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.

Mutual Fund SchemeNAVMonth3 Month6 MonthYear2 Year3 YearAs on
(yy-mm-dd)
Axis Income Saver - Direct Plan - Growth Option 20.7 0.15% 1.92% -0.39% 5.20% 15.75% 27.23% 2019-02-22
Sundaram Balanced Fund - Direct Plan - Growth Option 89.5 -0.78% 1.73% -5.61% 5.12% 20.14% 52.92% 2019-02-22
Mirae Asset Prudence Fund -Direct Plan-Growth 14.7 -0.54% 1.17% -2.97% 4.62% 22.48% 60.94% 2019-02-22
Canara Robeco Balance - Direct Plan - Growth 157.1 -0.37% 2.16% -3.63% 4.19% 20.87% 55.23% 2019-02-22
Axis Income Saver -Growth Option 19.1 0.05% 1.71% -0.83% 4.15% 13.12% 22.57% 2019-02-22
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 36.4 -0.52% 1.39% -0.44% 4.09% 17.12% 47.07% 2019-02-22
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 62.2 0.31% -0.42% 1.19% 3.70% 7.55% 24.27% 2019-02-22
Sundaram Balanced Fund - Appreciation Option 85.3 -0.85% 1.48% -6.24% 3.47% 16.72% 47.96% 2019-02-22
JM Balanced Fund (Direct) - Growth Option 48.3 0.10% 1.30% -1.27% 3.29% 13.81% 36.23% 2019-02-22
HDFC High Interest Fund - Dynamic Plan-Growth Option 59.4 0.25% -0.57% 0.87% 3.07% 6.22% 21.84% 2019-02-22
Mirae Asset Prudence Fund -Regular Plan-Growth 13.8 -0.72% 0.66% -3.76% 2.98% 18.44% 52.43% 2019-02-22
ICICI Prudential Balanced Advantage Fund - Growth 33.9 -0.59% 1.13% -0.96% 2.88% 14.29% 41.59% 2019-02-22
Canara Robeco Balance - Regular Plan - Growth 149.6 -0.49% 1.81% -4.24% 2.83% 17.72% 49.55% 2019-02-22
JM Balanced Fund-Growth 45.6 0.02% 1.06% -1.74% 2.40% 12.81% 34.10% 2019-02-22
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 133.0 -0.91% 1.40% -3.64% 2.28% 20.26% 45.81% 2019-02-22
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 53.1 -0.91% -0.06% -2.07% 2.21% 10.61% 49.62% 2019-02-22
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 23.4 -0.47% 0.60% -6.32% 2.00% 16.80% 33.12% 2019-02-22
Franklin India BALANCED FUND - Direct - Growth 121.6 -0.62% 1.51% -4.07% 1.98% 13.48% 40.77% 2019-02-22
Axis Children's Gift Fund - without Lock in - Direct Growth 13.1 -0.91% 0.85% -6.90% 1.71% 18.25% 36.21% 2019-02-22
Axis Children's Gift Fund - Lock in - Direct Growth 13.0 -0.92% 0.85% -6.89% 1.56% 17.79% 35.21% 2019-02-22
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 125.7 -0.97% 1.21% -4.03% 1.35% 17.91% 41.20% 2019-02-22
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 50.3 -1.00% -0.32% -2.57% 1.04% 7.98% 45.25% 2019-02-22
Edelweiss Absolute Return Fund - Growth Option 22.4 -0.62% 0.22% -6.93% 0.81% 14.44% 29.43% 2019-02-22
Franklin India Balanced Fund-Growth Plan 113.8 -0.72% 1.21% -4.61% 0.77% 10.50% 34.97% 2019-02-22
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 13.5 -0.59% 0.60% -4.54% 0.67% 9.08% 31.86% 2019-02-22
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 18.6 -0.64% 0.92% -2.46% 0.22% 13.12% 51.88% 2019-02-22
Axis Children's Gift Fund - Lock in - Growth 12.3 -1.04% 0.49% -7.64% 0.00% 14.17% 28.84% 2019-02-22
Axis Children's Gift Fund - without Lock in - Growth 12.3 -1.04% 0.49% -7.64% 0.00% 14.17% 28.84% 2019-02-22
LIC MF Balanced Fund-Direct Plan Growth Option 100.6 -1.83% 1.74% -3.19% -0.19% 9.94% 40.97% 2019-02-22
Principal Balanced Fund- Direct Plan - Growth Option 78.1 -1.10% 0.41% -5.76% -0.19% 25.49% 68.48% 2019-02-22
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.8 -0.70% 0.31% -5.04% -0.47% 6.57% 27.31% 2019-02-22
ICICI Prudential Balanced Fund - Direct Plan - Growth 133.7 -0.90% -0.83% -3.93% -0.66% 13.83% 54.58% 2019-02-22
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 17.7 -0.73% 0.68% -2.91% -0.73% 11.04% 47.62% 2019-02-22
Principal Balanced Fund-Growth 73.7 -1.22% 0.12% -6.24% -1.17% 22.38% 62.87% 2019-02-22
DSP BlackRock Balanced Fund - Direct Plan - Growth 147.7 -0.92% 0.81% -7.87% -1.20% 12.14% 46.60% 2019-02-22
Tata Balanced Fund -Direct Plan- Growth 208.7 -2.20% -0.32% -6.07% -1.26% 8.84% 33.53% 2019-02-22
Escorts Balanced Fund-Growth Option-Direct Plan 127.5 -2.58% -1.35% -5.81% -1.27% 13.95% 34.23% 2019-02-22
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 69.3 -1.06% 1.37% -7.09% -1.48% 8.76% NA 2019-02-22
LIC MF Balanced Fund-Growth 95.1 -1.90% 1.54% -3.68% -1.58% 6.89% 35.82% 2019-02-22
ICICI Prudential Balanced Fund - Growth 124.9 -0.99% -1.08% -4.40% -1.79% 10.96% 48.64% 2019-02-22
Escorts Balanced Fund-Growth Option 126.0 -2.63% -1.51% -6.09% -1.86% 13.06% 33.21% 2019-02-22
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 761.0 -1.26% 0.17% -7.48% -2.13% 10.66% 44.04% 2019-02-22
DSP BlackRock Balanced Fund- Regular Plan - Growth 140.3 -1.00% 0.55% -8.35% -2.19% 9.67% 41.98% 2019-02-22
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 56.9 -0.85% 1.48% -7.94% -2.30% 13.00% 43.34% 2019-02-22
Tata Balanced Fund Regular Plan - Growth 198.0 -2.31% -0.69% -6.77% -2.77% 5.75% 28.88% 2019-02-22
DHFL Pramerica Balanced Advantage Fund - Growth Option 64.4 -1.18% 1.05% -7.69% -2.79% 5.73% NA 2019-02-22
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 29.1 -1.19% 1.01% -7.77% -2.90% 5.59% NA 2019-02-22
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 714.0 -1.33% -0.05% -7.91% -3.19% 8.07% 38.88% 2019-02-22
L&T India Prudence Fund- Direct Plan-Growth Option 26.1 -1.21% -2.06% -8.07% -3.55% 11.49% 40.10% 2019-02-22
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 52.9 -0.94% 1.17% -8.53% -3.61% 9.71% 37.57% 2019-02-22
Kotak Balance - Direct Growth 24.6 -0.97% 0.61% -6.74% -3.75% 7.66% 43.83% 2019-02-22
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 55.1 -1.38% -1.24% -8.51% -3.86% 13.22% 45.96% 2019-02-22
UTI - Balanced Fund-Growth - Direct 164.8 -1.86% -0.65% -7.63% -4.04% 9.32% 42.38% 2019-02-22
L&T India Prudence Fund-Growth Option 24.5 -1.33% -2.31% -8.54% -4.55% 9.16% 35.66% 2019-02-22
UTI - Balanced Fund-Growth 159.8 -1.91% -0.80% -7.94% -4.74% 7.70% 39.51% 2019-02-22
Kotak Balance - Growth 22.8 -1.04% 0.35% -7.27% -4.91% 4.72% 37.78% 2019-02-22
Reliance Regular Savings Fund - Balanced Option - Growth Plan 51.4 -1.46% -1.48% -8.97% -5.01% 10.14% 39.81% 2019-02-22
IDBI Prudence Fund Growth Direct 11.4 -2.31% -2.15% -11.63% -5.24% 5.95% NA 2019-02-22
IDBI Prudence Fund Growth Regular 10.9 -2.42% -2.59% -12.38% -7.00% 1.87% NA 2019-02-22
UTI - Balanced Fund-Income - Direct 27.1 -2.24% -2.63% -11.60% -13.19% -11.77% 5.99% 2019-02-22
Kotak Balance 14.2 -1.86% -2.13% -11.83% -14.06% -12.96% 7.23% 2019-02-22
UTI - Balanced Fund-Income 26.0 -2.33% -2.84% -12.04% -14.13% -13.61% 3.09% 2019-02-22