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)
Principal Balanced Fund- Direct Plan - Growth Option 68.8 1.28% 6.93% 20.41% 27.29% 33.20% 51.81% 2017-06-27
Principal Balanced Fund-Growth 66.2 1.16% 6.55% 19.67% 25.96% 30.78% 47.88% 2017-06-27
HDFC Prudence Fund -Direct Plan - Growth Option 486.8 -0.98% 4.60% 16.95% 25.67% 29.63% 44.68% 2017-06-27
ICICI Prudential Balanced Fund - Direct Plan - Growth 122.6 -0.43% 3.38% 14.12% 24.38% 31.53% 57.68% 2017-06-27
HDFC Prudence Fund - Growth Option 470.7 -1.09% 4.29% 16.22% 24.28% 27.21% 41.08% 2017-06-27
HDFC Balanced Fund -Direct Plan - Growth Option 142.6 0.52% 6.28% 17.53% 24.04% 30.34% 57.71% 2017-06-27
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 52.5 1.33% 6.54% 19.65% 23.19% 29.80% 55.94% 2017-06-27
Mirae Asset Prudence Fund -Direct Plan-Growth 12.9 -0.08% 4.89% 17.63% 23.02% NA NA 2017-06-27
HDFC Balanced Fund - Growth Option 137.3 0.42% 5.99% 16.90% 22.70% 27.56% 53.08% 2017-06-27
ICICI Prudential Balanced Fund - Growth 117.0 -0.56% 3.03% 13.32% 22.69% 28.07% 52.06% 2017-06-27
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 17.6 -0.28% 4.83% 16.20% 22.52% 25.86% NA 2017-06-27
L&T India Prudence Fund- Direct Plan-Growth Option 25.5 0.79% 6.95% 19.91% 22.38% 29.84% 61.95% 2017-06-27
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 50.2 0.00% 3.23% 11.40% 21.69% 32.54% NA 2017-06-27
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 17.0 -0.29% 4.62% 15.68% 21.39% 23.60% NA 2017-06-27
Reliance Regular Savings Fund - Balanced Option - Growth Plan 50.1 1.19% 6.12% 18.73% 21.29% 26.34% 50.62% 2017-06-27
Kotak Balance - Direct Growth 24.2 -0.04% 3.95% 16.04% 21.09% 27.80% NA 2017-06-27
L&T India Prudence Fund-Growth Option 24.4 0.70% 6.68% 19.34% 21.05% 27.09% 57.07% 2017-06-27
Canara Robeco Balance - Direct Plan - Growth 139.8 -0.01% 5.22% 16.67% 21.02% 25.00% 52.14% 2017-06-27
DSP BlackRock Balanced Fund - Direct Plan - Growth 139.6 -1.75% 4.13% 16.18% 20.83% 27.06% 59.47% 2017-06-27
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 48.6 -0.12% 2.90% 10.73% 20.60% 30.97% NA 2017-06-27
Mirae Asset Prudence Fund -Regular Plan-Growth 12.4 -0.24% 4.37% 16.40% 20.35% NA NA 2017-06-27
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 730.3 0.24% 3.96% 16.16% 20.13% 28.45% 56.99% 2017-06-27
UTI - Balanced Fund-Growth - Direct 159.7 0.41% 4.29% 15.38% 19.70% 25.45% 41.85% 2017-06-27
Canara Robeco Balance - Regular Plan - Growth 136.1 -0.13% 4.86% 15.92% 19.57% 22.35% 48.40% 2017-06-27
DSP BlackRock Balanced Fund- Regular Plan - Growth 135.0 -1.86% 3.82% 15.50% 19.52% 24.64% 55.47% 2017-06-27
Kotak Balance - Growth 23.0 -0.17% 3.56% 15.13% 19.25% 23.75% NA 2017-06-27
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 53.8 -0.44% 4.43% 18.19% 19.08% 21.97% 38.67% 2017-06-27
UTI - Balanced Fund-Growth 156.9 0.36% 4.12% 15.02% 18.99% 24.14% 39.87% 2017-06-27
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 698.6 0.13% 3.63% 15.42% 18.62% 25.39% 51.70% 2017-06-27
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 51.2 -0.56% 4.02% 17.23% 17.34% 18.95% 33.59% 2017-06-27
Sundaram Balanced Fund - Direct Plan - Growth Option 79.0 -0.42% 3.84% 13.02% 17.16% 21.43% 32.03% 2017-06-27
Sundaram Balanced Fund - Appreciation Option 77.2 -0.49% 3.61% 12.57% 16.42% 20.36% 30.13% 2017-06-27
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 12.9 -0.08% 3.52% 13.22% 16.28% 23.26% NA 2017-06-27
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 117.8 1.92% 5.59% 14.35% 16.08% 22.45% 55.20% 2017-06-27
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 32.5 0.68% 3.14% 11.68% 15.82% 24.04% 45.52% 2017-06-27
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 66.9 0.36% 2.51% 13.75% 15.73% NA NA 2017-06-27
Franklin India BALANCED FUND - Direct - Growth 112.3 0.29% 3.64% 13.13% 15.29% 22.06% 57.96% 2017-06-27
Tata Balanced Fund -Direct Plan- Growth 201.3 -0.38% 3.16% 13.35% 15.10% 17.70% 50.28% 2017-06-27
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.6 -0.16% 3.20% 12.53% 15.00% 20.52% NA 2017-06-27
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 113.2 1.83% 5.30% 13.73% 14.78% 19.54% 50.37% 2017-06-27
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 21.3 0.23% 4.66% 16.68% 14.49% 10.86% 36.91% 2017-06-27
Escorts Balanced Fund-Growth Option 122.5 4.52% 8.51% 15.06% 14.31% 24.34% 43.36% 2017-06-27
Escorts Balanced Fund-Growth Option-Direct Plan 123.0 4.52% 8.52% 15.04% 14.30% 24.33% 43.78% 2017-06-27
ICICI Prudential Balanced Advantage Fund - Growth 30.9 0.55% 2.79% 10.95% 14.28% 20.61% 40.20% 2017-06-27
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 28.8 0.24% 2.13% 12.95% 14.21% NA NA 2017-06-27
DHFL Pramerica Balanced Advantage Fund - Growth Option 63.6 0.24% 2.15% 12.94% 14.20% NA NA 2017-06-27
Tata Balanced Fund Regular Plan - Growth 195.9 -0.47% 2.91% 12.80% 14.08% 16.28% 47.82% 2017-06-27
Edelweiss Absolute Return Fund - Growth Option 20.8 0.14% 4.47% 16.21% 13.61% 9.19% 34.22% 2017-06-27
Franklin India Balanced Fund-Growth Plan 107.2 0.15% 3.21% 12.22% 13.45% 18.43% 51.99% 2017-06-27
LIC MF Balanced Fund-Direct Plan Growth Option 94.1 -0.88% 0.93% 10.31% 13.34% 10.56% 26.70% 2017-06-27
JM Balanced Fund (Direct) - Growth Option 44.5 -0.29% 3.49% 13.25% 12.90% 13.34% 27.51% 2017-06-27
Axis Children's Gift Fund - without Lock in - Direct Growth 11.8 1.72% 4.42% 13.00% 12.57% NA NA 2017-06-27
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 60.6 2.06% 3.54% 3.98% 12.48% 24.65% 39.78% 2017-06-27
JM Balanced Fund-Growth 42.3 -0.33% 3.37% 12.95% 12.32% 11.25% 23.86% 2017-06-27
LIC MF Balanced Fund-Growth 91.1 -1.00% 0.63% 9.64% 12.24% 8.64% 23.57% 2017-06-27
Axis Children's Gift Fund - Lock in - Direct Growth 11.8 1.73% 4.35% 12.87% 12.23% NA NA 2017-06-27
HDFC High Interest Fund - Dynamic Plan-Growth Option 58.5 1.99% 3.34% 3.65% 11.74% 22.74% 36.50% 2017-06-27
Kotak Balance 16.8 -0.18% 2.25% 11.41% 11.55% 8.04% 0.30% 2017-06-27
Axis Children's Gift Fund - Lock in - Growth 11.5 1.51% 3.80% 12.02% 10.40% NA NA 2017-06-27
Axis Children's Gift Fund - without Lock in - Growth 11.5 1.60% 3.80% 12.02% 10.40% NA NA 2017-06-27
Axis Income Saver - Direct Plan - Growth Option 18.7 0.92% 3.21% 7.55% 9.64% 17.51% 34.83% 2017-06-27
UTI - Balanced Fund-Income - Direct 31.0 -0.42% -0.48% 10.08% 9.31% 6.56% 12.68% 2017-06-27
UTI - Balanced Fund-Income 30.4 -0.52% -0.75% 9.65% 8.47% 5.16% 10.77% 2017-06-27
Axis Income Saver -Growth Option 17.6 0.80% 2.81% 6.88% 8.20% 14.04% 29.04% 2017-06-27
JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option 11.7 0.09% 4.57% 14.86% NA NA NA 2017-06-27
JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option 11.3 0.09% 4.52% 14.66% NA NA NA 2017-06-27
IDBI Prudence Fund Growth Regular 11.1 -0.89% 2.40% 12.69% NA NA NA 2017-06-27
IDBI Prudence Fund Growth Direct 11.2 -0.80% 2.75% 13.56% NA NA NA 2017-06-27