Dynamic Asset Allocation Funds
| Serial No. | Fund Name | Category | 1-Year Return | 3-Year Return |
|---|---|---|---|---|
| 1 | Edelweiss Balanced Advantage Fund Growth | Balanced Advantage | 10.4% | 7.1% |
| 2 | L&T Dynamic Equity Fund Growth. | Balanced Advantage | 10.64% | 8.17% |
| 3 | IDFC Dynamic Equity Fund | Balanced Advantage | 8.8% | 7.89% |
| 4 | ICICI Prudential Balanced Advantage Fund Growth. | Balanced Advantage | 3.35% | 6.34% |
| 5 | Motilal Oswal Dynamic Fund | Balanced Advantage | 5.3% | 5.7% |
1. Edelweiss Balanced Advantage Fund
This balance advantage fund has its 68.38% investments allocated in stocks, which can be further subcategorized in large-cap, 48.47%, mid-cap stocks, 4.84%, and small-cap stocks, 7.4%. The firm has allocated a 19.55% of its financing in debt, which can be further categorized as government securities, 12.9%, and in very low-risk securities, 6.65%. With a one-year return being 10.4% and a three-year return of 7.1%, the Edelweiss fund shifts between equity and debt as the market conditions change with the objectivity to achieve equity-like returns but with much lower risk and uncertainty.
2. L&T Dynamic Equity Fund Growth
With a one-year return of 12.16% and a three-year return of 6.04%, L&T fund growth‘s annual returns are higher than the average of the category. The cost ratio being as low as 0.69% makes it a good investment. Both choices of SIP and lumpsum are available to invest in L&T Balanced Fund Direct-Growth which you decide according to the objective of your business and tolerance of risk
3. IDFC Dynamic Equity Fund
IDFC fund has 68.09% of its investments allocated in Indian stocks which can be further subcategorized in stocks, 41.64%, in mid-cap stocks, 12.25, and in small-cap stocks, 5.97%. The firm has allocated a 30.48% of its investments in debt, which can be further categorized as administration securities, 18.35%, and in very low-risk securities, 12.13%. The fund offers 3.35% as one annual return and 6.34% as a three-year return.
4. ICICI Prudential Balanced Advantage Funds Growth
The fund exists since Jan 1st, 2013, and the annual returns are 9.99% since its inception. The one-year return is 3.35% as well the three-year return is 6.34% with an expense ratio being as low as 0.97%. You can choose either of the options of SIP or lumpsum investment according to the objective of your objective and tolerance of risk.
5. Motilal Oswal Dynamic Fund
The scheme offers 5.3% as a one-year return and 5.7% as a three-year return with a motive of generating long-term capital appreciation by allocating investments towards equities and equity-related securities that may also include equity derivatives as well as debt instruments.
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