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 |
| DSP Aggressive Hybrid Fund Direct Plan Growth | 401.8 | 4.80% | 9.31% | 6.49% | 20.57% | 52.03% | 77.70% | 2025-05-16 |
| DSP Aggressive Hybrid Fund Growth | 358.1 | 4.71% | 9.03% | 5.94% | 19.32% | 48.90% | 72.22% | 2025-05-16 |
| Axis Children's Direct No Lock in Growth | 29.8 | 5.19% | 7.85% | 4.38% | 16.50% | 34.23% | 48.48% | 2025-05-16 |
| Axis Children's Direct Lock in Growth | 29.2 | 5.18% | 7.82% | 4.28% | 16.31% | 33.64% | 47.53% | 2025-05-16 |
| Axis Children's Direct Lock in Pyt of Inc Dis cum Cap Wdrl | 29.2 | 5.15% | 7.79% | 4.28% | 16.28% | 33.62% | 47.53% | 2025-05-16 |
| 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 |
| SBI Equity Hybrid Fund Direct Growth | 325.3 | 4.97% | 9.03% | 9.84% | 15.78% | 43.29% | 58.25% | 2025-05-16 |
| Baroda Hybrid Equity Fund Plan A Growth | 81.3 | -2.80% | -3.33% | -1.02% | 15.32% | 62.79% | 48.00% | 2022-03-13 |
| Axis Children's Regular Lock in Growth | 25.8 | 5.10% | 7.55% | 3.78% | 15.14% | 30.66% | 42.43% | 2025-05-16 |
| Axis Children's Regular No Lock in Growth | 25.8 | 5.10% | 7.55% | 3.78% | 15.14% | 30.66% | 42.43% | 2025-05-16 |
| Axis Children's Regular Lock in Pyt of Inc Dis cum Cap Wdrl | 25.8 | 5.09% | 7.55% | 3.74% | 15.13% | 30.65% | 42.41% | 2025-05-16 |
| SBI Equity Hybrid Fund Regular Growth | 294.8 | 4.91% | 8.86% | 9.48% | 15.02% | 41.37% | 55.07% | 2025-05-16 |
| UTI Aggressive Hybrid Fund-Growth - Direct | 431.1 | 5.45% | 7.24% | 4.12% | 14.96% | 49.41% | 76.12% | 2025-05-16 |
| Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option | 119.3 | 5.55% | 8.84% | 6.69% | 14.84% | 38.43% | 57.37% | 2025-05-16 |
| PGIM India Hybrid Equity Fund Direct Plan Growth | 154.2 | 5.70% | 6.91% | 7.53% | 14.61% | 37.61% | 62.17% | 2025-05-16 |
| Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth | 36.8 | 5.65% | 9.71% | 5.62% | 14.49% | 41.13% | 63.57% | 2025-05-16 |
| UTI Aggressive Hybrid Fund Regular Plan Growth | 401.3 | 5.39% | 7.06% | 3.77% | 14.22% | 47.52% | 72.82% | 2025-05-16 |
| ICICI Prudential Equity & Debt Fund Direct Plan Growth | 429.9 | 4.90% | 9.39% | 7.29% | 13.98% | 57.07% | 84.47% | 2025-05-16 |
| Canara Robeco Equity Hybrid Fund Direct Plan Growth | 400.5 | 5.57% | 9.29% | 3.89% | 13.95% | 41.68% | 64.21% | 2025-05-16 |
| Kotak Equity Hybrid Direct Growth | 70.8 | 6.04% | 8.12% | 2.08% | 13.72% | 45.44% | 68.85% | 2025-05-16 |
| Aditya Birla Sun Life Balanced Advantage Fund Growth | 105.3 | 5.45% | 8.55% | 6.12% | 13.59% | 35.35% | 51.97% | 2025-05-16 |
| Sundaram Aggressive Hybrid Fund Direct Plan Growth | 183.6 | 5.22% | 8.89% | 4.58% | 13.37% | 42.59% | 62.00% | 2025-05-16 |
| ICICI Prudential Equity & Debt Fund Growth | 387.9 | 4.85% | 9.23% | 6.97% | 13.31% | 55.22% | 81.28% | 2025-05-16 |
| Franklin India Equity Hybrid Fund Direct Growth | 306.7 | 5.13% | 7.78% | 4.83% | 13.26% | 48.25% | 72.36% | 2025-05-16 |
| IDBI Hybrid Equity Fund Direct Growth | 18.7 | 2.19% | 8.05% | 10.28% | 13.02% | 18.18% | 53.71% | 2023-07-28 |
| Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth | 31.6 | 5.50% | 9.37% | 4.91% | 12.96% | 37.40% | 57.05% | 2025-05-16 |
| PGIM India Hybrid Equity Fund Growth Option | 129.5 | 5.57% | 6.50% | 6.69% | 12.83% | 33.29% | 54.50% | 2025-05-16 |
| ICICI Prudential Balanced Advantage Fund Direct Plan Growth | 81.2 | 4.24% | 7.00% | 6.05% | 12.82% | 36.13% | 54.34% | 2025-05-16 |
| Canara Robeco Equity Hybrid Fund Growth | 354.8 | 5.47% | 8.99% | 3.31% | 12.66% | 38.51% | 58.63% | 2025-05-16 |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth | 1678.3 | 6.28% | 8.26% | 4.20% | 12.55% | 41.52% | 56.21% | 2025-05-16 |
| Nippon India Equity Hybrid Fund - Direct Plan - Growth Option | 116.2 | 5.84% | 8.78% | 4.16% | 12.51% | 44.82% | 72.21% | 2025-05-16 |
| LIC MF Aggressive Hybrid Fund Direct Plan Growth Option | 219.5 | 6.96% | 10.68% | 4.01% | 12.35% | 41.34% | 60.68% | 2025-05-16 |
| Kotak Equity Hybrid Regular Growth | 60.4 | 5.91% | 7.78% | 1.41% | 12.24% | 41.57% | 62.07% | 2025-05-16 |
| Kotak Equity Hybrid Fund Payout of Income Distribution cum Cap Wdrl | 35.5 | 5.91% | 7.77% | 1.43% | 12.23% | 41.59% | 62.07% | 2025-05-16 |
| ICICI Prudential Balanced Advantage Fund Growth | 72.9 | 4.19% | 6.85% | 5.73% | 12.16% | 34.50% | 51.48% | 2025-05-16 |
| Sundaram Aggressive Hybrid Fund Growth | 160.5 | 5.13% | 8.61% | 4.02% | 12.11% | 39.39% | 56.41% | 2025-05-16 |
| IDBI Hybrid Equity Fund Regular Growth | 17.1 | 2.15% | 7.87% | 9.88% | 12.11% | 16.21% | 49.87% | 2023-07-28 |
| Franklin India Equity Hybrid Fund Growth | 268.8 | 5.03% | 7.48% | 4.25% | 12.04% | 45.08% | 66.94% | 2025-05-16 |
| Axis Conservative Hybrid Fund Direct Plan Growth Option | 35.1 | 2.24% | 4.94% | 6.05% | 11.94% | 22.49% | 33.45% | 2025-05-16 |
| Aditya Birla Sun Life Equity Hybrid '95 Fund Growth | 1500.6 | 6.21% | 8.06% | 3.81% | 11.69% | 39.35% | 52.61% | 2025-05-16 |
| Nippon India Equity Hybrid Fund - Growth | 103.2 | 5.76% | 8.54% | 3.71% | 11.57% | 42.50% | 68.14% | 2025-05-16 |
| HDFC Dynamic Debt Plan - Direct Plan - Growth Option | 99.8 | 1.43% | 4.36% | 6.20% | 11.37% | 19.76% | 28.76% | 2025-05-16 |
| LIC MF Aggressive Hybrid Fund Growth | 193.7 | 6.86% | 10.38% | 3.44% | 11.14% | 38.33% | 55.59% | 2025-05-16 |
| HDFC Dynamic Debt Plan - Growth | 90.5 | 1.35% | 4.17% | 5.80% | 10.50% | 17.92% | 25.23% | 2025-05-16 |
| Axis Conservative Hybrid Fund Growth | 30.0 | 2.11% | 4.60% | 5.37% | 10.48% | 19.30% | 28.21% | 2025-05-16 |
| Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth | 24.0 | 1.99% | 4.02% | 4.98% | 9.32% | 23.35% | 35.36% | 2025-05-16 |
| Edelweiss Balanced Advantage Fund Direct Plan Growth | 57.0 | 4.80% | 7.16% | 4.11% | 9.15% | 37.16% | 54.97% | 2025-05-16 |
| Tata Hybrid Equity Fund Direct Plan Growth | 483.9 | 4.86% | 6.87% | 2.50% | 9.13% | 33.85% | 58.73% | 2025-05-16 |
| HSBC Aggressive Hybrid Fund Direct Plan Growth Option | 60.5 | 8.24% | 10.68% | 1.39% | 8.89% | 43.67% | 65.07% | 2025-05-16 |
| Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth | 21.7 | 1.92% | 3.92% | 4.73% | 8.76% | 21.89% | 32.36% | 2025-05-16 |
| Tata Hybrid Equity Fund Regular Growth | 431.7 | 4.77% | 6.61% | 2.02% | 8.11% | 31.32% | 54.24% | 2025-05-16 |
| Edelweiss Balanced Advantage Fund Regular Plan Growth | 50.3 | 4.69% | 6.85% | 3.48% | 7.88% | 33.93% | 49.38% | 2025-05-16 |
| HSBC Aggressive Hybrid Fund Growth | 53.4 | 8.15% | 10.38% | 0.87% | 7.75% | 40.71% | 59.98% | 2025-05-16 |
| HDFC Income Plus Arbitrage Active FOF - Direct Growth Plan- Growth | 42.7 | 0.92% | 2.57% | 0.26% | 6.75% | 32.67% | 57.84% | 2025-05-16 |
| HDFC Income Plus Arbitrage Active FOF Growth | 38.7 | 0.89% | 2.43% | -0.08% | 5.99% | 30.71% | 54.36% | 2025-05-16 |
| JM Aggressive Hybrid Fund (Direct) - Growth Option | 134.2 | 3.38% | 6.12% | -1.89% | 5.12% | 65.94% | 98.24% | 2025-05-16 |
| JM Aggressive Hybrid Fund Growth | 117.8 | 3.24% | 5.70% | -2.68% | 3.37% | 60.72% | 89.92% | 2025-05-16 |
| Quant Absolute Fund Growth Option Direct Plan | 451.1 | 6.31% | 11.55% | 3.36% | 2.81% | 41.83% | 65.17% | 2025-05-16 |
| Quant Absolute Fund Growth | 415.1 | 6.19% | 11.18% | 2.67% | 1.46% | 38.12% | 58.21% | 2025-05-16 |
| 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 |
| 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 |
| 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 Balanced Fund - Growth Option | 147.1 | 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 |
| 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 |
| 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 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 |