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Balanced Advantage Fund/ Dynamic Asset Allocation funds
Balanced Advantage Fund/ Dynamic Asset Allocation mutual funds in India: all 16 schemes, a typical (median) 3-year return of +9.5% a year, best +11.2%, weakest +5.9%. Every return computed by MF Times from AMFI NAV history.
| Scheme | 1Y | 3Y | 5Y |
|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund | +1.1% | +11.2% | — |
| Baroda BNP Paribas Balanced Advantage Fund | +1.4% | +11.0% | +9.8% |
| Axis Balanced Advantage Fund | 0.0% | +10.9% | +8.9% |
| Mahindra Manulife Balanced Advantage Fund | +0.8% | +10.5% | — |
| Nippon India Balanced Advantage Fund | +0.2% | +9.9% | +9.0% |
| Mirae Asset Balanced Advantage Fund | +2.1% | +9.8% | — |
| HSBC Balanced Advantage Fund | +0.4% | +9.3% | — |
| Invesco India Balanced Advantage Fund | -3.3% | +8.6% | +8.0% |
| UTI Balanced Advantage Fund | -3.8% | +7.8% | — |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | -3.5% | +7.6% | — |
| NJ Balanced Advantage Fund | -1.9% | +7.5% | — |
| Shriram Balanced Advantage Fund | -3.5% | +5.9% | +5.8% |
| Canara Robeco Balanced Advantage Fund | -3.0% | — | — |
| Helios Balanced Advantage Fund | -1.3% | — | — |
| JioBlackRock Balanced Advantage Fund | — | — | — |
| Samco Dynamic Asset Allocation Fund | -2.1% | — | — |