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Dynamic Asset Allocation Mutual Funds
Find here some best Dynamic Asset Allocation fund to invest
- Annual Returns 9.61%
- Average Risk Medium
- Total Funds 28
What is Dynamic Asset Allocation Mutual Fund?
Dynamic asset allocation funds are also known as balanced advantage funds. These are kind of hybrid funds as they invest in multiple asset classes like equity, debt, and commodities. These funds are one the best under this category to invest in as the fund manager has the flexibility to change the portfolio allocation according to the market conditions. Like in favorable market conditions, the allocation may shift to equity to maximize returns and during market falls more money shifts to debt class. The average return for 3 years remains between 10-12%, and it is classified as a moderately low-risk investment option.
More
Top 5 Dynamic Asset Allocation Funds for 2-3X Returns in 5 Yrs
Latest Recommendation By Team of ExpertsTop Performing Dynamic Asset Allocation Funds in India for High Returns
|
|
1D NAV Changed
0.16%
|
SIP 3Y P.a.
12.68%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.03%
|
SIP 3Y P.a.
10.19%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.09%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.16%
|
SIP 3Y P.a.
11.04%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.26%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
1D NAV Changed
-0.27%
|
SIP 3Y P.a.
10.23%
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
|
|
1D NAV Changed
-0.3%
|
SIP 3Y P.a.
9.29%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.31%
|
SIP 3Y P.a.
11.52%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.31%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.33%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.33%
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.34%
|
SIP 3Y P.a.
17.38%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.35%
|
SIP 3Y P.a.
7.77%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.35%
|
SIP 3Y P.a.
10.95%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.36%
|
SIP 3Y P.a.
8.63%
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
|
|
1D NAV Changed
-0.36%
|
SIP 3Y P.a.
9.4%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.37%
|
SIP 3Y P.a.
11.2%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.41%
|
SIP 3Y P.a.
10.74%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.41%
|
SIP 3Y P.a.
14.14%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest | |
|
|
1D NAV Changed
-0.41%
|
SIP 3Y P.a.
10.75%
|
Return Vs Category
High |
Risk Vs Category
Low |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
-0.05%
|
1 Month
-1.14%
|
3 Months
-1.16%
|
6 Months
-2.39%
|
1 Year
6.53%
|
Invest | ||
|
1 Week
-0.62%
|
1 Month
-1.62%
|
3 Months
-2.6%
|
6 Months
-3.2%
|
1 Year
2.53%
|
Invest | ||
|
1 Week
0.27%
|
1 Month
-0.54%
|
3 Months
0.48%
|
6 Months
0.72%
|
1 Year
-
|
Invest | ||
|
1 Week
-0.14%
|
1 Month
-1.1%
|
3 Months
-1.04%
|
6 Months
-0.94%
|
1 Year
9.88%
|
Invest | ||
|
1 Week
-0.05%
|
1 Month
-1.84%
|
3 Months
-1.39%
|
6 Months
-2.23%
|
1 Year
7.25%
|
Invest | ||
|
1 Week
0.04%
|
1 Month
-2.61%
|
3 Months
-2.92%
|
6 Months
-3.06%
|
1 Year
5.81%
|
Invest | ||
|
1 Week
-0.49%
|
1 Month
-2.61%
|
3 Months
-2.36%
|
6 Months
-3.24%
|
1 Year
7.04%
|
Invest | ||
|
1 Week
-0.12%
|
1 Month
-0.6%
|
3 Months
-0.73%
|
6 Months
-1.74%
|
1 Year
7.66%
|
Invest | ||
|
1 Week
-
|
1 Month
-2.55%
|
3 Months
-4.02%
|
6 Months
-5.73%
|
1 Year
-
|
Invest | ||
|
1 Week
-0.25%
|
1 Month
-0.58%
|
3 Months
-0.58%
|
6 Months
-0.84%
|
1 Year
8.19%
|
Invest | ||
|
1 Week
-0.57%
|
1 Month
-6.38%
|
3 Months
-5.25%
|
6 Months
-13.92%
|
1 Year
-1.43%
|
Invest | ||
|
1 Week
-0.14%
|
1 Month
-2.69%
|
3 Months
-2.79%
|
6 Months
-5.61%
|
1 Year
5.74%
|
Invest | ||
|
1 Week
-0.07%
|
1 Month
-2.15%
|
3 Months
-3.88%
|
6 Months
-7.92%
|
1 Year
-1.18%
|
Invest | ||
|
1 Week
-0.19%
|
1 Month
-1.8%
|
3 Months
-2.06%
|
6 Months
-3.48%
|
1 Year
5.16%
|
Invest | ||
|
1 Week
-0.29%
|
1 Month
-2.73%
|
3 Months
-1.53%
|
6 Months
-2.23%
|
1 Year
7.23%
|
Invest | ||
|
1 Week
-0.21%
|
1 Month
-1.91%
|
3 Months
-2.38%
|
6 Months
-4.11%
|
1 Year
3.77%
|
Invest | ||
|
1 Week
-0.23%
|
1 Month
-1.91%
|
3 Months
-1.67%
|
6 Months
-3.72%
|
1 Year
7.09%
|
Invest | ||
|
1 Week
0.08%
|
1 Month
-1.83%
|
3 Months
-1.7%
|
6 Months
-3.12%
|
1 Year
8.3%
|
Invest | ||
|
1 Week
-0.5%
|
1 Month
-1.69%
|
3 Months
-1.5%
|
6 Months
-1.6%
|
1 Year
10.41%
|
Invest | ||
|
1 Week
-0.17%
|
1 Month
-3.77%
|
3 Months
-3.71%
|
6 Months
-5.11%
|
1 Year
4.94%
|
Invest |
|
2 Years
15.47%
|
3 Years
12.38%
|
5 Years
-
|
Annual Rt
12.82%
|
Invest | ||
|
2 Years
13.15%
|
3 Years
7.84%
|
5 Years
5.85%
|
Annual Rt
7.21%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
8.27%
|
Invest | ||
|
2 Years
13.54%
|
3 Years
9.56%
|
5 Years
9.24%
|
Annual Rt
8.79%
|
Invest | ||
|
2 Years
15.6%
|
3 Years
-
|
5 Years
-
|
Annual Rt
17.1%
|
Invest | ||
|
2 Years
13.49%
|
3 Years
9.99%
|
5 Years
9.86%
|
Annual Rt
12.13%
|
Invest | ||
|
2 Years
12.07%
|
3 Years
8.38%
|
5 Years
9.06%
|
Annual Rt
8.57%
|
Invest | ||
|
2 Years
13.79%
|
3 Years
11.49%
|
5 Years
12.25%
|
Annual Rt
11.17%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
2.4%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
20.75%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
49.91%
|
Invest | ||
|
2 Years
21.56%
|
3 Years
19.27%
|
5 Years
19.11%
|
Annual Rt
17.84%
|
Invest | ||
|
2 Years
10.95%
|
3 Years
12.16%
|
5 Years
9.36%
|
Annual Rt
7.91%
|
Invest | ||
|
2 Years
13.81%
|
3 Years
11.48%
|
5 Years
13.82%
|
Annual Rt
14.74%
|
Invest | ||
|
2 Years
10.83%
|
3 Years
8.7%
|
5 Years
-
|
Annual Rt
10.33%
|
Invest | ||
|
2 Years
12.26%
|
3 Years
9.9%
|
5 Years
12.08%
|
Annual Rt
12.97%
|
Invest | ||
|
2 Years
14.29%
|
3 Years
11.1%
|
5 Years
11.33%
|
Annual Rt
14.81%
|
Invest | ||
|
2 Years
13.81%
|
3 Years
10.61%
|
5 Years
11.78%
|
Annual Rt
9.61%
|
Invest | ||
|
2 Years
17.2%
|
3 Years
11.88%
|
5 Years
11.05%
|
Annual Rt
10.17%
|
Invest | ||
|
2 Years
14.24%
|
3 Years
11.34%
|
5 Years
14%
|
Annual Rt
15.31%
|
Invest |
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
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3 Years
-
|
5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest | ||
|
1 Year
-
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2 Years
-
|
3 Years
-
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5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
|
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
|
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
|
1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
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3 Years
0%
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Invest | ||
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1 Year
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3 Years
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest |
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
|
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.57%
|
Fund Manager
Rajeev Radhakrishnan
|
Launch Date
31-Aug 2021
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.37%
|
Fund Manager
Vikrant Mehta
|
Launch Date
30-Dec 2019
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
0.63%
|
Fund Manager
Rajeev Thakkar
|
Launch Date
27-Feb 2024
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.93%
|
Fund Manager
Laukik Bagwe
|
Launch Date
06-Feb 2014
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.97%
|
Fund Manager
Rahul Goswami
|
Launch Date
06-Sep 2022
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
2.11%
|
Fund Manager
Mahesh A Chhabria
|
Launch Date
07-Feb 2011
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹1000
|
Expense Ratio
2.04%
|
Fund Manager
Manish Gunwani
|
Launch Date
10-Oct 2014
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹500
|
Expense Ratio
1.48%
|
Fund Manager
Sankaran Naren
|
Launch Date
30-Dec 2006
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.11%
|
Fund Manager
Shridatta Bhandwaldar
|
Launch Date
06-Aug 2024
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.96%
|
Fund Manager
Anurag Mittal
|
Launch Date
10-Aug 2023
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.12%
|
Fund Manager
Sanjeev Sharma
|
Launch Date
12-Apr 2023
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.35%
|
Fund Manager
Anil Bamboli
|
Launch Date
11-Sep 2000
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.27%
|
Fund Manager
Alok Singh
|
Launch Date
14-Mar 2014
|
Invest | ||
|
Min SIP
₹200000
|
Min Lumpsum
₹5000
|
Expense Ratio
0.42%
|
Fund Manager
Sailesh Jain
|
Launch Date
28-Jan 2019
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.28%
|
Fund Manager
Yogesh Patil
|
Launch Date
12-Nov 2021
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.7%
|
Fund Manager
Sailesh Jain
|
Launch Date
28-Jan 2019
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹100
|
Expense Ratio
1.76%
|
Fund Manager
Ashutosh Bhargava
|
Launch Date
15-Nov 2004
|
Invest | ||
|
Min SIP
₹1000
|
Min Lumpsum
₹100
|
Expense Ratio
1.8%
|
Fund Manager
Lovelish Solanki
|
Launch Date
23-May 2000
|
Invest | ||
|
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
2%
|
Fund Manager
Devang Shah
|
Launch Date
01-Aug 2017
|
Invest | ||
|
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.89%
|
Fund Manager
Prashant R Pimple
|
Launch Date
13-Nov 2018
|
Invest |
|
Latest NAV
14.4300(20-02-2025)
|
Previous NAV
14.4066(19-02-2025)
|
1D NAV Change
0.16%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.6004(21-02-2025)
|
Previous NAV
13.6041(20-02-2025)
|
1D NAV Change
-0.03%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
10.8212(21-02-2025)
|
Previous NAV
10.8305(20-02-2025)
|
1D NAV Change
-0.09%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
25.821(21-02-2025)
|
Previous NAV
25.862(20-02-2025)
|
1D NAV Change
-0.16%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.4666(21-02-2025)
|
Previous NAV
13.5020(20-02-2025)
|
1D NAV Change
-0.26%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
40.6343(21-02-2025)
|
Previous NAV
40.7425(20-02-2025)
|
1D NAV Change
-0.27%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
22.581(21-02-2025)
|
Previous NAV
22.649(20-02-2025)
|
1D NAV Change
-0.3%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
68.23(21-02-2025)
|
Previous NAV
68.44(20-02-2025)
|
1D NAV Change
-0.31%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
9.5100(21-02-2025)
|
Previous NAV
9.5400(20-02-2025)
|
1D NAV Change
-0.31%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
11.8174(21-02-2025)
|
Previous NAV
11.8563(20-02-2025)
|
1D NAV Change
-0.33%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
14.8851(21-02-2025)
|
Previous NAV
14.9349(20-02-2025)
|
1D NAV Change
-0.33%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
477.387(21-02-2025)
|
Previous NAV
479.017(20-02-2025)
|
1D NAV Change
-0.34%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
22.9850(21-02-2025)
|
Previous NAV
23.0655(20-02-2025)
|
1D NAV Change
-0.35%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
21.1680(21-02-2025)
|
Previous NAV
21.2429(20-02-2025)
|
1D NAV Change
-0.35%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
12.7806(21-02-2025)
|
Previous NAV
12.8267(20-02-2025)
|
1D NAV Change
-0.36%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
19.2114(21-02-2025)
|
Previous NAV
19.2801(20-02-2025)
|
1D NAV Change
-0.36%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
164.0165(21-02-2025)
|
Previous NAV
164.6203(20-02-2025)
|
1D NAV Change
-0.37%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
97.36(21-02-2025)
|
Previous NAV
97.76(20-02-2025)
|
1D NAV Change
-0.41%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
19.64(21-02-2025)
|
Previous NAV
19.72(20-02-2025)
|
1D NAV Change
-0.41%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
22.0131(21-02-2025)
|
Previous NAV
22.1045(20-02-2025)
|
1D NAV Change
-0.41%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Join 50,000+ Investors Who Tested Their Suitability
Are Dynamic Asset Allocation Funds Suitable for You?
Suitability Test?
Check Suitability of Dynamic Asset Allocation Funds for your Portfolio
Suitability Result
Comparison of Top Dynamic Asset Allocation Funds
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns 10.61%
VS
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns 9.97%
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns 7.86%
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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns 9.97%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns 9.97%
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HDFC Balanced Advantage Fund - Growth Plan
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SBI Balanced Advantage Fund - Regular Plan - Growth
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Dynamic Asset Allocation Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
How Dynamic Asset Allocation Funds Works?
Security Board of Exchange (SEBI) has not set any limit for the allocation percentage of balanced advantage funds. These funds have the freedom to allocate any percentage of their assets, ranging from 0% to 100%, and can invest in both equity and debt.
In dynamic asset allocation, the fund manager changes the portfolio based on the market condition.
For Example- During a bear market when equities are falling, the fund manager might increase the allocation in debt. Similarly, if the Equity is doing well, the fund manager might increase the allocation in equity.
Advantages of Dynamic Asset Allocation Funds
There are multiple benefits balanced advantage Mutual Fund offers, here are some of them:
Freedom to Fund Manager
Dynamic asset allocation gives flexibility to fund manager that allows them to change their assets based on market volatility and opportunities. This allows them to make quick decisions that maximize returns.
It Adapts the Market Trends
This balanced advantage maintains the balance between their portfolio. In a bear market, a manager might put more money into debt and less into equity. However, when there is a bullish market a manager might choose to put less money into debt and more into equity.
Stable Returns
Dynamic asset allocation seeks to offer more stable returns over time by allowing investors to move their money between various asset classes. This helps investors achieve a balance between risk and reward, potentially enhancing long-term performance.
Good Risk Management
It reduces risk by shifting investments to safer assets during market downturns and improving allocation to growth assets during advantageous market conditions.
Fund for All Types of Investors
Dynamic asset allocation funds offer to a diverse group of investors with various risk tolerances and investment objectives. Whether conservative or aggressive, investors can discover a good alternative that matches their preferences and goals.
Opportunity Capture
It allows investors to capitalize on developing ideas and growth-oriented industries, thus enhancing overall portfolio performance.
How to Invest in Dynamic Asset Allocation Funds
Here are some simple steps to invest in dynamic asset allocation with mysiponline.com:
- Step 1: Register for free on MySIPonline.com and download the app.
- Step 2: After registration, click on the Explore Mutual Fund Section.
- Step 3: Select your preferred fund and add funds to your cart
- Step 4: Complete profile (PAN card, Aadhar number, bank details, nominee, signature)
- Step 5: Choose between Online SIP or lump sum investment options.
- Step 6: Make the Payment using UPI or net banking.
- Step 7: Track your investments daily and use our analysis tools.
Common Mistakes to Avoid While Investing in Dynamic Asset Allocation Funds
It is always important to take the necessary precautions before investing in these kinds of Hybrid Mutual Funds. In order to save you from making certain mistakes here are simple points that should be kept in mind.
Timing the Market
Trying to predict when the market will go up or down and constantly changing how you invest your money can cause you to miss the chances to make money and end up spending more on buying and selling investments.
Fear and Greed
These two emotions are frequently present and might have an impact on investing decisions. During market downturns, fear may cause investors to sell their holdings quickly, while greed may drive them to pursue large gains without taking related risks into account.
Risk Management
Failing to adequately consider and manage risks associated with dynamic asset allocation can expose your portfolio to unnecessary volatility and potential losses.
Confirmation bias
Confirmation bias is when investors only look for information that agrees with what they already believe, while ignoring anything that disagrees. This can make them miss important facts and make bad investment decisions. It's crucial for investors to stay open-minded and consider all information before making decisions.
Neglecting Regular Rebalancing
Failing to periodically rebalance your portfolio to maintain the desired asset allocation can lead to deviations from your investment objectives over time.
Not Matching with Investment Goals
Using dynamic asset allocation techniques to invest might result in less than ideal-results if they are not in line with your time horizon, investment objectives, and risk tolerance.
Conclusion
Successful dynamic asset allocation requires managing emotions, mitigating risks, rebalancing regularly, avoiding confirmation bias, and aligning investments with goals.
The Taxation on Dynamic Asset Allocation Funds
The capital gains from dynamic asset allocation funds are taxed differently depending on their equity holdings. If the equity investment is over 65%. On the other, the debt fund tax rules are implemented if the equity investment is less than 65%. Let’s understand how the tax implications are calculated with the table given below -
| Funds | Short Term (Less than 12 months) | Long Term (12 months and more) |
|---|---|---|
| Equity Based Funds | Taxed at 15% irrespective of Income Tax Slab | Up-to Rs 1 Lakh tax-exempt; above 1 Lakh Taxed at 10% |
| Debt Based Fund | Added to overall income,taxed at income tax slab rate | Taxed at 20% after indexation (36 months or more) |
For Equity-oriented funds
Short-term (Less than 12 months): Profits are taxed at a flat rate of 15%, regardless of the investor's income tax slab.
Long-term (12 months and more): Profits up to Rs.1 lakh are tax-exempt. Any gains above Rs.1 lakh are taxed at a rate of 10%.
For Debt-oriented funds
Short-term (Less than 36 months): Profits are added to the investor's overall income and taxed at the applicable income tax slab rate.
Long-term (36 months and more): Profits are taxed at a rate of 20% after indexation, which adjusts the purchase price for inflation.
Frequently Asked Questions
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