MF Screener

Balanced Advantage Fund/ Dynamic Asset Allocation: rolling returns of every fund

The 16 active Direct Growth funds in AMFI's Balanced Advantage Fund/ Dynamic Asset Allocation sub-category (Hybrid Scheme), one row per fund. Every figure is computed from AMFI's published NAV history, with metrics as of 2026-10-31.

Listed A to Z, not ranked. Sort and filter this sub-category in the screener, or compare up to five funds side by side.

Analytics and research only. Not investment advice. Historical returns do not guarantee future returns.

Fund
Axis Balanced Advantage Fund - Direct Plan - Growth11.54%9.11%12.81%5.37%12.05%7.68%1.00%
Baroda BNP Paribas Balanced Advantage Fund-Direct Plan-Growth Option11.56%9.96%15.52%11.08%16.47%9.96%0.90%
Canara Robeco Balanced Advantage Fund - Direct Plan - Growth Option------1.02%
HSBC Balanced Advantage Fund - Direct Growth9.16%-10.81%9.05%--1.15%
Helios Balanced Advantage Fund- Direct Plan- Growth Option------1.29%
Invesco India Balanced Advantage Fund - Direct Plan - Growth9.27%8.52%12.49%1.53%11.14%3.72%1.17%
JioBlackRock Balanced Advantage Fund - Direct Plan - Growth Option------2.10%
Mahindra Manulife Balanced Advantage Fund - Direct Plan - Growth10.94%-13.82%10.27%--0.82%
Mirae Asset Balanced Advantage Fund - Direct Plan - Growth10.17%-13.04%9.82%--0.96%
NJ Balanced Advantage Fund - Direct Plan - Growth Option7.64%-11.98%7.64%--1.12%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option10.11%9.08%12.76%1.62%12.29%3.81%0.89%
Samco Dynamic Asset Allocation Fund - Direct Plan - Growth Option------1.97%
Shriram Balanced Advantage Fund - Direct Growth6.03%6.03%11.21%5.71%11.18%5.96%0.90%
Sundaram Dynamic Asset Allocation Fund Direct Plan - Growth7.89%-11.45%7.72%--1.13%
UTI Balanced Advantage Fund - Direct Plan - Growth Option8.55%-----0.89%
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth11.35%-----0.82%

A rolling return is the per-year return over every overlapping 3 or 5-year stretch of a fund’s history: the typical figure is the median of those stretches and the worst is the lowest, which is what an unlucky investor actually got. Why rolling returns say more than one trailing return. A dash means the figure could not be computed, usually because the fund is too young; the fund’s own page says why.