Dynamic Asset Allocation Mutual Funds, also known as Balanced Advantage Funds, combine the growth potential of stocks with the stability of fixed-income instruments. The defining feature of these funds is their ability to adjust the equity and debt allocation dynamically based on market conditions, aiming for optimal returns with controlled risk.
Here’s a curated list of the top 5 balanced advantage SWPs based on their performance
| Mutual Fund Scheme Name | AUM Size ₹ in Cr | 5-year CAGR return in % |
| HDFC Balanced Advantage Fund | 94,866 | 25.13 |
| Baroda BNP Paribas Balanced Advantage Fund | 4,115 | 18.15 |
| Axis Balanced Advantage Fund | 2,547 | 16.64 |
| Invesco India Balanced Advantage Fund | 905 | 16.59 |
| Edelweiss Balanced Advantage Fund | 12,306 | 16.46 |
Note: Data is based on December 2, 2024.
Balanced Advantage Funds are ideal for Systematic Withdrawal Plans (SWP) because they manage asset allocation dynamically, reducing the risk of capital erosion during volatile markets. By combining equity and debt instruments, these funds provide a steady income stream while offering the potential for capital appreciation.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
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