ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. The investment seeks high income, with a secondary objective of capital preservation. Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. Aditya Birla Sun Life Balanced Advantage Fund The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities. Ranked 18 in Dynamic Allocation category. Fincash » Mutual Funds » Best Dynamic Asset Allocation Funds. Internet Explorer 9+, RSS Feed for List of 20 Best Asset Allocation Funds. The ideal goal with proper asset allocation is to maximize the risk-adjusted returns of a portfolio, and tailor its growth potential and risks for an individual investor’s needs and goals. The investment objective of the Scheme is to seek capital appreciation by managing the asset allocation between specified equity mutual fund schemes and debt mutual fund schemes of DSP BlackRock Mutual Fund. Below is the key information for IDFC Dynamic Equity Fund. Net Profit of ₹67,070 Invest Now Invest Now Returns for Axis Dynamic Equity Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Due to this strategy, these funds are considered to be an excellent investment for volatile times. Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. Below is the key information for L&T Dynamic Equity Fund. I've been asset allocation … Here are the best Tactical Allocation funds. To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. Aditya Birla Sun Life Asset Allocator FoF Scheme 5 Value Research 3514 4-3514 Aditya Birla Sun Life Mutual Fund The Scheme seeks to generate capital appreciation primarily from a portfolio of equity … Do Target-Date Retirement Funds Miss the Mark? DateValue31 Jan 16₹10,00031 Jan 17₹11,34731 Jan 18₹12,38531 Jan 19₹12,81231 Jan 20₹14,14431 Jan 21₹15,704 DSP BlackRock Dynamic Asset Allocation Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹395,578. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved. Find the product that's right for you. These funds typically have a combination of equity, debt, and one more asset class like gold, … The fund invests at least 80% of its ... 0.04 RETURNS (1-YR) 0.75 EXPENSE RATIO $8.61 M TOTAL ASSETS Appleseed Fund APPLX | Mutual Fund. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. DateValue31 Jan 16₹10,00031 Jan 17₹10,65131 Jan 18₹12,68931 Jan 19₹13,32331 Jan 20₹13,81431 Jan 21₹14,853 SBI Dynamic Asset Allocation Fund SIP Returns  Goal based      Monthly SIPMy Monthly Investment:₹Investment Tenure:YearsExpected Annual Returns:% Total investment amount is ₹300,000 expected amount after 5 Years is ₹385,859. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. These funds dynamically manage their investments in equity and debt instruments. Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life Balanced Advantage Fund Growth Launch Date 25 Apr 00 NAV (04 Feb 21) ₹65.67 ↑ 0.33   (0.51 %) Net Assets (Cr) ₹2,596 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆Risk Moderately HighExpense Ratio 2.06Sharpe Ratio 0.54Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. Below is the key information for ICICI Prudential Balanced Advantage Fund ICICI Prudential Balanced Advantage Fund Growth Launch Date 30 Dec 06 NAV (04 Feb 21) ₹44.07 ↑ 0.16   (0.36 %) Net Assets (Cr) ₹28,546 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆Risk Moderately HighExpense Ratio 1.71Sharpe Ratio 0.41Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.2% since its launch. Here is the list of Best Dynamic Asset Allocation Mutual Funds … So essentially what happens with L funds is they move from being more risky to more conservative over time, ending with the L income fund… The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. SBI Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 26 Mar 15. Below is the key information for DSP BlackRock Dynamic Asset Allocation Fund DSP BlackRock Dynamic Asset Allocation Fund Growth Launch Date 6 Feb 14 NAV (04 Feb 21) ₹18.536 ↑ 0.06   (0.30 %) Net Assets (Cr) ₹2,251 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC DSP BlackRock Invmt Managers Pvt. The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. Below is the key information for Axis Dynamic Equity Fund Axis Dynamic Equity Fund Growth Launch Date 1 Aug 17 NAV (04 Feb 21) ₹12.88 ↑ 0.05   (0.39 %) Net Assets (Cr) ₹1,379 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Axis Asset Management Company Limited Rating Not RatedRisk Moderately HighExpense Ratio 1.98Sharpe Ratio 0.46Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. SBI Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 26 Mar 15. Betting on macro trends, two veteran managers have delivered winning returns. DSP BlackRock Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 6 Feb 14. Axis Triple Advantage Fund. Some money managers are leaving fixed income and shifting to equities. as on 4 Feb 21 DurationReturns1 Month 3.4% 3 Month 16.3% 6 Month 21.4% 1 Year 25.7% 3 Year 11.9% 5 Year 12.3% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis YearReturns2020 22.6% 2019 7.8% 2018 1.9% 2017 23.9% 2016 -1.5% 2015 3.7% 2014 29% 2013 9.4% 2012 12% 2011 -2.3% Fund Manager information for Edelweiss Balanced Advantage Fund NameSinceTenureGautam Kaul11 Dec 173.15 Yr.Bhavesh Jain3 Aug 155.5 Yr.Bharat Lahoti18 Sep 173.38 Yr.Data below for Edelweiss Balanced Advantage Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash16.54%Equity73.9%Debt9.56% Equity Sector Allocation SectorValueFinancial Services21.36%Technology11.28%Health Care9.97%Basic Materials6.66%Consumer Defensive6.19%Consumer Cyclical5.31%Energy4.36%Communication Services3.86%Industrials2.03%Utility0.55%Real Estate0.32% Debt Sector Allocation SectorValueCorporate11.4%Cash Equivalent8.68%Government6.03% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity ICICI Bank Ltd (Financial Services)Equity, Since 30 Nov 14 | ICICIBANK6%₹127 Cr2,367,631 ↑ 347,279 HDFC Bank Ltd (Financial Services)Equity, Since 30 Jun 20 | HDFCBANK5%₹110 Cr767,224 ↑ 73,350 Infosys Ltd (Technology)Equity, Since 30 Jun 20 | INFY4%₹88 Cr697,685 Reliance Industries Ltd (Energy)Equity, Since 30 Nov 14 | RELIANCE4%₹85 Cr430,314 ↑ 48,727 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Dec 19 | BHARTIARTL4%₹78 Cr1,532,076 ↑ 542,909 Sun Pharmaceuticals Industries Ltd (Healthcare)Equity, Since 31 Dec 20 | SUNPHARMA3%₹65 Cr1,094,063 ↑ 1,094,063 HCL Technologies Ltd (Technology)Equity, Since 30 Sep 18 | HCLTECH2%₹55 Cr582,177 Future on Sun Pharmaceuticals Industries Ltd Derivatives | -2%-₹47 Cr799,400 ↑ 799,400 Future on Kotak Mahindra Bank Ltd Derivatives, Since 31 Dec 20 | -2%₹44 Cr219,200 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Mar 18 | HDFC2%₹42 Cr164,9442. Below is the key information for Edelweiss Balanced Advantage Fund Edelweiss Balanced Advantage Fund Growth Launch Date 20 Aug 09 NAV (04 Feb 21) ₹31.57 ↑ 0.18   (0.57 %) Net Assets (Cr) ₹2,221 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC Edelweiss Asset Management Limited Rating ☆☆Risk Moderately HighExpense Ratio 2.33Sharpe Ratio 1.02Information Ratio 0Alpha Ratio 0Min Investment 1,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years. Here are some balanced mutual funds that boosted returns with high-yield bonds. The Asset Allocation Calculator is designed to help create a balanced portfolio of investments. Home Markets News Portfolio Mutual Funds ... Goood very nice best smutual fund to buy goos nav it has and good return. Axis Dynamic Equity Fund To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. Open Free Investment Account for Lifetime at Fincash.com. as on 4 Feb 21 DurationReturns1 Month 2.9% 3 Month 13.1% 6 Month 18.9% 1 Year 15.4% 3 Year 9.9% 5 Year 12.1% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis YearReturns2020 11.7% 2019 10.8% 2018 2.4% 2017 19% 2016 7.3% 2015 6.7% 2014 29% 2013 10.9% 2012 33.3% 2011 -8.8% Fund Manager information for ICICI Prudential Balanced Advantage Fund NameSinceTenureSankaran Naren14 Jul 173.56 Yr.Rajat Chandak7 Sep 155.41 Yr.Manish Banthia18 Nov 0911.21 Yr.Ihab Dalwai29 Jan 183.01 Yr.Ritesh Lunawat29 Dec 200.09 Yr.Priyanka Khandelwal15 Jun 173.64 Yr.Data below for ICICI Prudential Balanced Advantage Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash38.69%Equity40.37%Debt20.94% Equity Sector Allocation SectorValueFinancial Services20.56%Consumer Cyclical8.53%Technology7.38%Consumer Defensive6.89%Energy6.45%Communication Services3.89%Health Care3.14%Basic Materials3.05%Utility2.61%Industrials2.2%Real Estate0.5% Debt Sector Allocation SectorValueCash Equivalent38.69%Corporate17.06%Government3.89% Credit Quality RatingValueA5.57%AA56.01%AAA38.42% Top Securities Holdings / Portfolio NameHoldingValueQuantity Nifty 50 Index - | -11%-₹3,033 Cr2,164,725 ↑ 2,164,725 ICICI Bank Ltd (Financial Services)Equity, Since 31 May 12 | ICICIBANK6%₹1,643 Cr30,700,380 ↓ -535,379 Reliance Industries Ltd (Energy)Equity, Since 31 Dec 08 | RELIANCE5%₹1,437 Cr7,236,160 ↓ -144,030 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 12 | HDFCBANK5%₹1,325 Cr9,228,505 ↓ -719,595 Infosys Ltd (Technology)Equity, Since 31 Dec 08 | INFY4%₹1,277 Cr10,164,835 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Aug 16 | HDFC3%₹862 Cr3,369,332 ↓ -33,300 Motherson Sumi Systems Ltd (Consumer Cyclical)Equity, Since 31 Jul 11 | MOTHERSUMI3%₹736 Cr44,525,710 ↓ -7,674,290 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Jan 15 | BHARTIARTL3%₹725 Cr14,219,301 ↓ -918,385 Axis Bank Limited Debentures | -2%₹711 Cr6,900 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 30 Jun 15 | KOTAKBANK2%₹635 Cr3,180,818 ↓ -159,411 3. All Rights Reserved, DSP BlackRock Dynamic Asset Allocation Fund, Aditya Birla Sun Life Balanced Advantage Fund, 2021 Shepard Technologies Private Limited. ICICI Prudential Asset Allocator (FOF) Fund 1934 14-1934 ICICI Prudential Mutual Fund The Scheme seeks to generate capital appreciation primarily from a portfolio of equity, debt, and gold schemes … It's not just for retirees; … GMO founder Jeremy Grantham worries that stocks are too expensive. However there is no assurance that the investment objective of the scheme will be realized. Below is the key information for Axis Dynamic Equity Fund. One of the key advantages of these funds is that they manage risk very well. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Net Profit of ₹85,859 Invest Now Invest Now Returns for SBI Dynamic Asset Allocation Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. To reduce the risk, they invest in different assets such as equity and debt. Return for 2020 was 11.7% , 2019 was 10.8% and 2018 was 2.4% . Computerized systems are building low-cost portfolios and costing investors less. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch. Rating ☆Risk ModerateExpense Ratio 2.3Sharpe Ratio 0.52Information Ratio -0.29Alpha Ratio -2.23Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years. Return for 2020 was 15.4% , 2019 was 8.1% and 2018 was 0.7% . What makes dynamic asset allocation funds unique from pure debt or equity plans is that they are not mandated to remain invested in a particular asset class, they can actively rebalance their portfolio as per the market scenario. Dynamic Asset Allocation Funds invest in a mix of stocks and FD-like instruments. Commodities Revive After Long Downturn -- So Which Funds Are Buys? This article will look at the best asset allocation of stocks and bonds by age in detail. Return for 2020 was 12.9% , 2019 was 8.6% and 2018 was 1.3% . Ranked 19 in Dynamic Allocation category. Return for 2020 was 7.8% , 2019 was 6.1% and 2018 was 8% . © 1996-2018 TheStreet Inc. All rights reserved, Microsoft Ranked 26 in Dynamic Allocation category. Ranked 28 in Dynamic Allocation category. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved. All-cap mutual funds can deliver solid results under different market conditions. as on 4 Feb 21 Terms & Conditions.Processing...Get Started. Below is the key information for SBI Dynamic Asset Allocation Fund. Two-Fund Portfolio Asset Allocation Asset allocation percentages are known to be major … Return for 2020 was 12.9% , 2019 was 8.6% and 2018 was 1.3% . It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.5% since its launch. … By holding mixes of stocks and bonds, these funds deliver steady results. Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund. Below is the key information for DSP BlackRock Dynamic Asset Allocation Fund. 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