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Yenmo Wealth AdvisorsMutual Fund Distributor

Balanced Advantage Fund/ Dynamic Asset Allocation funds

64 schemes in the Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation category across all fund houses, sorted by 1-year return.

SchemeNAV1y
Mirae Asset Balanced Advantage FundDirect · Growth₹15.223+2.35%
Baroda BNP Paribas Balanced Advantage FundDirect · Growth Option₹27.5388+2.14%
WhiteOak Capital Balanced Advantage FundDirect · Growth Option₹15.304+1.28%
Mirae Asset Balanced Advantage FundRegular · Growth₹14.364+0.99%
Baroda BNP Paribas Balanced Advantage FundRegular · Growth Option₹24.851+0.98%
Mahindra Manulife Balanced Advantage FundDirect · Growth₹15.6548+0.75%
Nippon India Balanced Advantage FundDirect · Growth Option₹204.8542+0.69%
HSBC Balanced Advantage FundDirect · Growth₹51.0216+0.35%
Axis Balanced Advantage FundDirect · Growth Option₹23.61+0.34%
WhiteOak Capital Balanced Advantage FundRegular · Growth Option₹14.453−0.15%
Nippon India Balanced Advantage FundRegular · Growth Option₹178.2942−0.45%
Nippon India Balanced Advantage FundRegular · Bonus Option₹178.2942−0.45%
Helios Balanced Advantage FundDirect · Growth₹11.71−0.59%
Axis Balanced Advantage FundRegular · Growth Option₹20.89−0.85%
Mahindra Manulife Balanced Advantage FundRegular · Growth₹14.4028−0.86%
HSBC Balanced Advantage FundRegular · Growth₹43.3331−0.96%
Helios Balanced Advantage FundDirect · IDCW₹11.63−1.27%
NJ Balanced Advantage FundDirect · Growth Option₹14.17−1.39%
NJ Balanced Advantage FundDirect · IDCW Payout Option₹14.17−1.39%
Helios Balanced Advantage FundRegular · Growth₹11.25−2.09%
Samco Dynamic Asset Allocation FundDirect · IDCW Option₹10.51−2.14%
Samco Dynamic Asset Allocation FundDirect · Growth₹10.51−2.23%
Canara Robeco Balanced Advantage FundDirect · Growth Option₹10.28−2.47%
Canara Robeco Balanced Advantage FundDirect · IDCW Option₹10.18−2.49%
Helios Balanced Advantage FundRegular · IDCW₹11.18−2.70%
NJ Balanced Advantage FundRegular · Growth Option₹13.28−2.71%
NJ Balanced Advantage FundRegular · IDCW Payout Option₹13.28−2.71%
Invesco India Balanced Advantage FundDirect · Growth₹62.42−2.77%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Direct · GROWTH₹40.4592−3.29%
Shriram Balanced Advantage FundDirect · Growth₹18.3031−3.30%
UTI Balanced Advantage FundDirect · Growth₹12.7087−3.38%
UTI Balanced Advantage FundDirect · IDCW₹12.7087−3.38%
Shriram Balanced Advantage FundDirect · IDCW₹18.145−3.43%
Canara Robeco Balanced Advantage FundRegular · IDCW Option₹9.87−3.71%
Samco Dynamic Asset Allocation FundRegular · IDCW Option₹10.05−3.74%
Samco Dynamic Asset Allocation FundRegular · Growth₹10.05−3.74%
Canara Robeco Balanced Advantage FundRegular · Growth Option₹9.97−3.76%
Invesco India Balanced Advantage FundRegular · Growth₹51.83−4.02%
UTI Balanced Advantage FundRegular · IDCW₹12.173−4.61%
UTI Balanced Advantage FundRegular · Growth₹12.1729−4.61%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Regular · GROWTH₹33.8802−4.66%
Shriram Balanced Advantage FundRegular · IDCW₹16.0171−4.98%
Shriram Balanced Advantage FundRegular · Growth₹15.9951−4.99%
Mahindra Manulife Balanced Advantage FundDirect · IDCW₹12.5728−5.10%
Nippon India Balanced Advantage FundDirect · IDCW Option₹44.2001−5.42%
Mirae Asset Balanced Advantage FundDirect · IDCW₹14.015−5.71%
Baroda BNP Paribas Balanced Advantage FundDirect · IDCW Option₹16.7398−6.75%
Axis Balanced Advantage FundDirect · IDCW Option₹13.77−6.77%
Mirae Asset Balanced Advantage FundRegular · IDCW₹13.235−6.93%
HSBC Balanced Advantage FundDirect · IDCW₹21.4595−7.11%
Mahindra Manulife Balanced Advantage FundRegular · IDCW₹11.4061−7.12%
Baroda BNP Paribas Balanced Advantage FundRegular · IDCW Option₹15.0716−7.77%
Axis Balanced Advantage FundRegular · IDCW Option₹12.58−7.84%
HSBC Balanced Advantage FundRegular · IDCW₹17.7667−8.47%
Nippon India Balanced Advantage FundRegular · IDCW Option₹30.1522−9.02%
Invesco India Balanced Advantage FundDirect · IDCW₹21.26−10.82%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Direct · Monthly IDCW (Income Distribution CUM Capital Withdrawal)₹16.8149−11.81%
Sundaram Dynamic Asset Allocation Fund (Formerly Known as Sundaram Balanced Advantage Fund)Regular · Monthly IDCW (Income Distribution CUM Capital Withdrawal)₹13.4914−13.19%
Invesco India Balanced Advantage FundRegular · IDCW₹16.72−13.81%
Helios Balanced Advantage FundRegular · Monthly IDCW₹10.07—
Helios Balanced Advantage FundDirect · Monthly IDCW₹9.95—
JioBlackRock Balanced Advantage FundRegular · Growth Option₹10.0784—
JioBlackRock Balanced Advantage FundDirect · Growth Option₹10.0838—
Nippon India Balanced Advantage FundDirect · Bonus Option₹9.6826—

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. Yenmo Wealth Advisors is an AMFI-registered mutual fund distributor and does not provide investment advice.

Balanced Advantage Fund/ Dynamic Asset Allocation Funds: NAV & Returns | Yenmo Wealth Advisors