MF Screener

Dynamic Asset Allocation or Balanced Advantage: rolling returns of every fund

The 21 active Direct Growth funds in AMFI's Dynamic Asset Allocation or Balanced Advantage 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
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option11.67%9.68%12.36%-0.30%11.62%5.20%0.90%
BANDHAN Balanced Advantage Fund Direct Plan Growth9.48%7.66%10.40%2.62%10.49%3.51%1.05%
BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH9.27%9.89%8.95%-1.54%6.17%1.79%1.39%
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth------1.06%
DSP Dynamic Asset Allocation Fund - Direct Plan - Growth10.27%8.33%10.33%3.10%9.89%5.32%1.05%
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option10.59%8.93%12.81%4.58%12.61%4.45%0.81%
Franklin India Balanced Advantage Fund- Growth- Direct8.96%-12.74%8.96%--0.81%
HDFC Balanced Advantage Fund - Growth Plan - Direct Plan10.52%13.03%15.50%-1.19%15.31%3.34%0.77%
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth10.60%9.90%12.68%1.34%12.22%4.99%1.02%
ITI Balanced Advantage Fund - Direct Plan - Growth Option7.75%6.17%12.50%3.22%11.46%6.17%1.57%
Kotak Balanced Advantage Fund - Direct Plan -Growth Option9.24%8.44%12.63%8.97%12.88%8.44%0.80%
LIC MF Balanced Advantage Fund-Direct Plan-Growth7.66%-11.07%7.66%--1.49%
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option2.78%5.58%8.81%2.40%8.83%4.10%1.53%
PGIM India Balanced Advantage Fund - Direct Plan - Growth Option7.16%6.77%11.55%6.55%--0.88%
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth------0.40%
SBI Balanced Advantage Fund - Direct Plan - Growth9.38%9.41%14.05%9.16%--0.86%
Tata Balanced Advantage Fund-Direct Plan-Growth7.42%7.88%14.07%7.42%14.51%7.88%0.68%
The Wealth Company Balanced Advantage Fund - Direct Growth------1.23%
Unifi Dynamic Asset Allocation Fund - Direct Growth------1.40%
Union Balanced Advantage Fund - Direct Plan - Growth Option7.84%6.95%11.79%7.75%11.84%6.95%1.42%
quant Dynamic Asset Allocation Fund - Growth Option - Direct Plan12.88%-----1.52%

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.