Best Dynamic Asset Allocation Or Balanced Advantage Hybrid Funds in 2025
What are Hybrid: Dynamic Asset Allocation Or Balanced Advantage funds?
Funds Included
All Fund Returns (3Y annualised)
Top 5 fund Returns (3Y annualised)
34
13.66%
16.16%
This fund category is an example of Hybrid Scheme funds.
Hybrid funds invest in a mix of equity and debt instruments to balance risk and return. The proportion of each asset class determines the fund’s risk level—aggressive hybrid funds hold more equity, while conservative hybrid funds hold more debt. These funds offer potential capital appreciation from equity exposure along with income stability from debt. Suitable for investors seeking moderate risk with balanced growth potential.
Trailing returns for Hybrid: Dynamic Asset Allocation Or Balanced Advantage funds
These are average returns over the indicated period.
Monthly trailing returns:
Returns
Oct-2025
Sep-2025
Aug-2025
Jul-2025
Value
2.71%
0.81%
-1.01%
-0.99%
Quarterly trailing returns:
Returns
2025Q3
2025Q2
2025Q1
2024Q4
Value
-1.2%
6.53%
-2.06%
-2.86%
Yearly trailing returns:
Returns
2024
2023
2022
2021
Value
14.32%
20.1%
5.32%
16.21%
Fundwise SIP and SWP returns
Rolling SIP returns
Fund
Any 1Y SIP
Any 3Y SIP
Any 5Y SIP
Edelweiss Balanced Advantage Fund
11.58%
11.49%
13.34%
HDFC Balanced Advantage Fund
16.66%
16.81%
16.07%
Invesco India Balanced Advantage Fund
12.58%
12.2%
10.57%
ICICI Prudential Balanced Advantage Fund
13.35%
13.21%
12.81%
DSP Dynamic Asset Allocation Fund
9.79%
9.99%
10.25%
Bank Of India Balanced Advantage Fund
8.74%
8.82%
7.44%
Bandhan Balanced Advantage Fund
10.13%
10.61%
11.12%
Aditya Birla Sun Life Balanced Advantage Fund
11.59%
12.72%
12.63%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.31%
9.05%
9.09%
Axis Balanced Advantage Fund
9.08%
12.69%
13.69%
Union Balanced Advantage Fund
10.17%
12.34%
11.51%
Kotak Balanced Advantage Fund
13.75%
12.98%
13.44%
Baroda BNP Paribas Balanced Advantage Fund
15.79%
15.59%
17.13%
Tata Balanced Advantage Fund
13.2%
13.74%
14.87%
Shriram Balanced Advantage Fund
10.95%
10.12%
10.46%
ITI Balanced Advantage Fund
13.0%
13.01%
12.34%
PGIM India Balanced Advantage Fund
10.67%
12.67%
0%
SBI Balanced Advantage Fund
12.75%
14.78%
0%
LIC MF Balanced Advantage Fund
12.98%
12.18%
0%
NJ Balanced Advantage Fund
9.09%
12.13%
0%
Mahindra Manulife Balanced Advantage Fund
13.79%
14.06%
0%
Sundaram Balanced Advantage Fund
11.82%
12.25%
0%
Mirae Asset Balanced Advantage Fund
15.43%
13.12%
0%
Franklin India Balanced Advantage Fund
17.71%
13.58%
0%
HSBC Balanced Advantage Fund
17.24%
0%
0%
Whiteoak Capital Balanced Advantage Fund
15.57%
0%
0%
Quant Dynamic Asset Allocation Fund
8.6%
0%
0%
UTI Balanced Advantage Fund
10.1%
0%
0%
Samco Dynamic Asset Allocation Fund
-2.13%
0%
0%
Bajaj Finserv Balanced Advantage Fund
4.79%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.21%
0%
0%
Helios Balanced Advantage Fund
6.64%
0%
0%
Canara Robeco Balanced Advantage Fund
7.46%
0%
0%
Unifi Dynamic Asset Allocation Fund
0%
0%
0%
SIP Calculator
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Edelweiss Balanced Advantage Fund
10.58%
12.17%
11.81%
HDFC Balanced Advantage Fund
15.24%
14.56%
11.9%
Invesco India Balanced Advantage Fund
12.88%
10.96%
10.36%
ICICI Prudential Balanced Advantage Fund
11.63%
11.49%
11.49%
DSP Dynamic Asset Allocation Fund
8.82%
9.18%
9.41%
Bank Of India Balanced Advantage Fund
8.04%
8.04%
5.33%
Bandhan Balanced Advantage Fund
8.51%
9.46%
9.55%
Aditya Birla Sun Life Balanced Advantage Fund
8.9%
10.82%
10.76%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.01%
8.49%
8.95%
Axis Balanced Advantage Fund
8.89%
9.33%
9.45%
Union Balanced Advantage Fund
8.87%
11.97%
12.62%
Kotak Balanced Advantage Fund
12.52%
11.9%
12.49%
Baroda BNP Paribas Balanced Advantage Fund
13.83%
16.18%
17.42%
Tata Balanced Advantage Fund
11.65%
13.74%
15.14%
Shriram Balanced Advantage Fund
9.0%
11.67%
13.24%
ITI Balanced Advantage Fund
12.47%
12.68%
14.27%
PGIM India Balanced Advantage Fund
12.36%
10.16%
0%
SBI Balanced Advantage Fund
12.97%
14.32%
0%
LIC MF Balanced Advantage Fund
13.05%
12.05%
0%
NJ Balanced Advantage Fund
10.91%
14.61%
0%
Mahindra Manulife Balanced Advantage Fund
11.92%
15.55%
0%
Sundaram Balanced Advantage Fund
13.88%
12.8%
0%
Mirae Asset Balanced Advantage Fund
15.61%
14.75%
0%
Franklin India Balanced Advantage Fund
17.45%
16.42%
0%
HSBC Balanced Advantage Fund
18.16%
0%
0%
Whiteoak Capital Balanced Advantage Fund
21.05%
0%
0%
Quant Dynamic Asset Allocation Fund
26.42%
0%
0%
UTI Balanced Advantage Fund
15.47%
0%
0%
Samco Dynamic Asset Allocation Fund
1.06%
0%
0%
Bajaj Finserv Balanced Advantage Fund
5.94%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.59%
0%
0%
Helios Balanced Advantage Fund
1.88%
0%
0%
Canara Robeco Balanced Advantage Fund
-2.05%
0%
0%
Unifi Dynamic Asset Allocation Fund
0%
0%
0%
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Fund
Any 1Y SIP
Any 3Y Step-up SIP
Any 5Y Step-up SIP
Edelweiss Balanced Advantage Fund
11.58%
11.5%
13.29%
HDFC Balanced Advantage Fund
16.66%
16.75%
16.33%
Invesco India Balanced Advantage Fund
12.58%
12.2%
10.71%
ICICI Prudential Balanced Advantage Fund
13.35%
13.22%
12.84%
DSP Dynamic Asset Allocation Fund
9.79%
9.98%
10.26%
Bank Of India Balanced Advantage Fund
8.74%
8.81%
7.66%
Bandhan Balanced Advantage Fund
10.13%
10.6%
11.14%
Aditya Birla Sun Life Balanced Advantage Fund
11.59%
12.63%
12.73%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.31%
9.1%
9.06%
Axis Balanced Advantage Fund
9.08%
12.89%
13.77%
Union Balanced Advantage Fund
10.17%
12.34%
11.43%
Kotak Balanced Advantage Fund
13.75%
12.95%
13.47%
Baroda BNP Paribas Balanced Advantage Fund
15.79%
15.49%
17.1%
Tata Balanced Advantage Fund
13.2%
13.59%
14.78%
Shriram Balanced Advantage Fund
10.95%
9.97%
10.27%
ITI Balanced Advantage Fund
13.0%
12.88%
12.29%
PGIM India Balanced Advantage Fund
10.67%
12.7%
0%
SBI Balanced Advantage Fund
12.75%
14.64%
0%
LIC MF Balanced Advantage Fund
12.98%
12.11%
0%
NJ Balanced Advantage Fund
9.09%
11.91%
0%
Mahindra Manulife Balanced Advantage Fund
13.79%
13.86%
0%
Sundaram Balanced Advantage Fund
11.82%
12.13%
0%
Mirae Asset Balanced Advantage Fund
15.43%
13.02%
0%
Franklin India Balanced Advantage Fund
17.71%
13.41%
0%
HSBC Balanced Advantage Fund
17.24%
0%
0%
Whiteoak Capital Balanced Advantage Fund
15.57%
0%
0%
Quant Dynamic Asset Allocation Fund
8.6%
0%
0%
UTI Balanced Advantage Fund
10.1%
0%
0%
Samco Dynamic Asset Allocation Fund
-2.13%
0%
0%
Bajaj Finserv Balanced Advantage Fund
4.79%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.21%
0%
0%
Helios Balanced Advantage Fund
6.64%
0%
0%
Canara Robeco Balanced Advantage Fund
7.46%
0%
0%
Unifi Dynamic Asset Allocation Fund
0%
0%
0%
Rolling SWP returns with 10% step-up
Fund
Any 1Y SWP
Any 3Y Step-up SWP
Any 5Y Step-up SWP
Edelweiss Balanced Advantage Fund
10.58%
12.14%
11.88%
HDFC Balanced Advantage Fund
15.24%
14.57%
12.08%
Invesco India Balanced Advantage Fund
12.88%
11.01%
10.4%
ICICI Prudential Balanced Advantage Fund
11.63%
11.58%
11.53%
DSP Dynamic Asset Allocation Fund
8.82%
9.25%
9.42%
Bank Of India Balanced Advantage Fund
8.04%
8.06%
5.27%
Bandhan Balanced Advantage Fund
8.51%
9.44%
9.55%
Aditya Birla Sun Life Balanced Advantage Fund
8.9%
10.81%
10.9%
Motilal Oswal Balanced Advantage Mofdynamic Fund
9.01%
8.62%
9.08%
Axis Balanced Advantage Fund
8.89%
9.48%
9.61%
Union Balanced Advantage Fund
8.87%
12.15%
12.63%
Kotak Balanced Advantage Fund
12.52%
12.02%
12.58%
Baroda BNP Paribas Balanced Advantage Fund
13.83%
16.3%
17.38%
Tata Balanced Advantage Fund
11.65%
13.82%
15.21%
Shriram Balanced Advantage Fund
9.0%
11.76%
13.15%
ITI Balanced Advantage Fund
12.47%
12.51%
14.16%
PGIM India Balanced Advantage Fund
12.36%
10.19%
0%
SBI Balanced Advantage Fund
12.97%
14.5%
0%
LIC MF Balanced Advantage Fund
13.05%
12.13%
0%
NJ Balanced Advantage Fund
10.91%
14.77%
0%
Mahindra Manulife Balanced Advantage Fund
11.92%
15.67%
0%
Sundaram Balanced Advantage Fund
13.88%
12.87%
0%
Mirae Asset Balanced Advantage Fund
15.61%
14.81%
0%
Franklin India Balanced Advantage Fund
17.45%
16.47%
0%
HSBC Balanced Advantage Fund
18.16%
0%
0%
Whiteoak Capital Balanced Advantage Fund
21.05%
0%
0%
Quant Dynamic Asset Allocation Fund
26.42%
0%
0%
UTI Balanced Advantage Fund
15.47%
0%
0%
Samco Dynamic Asset Allocation Fund
1.06%
0%
0%
Bajaj Finserv Balanced Advantage Fund
5.94%
0%
0%
Parag Parikh Dynamic Asset Allocation Fund
7.59%
0%
0%
Helios Balanced Advantage Fund
1.88%
0%
0%
Canara Robeco Balanced Advantage Fund
-2.05%
0%
0%
Unifi Dynamic Asset Allocation Fund
0%
0%
0%
Note:N.A. in returns indicate that the fund does not have sufficient history.
How are Hybrid: Dynamic Asset Allocation Or Balanced Advantage funds taxed on selling?
Hybrid Funds Tax for FY2025-26
STCG Rate
LTCG Eligibility
LTCG Rate
Bought Anytime
20%
After 1Y
12.5% (above 1.25L) w 31Jan18 exemption
First category is for funds holding on average more than 35% of domestic equity or arbitrage postions over the holding period. The second category is for all others.
Hybrid Funds w/ equity upto 35% Tax for FY2025-26
STCG Rate
LTCG Eligibility
LTCG Rate
Bought Anytime
Slab
After 2Y
12.5%
Note:
Dividends from mutual funds (called IDCW or Income Distribution cum Capital Withdrawal funds), are added to the income of the investor and taxed at their highest applicable (slab) rate.
Cess and surcharge (if applicable) is to be applied to taxes from mutual funds from selling and dividends.
Switches, SWP and selling any lump sum amount are taxable as per the table above.
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
