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Dynamic Asset Allocation Fund

SEBI’s rule: Shares and debt only, in a mix the fund manager changes over time. Source: SEBI

Schemes
37
Fund houses
37
Launched between
2000 and 2026

Source: fund houses’ disclosures, as of 28 Oct 2026.

  • Moderately High 2
  • High 1
  • Very High 34

Riskometer levels as shown on each fund’s page, read by Felix on 28 Oct 2026.

Every scheme, Regular plan – Growth

Order

Sorted A to Z (default)

Fund house
Benchmark, as each SID names it
37 schemes, sorted a to z (default)
SchemeBenchmarkAssets, ₹ cr (30 Sep 2026)SIP from, ₹LaunchedRiskometer
Aditya Birla Sun Life Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index9,8361002000Very High
Axis Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3,6511002017Very High
Bajaj Finserv Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,2075002023Very High
Bandhan Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,2351002014Very High
Bank of India Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1741,0002014Very High
Baroda BNP Paribas Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index5,1622502018Very High
Canara Robeco Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index1,0071,0002024Very High
DSP Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index3,7041002014Very High
Edelweiss Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index12,8801002009Very High
Franklin India Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,6875002022Very High
HDFC Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,02,5341002000Very High
Helios Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index2651,0002024Very High
HSBC Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,4745002011Very High
ICICI Prudential Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index71,9131002006Very High
Invesco India Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index9031002007Very High
ITI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3205002019Very High
JioBlackRock Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 IndexNot reportedNot reported2026Very High
Kotak Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index16,6181002018Very High
LIC MF Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index6532002021Very High
Mahindra Manulife Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index8795002021Very High
Mirae Asset Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,109992022Very High
Motilal Oswal Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index7125002016Very High
Nippon India Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index9,5321002004Very High
NJ Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index3,2421002021Very High
Parag Parikh Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index2,5331,0002024Moderately High
PGIM India Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index6811,0002021Very High
Quant Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index8101,0002023Very High
Samco Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1572502023Very High
SBI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index40,5452502021Very High
Shriram Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index415002019Very High
Sundaram Dynamic Asset Allocation FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,5961002010High
Tata Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index8,0051002019Very High
The Wealth Company Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index43Not reported2026Very High
Unifi Dynamic Asset Allocation FundCRISIL Hybrid 50+50 Moderate Index1,4785002025Moderately High
Union Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index1,1585002017Very High
UTI Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 50:50 Index2,8565002023Very High
WhiteOak Capital Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index2,2211002023Very High

Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as of 28 Oct 2026; benchmarks as each SID names them.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.