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Dynamic Asset Allocation or Balanced Advantage

Hybrid category · 30 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
-0.22%
1 Week
-0.36%
1 Month
+0.87%
1 Year
+5.08%
Median NAV change across direct-plan, growth-option schemes in this category. Updated daily from AMFI.

Top & bottom performing schemes

Top 10

Samco Dynamic Asset Allocation Fund+0.09%
LIC MF Balanced Advantage Fund-Direct Plan-Growth+0.06%
Unifi Dynamic Asset Allocation Fund+0.04%
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC)-0.03%
Franklin India Balanced Advantage Fund- Growth- Direct-0.09%
Parag Parikh Dynamic Asset Allocation Fund-0.09%
DSP Dynamic Asset Allocation Fund-0.13%
The Wealth Company Balanced Advantage Fund-0.14%
Aditya Birla Sun Life Balanced Advantage Fund-0.16%
BANDHAN Balanced Advantage Fund Direct Plan Growth-0.19%

Bottom 10

quant Dynamic Asset Allocation Fund - Growth Option-0.85%
PGIM India Balanced Advantage Fund - Direct Plan - Growth Option-0.42%
UTI Balanced Advantage Fund-0.40%
BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH-0.34%
Nippon India Balanced Advantage Fund-0.31%
HDFC Balanced Advantage Fund - Growth Plan-0.30%
Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option-0.30%
Shriram Balanced Advantage Fund-0.28%
SBI Balanced Advantage Fund-0.28%
Canara Robeco Balanced Advantage Fund-0.28%

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.