Balanced Equity Oriented Mutual Funds are mutual funds which have 65%-80% of their portfolio invested in stocks. Balance of the money is invested in Debt instruments. They intend to give a better mix of safety and high returns to an investor than plain equity funds.
Balanced Mutual Funds are categorized as having Moderately High Risk and average to high returns. Since these funds maintain more than 65% of their portfolio in equity, these are taxed as Equity Mutual Funds implying long term tax on gains is 0% if the fund is held for more than 1 year. Effectively an investor gets the benefits of a equity fund even on the debt portion of the funds allocation.
| Mutual Fund Scheme | NAV | Month | 3 Month | 6 Month | Year | 2 Year | 3 Year | As on (yy-mm-dd) |
|---|---|---|---|---|---|---|---|---|
| Sundaram Equity Hybrid Fund - Direct Plan - Growth Option | 146.3 | 1.91% | 0.82% | 11.27% | 28.76% | 43.60% | 61.40% | 2021-12-31 |
| Sundaram Equity Hybrid Fund Growth | 135.1 | 1.80% | 0.49% | 10.53% | 27.11% | 40.26% | 56.20% | 2021-12-31 |
| Baroda Hybrid Equity Fund Plan B (Direct) Growth Option | 89.3 | -2.73% | -3.16% | -0.65% | 16.14% | 64.97% | 51.12% | 2022-03-13 |
| Baroda Hybrid Equity Fund Plan A Growth | 81.3 | -2.80% | -3.33% | -1.02% | 15.32% | 62.79% | 48.00% | 2022-03-13 |
| IDBI Hybrid Equity Fund Direct Growth | 18.7 | 2.19% | 8.05% | 10.28% | 13.02% | 18.18% | 53.71% | 2023-07-28 |
| IDBI Hybrid Equity Fund Regular Growth | 17.1 | 2.15% | 7.87% | 9.88% | 12.11% | 16.21% | 49.87% | 2023-07-28 |
| SBI Equity Hybrid Fund Direct Growth | 328.7 | -2.73% | 3.83% | 8.82% | 9.40% | 35.79% | 48.67% | 2025-08-11 |
| SBI Equity Hybrid Fund Regular Growth | 297.5 | -2.78% | 3.66% | 8.46% | 8.68% | 33.98% | 45.69% | 2025-08-11 |
| PGIM India Aggresive Hybrid Equity Fund Direct Plan Growth | 153.9 | -1.86% | 2.85% | 3.63% | 7.74% | 28.65% | 49.89% | 2025-08-08 |
| Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth | 24.5 | 0.12% | 2.94% | 5.43% | 7.70% | 20.07% | 31.91% | 2025-08-11 |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | 22.1 | 0.05% | 2.79% | 5.14% | 7.18% | 18.77% | 29.20% | 2025-08-11 |
| HDFC Dynamic Debt Plan - Direct Plan - Growth Option | 98.5 | -0.50% | -0.41% | 3.00% | 6.89% | 16.53% | 25.61% | 2025-08-11 |
| Axis Conservative Hybrid Fund Direct Plan Growth Option | 35.0 | -0.79% | 1.22% | 4.26% | 6.78% | 18.94% | 27.71% | 2025-08-11 |
| ICICI Prudential Balanced Advantage Fund Direct Plan Growth | 81.9 | -0.82% | 3.18% | 6.46% | 6.61% | 31.03% | 46.14% | 2025-08-11 |
| DSP Aggressive Hybrid Fund Direct Plan Growth | 396.6 | -2.28% | 1.72% | 5.38% | 6.49% | 38.80% | 59.07% | 2025-08-11 |
| Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option | 119.5 | -1.81% | 3.48% | 7.20% | 6.43% | 30.85% | 48.26% | 2025-08-11 |
| HDFC Dynamic Debt Plan - Growth | 89.2 | -0.57% | -0.61% | 2.60% | 6.06% | 14.85% | 22.29% | 2025-08-11 |
| PGIM India Aggresive Hybrid Equity Fund Growth Option | 128.8 | -2.00% | 2.43% | 2.82% | 6.05% | 24.62% | 42.81% | 2025-08-08 |
| ICICI Prudential Balanced Advantage Fund Growth | 73.4 | -0.86% | 3.02% | 6.15% | 6.00% | 29.47% | 43.47% | 2025-08-11 |
| Axis Conservative Hybrid Fund Growth | 29.9 | -0.90% | 0.88% | 3.61% | 5.43% | 15.90% | 22.81% | 2025-08-11 |
| DSP Aggressive Hybrid Fund Growth | 352.5 | -2.37% | 1.45% | 4.83% | 5.37% | 35.93% | 54.17% | 2025-08-11 |
| Aditya Birla Sun Life Balanced Advantage Fund Growth | 105.2 | -1.90% | 3.20% | 6.63% | 5.27% | 27.94% | 43.24% | 2025-08-11 |
| ICICI Prudential Equity & Debt Fund Direct Plan Growth | 430.5 | -1.35% | 3.60% | 7.66% | 5.26% | 43.81% | 71.75% | 2025-08-11 |
| Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth | 37.2 | -1.80% | 5.15% | 7.62% | 4.65% | 32.19% | 50.93% | 2025-08-11 |
| ICICI Prudential Equity & Debt Fund Growth | 387.8 | -1.40% | 3.44% | 7.34% | 4.64% | 42.11% | 68.76% | 2025-08-11 |
| Kotak Aggressive Hybrid Direct Growth | 72.7 | -1.20% | 7.51% | 7.56% | 4.63% | 39.04% | 59.53% | 2025-08-11 |
| Nippon India Aggressive Hybrid Fund - Direct Plan - Growth Option | 116.6 | -1.60% | 4.45% | 6.71% | 4.45% | 34.22% | 57.92% | 2025-08-11 |
| Canara Robeco Equity Hybrid Fund Direct Plan Growth | 402.5 | -2.10% | 4.35% | 6.78% | 4.00% | 33.85% | 50.62% | 2025-08-11 |
| Franklin India Aggressive Hybrid Fund Direct Growth | 305.9 | -2.10% | 3.17% | 5.13% | 3.73% | 36.11% | 57.65% | 2025-08-11 |
| Axis Children's Direct No Lock in Growth | 29.6 | -2.24% | 3.17% | 4.41% | 3.68% | 26.92% | 35.27% | 2025-08-11 |
| Nippon India Aggressive Hybrid Fund - Growth | 103.4 | -1.67% | 4.22% | 6.26% | 3.58% | 32.05% | 54.18% | 2025-08-11 |
| Axis Children's Direct Lock in Pyt of Inc Dis cum Cap Wdrl | 29.0 | -2.26% | 3.16% | 4.39% | 3.53% | 26.44% | 34.46% | 2025-08-11 |
| Axis Children's Direct Lock in Growth | 29.1 | -2.25% | 3.16% | 4.35% | 3.53% | 26.41% | 34.49% | 2025-08-11 |
| Kotak Equity Hybrid Fund Payout of Income Distribution cum Cap Wdrl | 36.4 | -1.30% | 7.16% | 6.88% | 3.29% | 35.41% | 53.20% | 2025-08-11 |
| Kotak Aggressive Hybrid Regular Growth | 61.9 | -1.31% | 7.17% | 6.87% | 3.27% | 35.40% | 53.21% | 2025-08-11 |
| Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth | 31.8 | -1.94% | 4.74% | 6.89% | 3.24% | 28.67% | 44.90% | 2025-08-11 |
| Sundaram Aggressive Hybrid Fund Direct Plan Growth | 182.9 | -1.86% | 2.93% | 5.66% | 3.16% | 32.40% | 48.07% | 2025-08-11 |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth | 1681.1 | -2.40% | 4.02% | 5.89% | 3.02% | 31.70% | 46.21% | 2025-08-11 |
| Canara Robeco Equity Hybrid Fund Growth | 355.5 | -2.20% | 4.04% | 6.17% | 2.82% | 30.84% | 45.54% | 2025-08-11 |
| LIC MF Aggressive Hybrid Fund Direct Plan Growth Option | 220.2 | -2.14% | 5.29% | 7.46% | 2.81% | 33.47% | 47.07% | 2025-08-11 |
| UTI Aggressive Hybrid Fund-Growth - Direct | 427.8 | -2.66% | 3.01% | 4.16% | 2.79% | 35.83% | 60.14% | 2025-08-11 |
| Franklin India Aggressive Hybrid Fund Growth | 267.4 | -2.19% | 2.88% | 4.55% | 2.60% | 33.25% | 52.67% | 2025-08-11 |
| Axis Children's Regular No Lock in Growth | 25.6 | -2.33% | 2.90% | 3.86% | 2.53% | 23.67% | 29.89% | 2025-08-11 |
| Axis Children's Regular Lock in Pyt of Inc Dis cum Cap Wdrl | 25.6 | -2.33% | 2.90% | 3.86% | 2.53% | 23.65% | 29.93% | 2025-08-11 |
| HSBC Aggressive Hybrid Fund Direct Plan Growth Option | 62.8 | -0.03% | 10.05% | 9.88% | 2.50% | 38.05% | 58.21% | 2025-08-11 |
| Axis Children's Regular Lock in Growth | 25.6 | -2.37% | 2.86% | 3.86% | 2.49% | 23.67% | 29.83% | 2025-08-11 |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Growth | 1500.3 | -2.47% | 3.81% | 5.48% | 2.23% | 29.68% | 42.85% | 2025-08-11 |
| UTI Aggressive Hybrid Fund Regular Plan Growth | 397.6 | -2.72% | 2.84% | 3.82% | 2.13% | 34.10% | 57.13% | 2025-08-11 |
| Sundaram Aggressive Hybrid Fund Growth | 159.5 | -1.96% | 2.63% | 5.09% | 2.02% | 29.44% | 42.97% | 2025-08-11 |
| Edelweiss Balanced Advantage Fund Direct Plan Growth | 56.8 | -2.10% | 3.25% | 4.66% | 1.96% | 28.13% | 44.27% | 2025-08-11 |
| LIC MF Aggressive Hybrid Fund Growth | 193.9 | -2.22% | 5.00% | 6.89% | 1.71% | 30.63% | 42.44% | 2025-08-11 |
| HSBC Aggressive Hybrid Fund Growth | 55.3 | -0.11% | 9.77% | 9.34% | 1.45% | 35.23% | 53.39% | 2025-08-11 |
| HDFC Income Plus Arbitrage Active FOF - Direct Growth Plan- Growth | 43.2 | 0.33% | 1.65% | 1.96% | 1.43% | 24.27% | 48.35% | 2025-08-11 |
| HDFC Income Plus Arbitrage Active FOF Growth | 39.2 | 0.31% | 1.58% | 1.74% | 0.82% | 22.61% | 45.22% | 2025-08-11 |
| Edelweiss Balanced Advantage Fund Regular Plan Growth | 49.9 | -2.21% | 2.95% | 4.04% | 0.75% | 25.12% | 39.14% | 2025-08-11 |
| HDFC Balanced Fund - Growth Option | 147.1 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2018-06-01 |
| JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option | 12.3 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2017-09-20 |
| JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option | 11.9 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2017-09-20 |
| HDFC Balanced Fund -Direct Plan - Growth Option | 154.4 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2018-06-01 |
| HDFC Prudence Fund -Direct Plan - Growth Option | 514.5 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2018-06-01 |
| HDFC Prudence Fund - Growth Option | 492.0 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2018-06-01 |
| DSP Aggressive Hybrid Fund Regular Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl | 15.0 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2017-09-08 |
| DSP Aggressive Hybrid Fund Direct Plan Quarterly Reinvestment of Income Dist cum Cap Wdrl | 15.5 | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2017-09-08 |
| Tata Aggressive Hybrid Fund Direct Plan Growth | 481.9 | -2.04% | 2.81% | 3.57% | -0.49% | 26.18% | 42.02% | 2025-08-11 |
| Tata Aggressive Hybrid Fund Regular Growth | 429.0 | -2.12% | 2.57% | 3.09% | -1.42% | 23.81% | 38.02% | 2025-08-11 |
| Quant Aggressive Hybrid Fund Growth Option Direct Plan | 453.4 | -2.52% | 5.53% | 9.39% | -3.77% | 31.32% | 49.36% | 2025-08-11 |
| JM Aggressive Hybrid Fund (Direct) - Growth Option | 134.2 | -4.10% | 4.00% | 2.14% | -4.49% | 44.68% | 81.13% | 2025-08-11 |
| Quant Aggressive Hybrid Fund Growth | 415.9 | -2.63% | 5.17% | 8.67% | -5.05% | 27.94% | 43.23% | 2025-08-11 |
| JM Aggressive Hybrid Fund Growth | 117.3 | -4.24% | 3.56% | 1.31% | -6.06% | 39.93% | 73.22% | 2025-08-11 |