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Equity

  • Multi Cap Fund
  • Large Cap Fund
  • Large & Mid Cap Fund
  • Mid Cap Fund
  • Small Cap Fund
  • ELSS
  • Dividend Yield Fund
  • Sectoral/Thematic
  • Contra Fund
  • Focused Fund
  • Value Fund
  • RGESS

Hybrid

  • Aggressive Hybrid Fund
  • Conservative Hybrid Fund
  • Arbitrage Fund
  • Capital Protection Funds
  • Equity Savings
  • Dynamic Asset Allocation or Balanced Advantage
  • Multi Asset Allocation
  • Fixed Maturity Plans - Hybrid

Debt

  • Low Duration Fund
  • Short Duration Fund
  • Medium Duration Fund
  • Medium to Long Duration Fund
  • Long Duration Fund
  • Dynamic Bond Fund
  • Gilt Fund
  • Gilt Fund with 10 year constant duration
  • Corporate Bond Fund
  • Credit Risk Fund
  • Floater Fund
  • Banking and PSU Fund
  • Fixed Maturity Plans - Debt
  • Interval Plans
  • Ultra Short Duration Fund
  • Liquid Fund
  • Money Market Fund
  • Overnight Fund

Solution Oriented

  • Childrens Fund
  • Retirement Fund
  • Investment cum Insurance

Others

  • Fund of Funds
  • Index Funds/ETFs
Data in this table: Get Annualised historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

: 22-May-19.

Scheme Name
Plan
Category Name
Crisil Rank
AuM (Cr)
1W
1M
3M
6M
YTD
1Y
2Y
3Y
5Y
10Y
HDFC Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage 4 40,783.80 4.61% 0.96% 8.77% 9.01% -0.95% 10.36% 10.43% 17.54% 12.64% -
HDFC Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 4 40,783.80 4.60% 0.91% 8.59% 8.57% -1.03% 9.26% 9.50% 16.63% 11.88% 13.72%
Reliance Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,763.79 2.15% 0.45% 5.51% 7.74% 0.42% 8.73% 8.10% 15.03% 11.81% -
DSP Dynamic Asset Allocation Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 898.86 0.53% 0.70% 2.98% 5.00% 0.97% 8.14% 6.70% 9.65% 8.68% -
ICICI Prudential Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 29,033.45 2.13% 0.79% 5.36% 6.82% 1.03% 8.12% 9.05% 12.45% 12.15% -
Union Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 541.89 1.80% 0.84% 4.97% 6.42% 1.03% 7.81% - - - -
Reliance Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,763.79 2.13% 0.36% 5.18% 7.04% 0.24% 7.33% 7.05% 14.05% 10.99% 13.28%
Axis Dynamic Equity Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 2,311.34 2.42% 1.42% 4.30% 6.24% 1.60% 7.14% - - - -
Union Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 541.89 1.72% 0.76% 4.81% 6.17% 0.95% 7.13% - - - -
ICICI Prudential Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 2 29,033.45 2.12% 0.73% 5.19% 6.38% 0.93% 7.09% 7.81% 11.09% 10.80% 13.25%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 2,835.57 2.62% 0.45% 5.35% 5.29% 0.02% 7.07% 6.01% 12.44% 10.89% -
Edelweiss Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,400.43 2.61% 1.10% 5.89% 6.53% 0.69% 6.71% 8.31% 10.34% 10.46% -
Principal Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 218.47 1.27% 0.14% 2.58% 3.44% 0.27% 6.41% 6.57% 9.11% 8.83% -
DSP Dynamic Asset Allocation Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 898.86 0.49% 0.55% 2.51% 4.11% 0.71% 6.28% 5.33% 8.42% 7.58% -
Aditya Birla Sun Life Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 2 2,835.57 2.58% 0.34% 5.11% 4.77% -0.15% 5.93% 4.77% 11.29% 9.98% 10.55%
Axis Dynamic Equity Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 2,311.34 2.31% 1.28% 3.94% 5.43% 1.37% 5.43% - - - -
Edelweiss Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 2 1,400.43 2.56% 0.98% 5.53% 5.76% 0.47% 5.39% 7.11% 9.26% 9.55% -
L&T Dynamic Equity Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 552.02 1.27% 0.49% 3.92% 5.15% 0.38% 5.20% 6.83% 9.10% 11.18% -
Principal Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 218.47 1.27% - 2.16% 2.67% 0.05% 5.00% 5.08% 7.69% 7.60% -
IDFC Dynamic Equity Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,111.51 2.32% 0.50% 4.67% 5.46% 0.21% 4.79% 8.40% 9.23% - -
L&T Dynamic Equity Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 552.02 1.25% 0.39% 3.60% 4.52% 0.20% 4.03% 5.63% 7.87% 9.98% -
SBI Dynamic Asset Allocation Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 648.69 0.74% -0.51% 1.72% 2.81% -0.59% 3.93% 7.75% 9.84% - -
Invesco India Dynamic Equity Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage 5 1,006.59 2.32% 1.41% 5.88% 7.90% 0.76% 3.26% 8.31% 13.21% 12.43% -
IDFC Dynamic Equity Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,111.51 2.24% 0.38% 4.25% 4.66% -0.08% 3.21% 6.78% 7.79% - -
Motilal Oswal Dynamic Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 1,635.23 2.36% 1.06% 4.90% 5.84% 0.62% 3.17% 7.23% - - -
SBI Dynamic Asset Allocation Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 648.69 0.71% -0.61% 1.41% 2.17% -0.77% 2.57% 6.46% 8.88% - -
Motilal Oswal Dynamic Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 1,635.23 2.34% 0.97% 4.64% 5.32% 0.46% 2.16% 6.16% - - -
Invesco India Dynamic Equity Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage 4 1,006.59 2.29% 1.29% 5.61% 7.33% 0.62% 2.11% 6.94% 11.64% 10.71% 13.16%
BOI AXA Equity Debt Rebalancer Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 187.15 1.64% -0.72% 1.73% 2.43% -0.47% 1.59% 3.74% 6.26% 7.56% -
BOI AXA Equity Debt Rebalancer Fund - Regular Plan - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 187.15 1.63% -0.77% 1.58% 2.11% -0.55% 0.91% 3.06% 5.59% 6.99% -
Baroda Dynamic Equity Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 380.07 1.83% 0.28% 4.66% 5.39% - - - - - -
Baroda Dynamic Equity Fund - Direct - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 380.07 1.81% 0.38% 5.13% 6.28% 0.19% - - - - -
Kotak Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 2,688.21 1.88% 0.74% 4.76% 6.77% 0.97% - - - - -
Kotak Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 2,688.21 1.91% 0.82% 5.03% 7.32% 1.12% - - - - -
Tata Balanced Advantage Fund - GrowthDynamic Asset Allocation or Balanced Advantage Regular Dynamic Asset Allocation or Balanced Advantage - 797.96 2.38% 0.73% 3.77% - 2.72% - - - - -
Tata Balanced Advantage Fund - Direct Plan - GrowthDynamic Asset Allocation or Balanced Advantage Direct Plan Dynamic Asset Allocation or Balanced Advantage - 797.96 2.41% 0.85% 4.31% - 3.00% - - - - -