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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

HDFC Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹50,503

  • 23.24%

  • 12.74%

  • 1 / 22

View and Invest in HDFC Balanced Advantage Fund

ICICI Prudential Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹43,044

  • 11.94%

  • 12.74%

  • 2 / 22

View and Invest in ICICI Prudential Balanced Advantage Fund

Edelweiss Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹42,307

  • 10.76%

  • 12.74%

  • 3 / 22

View and Invest in Edelweiss Balanced Advantage Fund

Kotak Balance Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹41,826

  • 9.98%

  • 12.74%

  • 4 / 22

View and Invest in Kotak Balance Advantage Fund

Union Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹40,676

  • 8.08%

  • 12.74%

  • 5 / 22

View and Invest in Union Balanced Advantage Fund

Nippon India Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹42,378

  • 10.87%

  • 12.74%

  • 6 / 22

View and Invest in Nippon India Balanced Advantage Fund

Aditya Birla Sun Life Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹42,251

  • 10.67%

  • 12.74%

  • 7 / 22

View and Invest in Aditya Birla Sun Life Balanced Advantage Fund

IDFC Dynamic Equity Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹40,806

  • 8.30%

  • 12.74%

  • 8 / 22

View and Invest in IDFC Dynamic Equity Fund

Invesco India Dynamic Equity Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹42,000

  • 10.26%

  • 12.74%

  • 9 / 22

View and Invest in Invesco India Dynamic Equity Fund

Axis Dynamic Equity Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹41,503

  • 9.45%

  • 12.74%

  • 10 / 22

View and Invest in Axis Dynamic Equity Fund

L&T Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹40,966

  • 8.57%

  • 12.74%

  • 11 / 22

View and Invest in L&T Balanced Advantage Fund

DSP Dynamic Asset Allocation Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹40,542

  • 7.86%

  • 12.74%

  • 12 / 22

View and Invest in DSP Dynamic Asset Allocation Fund

Baroda Dynamic Equity Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹43,152

  • 12.12%

  • 12.74%

  • -

View and Invest in Baroda Dynamic Equity Fund

Tata Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹42,739

  • 11.45%

  • 12.74%

  • -

View and Invest in Tata Balanced Advantage Fund

BOI AXA Equity Debt Rebalancer Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹43,298

  • 12.35%

  • 12.74%

  • -

View and Invest in BOI AXA Equity Debt Rebalancer Fund

Motilal Oswal Dynamic Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹44,665

  • 14.50%

  • 12.74%

  • -

View and Invest in Motilal Oswal Dynamic Fund

ITI Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹40,694

  • 8.12%

  • 12.74%

  • -

View and Invest in ITI Balanced Advantage Fund

Shriram Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹40,377

  • 7.59%

  • 12.74%

  • -

View and Invest in Shriram Balanced Advantage Fund

Principal Balanced Advantage Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹41,261

  • 9.05%

  • 12.74%

  • -

View and Invest in Principal Balanced Advantage Fund

BNP Paribas Dynamic Equity Fund

Hybrid

Dynamic Asset Allocation or Balanced Advantage

  • ₹-

  • -

  • 12.74%

  • -

View and Invest in BNP Paribas Dynamic Equity Fund

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