”Dynamic Asset Allocation” or ”Balanced Advantage” Funds Comparison

Scheme NameBenchmarkNAV RegularReturn 1 Year (%) RegularReturn 1 Year (%) BenchmarkReturn 3 Year (%) RegularReturn 3 Year (%) BenchmarkReturn 5 Year (%) RegularReturn 5 Year (%) BenchmarkReturn 10 Year (%) RegularReturn 10 Year (%) BenchmarkReturn Since Launch RegularReturn Since Launch BenchmarkDaily AUM (Cr.)
Aditya Birla Sun Life Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index55.508.4211.157.5410.448.839.438.889.409.082,712.76
Axis Dynamic Equity FundNIFTY 50 Hybrid Composite debt 50:50 Index11.285.7212.595.078.041,925.94
Baroda Dynamic Equity FundCRISIL Short-Term Bond(50.00), S&P BSE 200 TRI(50.00)11.1210.2110.419.6910.74435.33
BOI AXA Equity Debt RebalancerCrisil Short-Term Bond(50.00), Nifty 50 Total Return(50.00)14.29-3.4011.792.4411.313.949.156.3210.78120.98
DSP Dynamic Asset AllocationCRISIL Hybrid 35+65 Aggressive Index16.128.9111.017.7011.457.379.598.4013.091,157.08
Edelweiss Balanced Advantage FundCRISIL Hybrid 50+50 Moderate Index24.458.2811.1510.0310.446.979.439.079.408.9910.181,460.84
HDFC Balanced Advantage FundNIFTY 50 Hybrid Composite Debt 65:35 Index199.486.1812.858.7212.267.879.3611.779.6018.0344,081.72
ICICI Prudential Balanced AdvantageCRISIL Hybrid 50+50 Moderate Index37.9110.8511.1510.0410.449.269.4311.859.4010.779.6728,419.25
IDFC Dynamic Equity FundNifty AAA Short Duration Bond(50.00), S&P BSE 200 TRI(50.00)14.049.188.706.406.68973.00
Invesco India Dynamic Equity FundCRISIL Hybrid 35+65 Aggressive Index29.898.8111.019.8611.458.179.5910.029.669.348.82885.17
Kotak Balanced Advantage FundNIFTY 50 Hybrid Composite debt 50:50 Index11.2212.4812.598.388.303,468.03
L&T Balanced Advantage FundCRISIL Short-Term Bond(50.00), S&P BSE 200 TRI(50.00)25.317.9910.417.3810.695.779.2210.9710.13681.19
Motilal Oswal Dynamic FundCRISIL Hybrid 35+65 Aggressive Index13.1410.9811.0110.2911.458.699.661,285.37
Nippon India Balanced Advantage FundCRISIL Hybrid 35+65 Aggressive Index93.697.7011.0110.3311.458.259.5910.129.6615.9112.472,722.66
Principal Balanced Advantage FundNIFTY 100 TRI(50.00), CRISIL Short-Term Bond(35.00), NIFTY 50 Arbitrage(15.00)20.681.2710.585.5810.655.178.918.349.20180.43
SBI Dynamic Asset Allocation FundCRISIL 1-Year CD(50.00), S&P BSE Sensex TRI(50.00)13.784.9412.519.8712.096.929.22673.22
Union Balanced Advantage FundS&P BSE Sensex 50 TRI(65.00), CRISIL Composite Bond(35.00)11.189.7212.885.668.63481.87
UTI Unit Linked Insurance PlanCRISIL Short Term Debt Hybrid 60+40 Fund Index25.320.4710.236.0010.046.549.058.159.179.074,380.91
Dynamic Asset Allocation Funds Comparison Sheet.xls

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