Best Dynamic Asset Allocation Fund in India 2026
Compare all 36 Dynamic Asset Allocation Fund Direct Growth funds by stability score, returns, expense ratio and risk metrics. Independent analysis by FundMatrix.
36 Funds₹58K Cr Category AUM1.09% Avg TER3.2% Avg 1Y Return
🛡 Top by Stability Score
1Unifi Dynamic Asset Allocation Fund822ICICI Prudential Balanced Advantage Fund703Mirae Asset Balanced Advantage Fund Direct Plan704Parag Parikh Dynamic Asset Allocation Fund695SBI Balanced Advantage Fund6836 funds
| Fund Name | AMC | Stability | AUM | TER | 1Y Return | Sharpe | |
|---|---|---|---|---|---|---|---|
HDFC Balanced Advantage Fund | HDFC Mutual Fund | 68Moderate | ₹20K Cr | 0.77% | +1.87% | -0.46 | → |
ICICI Prudential Balanced Advantage Fund | ICICI Prudential Mutual Fund | 70High | ₹16K Cr | 1.05% | +7.98% | 0.17 | → |
SBI Balanced Advantage Fund | SBI Mutual Fund | 68Moderate | ₹5K Cr | 0.88% | +5.40% | -0.07 | → |
Kotak Balanced Advantage Fund | Kotak Mahindra Mutual Fund | 63Moderate | ₹3K Cr | 0.83% | +3.47% | -0.28 | → |
Edelweiss Balanced Advantage Fund | Edelweiss Mutual Fund | 58Moderate | ₹2K Cr | 0.86% | +6.30% | -0.03 | → |
Parag Parikh Dynamic Asset Allocation Fund | PPFAS Mutual Fund | 69Insufficient History | ₹2K Cr | 0.41% | +3.73% | -1.05 | → |
Tata Balanced Advantage Fund | Tata Mutual Fund | 61Moderate | ₹2K Cr | 0.68% | +4.51% | -0.22 | → |
Aditya Birla Sun Life Balanced Advantage Fund | Aditya Birla Sun Life Mutual Fund | 65Moderate | ₹1K Cr | 0.94% | +6.99% | 0.05 | → |
Nippon India Balanced Advantage Fund | Nippon India Mutual Fund | 64Moderate | ₹1K Cr | 0.85% | +5.26% | -0.12 | → |
Unifi Dynamic Asset Allocation Fund | Unifi Mutual Fund | 82Insufficient History | ₹1K Cr | 1.39% | +8.27% | 2.05 | → |
NJ Balanced Advantage Fund | NJ Mutual Fund | 52Below Average | ₹809 Cr | 1.12% | +2.01% | -0.59 | → |
DSP Dynamic Asset Allocation Fund | DSP Mutual Fund | 65Moderate | ₹788 Cr | 1.13% | +5.59% | -0.17 | → |
Baroda BNP Paribas Balanced Advantage Fund | Baroda BNP Paribas Mutual Fund | 63Moderate | ₹374 Cr | 1.00% | +5.96% | -0.02 | → |
Axis Balanced Advantage Fund | Axis Mutual Fund | 62Moderate | ₹313 Cr | 1.07% | +4.86% | -0.14 | → |
UTI Balanced Advantage Fund | UTI Mutual Fund | 59Insufficient History | ₹305 Cr | 0.73% | +1.19% | -0.58 | → |
Canara Robeco Balanced Advantage Fund | Canara Robeco Mutual Fund | 48Insufficient History | ₹303 Cr | 0.94% | +0.96% | -0.53 | → |
BANDHAN Balanced Advantage Fund | Bandhan Mutual Fund | 59Moderate | ₹257 Cr | 1.16% | +5.67% | -0.05 | → |
Mirae Asset Balanced Advantage Fund Direct Plan | Mirae Asset Mutual Fund | 70Moderate | ₹189 Cr | 0.92% | +5.03% | -0.18 | → |
quant Dynamic Asset Allocation Fund | quant Mutual Fund | 45Below Average | ₹173 Cr | 1.56% | +0.18% | -0.50 | → |
Franklin India Balanced Advantage Fund | Franklin Templeton Mutual Fund | 65Moderate | ₹169 Cr | 0.69% | +1.77% | -0.55 | → |
Invesco India Balanced Advantage Fund | Invesco Mutual Fund | 57Moderate | ₹142 Cr | 1.16% | -0.77% | -0.83 | → |
Bajaj Finserv Balanced Advantage Fund | Bajaj Finserv Mutual Fund | 53Insufficient History | ₹133 Cr | 1.04% | +5.25% | -0.10 | → |
LIC MF Balanced Advantage Fund | LIC Mutual Fund | 58Moderate | ₹92 Cr | 1.61% | +0.02% | -0.72 | → |
HSBC Balanced Advantage Fund | HSBC Mutual Fund | 62Moderate | ₹91 Cr | 1.20% | +2.80% | -0.52 | → |
WhiteOak Capital Balanced Advantage Fund | WhiteOak Capital Mutual Fund | 65Moderate | ₹91 Cr | 0.84% | +4.12% | -0.22 | → |
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) | Motilal Oswal Mutual Fund | 37Low | ₹90 Cr | 1.58% | -3.08% | -0.69 | → |
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) | Sundaram Mutual Fund | 62Moderate | ₹81 Cr | 1.18% | +1.52% | -0.55 | → |
Union Balanced Advantage Fund | Union Mutual Fund | 59Moderate | ₹65 Cr | 1.46% | +2.74% | -0.38 | → |
PGIM India Balanced Advantage Fund | PGIM India Mutual Fund | 57Moderate | ₹26 Cr | 0.92% | +0.60% | -0.57 | → |
Helios Balanced Advantage Fund | Helios Mutual Fund | 54Insufficient History | ₹25 Cr | 1.38% | +2.67% | -0.29 | → |
Samco Dynamic Asset Allocation Fund | Samco Mutual Fund | 32Insufficient History | ₹17 Cr | 2.04% | -3.91% | -1.00 | → |
Bank Of India Balanced Advantage Fund | Bank of India Mutual Fund | 62Moderate | ₹16 Cr | 1.40% | +7.15% | 0.06 | → |
Mahindra Manulife Balanced Advantage Fund | Mahindra Manulife Mutual Fund | 59Moderate | ₹16 Cr | 0.87% | +3.85% | -0.26 | → |
ITI Balanced Advantage Fund | ITI Mutual Fund | 54Below Average | ₹8 Cr | 1.60% | +0.27% | -0.70 | → |
Shriram Balanced Advantage Fund | Shriram Mutual Fund | 54Below Average | ₹3 Cr | 0.96% | +1.10% | -0.60 | → |
The Wealth Company Balanced Advantage Fund | The Wealth Company Mutual Fund | — | ₹1 Cr | 1.10% | — | — | → |
Direct Growth plans only · Data from AMFI India · Stability Score is a FundMatrix proprietary metric · Not investment advice