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dynamic asset allocation or balanced advantage

Best dynamic asset allocation or balanced advantage

Why Hybrid Funds should be a part of your investment plan

Hybrid funds, mostly known as Balanced Funds, invest in two or more asset classes so that you can avail the benefit of all asset classes. There are various types of hybrid funds in the Indian mutual fund industry. The most popular kind of Hybrid Funds are the ones that invest in Equity and Debt. There are funds that also invest in Gold along with Equity and Debt. Hybrid funds are classified as Conservative, Aggressive and Asset allocation funds.

  1. Ideally preferred by investors who would like to take limited risk on their investment
  2. Since Hybrid funds are a mix of two or more asset classes - they are not as risky as equity funds, neither are they as safe as Debt funds.
  3. Conservative Hybrid Funds invest in a blend of Debt and Equity. Minimum 75% of allocation in these funds is in Debt instruments. It is a good option for investors who wish to take very limited risk.
  4. Aggressive Hybrid Funds can have up to 80% in equity depending on market conditions. These funds have the highest risk among all hybrid funds.
  5. Asset Allocation Funds invest dynamically in equity and debt depending on the fund manager's view on economy, interest rate cycles, etc.

Fund Returns

Monthly SIP
  • Monthly SIP
  • Lumpsum Investment
of 1,000 for
3 Years
  • 1 Year
  • 3 Years
  • 5 Years
  • 10 Years

Aditya Birla Sun Life Balanced Advantage Fund

  • ₹47,488

  • 18.80%

  • 10.47%

  • 1 / 22

View and Invest in Aditya Birla Sun Life Balanced Advantage Fund

Edelweiss Balanced Advantage Fund

  • ₹50,514

  • 23.24%

  • 10.47%

  • 2 / 22

View and Invest in Edelweiss Balanced Advantage Fund

ICICI Prudential Balanced Advantage Fund

  • ₹46,474

  • 17.27%

  • 10.47%

  • 3 / 22

View and Invest in ICICI Prudential Balanced Advantage Fund

DSP Dynamic Asset Allocation Fund

  • ₹44,466

  • 14.18%

  • 10.47%

  • 4 / 22

View and Invest in DSP Dynamic Asset Allocation Fund

L&T Balanced Advantage Fund

  • ₹43,992

  • 13.44%

  • 10.47%

  • 5 / 22

View and Invest in L&T Balanced Advantage Fund

Nippon India Balanced Advantage Fund

  • ₹46,576

  • 17.43%

  • 10.47%

  • 6 / 22

View and Invest in Nippon India Balanced Advantage Fund

HDFC Balanced Advantage Fund

  • ₹50,226

  • 22.82%

  • 10.47%

  • 7 / 22

View and Invest in HDFC Balanced Advantage Fund

Motilal Oswal Dynamic Fund

  • ₹76,839

  • 9.82%

  • 10.47%

  • 8 / 22

View and Invest in Motilal Oswal Dynamic Fund

Invesco India Dynamic Equity Fund

  • ₹45,045

  • 15.08%

  • 10.47%

  • 10 / 22

View and Invest in Invesco India Dynamic Equity Fund

Axis Dynamic Equity Fund

  • ₹45,451

  • 15.71%

  • 10.47%

  • 11 / 22

View and Invest in Axis Dynamic Equity Fund

Union Balanced Advantage Fund

  • ₹46,979

  • 18.04%

  • 10.47%

  • -

View and Invest in Union Balanced Advantage Fund

Kotak Balance Advantage Fund

  • ₹46,514

  • 17.33%

  • 10.47%

  • -

View and Invest in Kotak Balance Advantage Fund

IDFC Dynamic Equity Fund

  • ₹46,439

  • 17.22%

  • 10.47%

  • -

View and Invest in IDFC Dynamic Equity Fund

SBI Dynamic Asset Allocation Fund

  • ₹-

  • -

  • 10.47%

  • -

View and Invest in SBI Dynamic Asset Allocation Fund

Principal Balanced Advantage Fund

  • ₹42,494

  • 11.05%

  • 10.47%

  • -

View and Invest in Principal Balanced Advantage Fund

BOI AXA Equity Debt Rebalancer Fund

  • ₹40,497

  • 7.78%

  • 10.47%

  • -

View and Invest in BOI AXA Equity Debt Rebalancer Fund

ITI Balanced Advantage Fund

  • ₹-

  • -

  • 10.47%

  • -

View and Invest in ITI Balanced Advantage Fund

Baroda Dynamic Equity Fund

  • ₹-

  • -

  • 10.47%

  • -

View and Invest in Baroda Dynamic Equity Fund

Shriram Balanced Advantage Fund

  • ₹-

  • -

  • 10.47%

  • -

View and Invest in Shriram Balanced Advantage Fund

Sundaram Balanced Advantage Fund

  • ₹-

  • -

  • 10.47%

  • -

View and Invest in Sundaram Balanced Advantage Fund

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