Discover the 20-best asset allocation mutual funds. Are Target-Date Retirement Funds Doing Things Backward? Upload Documents (PAN, Aadhaar, etc.). Fincash » Mutual Funds » Best Dynamic Asset Allocation Funds. It is a fund with Moderate risk and has given a CAGR/Annualized return of 9.2% since its launch. Ranked 28 in Dynamic Allocation category. Browse Conservative Allocation Funds theme to find information on returns, expenses, dividend yield, fund managers and asset class allocations. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch. It's not just for retirees; … 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. Commodities Revive After Long Downturn -- So Which Funds Are Buys? 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. Core equity allocation is fixed on the basis of 2-factor asset … ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. 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. Ranked 19 in Dynamic Allocation category. Betting on macro trends, two veteran managers have delivered winning returns. Ltd. Open Free Investment Account for Lifetime at Fincash.com. Each of our seven Fidelity Asset Manager funds is named for its exposure to stocks. ICICI Prudential Balanced Advantage Fund 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. Critics suggest shifting stock allocations. 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 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. IDFC Nifty Fund. 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. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.5% since its launch. Here are some balanced mutual funds that boosted returns with high-yield bonds. Axis Dynamic Equity Fund is a Hybrid - Dynamic Allocation fund was launched on 1 Aug 17. Some money managers are leaving fixed income and shifting to equities. However there is no assurance that the investment objective of the scheme will be realized. I've been asset allocation … Do Target-Date Retirement Funds Miss the Mark? Return for 2020 was 12.8% , 2019 was 8.2% and 2018 was 3.4% . How to choose a Fidelity Asset Manager fund . DSP Dynamic Asset Allocation Fund. 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. as on 4 Feb 21 DurationReturns1 Month 3.1% 3 Month 13.3% 6 Month 17.7% 1 Year 13.5% 3 Year 7.3% 5 Year 9.5% 10 Year 15 Year Since launch 7.8% Historical performance (Yearly) on absolute basis YearReturns2020 7.8% 2019 6.1% 2018 8% 2017 16.9% 2016 4.3% 2015 2014 2013 2012 2011 Fund Manager information for SBI Dynamic Asset Allocation Fund NameSinceTenureDinesh Balachandran26 Mar 155.86 Yr.Mohit Jain26 Mar 182.86 Yr.Data below for SBI Dynamic Asset Allocation Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash39.65%Equity60.35% Equity Sector Allocation SectorValueFinancial Services24.64%Technology11.13%Energy7.86%Consumer Defensive4.97%Consumer Cyclical3.85%Basic Materials2.79%Industrials1.88%Communication Services1.16%Utility1.03%Health Care0.77% Debt Sector Allocation SectorValueCash Equivalent39.65% Credit Quality RatingValue Top Securities Holdings / Portfolio NameHoldingValueQuantity Reliance Industries Ltd (Energy)Equity, Since 30 Apr 15 | RELIANCE8%₹45 Cr227,647 HDFC Bank Ltd (Financial Services)Equity, Since 31 Mar 18 | HDFCBANK7%₹44 Cr305,561 Infosys Ltd (Technology)Equity, Since 30 Apr 15 | INFY6%₹34 Cr269,568 Housing Development Finance Corp Ltd (Financial Services)Equity, Since 30 Apr 15 | HDFC5%₹32 Cr123,879 ICICI Bank Ltd (Financial Services)Equity, Since 30 Apr 15 | ICICIBANK4%₹25 Cr462,359 Tata Consultancy Services Ltd (Technology)Equity, Since 30 Apr 15 | TCS4%₹21 Cr74,827 ↓ -919 Kotak Mahindra Bank Ltd (Financial Services)Equity, Since 31 Jul 17 | KOTAKBANK3%₹17 Cr85,091 ITC Ltd (Consumer Defensive)Equity, Since 30 Apr 15 | ITC2%₹13 Cr614,578 Hindustan Unilever Ltd (Consumer Defensive)Equity, Since 30 Apr 15 | 5006962%₹12 Cr51,473 Larsen & Toubro Ltd (Industrials)Equity, Since 30 Apr 15 | LT2%₹11 Cr87,903, (Erstwhile Edelweiss Dynamic Equity Advantage Fund). 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. The investment seeks high income, with a secondary objective of capital preservation. Fidelity has been in the target date space for 23 years. The secondary objective of the scheme will be to generate income and capital appreciation through investment in Debt & Money Market instruments.There is no assurance or guarantee that the objectives of the scheme will be realised. To seek to generate long-term capital appreciation from a diversified portfolio of equity and equity related securities and to generate reasonable returns by investing in a portfolio of debt and money market instruments and arbitrage opportunities in the cash and derivatives segments of the equity markets. For instance, the Fidelity Asset Manager 20% maintains an equity allocation of around 20%, while the Fidelity Asset Manager 85% maintains an equity allocation … To generate long term capital appreciation by investing in a diversified … Here are the best Tactical Allocation funds. 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. 5 Best Performing Multi Asset Allocation Funds 2021, 8 Best Short Term Mutual Funds To Invest In SIP 2021, 8 Best Debt Funds By HDFC Mutual Fund 2021, 8 Best Equity Funds By Aditya Birla Sun Life Mutual Fund 2021, SBI Multi Asset Allocation Fund Vs HDFC Multi-asset Fund, Best Diversified Mutual Funds To Invest In 2021, Best Index Mutual Funds For Investments 2021, AMFI Registration No. Dynamic Asset Allocation Funds invest in a mix of stocks and FD-like instruments. Asset allocation refers to the mix of investments in a portfolio. 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 … Below is the key information for DSP BlackRock Dynamic Asset Allocation Fund. 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. DSP BlackRock Dynamic Asset Allocation Fund is a Hybrid - Dynamic Allocation fund was launched on 6 Feb 14. Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. Value Research Online Rated this fund as 5 Star (5 out of 5). Unable to find bargains, some mutual fund managers are choosing to hold cash. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. Even this fund gave 5% returns in the last 1 year proving that it can manage well in volatile markets. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. These funds typically have a combination of equity, debt, and one more asset class like gold, … Hilton Tactical Income Fund. 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. 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. The Scheme will dynamically manage the asset allocation between the specified equity mutual funds schemes and debt mutual funds schemes of DSP BlackRock Mutual Fund based on the relative valuation of equity and debt markets. as on 4 Feb 21 DurationReturns1 Month 2.6% 3 Month 10.3% 6 Month 14.9% 1 Year 12.3% 3 Year 7.5% 5 Year 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis YearReturns2020 10.1% 2019 5.9% 2018 2.7% 2017 2016 2015 2014 2013 2012 2011 Fund Manager information for Axis Dynamic Equity Fund NameSinceTenureR Sivakumar1 Aug 173.51 Yr.Anupam Tiwari1 Aug 173.51 Yr.Data below for Axis Dynamic Equity Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash22.54%Equity57.02%Debt20.44% Equity Sector Allocation SectorValueFinancial Services25.68%Technology9.1%Basic Materials7.31%Consumer Defensive6.85%Energy6.16%Communication Services3.96%Health Care3.46%Consumer Cyclical3.12%Industrials3.01% Debt Sector Allocation SectorValueCash Equivalent22.54%Government14.69%Corporate5.75% Credit Quality RatingValueAA5.91%AAA94.09% Top Securities Holdings / Portfolio NameHoldingValueQuantity Housing Development Finance Corp Ltd (Financial Services)Equity, Since 31 Aug 17 | HDFC8%₹109 Cr426,828 ↓ -17,092 Reliance Industries Ltd (Energy)Equity, Since 31 Aug 17 | RELIANCE6%₹85 Cr427,604 ↓ -179,332 ICICI Bank Ltd (Financial Services)Equity, Since 30 Sep 18 | ICICIBANK5%₹70 Cr1,315,740 ↓ -1,434,040 HDFC Bank Ltd (Financial Services)Equity, Since 31 Aug 17 | HDFCBANK5%₹70 Cr486,515 ↑ 127,393 Future on Housing Development Finance Corp Ltd Derivatives | -5%-₹64 Cr249,900 ↓ -23,100 Infosys Ltd (Technology)Equity, Since 31 Dec 17 | INFY4%₹60 Cr474,870 ↓ -93,296 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Nov 19 | BHARTIARTL4%₹55 Cr1,070,207 ↓ -346,790 Tata Consultancy Services Ltd (Technology)Equity, Since 31 Jan 18 | TCS4%₹54 Cr188,324 ↑ 107,399 Bajaj Finance Ltd (Financial Services)Equity, Since 31 Aug 17 | 5000343%₹45 Cr84,736 ↑ 29,334 Larsen & Toubro Ltd (Industrials)Equity, Since 31 Jan 18 | LT3%₹41 Cr317,525 ↑ 313,125 8. In dynamic asset allocation, if the PE ratio of a broader index such as S&P BSE 100 goes above a certain level, the scheme would sell a portion of its equity portfolio and increase the portion of its investment in debt securities. as on 4 Feb 21 DurationReturns1 Month 1.3% 3 Month 8.3% 6 Month 11.6% 1 Year 13.2% 3 Year 8.2% 5 Year 9.4% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis YearReturns2020 12.9% 2019 8.6% 2018 1.3% 2017 17.3% 2016 3.4% 2015 1.5% 2014 2013 2012 2011 Fund Manager information for IDFC Dynamic Equity Fund NameSinceTenureArpit Kapoor1 Mar 173.93 Yr.Sumit Agrawal1 Mar 173.93 Yr.Arvind Subramanian9 Nov 155.24 Yr.Data below for IDFC Dynamic Equity Fund as on 31 Dec 20 Asset Allocation Asset ClassValueCash47.51%Equity37.14%Debt15.36% Equity Sector Allocation SectorValueFinancial Services15.57%Technology12.79%Health Care9.59%Consumer Cyclical6.35%Energy5.3%Consumer Defensive5.13%Basic Materials4.69%Communication Services3.26%Industrials3.1%Utility0.68% Debt Sector Allocation SectorValueCash Equivalent47.51%Government11.12%Corporate4.23% Credit Quality RatingValueAAA100% Top Securities Holdings / Portfolio NameHoldingValueQuantity Nifty 50 Index January 2021 Future - | -10%-₹126 Cr90,000 ↑ 90,000 Infosys Ltd (Technology)Equity, Since 31 Oct 14 | INFY6%₹83 Cr662,600 Reliance Industries Ltd (Energy)Equity, Since 31 Oct 14 | RELIANCE5%₹70 Cr353,475 ICICI Bank Ltd (Financial Services)Equity, Since 31 Oct 14 | ICICIBANK5%₹60 Cr1,129,500 5.22% GOI 2025 Sovereign Bonds | -4%₹50 Cr5,000,000 7.17% Govt Stock 2028 Sovereign Bonds | -4%₹50 Cr4,600,000 364 DTB 25032021 Sovereign Bonds | -4%₹50 Cr5,000,000 ↑ 5,000,000 HDFC Bank Ltd (Financial Services)Equity, Since 31 Oct 14 | HDFCBANK3%₹45 Cr313,000 Bharti Airtel Ltd (Communication Services)Equity, Since 30 Nov 19 | BHARTIARTL3%₹43 Cr846,229 ↑ 116,613 Reliance Industries Limited Debentures | -3%₹41 Cr3,500,0006. IDFC Dynamic Equity 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. However, they keep changing this allocation based on the market conditions to provide you optimal returns with minimal risk The Scheme will dynamically manage the asset allocation between the specified equity mutual funds schemes and debt mutual funds schemes of DSP BlackRock Mutual Fund based on the relative valuation of equity and debt markets. However there is no assurance that the investment objective of the scheme will be realized. Return for 2020 was 22.6% , 2019 was 7.8% and 2018 was 1.9% . 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. Net Profit of ₹95,578 Invest Now Invest Now Returns for DSP BlackRock 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. Return for 2020 was 7.8% , 2019 was 6.1% and 2018 was 8% . Return for 2020 was 12.9% , 2019 was 8.8% and 2018 was 3.6% . Return for 2020 was 7.8% , 2019 was 6.1% and 2018 was 8% . These funds dynamically manage their investments in equity and debt instruments. Complete your Registration and KYC Process. 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. 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. Rising interest rates have created headwinds. FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)Edelweiss Balanced Advantage Fund Growth ₹31.57 ↑ 0.18 ₹2,22116.321.425.711.912.322.6add_shopping_cartICICI Prudential Balanced Advantage Fund Growth ₹44.07 ↑ 0.16 ₹28,54613.118.915.49.912.111.7add_shopping_cartDSP BlackRock Dynamic Asset Allocation Fund Growth ₹18.536 ↑ 0.06 ₹2,2518.112.912.79.310.212.9add_shopping_cartAditya Birla Sun Life Balanced Advantage Fund Growth ₹65.67 ↑ 0.33 ₹2,59614.720.117.59.112.815.4add_shopping_cartIDFC Dynamic Equity Fund Growth ₹16.22 ↑ 0.05 ₹1,3258.311.613.28.29.412.9add_shopping_cartL&T Dynamic Equity Fund Growth ₹28.827 ↑ 0.06 ₹1,0556.18.813.388.812.8add_shopping_cartAxis Dynamic Equity Fund Growth ₹12.88 ↑ 0.05 ₹1,37910.314.912.37.5 10.1add_shopping_cartSBI Dynamic Asset Allocation Fund Growth ₹15.5347 ↑ 0.07 ₹60213.317.713.57.39.57.8add_shopping_cartNote: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. Asset allocation mutual funds have gained popularity among investors as these pooled investments offer a simple way to access multiple asset classes within a single, professionally managed fund. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.5% since its launch. 112358 | CIN: U74999MH2016PTC282153, ©2021 Shepard Technologies Private Limited. And, You are Ready to Invest! 7 Best ETF Trading Strategies for Beginners. 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. , debt, and one more Asset class allocations, equity derivative strategies, pure investments... The following browsers: Access insights and guidance from our Wall Street.! 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That the investment objective of the Scheme proposes to allocate assets to both equity and debt be:! = 200 Crore & Sorted on 3 Year CAGR return trademark of TheStreet, Fincash! Equity derivative strategies, pure equity investments and the balance in debt and money instruments.