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Dynamic Asset Allocation Funds
- Average Return 14.19%
- No of Funds 23
What is Dynamic Asset Allocation Mutual Fund
Balance Advantage Funds invest in a mix of stocks and FD-like instruments. However, they keep changing this allocation based on the market conditions to provide you optimal returns with minimal risk. Balance Advantage Funds also known as Dynamic Asset Allocation Funds.
Advantages of Dynamic Asset Allocation Funds
- Model-based triggers which tell the fund manager adjustments needed to deliver consistent and stable returns
- Books profit when markets rise and invest more when markets correct
- Suitable for an investment horizon of 3+ year
Top schemes of Dynamic Asset Allocation Mutual Funds sorted by last 5 year returns
23 funds
ShowReturns for
via
#4 of 14
Fund Size
₹60,641 Crs
Return (p.a)
+ 20.11% + 64.84% + 15.89% + 129.89% + 9.73% + 9.73% + 22.62% + 38.96% + 6.19% + 6.19% + 21.04% + 22.64% + 13.01% + 13.01% + 2.80% + 2.80%
ETM Rank
#4 of 14
Fund Size
₹9,458 Crs
Return (p.a)
+ 14.47% + 43.61% + 12.66% + 93.35% + 6.90% + 6.90% + 12.32% + 20.16% + 3.83% + 3.83% + 11.05% + 11.69% + 8.36% + 8.36% + 0.98% + 0.98%
ETM Rank
#1 of 14
Fund Size
₹48,721 Crs
Return (p.a)
+ 12.99% + 38.47% + 12.12% + 87.87% + 5.42% + 5.42% + 12.18% + 19.91% + 3.10% + 3.10% + 11.34% + 12.00% + 7.13% + 7.13% + 1.38% + 1.38%
ETM Rank
#3 of 14
#2 of 14
Fund Size
₹1,555 Crs
Return (p.a)
+ 12.85% + 38.01% + 11.33% + 80.11% + 5.98% + 5.98% + 11.29% + 18.38% + 3.49% + 3.49% + 10.43% + 11.02% + 6.65% + 6.65% + 1.01% + 1.01%
ETM Rank
#2 of 14
Fund Size
₹6,818 Crs
Return (p.a)
+ 12.83% + 37.94% + 11.79% + 84.57% + 6.64% + 6.64% + 11.98% + 19.57% + 3.66% + 3.66% + 11.51% + 12.19% + 8.35% + 8.35% + 1.12% + 1.12%
ETM Rank
#9 of 14
Fund Size
₹7,031 Crs
Return (p.a)
+ 12.41% + 36.51% + 11.68% + 83.51% + 6.17% + 6.17% + 11.79% + 19.24% + 3.53% + 3.53% + 10.72% + 11.34% + 7.23% + 7.23% + 1.23% + 1.23%
ETM Rank
#6 of 14
Unranked
Fund Size
₹15,046 Crs
Return (p.a)
+ 12.36% + 36.33% N.A. N.A. + 5.37% + 5.37% + 11.12% + 18.09% + 2.79% + 2.79% + 10.92% + 11.55% + 7.42% + 7.42% + 0.65% + 0.65%
ETM Rank
Unranked
#14 of 14
Fund Size
₹685 Crs
Return (p.a)
+ 12.33% + 36.24% N.A. N.A. + 17.56% + 17.56% + 14.34% + 23.71% + 13.79% + 13.79% + 18.77% + 20.12% + 17.77% + 17.77% + 7.63% + 7.63%
ETM Rank
#14 of 14
#5 of 14
Fund Size
₹1,654 Crs
Return (p.a)
+ 11.53% + 33.55% N.A. N.A. + 4.91% + 4.91% + 9.24% + 14.88% + 2.67% + 2.67% + 9.08% + 9.57% + 6.39% + 6.39% + 0.64% + 0.64%
ETM Rank
#5 of 14
Fund Size
₹631 Crs
Return (p.a)
+ 11.06% + 31.99% + 10.64% + 73.70% + 6.43% + 6.43% + 11.17% + 18.18% + 3.46% + 3.46% + 11.21% + 11.86% + 8.06% + 8.06% + 1.28% + 1.28%
ETM Rank
#12 of 14
Fund Size
₹104 Crs
Return (p.a)
+ 10.61% + 30.56% N.A. N.A. + 6.29% + 6.29% + 12.87% + 21.13% + 3.44% + 3.44% + 13.80% + 14.67% + 7.31% + 7.31% + 0.71% + 0.71%
ETM Rank
#11 of 14
#7 of 14
Fund Size
₹2,402 Crs
Return (p.a)
+ 10.51% + 30.22% N.A. N.A. + 5.41% + 5.41% + 9.00% + 14.49% + 2.14% + 2.14% + 8.38% + 8.83% + 6.53% + 6.53% -0.31% -0.31%
ETM Rank
#7 of 14
#13 of 14
Fund Size
₹2,011 Crs
Return (p.a)
+ 10.42% + 29.93% N.A. N.A. + 6.33% + 6.33% + 10.20% + 16.52% + 3.12% + 3.12% + 9.52% + 10.04% + 7.50% + 7.50% + 0.60% + 0.60%
ETM Rank
#13 of 14
#8 of 14
Fund Size
₹1,415 Crs
Return (p.a)
+ 10.26% + 29.43% + 9.92% + 67.14% + 6.53% + 6.53% + 9.82% + 15.88% + 3.99% + 3.99% + 10.73% + 11.35% + 8.42% + 8.42% + 2.10% + 2.10%
ETM Rank
#8 of 14
#10 of 14
Fund Size
₹3,459 Crs
Return (p.a)
+ 9.97% + 28.47% N.A. N.A. + 6.06% + 6.06% + 8.86% + 14.24% + 3.07% + 3.07% + 9.20% + 9.70% + 7.24% + 7.24% + 1.15% + 1.15%
ETM Rank
#10 of 14
Show all funds
Dynamic Asset Allocation Funds Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 20.11% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Dynamic Asset Allocation Funds?
It is quite easy to invest in Dynamic Asset Allocation mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Dynamic Asset Allocation fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Dynamic Asset Allocation Mutual Funds to invest in 2023?
These are top 5 Dynamic Asset Allocation funds you can invest in 2023
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| HDFC Balanced Advantage Fund | Hybrid | # 1 of 19 | 15.07 % p.a. | |
| Edelweiss Balanced Advantage Fund | Hybrid | # 7 of 19 | 12.52 % p.a. | |
| ICICI Prudential Balanced Advantage Fund | Hybrid | # 2 of 19 | 11.47 % p.a. | |
| Sundaram Balanced Advantage Fund | Hybrid | # 6 of 19 | 11.36 % p.a. | |
| Aditya Birla Sun Life Balanced Advantage Fund | Hybrid | # 4 of 19 | 11.13 % p.a. |
How long should I stay invested in Dynamic Asset Allocation Mutual Funds?
Dynamic Asset Allocation Funds dynamically keep changing their equity-debt mix based on market conditions. This dynamic nature of management makes sure you always the optimal asset allocation for the market condition. Because of this, you can use these funds for any investment horizon of more than 1 year.
Where do Dynamic Asset Allocation Mutual Funds invest?
Dynamic Asset Allocation Funds invest in a mix of equity and Debt. The equity portion of most funds in this category is diversified across sectors and has companies of all sizes. How the debt portion is managed depends on the fund manager, but these funds typically don't take too much interest rate or credit risk.
What kind of returns can i earn from Dynamic Asset Allocation ?
Dynamic Asset Allocation Funds have on an average delivered 10.41% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 14.19% and 13.85% p.a.
