Balanced Mutual Funds Moderately High Risk

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.

Last Updated: 13 Jun 2025, 08:30 p.m. (IST)
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
DSP Aggressive Hybrid Fund Direct Plan Growth 402.0 3.11% 10.17% 2.69% 14.48% 48.37% 75.10% 2025-06-12
SBI Equity Hybrid Fund Direct Growth 330.5 4.40% 11.41% 5.94% 13.37% 43.00% 60.10% 2025-06-12
DSP Aggressive Hybrid Fund Growth 357.9 3.01% 9.88% 2.15% 13.28% 45.31% 69.72% 2025-06-12
IDBI Hybrid Equity Fund Direct Growth 18.7 2.19% 8.05% 10.28% 13.02% 18.18% 53.71% 2023-07-28
SBI Equity Hybrid Fund Regular Growth 299.4 4.34% 11.22% 5.59% 12.62% 41.08% 56.89% 2025-06-12
IDBI Hybrid Equity Fund Regular Growth 17.1 2.15% 7.87% 9.88% 12.11% 16.21% 49.87% 2023-07-28
Axis Children's Direct No Lock in Growth 29.9 4.22% 9.48% -0.23% 11.23% 32.82% 46.76% 2025-06-12
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option 120.0 3.86% 9.75% 4.58% 11.16% 36.96% 56.14% 2025-06-12
Axis Children's Direct Lock in Pyt of Inc Dis cum Cap Wdrl 29.3 4.23% 9.48% -0.31% 11.06% 32.30% 45.92% 2025-06-12
Axis Children's Direct Lock in Growth 29.4 4.23% 9.43% -0.31% 11.01% 32.27% 45.87% 2025-06-12
ICICI Prudential Balanced Advantage Fund Direct Plan Growth 81.7 2.94% 8.34% 4.49% 10.51% 35.32% 52.12% 2025-06-12
ICICI Prudential Equity & Debt Fund Direct Plan Growth 429.6 3.39% 9.76% 4.12% 10.50% 54.36% 79.65% 2025-06-12
Canara Robeco Equity Hybrid Fund Direct Plan Growth 405.4 5.11% 11.56% 0.80% 10.30% 40.99% 63.27% 2025-06-12
Mirae Asset Aggressive Hybrid Fund -Direct Plan-Growth 37.1 4.95% 10.92% 1.31% 9.99% 39.44% 61.33% 2025-06-12
UTI Aggressive Hybrid Fund-Growth - Direct 432.6 4.15% 9.51% -0.53% 9.97% 47.24% 72.89% 2025-06-12
Aditya Birla Sun Life Balanced Advantage Fund Growth 105.8 3.77% 9.45% 4.02% 9.95% 33.93% 50.81% 2025-06-12
Axis Children's Regular No Lock in Growth 25.9 4.15% 9.21% -0.77% 9.95% 29.30% 40.85% 2025-06-12
Axis Children's Regular Lock in Growth 25.9 4.11% 9.16% -0.81% 9.95% 29.30% 40.85% 2025-06-12
Axis Children's Regular Lock in Pyt of Inc Dis cum Cap Wdrl 25.9 4.10% 9.16% -0.81% 9.94% 29.29% 40.83% 2025-06-12
ICICI Prudential Balanced Advantage Fund Growth 73.3 2.88% 8.20% 4.20% 9.87% 33.68% 49.35% 2025-06-12
ICICI Prudential Equity & Debt Fund Growth 387.4 3.33% 9.60% 3.82% 9.85% 52.53% 76.54% 2025-06-12
PGIM India Hybrid Equity Fund Direct Plan Growth 153.0 0.14% 9.45% 0.40% 9.71% 33.50% 57.79% 2025-06-12
Axis Conservative Hybrid Fund Direct Plan Growth Option 35.0 1.24% 4.92% 3.98% 9.58% 21.32% 32.44% 2025-06-12
Kotak Equity Hybrid Direct Growth 72.0 6.40% 12.26% -1.75% 9.48% 45.30% 68.65% 2025-06-12
Franklin India Equity Hybrid Fund Direct Growth 308.2 3.95% 9.59% 0.59% 9.34% 45.64% 69.27% 2025-06-12
HDFC Dynamic Debt Plan - Direct Plan - Growth Option 98.8 -0.09% 2.99% 4.16% 9.33% 18.07% 27.66% 2025-06-12
UTI Aggressive Hybrid Fund Regular Plan Growth 402.4 4.09% 9.33% -0.85% 9.26% 45.37% 69.63% 2025-06-12
Canara Robeco Equity Hybrid Fund Growth 358.8 5.00% 11.24% 0.23% 9.05% 37.82% 57.74% 2025-06-12
LIC MF Aggressive Hybrid Fund Direct Plan Growth Option 223.0 6.59% 13.05% 0.10% 8.99% 40.94% 59.28% 2025-06-12
Sundaram Aggressive Hybrid Fund Direct Plan Growth 183.1 3.03% 9.61% -0.20% 8.74% 39.77% 58.82% 2025-06-12
Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth 31.8 4.81% 10.56% 0.66% 8.56% 35.78% 54.94% 2025-06-12
Aditya Birla Sun Life Equity Savings Fund Direct Plan Growth 24.2 1.72% 4.49% 4.31% 8.53% 22.31% 35.69% 2025-06-12
HDFC Dynamic Debt Plan - Growth 89.6 -0.16% 2.80% 3.77% 8.48% 16.30% 24.20% 2025-06-12
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option 116.6 4.47% 10.74% -0.32% 8.28% 42.53% 69.05% 2025-06-12
Axis Conservative Hybrid Fund Growth 30.0 1.11% 4.61% 3.35% 8.20% 18.15% 27.34% 2025-06-12
Franklin India Equity Hybrid Fund Growth 269.9 3.84% 9.27% 0.03% 8.16% 42.53% 63.94% 2025-06-12
Kotak Equity Hybrid Fund Payout of Income Distribution cum Cap Wdrl 36.1 6.28% 11.91% -2.36% 8.06% 41.45% 61.89% 2025-06-12
Kotak Equity Hybrid Regular Growth 61.4 6.29% 11.89% -2.37% 8.05% 41.47% 61.93% 2025-06-12
PGIM India Hybrid Equity Fund Growth Option 128.4 0.02% 9.03% -0.37% 8.01% 29.33% 50.34% 2025-06-12
Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth 21.8 1.63% 4.30% 4.00% 7.96% 20.87% 32.79% 2025-06-12
Aditya Birla Sun Life Equity Hybrid '95 Fund Direct Plan Growth 1692.5 4.73% 10.60% 0.18% 7.88% 39.97% 56.71% 2025-06-12
LIC MF Aggressive Hybrid Fund Growth 196.6 6.48% 12.73% -0.44% 7.81% 37.93% 54.24% 2025-06-12
Sundaram Aggressive Hybrid Fund Growth 159.9 2.92% 9.31% -0.74% 7.55% 36.64% 53.34% 2025-06-12
Nippon India Equity Hybrid Fund - Growth 103.6 4.38% 10.50% -0.76% 7.37% 40.22% 65.05% 2025-06-12
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth 1512.4 4.65% 10.39% -0.20% 7.06% 37.82% 53.11% 2025-06-12
Edelweiss Balanced Advantage Fund Direct Plan Growth 57.2 4.02% 8.29% 0.69% 6.46% 34.79% 53.40% 2025-06-12
HSBC Aggressive Hybrid Fund Direct Plan Growth Option 61.7 8.07% 16.06% -5.06% 6.34% 41.93% 66.02% 2025-06-12
Tata Hybrid Equity Fund Direct Plan Growth 485.3 3.53% 9.09% -0.96% 5.78% 32.43% 55.41% 2025-06-12
HSBC Aggressive Hybrid Fund Growth 54.4 7.96% 15.75% -5.54% 5.25% 38.98% 60.95% 2025-06-12
Edelweiss Balanced Advantage Fund Regular Plan Growth 50.4 3.92% 7.97% 0.10% 5.22% 31.61% 47.87% 2025-06-12
Tata Hybrid Equity Fund Regular Growth 432.6 3.44% 8.83% -1.43% 4.79% 29.92% 51.02% 2025-06-12
HDFC Income Plus Arbitrage Active FOF - Direct Growth Plan- Growth 42.8 0.85% 3.88% -2.77% 4.31% 29.71% 55.52% 2025-06-12
HDFC Income Plus Arbitrage Active FOF Growth 38.9 0.83% 3.79% -3.07% 3.63% 27.83% 52.15% 2025-06-12
JM Aggressive Hybrid Fund (Direct) - Growth Option 136.9 6.13% 10.13% -5.16% 1.91% 62.05% 98.85% 2025-06-12
JM Aggressive Hybrid Fund Growth 120.1 5.97% 9.66% -5.92% 0.22% 56.87% 90.40% 2025-06-12
HDFC Balanced Fund -Direct Plan - Growth Option 154.4 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
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 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
HDFC Balanced Fund - Growth Option 147.1 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-06-01
Quant Absolute Fund Growth Option Direct Plan 456.2 6.18% 12.61% 2.58% -0.21% 41.44% 61.68% 2025-06-12
Quant Absolute Fund Growth 419.4 6.05% 12.23% 1.90% -1.52% 37.75% 54.92% 2025-06-12