0.19% + 1.71%+ 0.35% + 11.03%+ 2.94% + 4.69%+ 2.47% + 10.84%+ 17.69% + 10.2%+ 29.28%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹139 Cr
Return (p.a)
+ 3.8%+ 0.15% -2.79% -0.36% + 10.96%+ 2.87% + 3.64%+ 1.86% + 8.44%+ 13.67% + 10.17%+ 29.17%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹2,263 Cr
Return (p.a)
+ 4.92%+ 0.19% + 0.82%+ 0.15% + 11.13%+ 2.92% + 5.16%+ 2.68% + 10.14%+ 16.45% + 9.56%+ 27.18%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,383 Cr
Return (p.a)
+ 3.17%+ 0.1% + 0.96%+ 0.17% + 12.11%+ 3.2% + 5.95%+ 3.1% + 9.42%+ 15.26% + 9.21%+ 26.15%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹923 Cr
Return (p.a)
+ 45.9%+ 3.24% + 30.14%+ 4.43% + 37.48%+ 9.88% + 4.35%+ 2.56% + 7.39%+ 12.04% + 7.94%+ 22.28%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,304 Cr
Return (p.a)
+ 0.34% -0.2% -6.9% -1.14% + 9.15%+ 2.32% + 3.26%+ 1.65% N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹831 Cr
Return (p.a)
-6.68% -0.82% -11.2% -1.94% + 6.4%+ 1.55% + 3.78%+ 1.92% + 8.97%+ 14.48% N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹905 Cr
Return (p.a)
-6.85% -0.76% -5.19% -0.95% + 10.65%+ 2.71% + 4.03%+ 2.1% + 11.22%+ 18.35% N.A.N.A.
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,566 Cr
Return (p.a)
+ 2.68%+ 0.06% + 0.83%+ 0.21% + 14.06%+ 3.73% + 8.11%+ 4.25% N.A.N.A. N.A.N.A.
ETM Rank
#NA of NA
App exclusive
Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 18.27% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Dynamic Asset Allocation Funds?
Investing in Dynamic Asset Allocation mutual funds on the ET Money app is simple. Follow these steps:
For Desktop Users:
- Click on the "Invest" button next to the scheme in the Dynamic Asset Allocation fund list shown above.
- Scan the QR code to download the app.
For Mobile Users:
- Tap on the "Invest" button in the Dynamic Asset Allocation fund list to download the app.
- Open the app, sign up, and complete your one-time KYC process, or log in if you're already registered.
- Search for the mutual fund you want to invest in and choose your investment mode (Lump sum investment or SIP).
- Enter your investment amount.
- Fill in the required details, including your bank account for payment, and confirm.
All set! Your investment is complete.
Frequently Asked Questions
Which are the best Dynamic Asset Allocation Mutual Funds to invest in 2025?
These are top 5 Dynamic Asset Allocation funds you can invest in 2025
| Fund Name | Fund Category | Consistency | 5.0 Year Return (Annualized) |
|---|---|---|---|
| LIC MF Balanced Advantage Fund | Hybrid | NA | |
| Motilal Oswal Balanced Advantage Fund | Hybrid | 8.57 % p.a. | |
| WhiteOak Capital Balanced Advantage Fund | Hybrid | NA | |
| DSP Dynamic Asset Allocation Fund | Hybrid | 10.57 % p.a. | |
| Invesco India Balanced Advantage Fund | Hybrid | 12.65 % p.a. |
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 12.63% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 11.4% and 10.04% p.a.
