Invest
Trade
News
UpLearn
- Learning Center
- Help Center
- Resources
About us
- About Us
  - Our story
  - Life at upstox
Partner with us
Pricing

Open Demat Account
Sign In

Home
Mutual Funds
Dynamic Asset Allocation Mutual Funds

Dynamic Asset Allocation Mutual Funds

Dynamic Asset Allocation Mutual Funds

Dynamically invest in equity and fixed income

Understand terms

Filters

Smart filters1

Top Funds

Funds handpicked based on 5-star rating, consistent returns and low risk. Learn more

Category0

Equity

Select All

Arbitrage Fund

Consumption

Contra

Dividend Yield

ELSS (Tax Savings)

ESG

Flexi Cap

Focused Fund

Global - Other

Index Funds

Infrastructure

Large & Mid-Cap

Large-Cap

Mid-Cap

Multi-Cap

Other

Sector - Energy

Sector - Financial Services

Sector - FMCG

Sector - Healthcare

Sector - Technology

Small-Cap

Value

Fixed Income

Select All

10 yr Government Bond

Banking & PSU

Corporate Bond

Credit Risk

Dynamic Bond

Floating Rate

Government Bond

Index Funds - Fixed Income

Liquid

Long Duration

Low Duration

Medium Duration

Medium to Long Duration

Money Market

Other Bond

Overnight

Short Duration

Ultra Short Duration

Hybrid

Select All

Aggressive Allocation

Balanced Allocation

Children

Conservative Allocation

Dynamic Asset Allocation

Equity Savings

Fund of Funds

Multi Asset Allocation

Retirement

Commodity

Sector - Precious Metals

Rating

5 Stars

4 Stars

3 Stars

2 Stars

1 Star

AUM

Less than ₹500 Cr

₹500 Cr - ₹5000 Cr

₹5000 Cr - ₹10000 Cr

More than ₹10000 Cr

Fund house

360 ONE

Aditya Birla Sun Life

Axis

Bajaj Finserv

Bandhan

Fund Plan1

Growth

Dividend Payout

Dividend Reinvestment

Risk

Low

Below Average

Average

Above Average

High

Minimum SIP Amount

less than Rs 1000

Rs 1000 to Rs 2000

Rs 2000 to Rs 5000

Rs 5000 to Rs 10000

Greater than Rs 10000

Fund Lockin Period

0 to 1 Year

1 to 2 Years

2 to 3 Years

3 to 4 Years

4 to 5 Years

Net Expense Ratio

0% to 1%

1% to 2%

2% to 3%

More than 3%

Return

Low

Below Average

Average

Above Average

High

0 funds

Top funds

3Y CAGR

Expense ratio

Return vs category

Risk vs category

Other smartlists

ELSS (Tax Savings)

Large & Mid-Cap

Sector - Energy

Sector - Financial Services

Sector - Healthcare

Sector - Technology

10 yr Government Bond

Government Bond

Index Funds - Fixed Income

Medium Duration

Medium to Long Duration

Ultra Short Duration

Aggressive Allocation

Balanced Allocation

Conservative Allocation

Dynamic Asset Allocation

Multi Asset Allocation

Sector - Precious Metals

Filter funds

Clear All

Smart filters1

Category

Rating

AUM

Fund house

Fund Plan1

Risk

Minimum SIP Amount

Fund Lockin Period

Net Expense Ratio

Return

Top Funds

Funds handpicked based on 5-star rating, consistent returns and low risk. Learn more

30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (W), Mumbai, Maharashtra 400013

Call:022-41792999

E-mail:support@upstox.com

Download the mobile application today

Popular Stocks

Indian Indices

Mutual Funds

Tools

IPO

Learning Center

Commodities

IRFC Share Price

Suzlon Share Price

IREDA Share Price

Tata Motors Share Price

Yes Bank Share Price

Adani Enterprises Share Price

HDFC Bank Share Price

NHPC Share Price

RVNL Share Price

SBI Share Price

Tata Power Share Price

Tata Steel Share Price

Adani Power Share Price

Paytm Share Price

PNB Share Price

Zomato Share Price

BEL Share Price

BHEL Share Price

Infosys Share Price

IRCTC Share Price

LIC Share Price

ITC Share Price

Reliance Share Price

Stocks

A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y
Z
Others

Products

Services

Upstox

Attention Investors & Disclaimer

Upstox Securities Pvt. Ltd.: SEBI Registration No. INZ000315837 | NSE TM Code: 13942 | BSE TM Code: 6155 | CDSL Reg No.: IN-DP-761-2024 | CIN: U65100DL2021PTC376860 | Compliance Officer: Mr. Kapil Jaikalyani. Tel No.: (022) 24229920. Email ID: compliance@upstox.com | Registered Address: 809, New Delhi House, Barakhamba Road, Connaught Place, New Delhi - 110001 | RKSV Commodities India Pvt. Ltd.: SEBI Registration No.: INZ000015837 | MCX TM Code: 46510 | CIN: U74900DL2009PTC189166 | Compliance Officer: Mr. Amit Lalan. Tel No.: (022) 24229920. Email ID: compliance@rksv.in | Registered Address: 807, New Delhi House, Barakhamba Road, Connaught Place, New Delhi - 110001. Correspondence Address: 30th Floor, Sunshine Tower, Senapati Bapat Marg, Dadar (West), Mumbai - 400013. | For any complaints, email at complaints@upstox.com and complaints.mcx@upstox.com.

Procedure to file a complaint on SEBI SCORES: Register on the SCORES portal. Mandatory details for filing complaints on SCORES include: Name, PAN, Address, Mobile Number, and E-mail ID. Benefits include effective communication and speedy redressal of grievances. Please ensure you carefully read the Risk Disclosure Document as prescribed by SEBI, along with our Terms of Use and Privacy Policy.

Upstox Securities Private Limited is a wholly owned subsidiary of RKSV Securities India Private Limited and RKSV Commodities India Private Limited is an associate of RKSV Securities India Private Limited.

Disclaimer: Investment in securities market are subject to market risks, read all the related documents carefully before investing.
*Brokerage will not exceed the SEBI prescribed limit.

Risk disclosures on derivatives -

9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
On an average, loss makers registered net trading loss close to ₹ 50,000
Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.

Mutual Funds: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.
These are not Exchange traded products, and the Member is just acting as distributor. All disputes with respect to the distribution activity, would not have access to Exchange investor redressal forum or Arbitration mechanism.

Attention Investors: As per NSE circular dated July 6, 2022, BSE circular dated July 6, 2022, MCX circular dated July 11, 2022 investors are cautioned to abstain them from dealing in any schemes of unauthorised collective investments/portfolio management, indicative/ guaranteed/fixed returns / payments etc. Investors are further cautioned to avoid practices like:
a) Sharing i) trading credentials – login id & passwords including OTP’s., ii) trading strategies, iii) position details.
b) Trading in leveraged products /derivatives like Options without proper understanding, which could lead to losses.
c) Writing/ selling options or trading in option strategies based on tips, without basic knowledge & understanding of the product and its risks
d) Dealing in unsolicited tips through like Whatsapp, Telegram, Instagram, YouTube, Facebook, SMS, calls, etc.
e) Trading / Trading in “Options” based on recommendations from unauthorised / unregistered investment advisors and influencers.

Kindly, read the Advisory Guidelines For Investors as prescribed by the Exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client’s assets : Advisory Guidelines For Investors

Kindly, read the advisory as prescribed by the Exchange with reference to their circular dated January 14, 2022 regarding Updation of mandatory KYC fields by March 31, 2022: KYC Updation

Attention Investors: Prevent unauthorised transactions in your Demat account by updating your mobile number with your depository participant. Receive alerts on your registered mobile number for debit and other important transactions in your Demat account directly from CDSL on the same day. Prevent unauthorised transactions in your Trading account by updating your mobile numbers/email addresses with your stock brokers. Receive information on your transactions directly from the Exchange on your mobile/email at the end of the day. Issued in the interest of investors. KYC is a one-time exercise while dealing in securities markets - once KYC is done through a SEBI-registered intermediary (broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. As a business, we don’t give stock tips and have not authorised anyone to trade on behalf of others. If you find anyone claiming to be part of Upstox or RKSV and offering such services, please send us an email at complaints@upstox.com and complaints.mcx@upstox.com.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor’s account. Stockbrokers can accept securities as margin from their clients only by way of a pledge in the depository system w.e.f. 1st September 2020.
Update your email ID and mobile number with your stockbroker/depository participant and receive an OTP directly from the depository on your registered email ID and/or mobile number to create a pledge.
Check your securities/mutual funds/bonds in the Consolidated Account Statement (CAS) issued by NSDL/CDSL every month.

Attention Investors: SEBI has established an Online Dispute Resolution Portal (ODR Portal) for resolving disputes in the Indian Securities Market. This circular streamlines the existing dispute resolution mechanism, offering online conciliation and arbitration, benefiting investors and listed companies. https://www.sebi.gov.in/legal/circulars/jul-2023/online-resolution-of-disputes-in-the-indian-securities-market_74794.htmlODR portal for Investors - https://smartodr.in/login

Sitemap
Terms of Use and Privacy Policy
Trust & Security
Careers
Investor Charter
Client Bank Details

Made with ❤️ in India | Copyright © 2025, Upstox