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 Dec 2019, 06:48 a.m. (IST)
Mutual Fund SchemeNAVMonth3 Month6 MonthYear2 Year3 YearAs on
(yy-mm-dd)
DSP Equity & Bond Fund - Direct Plan - Growth 171.5 0.11% 7.07% 5.05% 14.50% 12.73% 38.87% 2019-12-12
Kotak Equity Hybrid Direct Growth 28.6 0.99% 7.49% 3.78% 14.42% 11.04% 34.08% 2019-12-12
Axis Children's Gift Direct No Lock in Growth 15.2 0.33% 7.55% 5.39% 14.24% 18.51% 42.96% 2019-12-12
Axis Children's Gift Direct Lock in Growth 15.1 0.33% 7.47% 5.37% 14.05% 18.15% 42.32% 2019-12-12
SBI Equity Hybrid Fund Direct Growth 152.5 1.04% 6.41% 4.26% 13.81% 16.35% 43.52% 2019-12-12
LIC MF Equity Hybrid Fund-Direct Plan Growth Option 115.7 1.23% 6.29% 4.62% 13.60% 13.29% 31.35% 2019-12-12
DSP Equity & Bond Fund Growth 161.5 0.04% 6.81% 4.52% 13.36% 10.44% 34.40% 2019-12-12
SBI Equity Hybrid Fund Regular Growth 143.5 0.99% 6.25% 3.95% 13.07% 14.49% 39.69% 2019-12-12
Kotak Equity Hybrid Regular Growth 26.2 0.88% 7.19% 3.11% 13.06% 8.30% 28.83% 2019-12-12
Mirae Asset Hybrid Equity Fund -Direct Plan-Growth 16.6 1.28% 6.39% 2.97% 12.74% 18.18% 49.64% 2019-12-12
LIC MF Equity Hybrid Fund - Growth 108.5 1.17% 6.07% 4.17% 12.61% 10.41% 26.49% 2019-12-12
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth 176.4 0.95% 7.72% 3.67% 12.60% 17.68% 43.81% 2019-12-12
Axis Children's Gift Regular Lock in Growth 14.2 0.21% 7.09% 4.65% 12.53% 14.81% 35.92% 2019-12-12
Axis Children's Gift Regular No Lock in Growth 14.2 0.21% 7.09% 4.65% 12.53% 14.81% 35.92% 2019-12-12
Sundaram Equity Hybrid Fund - Direct Plan - Growth Option 100.8 0.77% 7.48% 4.24% 11.54% 19.58% 41.87% 2019-12-12
Canara Robeco Equity Hybrid Fund Growth 166.5 0.86% 7.41% 3.06% 11.30% 14.80% 38.48% 2019-12-12
ICICI Prudential Balanced Advantage Fund Direct Plan Growth 40.5 0.47% 6.02% 4.22% 11.05% 15.64% 36.90% 2019-12-12
Mirae Asset Hybrid Equity Fund -Regular Plan-Growth 15.4 1.11% 5.98% 2.12% 10.86% 14.48% 42.25% 2019-12-12
PGIM India Hybrid Equity Fund Direct Plan Growth 77.0 0.46% 7.56% 3.34% 10.86% 10.30% 29.47% 2019-12-12
Sundaram Equity Hybrid Fund Growth 95.4 0.72% 7.26% 3.79% 10.50% 16.40% 36.67% 2019-12-12
ICICI Prudential Balanced Advantage Fund Growth 37.6 0.43% 5.89% 3.98% 10.40% 13.60% 32.69% 2019-12-12
ICICI Prudential Equity & Debt Fund Direct Plan Growth 147.3 1.29% 5.28% 0.43% 9.54% 9.49% 33.97% 2019-12-12
PGIM India Hybrid Equity Fund Growth Option 70.6 0.33% 7.15% 2.53% 9.19% 7.13% 23.93% 2019-12-12
Franklin India Equity Hybrid Fund - Direct - Growth 132.4 1.08% 4.66% 1.25% 9.00% 9.61% 30.05% 2019-12-12
ICICI Prudential Equity & Debt Fund Growth 136.9 1.25% 5.16% 0.18% 8.81% 7.45% 29.60% 2019-12-12
Edelweiss Balanced Advantage Fund -Direct Plan-Growth 25.7 -0.50% 4.98% 2.39% 8.52% 13.65% 38.26% 2019-12-12
Aditya Birla Sun Life Equity Savings Fund Direct PlanGrowth 14.7 0.07% 5.16% 2.80% 8.26% 8.74% 26.23% 2019-12-12
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option 58.2 -0.12% 4.28% 2.48% 8.19% 11.08% 28.71% 2019-12-12
Tata Hybrid Equity Fund Direct Plan Growth 232.3 0.53% 5.75% 1.10% 7.93% 10.24% 27.81% 2019-12-12
Quant Absolute Fund Growth Option Direct Plan 141.3 -3.18% 4.14% 0.56% 7.86% 7.89% 28.51% 2019-12-12
Franklin India Equity Hybrid Fund Growth 122.8 1.00% 4.39% 0.72% 7.82% 7.08% 25.16% 2019-12-12
Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth 13.9 -0.07% 4.91% 2.36% 7.34% 6.52% 22.16% 2019-12-12
Aditya Birla Sun Life Balanced Advantage Fund Growth 54.8 -0.22% 4.01% 1.95% 7.08% 8.65% 24.33% 2019-12-12
Edelweiss Balanced Advantage Fund - Regular Plan - Growth 24.4 -0.61% 4.64% 1.67% 6.98% 10.83% 33.77% 2019-12-12
L&T Hybrid Equity Fund Direct Plan Growth Option 28.7 0.70% 5.97% 1.23% 6.84% 5.97% 32.08% 2019-12-12
HDFC Dynamic PE Ratio Fund of Funds- Plan A - Direct Growth Plan- Growth 19.9 0.10% 2.53% -0.55% 6.77% 6.03% 27.52% 2019-12-12
Tata Hybrid Equity Fund Regular Growth 218.4 0.45% 5.48% 0.57% 6.70% 7.28% 22.85% 2019-12-12
Quant Absolute Fund Growth 138.2 -3.31% 3.69% -0.27% 6.64% 5.98% 26.23% 2019-12-12
HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth 18.8 0.05% 2.29% -1.00% 5.98% 4.27% 24.27% 2019-12-12
L&T Hybrid Equity Fund Growth 26.8 0.68% 5.76% 0.75% 5.84% 3.87% 28.08% 2019-12-12
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth Direct Plan 812.6 0.72% 4.47% 0.09% 5.11% 2.69% 26.45% 2019-12-12
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth 758.0 0.64% 4.25% -0.26% 4.31% 0.73% 22.44% 2019-12-12
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option 59.4 -0.37% 4.93% -1.00% 3.96% 0.19% 26.63% 2019-12-12
HDFC Dynamic Debt Plan - Direct Plan - Growth Option 65.4 0.20% 1.60% 4.01% 3.73% 7.48% 10.24% 2019-12-12
Nippon India Equity Hybrid Fund - Direct Plan - Growth Option 58.1 0.14% 6.16% 0.64% 3.62% 1.68% 29.42% 2019-12-12
HDFC Dynamic Debt Plan - Growth 62.1 0.13% 1.44% 3.67% 3.12% 6.19% 8.22% 2019-12-12
Axis Regular Saver Fund Direct Plan Growth Option 21.1 0.19% 3.42% 4.19% 3.12% 8.08% 20.94% 2019-12-12
Baroda Hybrid Equity Fund Plan A Growth 54.9 -0.42% 4.73% -1.37% 3.06% -2.21% 21.78% 2019-12-12
Principal Hybrid Equity Fund Direct Plan Growth Option 81.5 0.27% 4.70% -0.16% 2.89% 4.54% 39.29% 2019-12-12
Nippon India Equity Hybrid Fund - Growth 53.9 0.09% 5.98% 0.30% 2.83% -0.44% 24.76% 2019-12-12
Axis Regular Saver Fund Growth 19.4 0.05% 3.14% 3.64% 2.22% 5.85% 16.98% 2019-12-12
UTI Hybrid Equity Fund-Growth - Direct 171.0 1.18% 2.34% -1.51% 1.95% -0.68% 21.14% 2019-12-12
Principal Hybrid Equity Fund Growth 76.0 0.17% 4.38% -0.77% 1.58% 2.09% 34.21% 2019-12-12
UTI Hybrid Equity Fund Regular Plan Growth 165.0 1.12% 2.15% -1.86% 1.31% -2.07% 18.61% 2019-12-12
IDBI Hybrid Equity Fund Direct Growth 11.9 -0.75% 2.95% 0.34% 0.08% -1.08% 17.66% 2019-12-12
IDBI Hybrid Equity Fund Regular Growth 11.2 -0.80% 2.65% -0.27% -1.32% -4.59% 11.53% 2019-12-12
UTI Hybrid Equity Fund-Direct Income Payout 26.4 0.53% 0.23% -5.76% -5.42% -17.73% -10.28% 2019-12-12
JM Equity Hybrid Fund (Direct) - Growth Option 44.7 3.67% 6.43% 0.43% -7.11% -3.52% 12.29% 2019-12-12
JM Equity Hybrid Fund Growth 41.7 3.60% 6.21% -0.05% -8.37% -5.14% 9.82% 2019-12-12