Dynamic Asset Allocation

Dynamic Asset Allocation funds changes equity-debt mix. The risk is that the model used for allocation might fail to catch market trend. If it moves to debt too early, you miss rally, and if it stays in equity too long, you face crash. It relies heavily on automated models which are not perfect. Returns can be unpredictable.

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Hybrid Funds - Dynamic Asset Allocation (218 funds)

Direct Plans Regular Plans

Scheme Name	AUM (Cr) ▲ ▼	Returns 1Y ▲ ▼ 3Y ▲ ▼ 5Y ▲ ▼ 10Y ▲ ▼				Expense Ratio ▲ ▼	Risk
Union Balanced Advantage Fund 1 ★ Growth Regular Since Dec 2017	₹1,347	7.12%	9.96%	8.28%	0.00%	2.16%	Very High
PGIM India Balanced Advantage Fund 1 ★ Growth Regular Since Jan 2021	₹929	5.95%	9.79%	0.00%	0.00%	2.21%	Very High
Union Balanced Advantage Fund - Direct Plan 2 ★ IDCW-Reinvestment Direct Since Dec 2017	₹1,347	4.23%	9.78%	8.75%	0.00%	1.04%	Very High
Union Balanced Advantage Fund - Direct Plan 2 ★ IDCW Direct Since Dec 2017	₹1,347	4.23%	9.78%	8.75%	0.00%	1.04%	Very High
DSP Dynamic Asset Allocation Fund - Direct Plan 3 ★ IDCW-Reinvestment Direct Since Jan 2014	₹3,709	5.88%	9.52%	6.07%	5.48%	0.67%	Moderately High
DSP Dynamic Asset Allocation Fund - Direct Plan 3 ★ IDCW Direct Since Jan 2014	₹3,709	5.88%	9.52%	6.07%	5.48%	0.67%	Moderately High
Mahindra Manulife Balanced Advantage Fund - Direct Plan 4 ★ IDCW-Reinvestment Direct Since Dec 2021	₹928	0.40%	9.32%	0.00%	0.00%	0.52%	Very High
Mahindra Manulife Balanced Advantage Fund - Direct Plan 4 ★ IDCW Direct Since Dec 2021	₹928	0.40%	9.32%	0.00%	0.00%	0.52%	Very High
LIC MF Balanced Advantage Fund 1 ★ Growth Regular Since Oct 2021	₹742	3.74%	9.12%	0.00%	0.00%	2.32%	Very High
ICICI Prudential Balanced Advantage Fund 4 ★ Monthly IDCW Reinvestment Regular Since Mar 2013	₹70,535	7.52%	8.88%	7.71%	5.70%	1.43%	Very High
ICICI Prudential Balanced Advantage Fund 4 ★ IDCW-Monthly Regular Since Mar 2013	₹70,535	7.52%	8.88%	7.71%	5.70%	1.43%	Very High
HDFC Balanced Advantage Fund - Regular Plan 4 ★ IDCW Regular Since Sep 2000	₹1,08,205	0.39%	8.74%	9.08%	3.18%	1.34%	Very High
HDFC Balanced Advantage Fund - Regular Plan 5 ★ IDCW-Reinvestment Regular Since Sep 2000	₹1,08,205	0.39%	8.74%	9.08%	3.18%	1.34%	Very High
Shriram Balanced Advantage Fund 1 ★ IDCW-Reinvestment Regular Since Jun 2019	₹58	4.45%	8.49%	7.63%	0.00%	2.42%	Very High
Shriram Balanced Advantage Fund 1 ★ IDCW Regular Since Jun 2019	₹58	4.45%	8.49%	7.63%	0.00%	2.42%	Very High
Shriram Balanced Advantage Fund 1 ★ Growth Regular Since Jun 2019	₹58	4.45%	8.45%	7.60%	0.00%	2.42%	Very High
Union Balanced Advantage Fund 1 ★ IDCW-Reinvestment Regular Since Dec 2017	₹1,347	2.69%	8.42%	7.37%	0.00%	2.16%	Very High
Union Balanced Advantage Fund 1 ★ IDCW Regular Since Dec 2017	₹1,347	2.69%	8.42%	7.37%	0.00%	2.16%	Very High
Motilal Oswal Balance Advantage Fund - Direct Plan 1 ★ Growth Direct Since Sep 2016	₹872	-2.54%	8.20%	6.29%	0.00%	1.02%	Very High
Nippon India Balanced Advantage Fund - Direct Plan 4 ★ IDCW-Reinvestment Direct Since Jan 2013	₹9,725	2.61%	7.90%	6.98%	6.78%	0.57%	Very High

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