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: 26 Apr 2017, 03:26 p.m. (IST)
Mutual Fund SchemeNAVMonth3 Month6 MonthYear2 Year3 YearAs on
(yy-mm-dd)
Principal Balanced Fund- Direct Plan - Growth Option 66.7 3.88% 9.75% 9.30% 28.30% 32.27% 67.41% 2017-04-25
HDFC Prudence Fund -Direct Plan - Growth Option 481.5 3.65% 8.44% 9.11% 27.48% 27.83% 73.08% 2017-04-25
Principal Balanced Fund-Growth 64.3 3.72% 9.40% 8.70% 27.05% 29.98% 63.22% 2017-04-25
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 50.2 3.50% 6.76% 8.56% 26.69% 36.13% NA 2017-04-25
HDFC Prudence Fund - Growth Option 466.6 3.54% 8.09% 8.46% 26.16% 25.55% 68.97% 2017-04-25
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 48.7 3.38% 6.45% 8.03% 25.85% 34.69% NA 2017-04-25
ICICI Prudential Balanced Fund - Direct Plan - Growth 120.3 1.67% 6.01% 8.50% 25.33% 31.25% 77.49% 2017-04-25
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 17.4 4.31% 8.19% 9.00% 25.29% 25.83% NA 2017-04-25
DSP BlackRock Balanced Fund - Direct Plan - Growth 139.7 4.53% 7.27% 6.12% 25.05% 30.44% 81.65% 2017-04-25
Kotak Balance - Direct Growth 24.1 4.06% 8.26% 9.09% 24.20% 28.57% NA 2017-04-25
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 16.9 4.20% 7.94% 8.49% 24.06% 23.43% NA 2017-04-25
Sundaram Balanced Fund - Direct Plan - Growth Option 78.7 3.78% 7.35% 6.52% 24.02% 20.84% 44.64% 2017-04-25
Mirae Asset Prudence Fund -Direct Plan-Growth 12.6 2.69% 7.69% 9.00% 24.02% NA NA 2017-04-25
HDFC Balanced Fund -Direct Plan - Growth Option 139 3.84% 8.58% 8.62% 23.82% 28.64% 78.96% 2017-04-25
DSP BlackRock Balanced Fund- Regular Plan - Growth 135.3 4.42% 6.97% 5.49% 23.77% 28.09% 77.29% 2017-04-25
ICICI Prudential Balanced Fund - Growth 115.0 1.57% 5.66% 7.75% 23.68% 27.87% 71.35% 2017-04-25
L&T India Prudence Fund- Direct Plan-Growth Option 25.0 5.13% 10.17% 10.27% 23.62% 29.10% 83.70% 2017-04-25
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 724.5 3.61% 8.05% 7.75% 23.50% 29.68% 79.74% 2017-04-25
Sundaram Balanced Fund - Appreciation Option 77.1 3.70% 7.11% 6.17% 23.40% 19.87% 42.46% 2017-04-25
UTI - Balanced Fund-Growth - Direct 157.6 3.14% 7.68% 7.59% 23.04% 25.37% 57.44% 2017-04-25
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 53.9 4.88% 9.44% 7.89% 22.72% 23.94% 57.33% 2017-04-25
HDFC Balanced Fund - Growth Option 134.1 3.74% 8.29% 8.06% 22.48% 25.92% 73.87% 2017-04-25
Canara Robeco Balance - Direct Plan - Growth 138.3 4.54% 8.81% 6.93% 22.42% 25.04% 74.23% 2017-04-25
UTI - Balanced Fund-Growth 155 3.09% 7.53% 7.27% 22.35% 24.13% 55.31% 2017-04-25
Kotak Balance - Growth 22.9 3.94% 7.85% 8.31% 22.28% 24.47% NA 2017-04-25
L&T India Prudence Fund-Growth Option 24.0 5.04% 9.85% 9.65% 22.22% 26.34% 78.16% 2017-04-25
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 694.6 3.49% 7.69% 7.06% 21.94% 26.65% 73.74% 2017-04-25
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 50.9 3.21% 9.14% 8.91% 21.38% 27.53% 75.74% 2017-04-25
Mirae Asset Prudence Fund -Regular Plan-Growth 12.2 2.52% 7.12% 7.78% 21.29% NA NA 2017-04-25
Canara Robeco Balance - Regular Plan - Growth 135.0 4.41% 8.45% 6.27% 21.03% 22.53% 70.33% 2017-04-25
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 51.5 4.72% 8.93% 7.05% 21.02% 20.99% 51.74% 2017-04-25
Reliance Regular Savings Fund - Balanced Option - Growth Plan 48.7 3.07% 8.76% 8.09% 19.56% 24.32% 69.96% 2017-04-25
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 12.9 3.13% 6.64% 5.94% 19.42% 24.64% NA 2017-04-25
LIC MF Balanced Fund-Direct Plan Growth Option 96.0 3.29% 6.81% 5.55% 18.51% 10.17% 42.73% 2017-04-25
Tata Balanced Fund -Direct Plan- Growth 201.8 3.85% 7.54% 5.94% 18.38% 20.03% 75.93% 2017-04-25
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.5 3.05% 6.38% 5.30% 18.02% 21.81% NA 2017-04-25
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 66.8 2.77% 8.32% 7.27% 17.70% NA NA 2017-04-25
Tata Balanced Fund Regular Plan - Growth 196.8 3.76% 7.28% 5.42% 17.46% 18.72% 73.14% 2017-04-25
LIC MF Balanced Fund-Growth 93.1 3.19% 6.50% 5.03% 17.44% 8.32% 39.32% 2017-04-25
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 32.1 1.84% 5.77% 5.98% 17.29% 25.36% 56.64% 2017-04-25
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 28.8 2.64% 7.95% 6.51% 16.18% NA NA 2017-04-25
DHFL Pramerica Balanced Advantage Fund - Growth Option 63.7 2.63% 7.93% 6.53% 16.14% NA NA 2017-04-25
Franklin India BALANCED FUND - Direct - Growth 110.5 2.40% 5.64% 5.30% 16.12% 23.13% 73.50% 2017-04-25
ICICI Prudential Balanced Advantage Fund - Growth 30.6 1.70% 5.45% 5.23% 15.76% 21.90% 50.99% 2017-04-25
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 115.1 3.31% 6.26% 3.25% 15.74% 20.54% 68.39% 2017-04-25
Kotak Balance 17.0 3.28% 5.72% 4.68% 14.72% 10.18% 10.61% 2017-04-25
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 110.8 3.22% 5.98% 2.67% 14.40% 17.70% 63.28% 2017-04-25
Franklin India Balanced Fund-Growth Plan 105.8 2.24% 5.22% 4.45% 14.29% 19.57% 67.31% 2017-04-25
JM Balanced Fund (Direct) - Growth Option 43.6 1.47% 5.77% 6.31% 13.27% 12.69% 44.98% 2017-04-25
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 21.1 3.73% 9.49% 8.03% 12.65% 12.77% 50.57% 2017-04-25
JM Balanced Fund-Growth 41.5 1.42% 5.62% 5.97% 12.57% 10.57% 40.77% 2017-04-25
UTI - Balanced Fund-Income - Direct 31.1 0.13% 4.57% 2.10% 12.30% 6.50% 20.65% 2017-04-25
Escorts Balanced Fund-Growth Option 115.5 2.73% 3.85% 2.12% 11.94% 14.98% 58.15% 2017-04-25
Escorts Balanced Fund-Growth Option-Direct Plan 115.9 2.74% 3.85% 2.11% 11.93% 14.97% 58.78% 2017-04-25
Edelweiss Absolute Return Fund - Growth Option 20.6 3.62% 9.28% 7.63% 11.77% 11.05% 47.56% 2017-04-25
UTI - Balanced Fund-Income 30.5 0.00% 4.31% 1.67% 11.47% 5.21% 18.66% 2017-04-25
Axis Children's Gift Fund - without Lock in - Direct Growth 11.5 1.95% 5.22% 3.60% 11.43% NA NA 2017-04-25
Axis Children's Gift Fund - Lock in - Direct Growth 11.4 1.87% 5.06% 3.44% 10.97% NA NA 2017-04-25
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 58.6 0.63% -0.90% 1.37% 10.73% 19.31% 39.72% 2017-04-25
HDFC High Interest Fund - Dynamic Plan-Growth Option 56.7 0.57% -1.05% 1.05% 10.00% 17.46% 36.37% 2017-04-25
Axis Income Saver - Direct Plan - Growth Option 18.4 1.71% 3.90% 3.14% 9.72% 17.95% 41.21% 2017-04-25
Axis Children's Gift Fund - Lock in - Growth 11.2 1.82% 4.78% 2.66% 9.28% NA NA 2017-04-25
Axis Children's Gift Fund - without Lock in - Growth 11.2 1.82% 4.78% 2.66% 9.28% NA NA 2017-04-25
Axis Income Saver -Growth Option 17.3 1.58% 3.52% 2.42% 8.17% 14.38% 35.05% 2017-04-25
JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option 11.4 2.33% 7.04% NA NA NA NA 2017-04-25
JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option 11.1 2.21% 6.85% NA NA NA NA 2017-04-25
IDBI Prudence Fund Growth Regular 11.2 3.79% 7.37% NA NA NA NA 2017-04-25
IDBI Prudence Fund Growth Direct 11.3 3.95% 7.82% NA NA NA NA 2017-04-25