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Dynamic Asset Allocation or Balanced Advantage

Hybrid category · 36 direct-growth schemes tracked

Shifts between equity and debt dynamically — anywhere from 0% to 100% equity — based on the fund's valuation model. Because the equity share can move across the 65% threshold, tax treatment can shift year to year depending on the fund's actual allocation.

Taxation: depends on the scheme's actual equity allocation at any given time, which can shift the applicable tax treatment — check the specific scheme's category classification. This is general information, not tax advice — confirm current rules for your situation with a qualified professional.

1 Day
+0.38%
1 Week
+1.35%
1 Month
+3.65%
1 Year
+3.09%
Median NAV change across direct-plan, growth-option schemes in this category. Updated daily from AMFI.

Top & bottom performing schemes

Top 3

LIC MF Balanced Advantage Fund-Direct Plan-Growth+0.81%
Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option+0.73%
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth+0.66%

Bottom 3

quant Dynamic Asset Allocation Fund - Growth Option-0.45%
Parag Parikh Dynamic Asset Allocation Fund+0.01%
Unifi Dynamic Asset Allocation Fund+0.04%

Explore this category further

See the full live category table on the dashboard, or estimate returns with the MF returns calculator using this category's actual historical median.