Balanced Advantage Fund (BAF) also known as Dynamic Asset Allocation are Hybrid Mutual Fund Schemes which invests both in Equity Stocks and Debts which varies based on Market conditions.
BAFs are most famous among Investors for Monthly Dividends (IDCW).
Scheme
Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
Invesco
India Dynamic Equity Fund |
8% |
9% |
-4% |
30% |
2% |
5% |
26% |
19% |
27% |
-20% |
18% |
Aditya
Birla Sun Life Balanced Advantage Fund |
15% |
8% |
1% |
15% |
16% |
4% |
28% |
5% |
21% |
-15% |
13% |
ICICI
Prudential Balanced Advantage Fund |
11% |
11% |
3% |
19% |
7% |
7% |
29% |
10% |
33% |
-9% |
15% |
Edelweiss
Balanced Advantage Fund |
22% |
8% |
2% |
24% |
-2% |
4% |
29% |
9% |
12% |
-2% |
13% |
ITI
Balanced Advantage Fund |
-10% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Principal
Balanced Advantage Fund |
10% |
1% |
3% |
13% |
4% |
3% |
34% |
5% |
31% |
-13% |
1% |
Kotak
Balanced Advantage Fund |
13% |
12% |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
IDFC
Balanced Advantage Fund |
13% |
9% |
2% |
17% |
3% |
2% |
4% |
- |
- |
- |
- |
Nippon
India Balanced Advantage Fund |
11% |
8% |
1% |
25% |
6% |
1% |
39% |
3% |
39% |
-24% |
21% |
Motilal
Oswal Dynamic Fund |
9% |
11% |
-1% |
24% |
-4% |
- |
- |
- |
- |
- |
- |
BNP
Paribas Dynamic Equity Fund |
11% |
11% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Tata
Balanced Advantage Fund |
15% |
8% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
Union
Balanced Advantage Fund |
22% |
10% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
Shriram
Balanced Advantage Fund |
14% |
4% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
DSP
Dynamic Asset Allocation Fund |
13% |
9% |
4% |
13% |
7% |
4% |
13% |
- |
- |
- |
- |
BOI AXA
Balanced Advantage Fund |
7% |
-3% |
0% |
13% |
5% |
6% |
19% |
- |
- |
- |
- |
Axis
Balanced Advantage Fund |
10% |
6% |
3% |
4% |
- |
- |
- |
- |
- |
- |
- |
Sundaram
Balanced Advantage Fund |
27% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
L&T
Balanced Advantage Fund |
13% |
8% |
3% |
11% |
2% |
3% |
49% |
7% |
31% |
-9% |
- |
Baroda
Dynamic Equity Fund |
26% |
11% |
1% |
- |
- |
- |
- |
- |
- |
- |
- |
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