Balanced Advantage Fund/ Dynamic Asset Allocation funds
Returns of all 15 balanced advantage fund/ dynamic asset allocation schemes (Direct Plan – Growth), annualised, as of Sept 2026. The category averaged 9.11% a year over 3 years.
| Fund | NAV (₹) | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund | 15.28 | 3.03% | 11.22% | — | — |
| Baroda BNP Paribas Balanced Advantage Fund | 27.5527 | 4.71% | 11.08% | 10.41% | — |
| Axis Balanced Advantage Fund | 23.55 | 1.46% | 10.93% | 9.15% | — |
| Mahindra Manulife Balanced Advantage Fund | 15.6923 | 2.94% | 10.27% | — | — |
| Nippon India Balanced Advantage Fund | 204.3662 | 1.81% | 9.88% | 9.24% | 10.85% |
| Mirae Asset Balanced Advantage Fund | 15.24 | 3.74% | 9.82% | — | — |
| HSBC Balanced Advantage Fund | 50.9582 | 1.51% | 9.05% | — | — |
| Invesco India Balanced Advantage Fund | 61.73 | -2.23% | 8.33% | 8.10% | 9.68% |
| Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund) | 40.6091 | -1.30% | 7.72% | — | — |
| NJ Balanced Advantage Fund | 14.2 | -0.49% | 7.69% | — | — |
| UTI Balanced Advantage Fund | 12.6527 | -2.35% | 7.61% | — | — |
| Shriram Balanced Advantage Fund | 18.3052 | -1.76% | 5.71% | 5.96% | — |
| Canara Robeco Balanced Advantage Fund | 10.21 | -1.73% | — | — | — |
| Helios Balanced Advantage Fund | 11.68 | 1.48% | — | — | — |
| Samco Dynamic Asset Allocation Fund | 10.52 | -0.94% | — | — | — |
Sorted by 3-year return. Data from AMFI, updated 2026-10-01. Past performance does not guarantee future returns and this list is not a recommendation. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.