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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)
35	13.05%	15.44%

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:

Nov-2025	Oct-2025	Sep-2025	Aug-2025	Jul-2025	Jun-2025
0.45%	2.71%	0.81%	-1.01%	-0.99%	2.16%

Quarterly trailing returns:

2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3
3.17%	-1.20%	6.53%	-2.06%	-2.86%	5.61%

Yearly trailing returns:

2025	2024	2023	2022	2021	2020
6.43%	14.32%	20.10%	5.32%	16.21%	14.62%

Rolling returns for Hybrid: Dynamic Asset Allocation Or Balanced Advantage funds

SIP

10% Step-up SIP

Lump sum

SWP

10% Step-up SWP

Metric	Any 1Y SIP	Any 2Y SIP	Any 3Y SIP	Any 5Y SIP	Any 7Y SIP	Any 10Y SIP
Minimum	-9.07%	3.22%	6.91%	7.6%	10.57%	11.66%
Median	10.33%	9.68%	11.57%	11.33%	12.3%	12.07%
Maximum	29.52%	15.09%	15.37%	14.33%	13.54%	12.67%
Risk	7.91%	2.45%	1.83%	1.38%	0.67%	0.25%
Sharpe Ratio	42.1%	109.43%	249.46%	314.92%	790.3%	2054.95%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SIP	Any 2Y 目↑ SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP	Any 7Y 目↑ SIP	Any 10Y 目↑ SIP
Minimum	-9.07%	8.04%	11.17%	11.78%	12.71%	12.44%
Median	10.33%	9.39%	11.98%	12.35%	13.14%	12.66%
Maximum	29.52%	10.52%	12.58%	12.76%	13.41%	12.82%
Risk	7.91%	0.71%	0.43%	0.3%	0.21%	0.12%
Sharpe Ratio	42.1%	336.17%	1143.85%	1758.99%	2924.15%	4900.0%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y	Any 2Y	Any 3Y	Any 5Y	Any 7Y	Any 10Y
Minimum	-5.35%	7.58%	8.98%	8.47%	10.67%	11.41%
Median	8.65%	12.48%	12.27%	11.45%	11.79%	11.78%
Maximum	27.28%	18.33%	15.74%	14.28%	12.75%	12.52%
Risk	7.39%	2.25%	1.35%	1.15%	0.43%	0.31%
Sharpe Ratio	22.37%	242.94%	390.36%	385.48%	1102.8%	1543.37%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y SWP	Any 3Y SWP	Any 5Y SWP	Any 7Y SWP	Any 10Y SWP
Minimum	-7.21%	9.71%	8.91%	9.05%	9.82%	10.26%
Median	7.82%	15.13%	12.76%	11.31%	11.36%	11.44%
Maximum	33.62%	23.43%	19.33%	15.5%	13.74%	13.2%
Risk	9.44%	3.27%	2.18%	1.48%	0.94%	0.75%
Sharpe Ratio	8.73%	248.96%	263.72%	291.22%	463.37%	591.7%

^{_{Data as of 14-Dec-2025}}

Metric	Any 1Y SWP	Any 2Y 目↑ SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP	Any 7Y 目↑ SWP	Any 10Y 目↑ SWP
Minimum	-7.21%	14.81%	13.76%	13.18%	11.67%	10.69%
Median	7.82%	17.44%	14.2%	13.74%	11.92%	10.87%
Maximum	33.62%	19.69%	14.79%	14.23%	12.36%	11.42%
Risk	9.44%	1.71%	0.28%	0.32%	0.19%	0.26%
Sharpe Ratio	8.73%	611.99%	2577.41%	2078.77%	2539.85%	1493.56%

^{_{Data as of 14-Dec-2025}}

Fundwise SIP, Lumpsum and SWP returns

Rolling SIP returns (less than 1 year)

Fund	Any 1M SIP	Any 3M SIP	Any 6M SIP
NJ Balanced Advantage Fund	6.94%	0.72%	2.58%
ICICI Prudential Balanced Advantage Fund	13.19%	16.36%	14.34%
Canara Robeco Balanced Advantage Fund	10.09%	5.92%	12.1%
Tata Balanced Advantage Fund	7.51%	12.82%	9.56%
Whiteoak Capital Balanced Advantage Fund	10.99%	16.75%	10.45%
Mahindra Manulife Balanced Advantage Fund	-4.79%	6.49%	5.95%
Bajaj Finserv Balanced Advantage Fund	16.51%	15.91%	12.83%
Quant Dynamic Asset Allocation Fund	-7.24%	2.82%	4.06%
Bank India Balanced Advantage Fund	11.33%	18.05%	12.99%
Bandhan Balanced Advantage Fund	7.3%	13.27%	10.24%
Parag Parikh Dynamic Asset Allocation Fund	7.26%	6.21%	6.9%
HDFC Balanced Advantage Fund	6.5%	13.31%	9.84%
Aditya Birla Sun Life Balanced Advantage Fund	12.76%	15.92%	10.96%
Franklin India Balanced Advantage Fund	2.01%	7.93%	6.65%
Helios Balanced Advantage Fund	15.3%	14.41%	10.56%
Baroda BNP Paribas Balanced Advantage Fund	10.02%	19.24%	12.32%
Shriram Balanced Advantage Fund	12.16%	16.59%	10.3%
Samco Dynamic Asset Allocation Fund	4.78%	3.29%	3.77%
Edelweiss Balanced Advantage Fund	7.94%	13.67%	11.32%
Unifi Dynamic Asset Allocation Fund	8.09%	7.6%	7.46%
Invesco India Balanced Advantage Fund	8.06%	10.95%	8.41%
Sundaram Balanced Advantage Fund	8.36%	14.23%	10.14%
Kotak Balanced Advantage Fund	5.46%	10.7%	7.7%
SBI Balanced Advantage Fund	12.58%	18.52%	12.83%
Union Balanced Advantage Fund	1.9%	8.99%	8.43%
HSBC Balanced Advantage Fund	5.28%	8.41%	6.82%
ITI Balanced Advantage Fund	4.9%	10.42%	8.91%
UTI Balanced Advantage Fund	8.42%	12.54%	12.72%
Nippon India Balanced Advantage Fund	2.26%	9.08%	9.23%
Motilal Oswal Balanced Advantage Mofdynamic Fund	-12.64%	1.13%	8.02%
PGIM India Balanced Advantage Fund	5.08%	9.4%	7.09%
DSP Dynamic Asset Allocation Fund	12.18%	14.43%	11.05%
Axis Balanced Advantage Fund	10.55%	16.08%	11.43%
Mirae Asset Balanced Advantage Fund	7.66%	12.34%	9.62%
LIC MF Balanced Advantage Fund	-4.69%	3.47%	1.4%

^{_{Data as of 14-Dec-2025}}

Note: Returns for less than one year are annualised. However, given the nature of the calculation, XIRR for such periods are not meaningful.

Rolling SIP returns (1 year or more):

Fund	Any 1Y SIP	Any 3Y SIP	Any 5Y SIP
NJ Balanced Advantage Fund	5.64%	9.48%	0%
ICICI Prudential Balanced Advantage Fund	14.49%	13.68%	12.82%
Canara Robeco Balanced Advantage Fund	8.52%	0%	0%
Tata Balanced Advantage Fund	9.71%	11.13%	11.76%
Whiteoak Capital Balanced Advantage Fund	14.32%	0%	0%
Mahindra Manulife Balanced Advantage Fund	8.76%	12.75%	0%
Bajaj Finserv Balanced Advantage Fund	5.14%	0%	0%
Quant Dynamic Asset Allocation Fund	8.21%	0%	0%
Bank India Balanced Advantage Fund	8.6%	7.29%	4.84%
Bandhan Balanced Advantage Fund	10.22%	11.82%	11.21%
Parag Parikh Dynamic Asset Allocation Fund	7.0%	0%	0%
HDFC Balanced Advantage Fund	16.46%	15.5%	14.86%
Aditya Birla Sun Life Balanced Advantage Fund	10.64%	13.78%	13.15%
Franklin India Balanced Advantage Fund	19.16%	12.93%	0%
Helios Balanced Advantage Fund	7.21%	0%	0%
Baroda BNP Paribas Balanced Advantage Fund	13.69%	14.65%	14.29%
Shriram Balanced Advantage Fund	9.82%	9.1%	9.6%
Samco Dynamic Asset Allocation Fund	-1.87%	0%	0%
Edelweiss Balanced Advantage Fund	11.06%	10.51%	12.24%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Invesco India Balanced Advantage Fund	11.97%	12.86%	12.86%
Sundaram Balanced Advantage Fund	10.24%	11.99%	0%
Kotak Balanced Advantage Fund	13.48%	12.17%	12.04%
SBI Balanced Advantage Fund	11.57%	13.49%	0%
Union Balanced Advantage Fund	9.32%	12.51%	10.97%
HSBC Balanced Advantage Fund	16.15%	11.21%	0%
ITI Balanced Advantage Fund	12.1%	8.85%	11.85%
UTI Balanced Advantage Fund	10.03%	0%	0%
Nippon India Balanced Advantage Fund	11.53%	12.02%	11.48%
Motilal Oswal Balanced Advantage Mofdynamic Fund	8.43%	7.64%	8.45%
PGIM India Balanced Advantage Fund	8.27%	11.53%	0%
DSP Dynamic Asset Allocation Fund	10.35%	10.25%	10.51%
Axis Balanced Advantage Fund	7.35%	10.73%	9.73%
Mirae Asset Balanced Advantage Fund	12.02%	12.89%	0%
LIC MF Balanced Advantage Fund	11.62%	10.06%	0%

^{_{Data as of 14-Dec-2025}}

SIP Calculator Fund: Duration: 1 Year 3 Years 5 Years SIP Amount (₹):

Rolling Lumpsum returns

Fund	Any 1Y	Any 3Y	Any 5Y
NJ Balanced Advantage Fund	1.48%	12.19%	0%
ICICI Prudential Balanced Advantage Fund	12.23%	12.92%	12.68%
Canara Robeco Balanced Advantage Fund	2.67%	0%	0%
Tata Balanced Advantage Fund	5.66%	12.05%	13.27%
Whiteoak Capital Balanced Advantage Fund	16.31%	0%	0%
Mahindra Manulife Balanced Advantage Fund	8.38%	13.79%	0%
Bajaj Finserv Balanced Advantage Fund	5.15%	0%	0%
Quant Dynamic Asset Allocation Fund	7.26%	0%	0%
Bank India Balanced Advantage Fund	7.91%	6.53%	4.94%
Bandhan Balanced Advantage Fund	5.43%	12.19%	11.48%
Parag Parikh Dynamic Asset Allocation Fund	7.59%	0%	0%
HDFC Balanced Advantage Fund	13.73%	13.59%	13.49%
Aditya Birla Sun Life Balanced Advantage Fund	8.95%	13.86%	13.23%
Franklin India Balanced Advantage Fund	15.1%	13.99%	0%
Helios Balanced Advantage Fund	5.09%	0%	0%
Baroda BNP Paribas Balanced Advantage Fund	8.15%	15.08%	14.39%
Shriram Balanced Advantage Fund	9.63%	11.34%	11.66%
Samco Dynamic Asset Allocation Fund	-0.39%	0%	0%
Edelweiss Balanced Advantage Fund	11.41%	12.07%	12.13%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Invesco India Balanced Advantage Fund	11.44%	13.72%	13.07%
Sundaram Balanced Advantage Fund	9.36%	11.87%	0%
Kotak Balanced Advantage Fund	11.43%	12.84%	12.41%
SBI Balanced Advantage Fund	8.2%	14.85%	0%
Union Balanced Advantage Fund	8.28%	13.13%	10.6%
HSBC Balanced Advantage Fund	17.35%	12.77%	0%
ITI Balanced Advantage Fund	10.41%	12.02%	12.88%
UTI Balanced Advantage Fund	10.97%	0%	0%
Nippon India Balanced Advantage Fund	9.75%	11.96%	10.92%
Motilal Oswal Balanced Advantage Mofdynamic Fund	3.11%	10.36%	8.87%
PGIM India Balanced Advantage Fund	6.15%	11.5%	0%
DSP Dynamic Asset Allocation Fund	9.45%	10.34%	10.07%
Axis Balanced Advantage Fund	6.91%	9.71%	8.58%
Mirae Asset Balanced Advantage Fund	10.69%	13.46%	0%
LIC MF Balanced Advantage Fund	8.95%	10.81%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns

Fund	Any 1Y SWP	Any 3Y SWP	Any 5Y SWP
NJ Balanced Advantage Fund	0.14%	15.4%	0%
ICICI Prudential Balanced Advantage Fund	10.55%	11.73%	12.15%
Canara Robeco Balanced Advantage Fund	-2.15%	0%	0%
Tata Balanced Advantage Fund	2.23%	13.37%	15.2%
Whiteoak Capital Balanced Advantage Fund	20.96%	0%	0%
Mahindra Manulife Balanced Advantage Fund	6.92%	15.06%	0%
Bajaj Finserv Balanced Advantage Fund	4.69%	0%	0%
Quant Dynamic Asset Allocation Fund	19.97%	0%	0%
Bank India Balanced Advantage Fund	7.48%	6.78%	4.98%
Bandhan Balanced Advantage Fund	1.68%	12.62%	11.81%
Parag Parikh Dynamic Asset Allocation Fund	7.15%	0%	0%
HDFC Balanced Advantage Fund	14.08%	11.17%	10.89%
Aditya Birla Sun Life Balanced Advantage Fund	6.71%	13.93%	13.34%
Franklin India Balanced Advantage Fund	8.6%	15.42%	0%
Helios Balanced Advantage Fund	1.7%	0%	0%
Baroda BNP Paribas Balanced Advantage Fund	1.2%	15.57%	14.36%
Shriram Balanced Advantage Fund	8.09%	11.85%	11.97%
Samco Dynamic Asset Allocation Fund	0.21%	0%	0%
Edelweiss Balanced Advantage Fund	9.6%	12.18%	10.66%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Invesco India Balanced Advantage Fund	11.58%	14.94%	13.28%
Sundaram Balanced Advantage Fund	6.99%	11.69%	0%
Kotak Balanced Advantage Fund	7.99%	13.86%	12.86%
SBI Balanced Advantage Fund	5.93%	16.51%	0%
Union Balanced Advantage Fund	5.98%	12.51%	10.11%
HSBC Balanced Advantage Fund	17.72%	14.7%	0%
ITI Balanced Advantage Fund	11.09%	14.54%	14.19%
UTI Balanced Advantage Fund	15.29%	0%	0%
Nippon India Balanced Advantage Fund	9.45%	10.91%	10.26%
Motilal Oswal Balanced Advantage Mofdynamic Fund	4.88%	11.23%	9.2%
PGIM India Balanced Advantage Fund	5.6%	11.73%	0%
DSP Dynamic Asset Allocation Fund	9.11%	9.26%	9.58%
Axis Balanced Advantage Fund	6.7%	8.64%	7.49%
Mirae Asset Balanced Advantage Fund	10.79%	14.27%	0%
LIC MF Balanced Advantage Fund	7.11%	11.79%	0%

^{_{Data as of 14-Dec-2025}}

SIP and SWP returns with step-up

Rolling SIP returns with 10% step-up

Fund	Any 1Y SIP	Any 3Y 目↑ SIP	Any 5Y 目↑ SIP
NJ Balanced Advantage Fund	5.64%	9.2%	0%
ICICI Prudential Balanced Advantage Fund	14.49%	14.13%	13.66%
Canara Robeco Balanced Advantage Fund	8.52%	0%	0%
Tata Balanced Advantage Fund	9.71%	10.92%	11.66%
Whiteoak Capital Balanced Advantage Fund	14.32%	0%	0%
Mahindra Manulife Balanced Advantage Fund	8.76%	12.54%	0%
Bajaj Finserv Balanced Advantage Fund	5.14%	0%	0%
Quant Dynamic Asset Allocation Fund	8.21%	0%	0%
Bank India Balanced Advantage Fund	8.6%	10.78%	11.91%
Bandhan Balanced Advantage Fund	10.22%	11.79%	11.24%
Parag Parikh Dynamic Asset Allocation Fund	7.0%	0%	0%
HDFC Balanced Advantage Fund	16.46%	15.18%	17.93%
Aditya Birla Sun Life Balanced Advantage Fund	10.64%	13.68%	13.17%
Franklin India Balanced Advantage Fund	19.16%	12.75%	0%
Helios Balanced Advantage Fund	7.21%	0%	0%
Baroda BNP Paribas Balanced Advantage Fund	13.69%	14.53%	14.38%
Shriram Balanced Advantage Fund	9.82%	8.29%	9.33%
Samco Dynamic Asset Allocation Fund	-1.87%	0%	0%
Edelweiss Balanced Advantage Fund	11.06%	12.44%	12.57%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Invesco India Balanced Advantage Fund	11.97%	12.68%	12.82%
Sundaram Balanced Advantage Fund	10.24%	11.87%	0%
Kotak Balanced Advantage Fund	13.48%	12.07%	12.02%
SBI Balanced Advantage Fund	11.57%	13.38%	0%
Union Balanced Advantage Fund	9.32%	10.75%	10.56%
HSBC Balanced Advantage Fund	16.15%	11.03%	0%
ITI Balanced Advantage Fund	12.1%	11.82%	11.8%
UTI Balanced Advantage Fund	10.03%	0%	0%
Nippon India Balanced Advantage Fund	11.53%	12.72%	12.81%
Motilal Oswal Balanced Advantage Mofdynamic Fund	8.43%	6.92%	8.2%
PGIM India Balanced Advantage Fund	8.27%	11.46%	0%
DSP Dynamic Asset Allocation Fund	10.35%	13.14%	12.02%
Axis Balanced Advantage Fund	7.35%	14.6%	13.86%
Mirae Asset Balanced Advantage Fund	12.02%	12.78%	0%
LIC MF Balanced Advantage Fund	11.62%	9.92%	0%

^{_{Data as of 14-Dec-2025}}

Rolling SWP returns with 10% step-up

Fund	Any 1Y SWP	Any 3Y 目↑ SWP	Any 5Y 目↑ SWP
NJ Balanced Advantage Fund	0.14%	15.3%	0%
ICICI Prudential Balanced Advantage Fund	10.55%	14.06%	14.38%
Canara Robeco Balanced Advantage Fund	-2.15%	0%	0%
Tata Balanced Advantage Fund	2.23%	13.37%	15.0%
Whiteoak Capital Balanced Advantage Fund	20.96%	0%	0%
Mahindra Manulife Balanced Advantage Fund	6.92%	15.18%	0%
Bajaj Finserv Balanced Advantage Fund	4.69%	0%	0%
Quant Dynamic Asset Allocation Fund	19.97%	0%	0%
Bank India Balanced Advantage Fund	7.48%	11.69%	12.62%
Bandhan Balanced Advantage Fund	1.68%	12.71%	11.77%
Parag Parikh Dynamic Asset Allocation Fund	7.15%	0%	0%
HDFC Balanced Advantage Fund	14.08%	21.56%	26.55%
Aditya Birla Sun Life Balanced Advantage Fund	6.71%	14.02%	13.29%
Franklin India Balanced Advantage Fund	8.6%	15.49%	0%
Helios Balanced Advantage Fund	1.7%	0%	0%
Baroda BNP Paribas Balanced Advantage Fund	1.2%	15.63%	14.34%
Shriram Balanced Advantage Fund	8.09%	11.87%	11.56%
Samco Dynamic Asset Allocation Fund	0.21%	0%	0%
Edelweiss Balanced Advantage Fund	9.6%	14.2%	15.59%
Unifi Dynamic Asset Allocation Fund	0%	0%	0%
Invesco India Balanced Advantage Fund	11.58%	15.05%	13.29%
Sundaram Balanced Advantage Fund	6.99%	11.8%	0%
Kotak Balanced Advantage Fund	7.99%	13.91%	12.8%
SBI Balanced Advantage Fund	5.93%	16.5%	0%
Union Balanced Advantage Fund	5.98%	12.23%	10.6%
HSBC Balanced Advantage Fund	17.72%	14.72%	0%
ITI Balanced Advantage Fund	11.09%	14.3%	14.04%
UTI Balanced Advantage Fund	15.29%	0%	0%
Nippon India Balanced Advantage Fund	9.45%	13.95%	15.0%
Motilal Oswal Balanced Advantage Mofdynamic Fund	4.88%	13.75%	9.26%
PGIM India Balanced Advantage Fund	5.6%	11.83%	0%
DSP Dynamic Asset Allocation Fund	9.11%	14.07%	10.11%
Axis Balanced Advantage Fund	6.7%	15.78%	13.34%
Mirae Asset Balanced Advantage Fund	10.79%	14.31%	0%
LIC MF Balanced Advantage Fund	7.11%	11.84%	0%

^{_{Data as of 14-Dec-2025}}

Note:N.A. in returns indicate that the fund does not have sufficient history.

Tables have been updated on 14-Dec-2025

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.

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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.

Note: NAVs and returns updated on 14-Dec-2025.

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