Mirae Asset Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 29 Jul 15. Return for 2020 was 14.9% , 2019 was 16.3% and 2018 was 0.4% . Below is the key information for L&T Dynamic Equity Fund L&T Dynamic Equity Fund Growth Launch Date 7 Feb 11 NAV (04 Feb 21) ₹28.827 ↑ 0.06   (0.19 %) Net Assets (Cr) ₹1,055 on 31 Dec 20 Category Hybrid - Dynamic AllocationAMC L&T Investment Management Ltd Rating ☆☆Risk Moderately HighExpense Ratio 2.49Sharpe Ratio 0.57Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. 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 in debt /money market instruments for defensive purposes. portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). Net Profit of ₹115,684 Invest Now Invest Now Returns for Aditya Birla Sun Life Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Return for 2020 was 22.6% , 2019 was 7.8% and 2018 was 1.9% . BNP Paribas Substantial Equity Hybrid Fund (Erstwhile BNP Paribas Balanced Fund) The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. Return for 2020 was 20.9% , 2019 was 9.3% and 2018 was -1.9% . However, there can be no assurance that the investment objective of the scheme will be realized. Net Profit of ₹105,518 Invest Now Invest Now Returns for Axis Triple Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Ranked 17 in Hybrid Equity category. Ranked 18 in Dynamic Allocation category. as on 4 Feb 21 DurationReturns1 Month 1.8% 3 Month 14.7% 6 Month 20.1% 1 Year 17.5% 3 Year 9.1% 5 Year 12.8% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis YearReturns2020 15.4% 2019 8.1% 2018 0.7% 2017 15.2% 2016 16.3% 2015 3.6% 2014 27.7% 2013 5.9% 2012 20.5% 2011 -15.2% Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund NameSinceTenureVineet Maloo26 Aug 155.44 Yr.Lovelish Solanki9 Oct 191.32 Yr.Mohit Sharma1 Apr 173.84 Yr.Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash44.39%Equity39.28%Debt16.2%Other0.13% Equity Sector Allocation SectorValueFinancial Services22.78%Technology9.3%Health Care7.27%Consumer Defensive6.98%Basic Materials4.39%Utility3.78%Consumer Cyclical3.3%Communication Services3.15%Energy1.33%Industrials1.33%Real Estate0.21% Debt Sector Allocation SectorValueCash Equivalent40.3%Corporate18.09%Government2.32% Credit Quality RatingValueAAA97.03%Below B2.97% Top Securities Holdings / Portfolio NameHoldingValueQuantity Aditya BSL Liquid Dir Gr Investment Fund | -10%₹250 Cr7,603,024 ↑ 7,603,024 Nifty_(28/01/2021) Derivatives | -9%-₹241 Cr171,750 ↑ 171,750 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 17 | HDFCBANK6%₹149 Cr1,034,000 ↓ -208,554 Infosys Ltd (Technology)Equity, Since 31 Dec 07 | INFY4%₹110 Cr872,874 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Oct 16 | HDFC4%₹102 Cr397,200 ↑ 37,200 NTPC Ltd (Utilities)Equity, Since 30 Nov 16 | 5325553%₹81 Cr8,147,708 ↑ 1,497 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 09 | ICICIBANK3%₹79 Cr1,485,000 ↓ -353,957 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Nov 17 | BHARTIARTL3%₹68 Cr1,331,130 ↑ 207,975 ITC Ltd (Consumer Defensive)Equity, Since 30 Apr 16 | ITC2%₹61 Cr2,925,049 ↑ 110,681 Future on HDFC Bank Ltd Derivatives | -2%-₹59 Cr299,900 ↑ 299,900 3. Return for 2020 was 12.9% , 2019 was 13.5% and 2018 was -0.1% . Being a combination of both equity and debt instruments, balanced mutual funds offer best of both these worlds. HDFC Balanced Advantage Fund Growth is a Hybrid Mutual Fund Scheme launched by HDFC Mutual Fund.This scheme was made available to investors on 11 Sep 2000.Srinivas Rao Ravuri is the Current Fund Manager of HDFC Balanced Advantage Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹39,535 Cr and the Latest NAV as of 01 … The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch. Get latest updates on NAV, Dividends, Returns, Risks, Portfolio, 52 Week High/Low, Charts, News, Scheme Details, Peer Scheme Comparison, Dividend History, Return Calculator and many more. Net Profit of ₹126,080 Invest Now Invest Now Returns for HDFC Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. HDFC Balanced Advantage fund was formed by a merger of the erstwhile HDFC Prudence and HDFC Growth funds. Return for 2020 was 15.4% , 2019 was 8.1% and 2018 was 0.7% . Below is the key information for DSP BlackRock Equity and Bond Fund DSP BlackRock Equity and Bond Fund Growth Launch Date 27 May 99 NAV (04 Feb 21) ₹201.013 ↑ 1.60   (0.80 %) Net Assets (Cr) ₹6,194 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC DSP BlackRock Invmt Managers Pvt. However there is no assurance that the investment objective of the scheme will be realized. Mutual Fund Houses can offer either a balanced hybrid or an aggressive hybrid fund, not both. HDFC Balanced Advantage Fund (Erstwhile HDFC Growth Fund and HDFC Prudence Fund) Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. as on 4 Feb 21 DurationReturns1 Month 3% 3 Month 10.5% 6 Month 14.3% 1 Year 11.4% 3 Year 5.7% 5 Year 11% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis YearReturns2020 7.8% 2019 9.1% 2018 -4.6% 2017 30.5% 2016 2.7% 2015 5.5% 2014 25.4% 2013 19.3% 2012 27.4% 2011 -20.4% Fund Manager information for Invesco India Dynamic Equity Fund NameSinceTenurePranav Gokhale1 Jun 182.67 Yr.Taher Badshah10 Jan 174.06 Yr.Data below for Invesco India Dynamic Equity Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash29.34%Equity56.99%Debt13.66% Equity Sector Allocation SectorValueFinancial Services25.23%Health Care10.1%Consumer Defensive8.98%Technology7.67%Communication Services4.91%Energy4.15%Consumer Cyclical3.7%Basic Materials3.65%Industrials1.05% Debt Sector Allocation SectorValueCash Equivalent29.34%Corporate10.48%Government3.18% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity Nifty 50 Index January 2021 Future - | -13%-₹90 Cr64,050 ↑ 64,050 HDFC Bank Ltd (Financial Services)Equity, Since 31 Jan 09 | HDFCBANK8%₹55 Cr380,738 ↓ -39,254 Infosys Ltd (Technology)Equity, Since 28 Feb 18 | INFY8%₹52 Cr415,942 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 18 | ICICIBANK6%₹42 Cr781,730 Bharti Airtel Ltd (Communication Services)Equity, Since 31 May 19 | BHARTIARTL5%₹33 Cr657,047 Dr Reddy's Laboratories Ltd (Healthcare)Equity, Since 30 Sep 20 | 5001244%₹29 Cr56,003 Housing Development Finance Corporation Limited Debentures | -4%₹26 Cr2,500,000 Housing Development Finance Corporation Limited Debentures | -4%₹26 Cr2,500,000 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 31 Aug 19 | 5006964%₹26 Cr108,011 Ashok Leyland Ltd (Consumer Cyclical)Equity, Since 31 Oct 20 | 5004774%₹25 Cr2,638,1808. Advantages & Disadvantages Of Top Balanced Funds Advantages. Get detailed Portfolio analysis for ICICI Prudential Balanced Advantage Fund. SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. Below is the key information for HDFC Multi-Asset Fund. Ltd Category Hybrid Launch Date 29 Jul 15 RatingNot RatedRiskModerately High3 MO (%)19.26 MO (%)25.71 YR (%)22.33 YR (%)11.15 YR (%)152020 (%)13.7add_shopping_cartSBI Equity Hybrid Fund Growth NAV ₹172.797 ↑ 1.77   (1.04 %) Net Assets (Cr)₹35,655 AMC SBI Funds Management Private Limited Category Hybrid Launch Date 19 Jan 05 Rating☆☆☆☆RiskModerately High3 MO (%)19.96 MO (%)24.41 YR (%)16.33 YR (%)115 YR (%)13.42020 (%)12.9add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. But at the same time, these funds are considered a bit riskier than pure debt funds.Owing to relatively higher allocation to debt instruments, Conservative Hybrid Funds have moderate risk as compared to other sub-categories. 1. To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. Below is the key information for ICICI Prudential Balanced Advantage Fund. Return for 2020 was 12.9% , 2019 was 13.5% and 2018 was -0.1% . We have listed top balanced mutual funds below. Invest in Tata Balanced Advantage Fund online in India from Tata Mutual Fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.6% since its launch. However, there can be no assurance that the It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.5% since its launch. Net Profit of ₹126,080 Invest Now Invest Now Returns for BNP Paribas Substantial Equity Hybrid Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Feb 21 The Scheme will decide on allocation of funds into equity assets based on equity market Price Earning Ratio (PE Ratio) levels. Ltd. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.4% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. To invest in balanced advantage fund visit Edelweiss MF. In such situations, the fund managers have the freedom to move between the two asset classes and balance the fund’s performance against the market fluctuations. Net Profit of ₹126,080 Invest Now Invest Now Returns for SBI Equity Hybrid Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Below is the key information for DSP BlackRock Equity and Bond Fund. The Scheme may also invest in listed It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch. Terms & Conditions.Processing...Get Started, This fund will invest around 65 to 85 percent of its total assets in equity-related instruments and about 20 to 35 percent of their assets in debt instruments. Net Profit of ₹115,684 Invest Now Invest Now Returns for Edelweiss Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. DSP BlackRock Equity and Bond Fund Seeks to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.5% since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. as on 4 Feb 21, This fund will follow the arbitrage strategy and will invest at least 65 percent of its assets in equity-related instruments. The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. Below is the key information for Kotak Equity Hybrid Fund. All Rights Reserved, Aditya Birla Sun Life Balanced Advantage Fund, 2021 Shepard Technologies Private Limited. Complete your Registration and KYC Process. However, there can be no assurance that the investment objective of the scheme will be realized. Upload Documents (PAN, Aadhaar, etc.). DateValue31 Jan 16₹10,00031 Jan 17₹11,18131 Jan 18₹13,82531 Jan 19₹13,49731 Jan 20₹15,79431 Jan 21₹17,298 SBI Equity Hybrid 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 ₹426,080. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. Top balanced advantage funds are Mutual Funds that invest more than 65% of their assets in equities and the remaining assets in debt instruments to yield good overall returns. 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. Ranked 28 in Dynamic Allocation category. Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. HDFC Balanced Advantage fund is second in the list of best performing fund in balanced advantage category. Invest online in top 10 performing balanced fund. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market. Canara Robeco Income Saver Fund Growth NAV ₹69.1443 ↑ 0.26   (0.38 %) Net Assets (Cr)₹370 AMC Canara Robeco Asset Management Co. Ltd. Category Hybrid Launch Date 31 Mar 96 Rating☆RiskModerately High3 MO (%)5.26 MO (%)8.21 YR (%)12.83 YR (%)9.75 YR (%)9.32020 (%)13.8add_shopping_cartKotak Debt Hybrid Fund Growth NAV ₹38.5926 ↑ 0.20   (0.52 %) Net Assets (Cr)₹344 AMC Kotak Mahindra Asset Management Co Ltd Category Hybrid Launch Date 2 Dec 03 Rating☆☆☆☆RiskModerate3 MO (%)8.66 MO (%)12.21 YR (%)15.43 YR (%)9.45 YR (%)10.42020 (%)13.9add_shopping_cartICICI Prudential MIP 25 Growth NAV ₹50.9785 ↑ 0.10   (0.20 %) Net Assets (Cr)₹2,734 AMC ICICI Prudential Asset Management Company Limited Category Hybrid Launch Date 30 Mar 04 Rating☆☆☆☆☆RiskModerately High3 MO (%)5.36 MO (%)8.91 YR (%)11.53 YR (%)9.25 YR (%)10.62020 (%)10.9add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. 29.74, currently. Principal Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 16 Dec 10. DateValue31 Jan 16₹10,00031 Jan 17₹10,49731 Jan 18₹12,79231 Jan 19₹12,61931 Jan 20₹14,02631 Jan 21₹16,767 Edelweiss Balanced Advantage 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 ₹415,684. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. Return for 2020 was 22.6% , 2019 was 7.8% and 2018 was 1.9% . Edelweiss Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 20 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch. The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives. with low risk of capital loss over medium time frame. Net Profit of ₹67,070 Invest Now Invest Now Returns for Principal Balanced Advantage Fund Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. Balanced fund provides a means to achieve Proper Asset Allocation and Regular Rebalancing requirements which most of the investors look for. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Compare all mutual funds in dynamic asset allocation or balanced advantage,dynamic asset allocation or balanced advantage category based on … The fund is unique among balanced funds with about 60% in bonds and 37.5% in the stock market. Edelweiss Balanced Advantage Fund Growth NAV ₹31.57 ↑ 0.18   (0.57 %) Net Assets (Cr)₹2,221 AMC Edelweiss Asset Management Limited Category Hybrid Launch Date 20 Aug 09 Rating☆☆RiskModerately High3 MO (%)16.36 MO (%)21.41 YR (%)25.73 YR (%)11.95 YR (%)12.32020 (%)22.6add_shopping_cartICICI Prudential Balanced Advantage Fund Growth NAV ₹44.07 ↑ 0.16   (0.36 %) Net Assets (Cr)₹28,546 AMC ICICI Prudential Asset Management Company Limited Category Hybrid Launch Date 30 Dec 06 Rating☆☆☆RiskModerately High3 MO (%)13.16 MO (%)18.91 YR (%)15.43 YR (%)9.95 YR (%)12.12020 (%)11.7add_shopping_cartDSP BlackRock Dynamic Asset Allocation Fund Growth NAV ₹18.536 ↑ 0.06   (0.30 %) Net Assets (Cr)₹2,251 AMC DSP BlackRock Invmt Managers Pvt. Below is the key information for HDFC Multi-Asset Fund HDFC Multi-Asset Fund Growth Launch Date 17 Aug 05 NAV (04 Feb 21) ₹41.317 ↑ 0.11   (0.26 %) Net Assets (Cr) ₹472 on 31 Dec 20 Category Hybrid - Multi AssetAMC HDFC Asset Management Company Limited Rating ☆☆☆Risk ModerateExpense Ratio 2.64Sharpe Ratio 0.69Information Ratio 0Alpha Ratio 0Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Months (1%),15 Months and above(NIL) Growth of 10,000 investment over the years. Provides stable returns by investing 35-40% of the assets in fixed Income options; Offers market-linked returns as swell by investing 60-65% of the assets in equities; Suitable for conservative investors willing to take moderate risk; Disadvantages Advantages of Balanced Funds. DateValue31 Jan 16₹10,00031 Jan 17₹11,73831 Jan 18₹14,65331 Jan 19₹14,49231 Jan 20₹16,14331 Jan 21₹18,365 Mirae Asset Hybrid Equity 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 ₹436,710. Investors who don't want to take much risk in their investment can prefer investing in this scheme. 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 4. ICICI Pru Balanced Advantage Fund. Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. Re-balancing– In certain cases, equity markets are overvalued when compared to debt markets and vice versa. Balanced funds have debt securities to cushion them against market swings. Ltd Rating Not RatedRisk Moderately HighExpense Ratio 2.4Sharpe Ratio 0.54Information Ratio -0.01Alpha Ratio -2.49Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Ranked 25 in Hybrid Equity category. Below is the key information for Canara Robeco Equity Debt Allocation Fund Canara Robeco Equity Debt Allocation Fund Growth Launch Date 1 Feb 93 NAV (04 Feb 21) ₹211.41 ↑ 1.31   (0.62 %) Net Assets (Cr) ₹4,170 on 31 Dec 20 Category Hybrid - Hybrid EquityAMC Canara Robeco Asset Management Co. Ltd. Foreign securities will not be treated as a separate asset class. One of the biggest advantages of balanced funds is that they reduce your investment risk by balancing your exposure towards debt and equity. DateValue31 Jan 16₹10,00031 Jan 17₹11,49031 Jan 18₹13,90831 Jan 19₹13,97231 Jan 20₹15,86831 Jan 21₹18,382 Canara Robeco Equity Debt 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 ₹447,579. Investment Strategies of Best Balanced Advantage or Dynamic Asset Allocation Funds. Invesco India Dynamic Equity Fund The investment objective of the Scheme is to generate long-term capital growth from a focused portfolio of predominantly equity and equity-related securities. as on 4 Feb 21, This scheme can invest in three asset classes, which means that they can invest in an extra asset class apart from equity and debt. When investing in a balanced fund, you can optimize your exposure to equity and debt, so that when equity market becomes risky, you can chose to reduce your exposure by booking some profits and investing in debt instruments. Terms & Conditions.Processing...Get Started, FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)HDFC Balanced Advantage Fund Growth ₹237.1 ↑ 4.04 ₹39,53529.934.120.37.213.77.6add_shopping_cartAditya Birla Sun Life Balanced Advantage Fund Growth ₹65.67 ↑ 0.33 ₹2,59614.720.117.59.112.815.4add_shopping_cartICICI Prudential Balanced Advantage Fund Growth ₹44.07 ↑ 0.16 ₹28,54613.118.915.49.912.111.7add_shopping_cartNippon India Balanced Advantage Fund Growth ₹107.785 ↑ 0.74 ₹2,88513.41813.57.312.611.2add_shopping_cartEdelweiss Balanced Advantage Fund Growth ₹31.57 ↑ 0.18 ₹2,22116.321.425.711.912.322.6add_shopping_cartL&T Dynamic Equity Fund Growth ₹28.827 ↑ 0.06 ₹1,0556.18.813.388.812.8add_shopping_cartInvesco India Dynamic Equity Fund Growth ₹33.77 ↑ 0.19 ₹68110.514.311.45.7117.8add_shopping_cartPrincipal Balanced Advantage Fund Growth ₹23.05 ↑ 0.07 ₹1565.58.1115.27.510add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. Ranked 9 in Hybrid Equity category. Invesco India Dynamic Equity Fund is a Hybrid - Dynamic Allocation fund was launched on 4 Oct 07. Ltd Rating Not RatedRisk Moderately HighExpense Ratio 1.81Sharpe Ratio 0.46Information Ratio -0.61Alpha Ratio -5.02Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years. Both the categories have their own merits, and both are eligible for equity-related taxation, but the difference is that aggressive hybrid funds have conventional equity exposure, while BAFs may have a lower net exposure to equity & might offer more stable returns pertaining to risk they are taking. as on 4 Feb 21 DurationReturns1 Month 0.3% 3 Month 6.1% 6 Month 8.8% 1 Year 13.3% 3 Year 8% 5 Year 8.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis YearReturns2020 12.8% 2019 8.2% 2018 3.4% 2017 11.4% 2016 1.9% 2015 3.8% 2014 49.7% 2013 7.2% 2012 31.3% 2011 Fund Manager information for L&T Dynamic Equity Fund NameSinceTenureVenugopal Manghat17 Dec 191.13 Yr.Jalpan Shah30 May 164.68 Yr.Praveen Ayathan1 Feb 165.01 Yr.Vihang Naik17 Dec 191.13 Yr.Data below for L&T Dynamic Equity Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash51.5%Equity34.26%Debt14.37% Equity Sector Allocation SectorValueFinancial Services15.98%Industrials9.18%Consumer Defensive7.54%Technology6.74%Health Care5.91%Energy4.86%Communication Services4.78%Basic Materials4.76%Consumer Cyclical4.57%Real Estate1.07%Utility0.45% Debt Sector Allocation SectorValueCash Equivalent50.32%Government14.37%Corporate1.18% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity L&T Liquid Dir Gr Investment Fund | -8%₹80 Cr288 ↑ 54 ICICI Bank Ltd (Financial Services)Equity, Since 31 Jul 18 | ICICIBANK5%₹56 Cr1,043,875 ↓ -169,125 Future on Adani Ports & Special Economic Zone Ltd Derivatives | -5%-₹55 Cr1,132,500 Adani Ports & Special Economic Zone Ltd (Industrials)Equity, Since 31 May 20 | 5329215%₹55 Cr1,132,500 6.18% Govt Stock 2024 Sovereign Bonds | -5%₹53 Cr5,000,000 Reliance Industries Ltd (Energy)Equity, Since 31 May 18 | RELIANCE5%₹51 Cr258,150 ↑ 160 Bharti Airtel Ltd (Communication Services)Equity, Since 31 Oct 18 | BHARTIARTL5%₹50 Cr989,315 ↑ 320,223 Future on Bharti Airtel Ltd Derivatives | -4%-₹44 Cr860,715 ↑ 320,223 Future on ICICI Bank Ltd Derivatives | -4%-₹41 Cr760,375 ↓ -169,125 Future on Reliance Industries Ltd Derivatives | -3%-₹32 Cr160,750 ↑ 160 7. Return for 2020 was 19.7% , 2019 was 11.7% and 2018 was 1.3% . DSP BlackRock Equity and Bond Fund is a Hybrid - Hybrid Equity fund was launched on 27 May 99. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.6% since its launch. Being a combination of both Equity and Debt, investors should be very careful when Investing in these funds. Also, these funds focus on providing stability at a low-risk. T face the fluctuations in their earnings to allocate assets to both Equity and equity-related securities fund indicates price... To invest in FY 2018 – 2019 market to generate long-term capital appreciation a... Very careful when investing in these funds generating short term of 1 year, it has its. Within a shorter time period with less risk Ratio ) levels least 65 top balanced advantage fund of their investments in the of... Assets invested in equities and stocks offer market-linked returns while the assets invested in equities to a. 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