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: 23 Feb 2017, 06:02 a.m. (IST)
Mutual Fund SchemeNAVWeekMonth3 Month6 MonthYearAs on
(yy-mm-dd)
HDFC Prudence Fund -Direct Plan - Growth Option 453.67 0.91% 3.60% 7.34% 7.89% 37.45% 2017-02-22
HDFC Prudence Fund - Growth Option 440.58 0.89% 3.49% 7.02% 7.30% 36.14% 2017-02-22
ICICI Prudential Balanced Fund - Direct Plan - Growth 117.50 1.47% 4.71% 9.78% 9.64% 35.82% 2017-02-22
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 48.05 0.65% 2.71% 7.42% 8.74% 35.47% 2017-02-22
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 46.68 0.63% 2.62% 7.14% 8.31% 34.72% 2017-02-22
Principal Balanced Fund- Direct Plan - Growth Option 62.30 1.07% 3.73% 7.56% 6.75% 34.33% 2017-02-22
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 16.46 0.86% 3.65% 7.16% 6.54% 34.26% 2017-02-22
ICICI Prudential Balanced Fund - Growth 112.59 1.45% 4.59% 9.40% 8.89% 33.99% 2017-02-22
Kotak Balance - Direct Growth 22.83 0.66% 3.96% 8.51% 6.53% 33.43% 2017-02-22
Principal Balanced Fund-Growth 60.21 1.06% 3.65% 7.31% 6.23% 33.15% 2017-02-22
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 15.95 0.89% 3.64% 6.98% 6.05% 33.03% 2017-02-22
Mirae Asset Prudence Fund -Direct Plan-Growth 12.01 1.26% 4.80% 9.28% 7.42% 31.40% 2017-02-22
Kotak Balance - Growth 21.76 0.65% 3.82% 8.10% 5.68% 31.32% 2017-02-22
HDFC Balanced Fund -Direct Plan - Growth Option 131.39 0.98% 4.01% 6.79% 6.94% 31.08% 2017-02-22
DSP BlackRock Balanced Fund - Direct Plan - Growth 131.83 0.98% 3.19% 7.45% 5.09% 30.84% 2017-02-22
UTI - Balanced Fund-Growth - Direct 150.82 0.77% 4.58% 8.53% 6.95% 30.30% 2017-02-22
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 687.21 0.88% 4.32% 8.10% 4.96% 30.07% 2017-02-22
HDFC Balanced Fund - Growth Option 127.01 0.95% 3.92% 6.52% 6.37% 29.64% 2017-02-22
UTI - Balanced Fund-Growth 148.45 0.76% 4.53% 8.38% 6.64% 29.59% 2017-02-22
DSP BlackRock Balanced Fund- Regular Plan - Growth 127.99 0.95% 3.09% 7.12% 4.52% 29.57% 2017-02-22
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 48.64 1.46% 6.11% 9.97% 6.90% 28.92% 2017-02-22
Mirae Asset Prudence Fund -Regular Plan-Growth 11.66 1.22% 4.57% 8.67% 6.19% 28.70% 2017-02-22
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 660.28 0.86% 4.20% 7.75% 4.29% 28.43% 2017-02-22
LIC MF Balanced Fund-Direct Plan Growth Option 91.65 0.25% 3.05% 6.22% 3.31% 28.38% 2017-02-22
Canara Robeco Balance - Direct Plan - Growth 129.70 0.88% 3.35% 7.00% 4.51% 28.19% 2017-02-22
Sundaram Balanced Fund - Direct Plan - Growth Option 74.54 0.65% 3.04% 5.58% 3.99% 27.33% 2017-02-22
LIC MF Balanced Fund-Growth 89.07 0.21% 2.92% 5.95% 2.86% 27.22% 2017-02-22
Reliance Regular Savings Fund - Balanced Option - Growth Plan 46.66 1.46% 6.00% 9.58% 6.09% 26.97% 2017-02-22
Sundaram Balanced Fund - Appreciation Option 73.11 0.65% 2.97% 5.44% 3.73% 26.82% 2017-02-22
Canara Robeco Balance - Regular Plan - Growth 126.81 0.86% 3.24% 6.68% 3.89% 26.81% 2017-02-22
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 50.22 0.38% 3.80% 7.47% 4.08% 26.63% 2017-02-22
L&T India Prudence Fund- Direct Plan-Growth Option 23.39 0.26% 4.65% 8.64% 6.75% 25.55% 2017-02-22
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 31.05 0.75% 3.43% 6.23% 4.83% 25.45% 2017-02-22
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 48.11 0.35% 3.64% 7.08% 3.35% 25.19% 2017-02-22
L&T India Prudence Fund-Growth Option 22.46 0.22% 4.56% 8.35% 6.14% 24.16% 2017-02-22
Franklin India BALANCED FUND - Direct - Growth 107.19 0.90% 3.97% 5.69% 3.53% 24.05% 2017-02-22
ICICI Prudential Balanced Advantage Fund - Growth 29.65 0.75% 3.35% 5.86% 4.11% 23.80% 2017-02-22
Kotak Balance 16.33 0.62% 3.09% 5.83% 2.00% 22.97% 2017-02-22
Tata Balanced Fund -Direct Plan- Growth 191.89 1.16% 3.61% 6.22% 2.42% 22.75% 2017-02-22
Franklin India Balanced Fund-Growth Plan 102.94 0.88% 3.83% 5.27% 2.66% 22.14% 2017-02-22
Tata Balanced Fund Regular Plan - Growth 187.39 1.14% 3.52% 5.95% 1.90% 21.95% 2017-02-22
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 110.36 0.65% 3.44% 4.20% 2.98% 21.04% 2017-02-22
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 12.31 0.49% 3.53% 6.58% 3.88% 20.69% 2017-02-22
UTI - Balanced Fund-Income - Direct 30.69 0.79% 4.60% 6.08% 2.33% 20.21% 2017-02-22
JM Balanced Fund (Direct) - Growth Option 42.38 1.22% 4.59% 8.33% 3.24% 19.58% 2017-02-22
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 106.41 0.63% 3.35% 3.92% 2.39% 19.56% 2017-02-22
UTI - Balanced Fund-Income 30.13 0.77% 4.55% 5.87% 1.96% 19.37% 2017-02-22
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.01 0.50% 3.45% 6.28% 3.36% 19.27% 2017-02-22
JM Balanced Fund-Growth 40.40 1.20% 4.53% 8.11% 2.93% 18.75% 2017-02-22
Escorts Balanced Fund-Growth Option 111.70 0.92% 1.48% 3.88% -0.73% 18.06% 2017-02-22
Escorts Balanced Fund-Growth Option-Direct Plan 112.14 0.92% 1.48% 3.87% -0.74% 18.04% 2017-02-22
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 57.85 -0.33% -2.16% -3.44% 2.73% 15.54% 2017-02-22
Axis Children's Gift Fund - without Lock in - Direct Growth 11.07 0.45% 2.88% 3.94% 0.82% 15.19% 2017-02-22
Axis Children's Gift Fund - Lock in - Direct Growth 11.02 0.46% 2.89% 3.86% 0.73% 14.79% 2017-02-22
HDFC High Interest Fund - Dynamic Plan-Growth Option 55.95 -0.32% -2.20% -3.57% 2.42% 14.72% 2017-02-22
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 20.08 1.31% 5.63% 7.96% 3.35% 14.09% 2017-02-22
Edelweiss Absolute Return Fund - Growth Option 19.62 1.29% 5.60% 7.80% 2.99% 13.21% 2017-02-22
Axis Children's Gift Fund - Lock in - Growth 10.80 0.37% 2.76% 3.35% -0.18% 12.85% 2017-02-22
Axis Children's Gift Fund - without Lock in - Growth 10.80 0.37% 2.76% 3.35% -0.18% 12.85% 2017-02-22
Axis Income Saver - Direct Plan - Growth Option 17.84 0.28% 1.42% 2.35% 1.71% 9.92% 2017-02-22
Axis Income Saver -Growth Option 16.86 0.30% 1.38% 2.06% 1.08% 8.42% 2017-02-22
JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option 10.95 1.30% 4.39% NA NA NA 2017-02-22
JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option 10.65 1.33% 4.41% NA NA NA 2017-02-22
DHFL Pramerica Balanced Advantage Fund - Growth Option 60.82 0.90% 4.57% 6.74% 4.45% NA 2017-02-22
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 27.51 0.92% 4.56% 6.75% 4.44% NA 2017-02-22
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 63.67 0.92% 4.70% 7.12% 5.12% NA 2017-02-22
IDBI Prudence Fund Growth Regular 10.71 1.23% 4.08% 7.21% NA NA 2017-02-22
IDBI Prudence Fund Growth Direct 10.76 1.22% 4.16% 7.60% NA NA 2017-02-22
Escorts Mutual Fund Unclaimed Dundee Balanced Fund 0.00 NA NA NA NA NA 2017-02-22