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)
Mirae Asset Hybrid-Equity Fund -Direct Plan-Growth 16.1 0.69% 3.33% 9.07% 12.81% 24.77% 55.00% 2019-06-25
LIC MF Equity Hybrid Fund-Direct Plan-Growth 109.8 1.00% 3.99% 8.07% 11.75% 15.97% 33.48% 2019-06-25
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 15.1 0.53% 2.94% 8.19% 11.06% 20.87% 46.78% 2019-06-25
LIC MF Equity Hybrid Fund-Regular Plan-Growth 103.4 0.92% 3.75% 7.61% 10.65% 12.84% 28.65% 2019-06-25
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth 145.9 -0.13% 4.07% 8.68% 10.31% 22.97% 44.21% 2019-06-25
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth 146.1 0.15% 2.49% 7.92% 10.11% 18.61% 49.60% 2019-06-25
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth 169.7 0.38% 2.89% 8.60% 9.99% 20.55% 48.30% 2019-06-25
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 20.0 0.50% 2.09% 6.95% 9.95% 13.11% 40.92% 2019-06-25
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 137.6 -0.18% 3.91% 8.30% 9.45% 20.72% 40.00% 2019-06-25
ICICI Prudential Equity & Debt Fund - Growth 136.1 0.10% 2.33% 7.49% 9.11% 15.86% 44.17% 2019-06-25
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 19.0 0.48% 1.93% 6.63% 9.08% 11.18% 37.21% 2019-06-25
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 161.1 0.28% 2.63% 8.00% 8.73% 17.52% 42.85% 2019-06-25
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 38.8 0.49% 2.79% 5.93% 8.73% 18.83% 38.99% 2019-06-25
Quant Absolute Fund-Growth Option-Direct Plan 139.9 -1.08% 2.65% 5.88% 8.64% 13.37% 30.85% 2019-06-25
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 56.6 0.25% 2.09% 5.28% 8.32% 12.43% 38.72% 2019-06-25
Axis Children's Gift Fund - without Lock in - Direct Growth 14.5 1.76% 5.94% 8.56% 8.16% 21.63% 38.28% 2019-06-25
Sundaram Equity Hybrid Fund Direct Growth 96.6 0.11% 2.67% 7.62% 8.05% 21.74% 44.28% 2019-06-25
Axis Children's Gift Fund - Lock in - Direct Growth 14.3 1.70% 5.84% 8.48% 7.99% 21.25% 37.43% 2019-06-25
Quant Absolute Fund-Growth Option 138.0 -1.15% 2.49% 5.56% 7.97% 12.25% 29.58% 2019-06-25
DSP Equity & Bond Fund - Direct Plan - Growth 162.4 0.25% 3.16% 9.02% 7.81% 15.34% 41.96% 2019-06-25
Kotak Equity Hybrid - Growth - Direct 27.4 0.29% 4.97% 10.02% 7.78% 12.41% 38.24% 2019-06-25
ICICI Prudential Balanced Advantage Fund - Growth 36.0 0.45% 2.65% 5.57% 7.75% 16.26% 34.14% 2019-06-25
Tata Hybrid Equity Fund -Direct Plan- Growth 229.0 -0.46% 4.06% 6.91% 7.54% 12.99% 31.93% 2019-06-25
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 53.5 0.15% 1.83% 4.76% 7.21% 9.83% 34.28% 2019-06-25
DSP Equity & Bond Fund- Regular Plan - Growth 153.7 0.16% 2.90% 8.47% 6.71% 12.85% 37.39% 2019-06-25
Sundaram Equity Hybrid Fund Regular Growth 91.7 0.03% 2.42% 7.09% 6.65% 18.23% 39.24% 2019-06-25
Kotak Equity Hybrid - Growth 25.3 0.16% 4.62% 9.32% 6.47% 9.41% 32.53% 2019-06-25
Axis Children's Gift Fund - Lock in - Growth 13.6 1.57% 5.61% 7.80% 6.44% 17.52% 31.04% 2019-06-25
Axis Children's Gift Fund - without Lock in - Growth 13.6 1.57% 5.61% 7.80% 6.44% 17.52% 31.04% 2019-06-25
Franklin India Equity Hybrid Fund - Direct - Growth 130.3 0.39% 1.88% 6.59% 6.36% 15.47% 34.66% 2019-06-25
Tata Hybrid Equity Fund Regular Plan - Growth 216.5 -0.54% 3.79% 6.25% 6.06% 9.71% 26.96% 2019-06-25
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option 24.9 -0.48% 2.68% 5.55% 5.37% 16.08% 33.80% 2019-06-25
Franklin India Equity Hybrid Fund - Growth Plan 121.4 0.29% 1.61% 6.00% 5.16% 12.63% 29.24% 2019-06-25
DHFL Pramerica Hybrid Equity Fund - Direct Plan - Growth 74.3 -0.85% 2.12% 7.23% 4.74% 10.19% 29.17% 2019-06-25
Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth 14.2 0.56% 2.96% 5.17% 4.55% 9.54% 28.52% 2019-06-25
DHFL Pramerica Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option 17.5 -0.85% 2.10% 7.23% 4.04% 6.58% NA 2019-06-25
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 23.7 -0.59% 2.33% 4.81% 4.03% 13.49% 29.89% 2019-06-25
HDFC Dynamic Debt Fund - Growth Option - Direct Plan 63.1 0.99% 0.03% -0.66% 3.72% 4.13% 17.63% 2019-06-25
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 13.5 0.45% 2.73% 4.72% 3.52% 7.13% 24.24% 2019-06-25
DHFL Pramerica Hybrid Equity Fund - Growth Option 68.6 -1.01% 1.69% 6.44% 3.28% 7.05% 23.85% 2019-06-25
DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option 31 -0.99% 1.67% 6.38% 3.13% 6.90% 23.65% 2019-06-25
HDFC Dynamic Debt Fund - Growth Option 60.1 0.92% -0.10% -0.94% 3.10% 2.86% 15.44% 2019-06-25
L&T Hybrid Equity Fund - Direct Plan-Growth 28.3 0.21% 3.10% 5.17% 2.95% 10.04% 37.48% 2019-06-25
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth 808.5 -0.08% 0.99% 4.68% 2.84% 10.10% 33.79% 2019-06-25
Principal Hybrid Equity Fund- Direct Plan - Growth Option 81.1 -2.30% -0.88% 2.87% 2.48% 16.83% 52.32% 2019-06-25
L&T Hybrid Equity Fund- Regular Plan - Growth 26.5 0.11% 2.83% 4.66% 1.92% 7.77% 33.23% 2019-06-25
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth 756.6 -0.16% 0.80% 4.26% 1.91% 7.70% 29.22% 2019-06-25
UTI - Hybrid Equity Fund -Direct Plan - Growth 173.7 -0.94% 0.47% 3.65% 1.43% 8.40% 31.75% 2019-06-25
Principal Hybrid Equity Fund-Growth 76.1 -2.41% -1.18% 2.17% 1.36% 13.92% 46.97% 2019-06-25
BARODA HYBRID EQUITY FUND - Plan B (Direct) - Growth Option 59.5 -1.42% 0.34% 4.57% 1.31% 9.92% 32.55% 2019-06-25
Reliance Equity Hybrid Fund - Direct Plan Growth Plan 58.4 1.00% 0.12% 4.12% 1.11% 10.97% 38.37% 2019-06-25
UTI - Hybrid Equity Fund - Regular Plan - Growth 168.1 -0.98% 0.36% 3.38% 0.80% 6.85% 29.10% 2019-06-25
Axis Regular Saver Fund- Direct Plan - Growth Option 20.3 -5.05% -3.43% -1.36% 0.55% 8.50% 19.49% 2019-06-25
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 55.2 -1.50% 0.16% 4.07% 0.18% 7.02% 27.15% 2019-06-25
Reliance Equity Hybrid Fund - Growth Plan 54.3 0.95% -0.07% 3.68% 0.11% 8.21% 32.88% 2019-06-25
Axis Regular Saver Fund -Growth Option 18.7 -5.13% -3.66% -1.68% -0.37% 6.20% 15.45% 2019-06-25
IDBI Hybrid Equity Fund Growth Direct 11.7 -2.33% -1.43% -0.59% -5.02% 3.89% NA 2019-06-25
Axis Regular Saver Fund - Direct Plan - Quarterly 12.8 -5.11% -3.47% -5.04% -5.11% -3.61% -1.91% 2019-06-25
JM Equity Hybrid Fund (Direct) - Growth Option 44.9 -10.44% -9.30% -6.62% -5.38% 0.52% 14.26% 2019-06-25
UTI - Hybrid Equity Fund - Direct Plan - Income 27.8 -1.66% -1.77% -0.25% -6.21% -10.71% -0.93% 2019-06-25
JM Equity Hybrid Fund-Growth 42.1 -10.52% -9.87% -7.45% -6.67% -0.96% 12.00% 2019-06-25
IDBI Hybrid Equity Fund Growth Regular 11.2 -2.53% -1.85% -1.41% -6.69% -0.18% NA 2019-06-25
UTI - Hybrid Equity Fund - Regular Plan -Income 26.6 -1.73% -1.95% -0.63% -7.05% -12.52% -3.65% 2019-06-25