Product / FinancialProduct Test

Hybrid Dynamic Asset Allocation Or Balanced Advantag

for top ranked funds in dynamic asset allocation or balanced advantage mutual funds.

However, Scripbox does not recommend investing in dynamic asset allocation or balanced advantage mutual funds.

Dynamic Asset Allocation funds change their exposure to debt and equity dynamically – taking a call on market valuation & conditions. This makes their performance difficult to assess. With a high Equity component, the impact of market fluctuations on these funds is high. It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.Our analysis of this fundLearn how we rate funds ->

Track Record20 Years

The fund has an extended history for analysis and the track record is excellent

Relative Size2,414 Cr

Large within the category

Category ViewNeutral

The category has a neutral investment outlook

Consistency Of PerformanceRelatively moderate

The historical performance of the fund has been OK.