Best Dynamic Asset Allocation or Balanced Advantage in 2026
Top performers by 3-year CAGR · Direct-Growth · NAV as of 09-Nov-2026
This list ranks the 17 dynamic asset allocation or balanced advantage on MoneyDock by their 3-year CAGR, computed from AMFI NAV history for the Direct-Growth plan. quant Dynamic Asset Allocation Fund currently leads with +14.22%.
Returns measure past performance only and should be one input among many — also weigh expense ratio, risk, fund house track record and how the fund fits your goals. Past performance does not guarantee future results.
| # | Fund | 3Y CAGR Return | NAV |
|---|---|---|---|
| 1 | +14.22% | ₹17.28 | |
| 2 | +13.18% | ₹133.43 | |
| 3 | +12.48% | ₹90.46 | |
| 4 | +12.27% | ₹580.15 | |
| 5 | +12.10% | ₹63.17 | |
| 6 | +11.93% | ₹34.42 | |
| 7 | +10.82% | ₹23.64 | |
| 8 | +10.64% | ₹30.34 | |
| 9 | +10.40% | ₹16.72 | |
| 10 | +10.33% | ₹15.5 | |
| 11 | BO Bank of India Balanced Advantage Fund | +9.89% | ₹28.78 |
| 12 | +9.61% | ₹22.93 | |
| 13 | IT ITI Balanced Advantage Fund | +9.33% | ₹16.3 |
| 14 | +9.02% | ₹15.07 | |
| 15 | +8.85% | ₹16.97 | |
| 16 | +8.81% | ₹23.43 | |
| 17 | +4.46% | ₹22.78 |
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Frequently Asked Questions
Which is the best dynamic asset allocation or balanced advantage in 2026?
By 3-year CAGR, quant Dynamic Asset Allocation Fund currently tops this list with +14.22%. Rankings are based on past NAV performance and refresh daily — they are not a recommendation.
How are these funds ranked?
Funds are ranked purely by their 3-year CAGR, computed from AMFI NAV history for the Direct-Growth plan. We rank over the longest period the available history supports and extend toward longer 1-, 3- and 5-year windows as more NAV data is collected. Past performance does not guarantee future results.
Are these Direct or Regular plans?
All returns shown are for the Direct-Growth plan, which carries no distributor commission and therefore has a lower expense ratio and typically higher long-term returns than the Regular plan.
Returns are computed from AMFI NAV history for the Direct-Growth plan and rank past performance only. This is not investment advice — mutual fund investments are subject to market risks; read all scheme-related documents carefully.