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Best Balanced Advantage Fund/ Dynamic Asset Allocation Mutual Funds

Balanced Advantage funds move between equity and debt using a valuation model, raising equity when markets look cheap and cutting it when they look expensive. The aim is a smoother ride, not maximum return.

We currently track 16 direct-plan Balanced Advantage Fund/ Dynamic Asset Allocation schemes from 16 fund houses with a median 5-year CAGR of 8.4%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.

Showing 16 of 16 schemes · sorted by Y5 high to low · page 1 of 1

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Balanced Advantage Fund/ Dynamic Asset Allocation funds — frequently asked questions

Which Balanced Advantage Fund/ Dynamic Asset Allocation fund has the highest 5-year CAGR?

Baroda BNP Paribas Balanced Advantage Fund - Direct Plan - Growth Option currently leads the Balanced Advantage Fund/ Dynamic Asset Allocation category with a 5-year CAGR of 9.8%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.

What is a good 5-year return for a Balanced Advantage Fund/ Dynamic Asset Allocation fund?

Across the 16 Balanced Advantage Fund/ Dynamic Asset Allocation schemes we track, the median 5-year CAGR is 8.4%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.

How is CAGR calculated on this page?

CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.

Why does this list only show direct plans?

Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.