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 71.6 -0.39% 5.98% 15.72% 22.77% 35.04% 53.14% 2017-08-18
Principal Balanced Fund-Growth 68.8 -0.51% 5.59% 14.95% 21.36% 32.47% 49.07% 2017-08-18
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 54.7 0.09% 6.72% 13.29% 19.74% 29.07% 54.38% 2017-08-18
Mirae Asset Prudence Fund -Direct Plan-Growth 13.4 0.30% 5.66% 12.75% 19.36% 31.89% NA 2017-08-18
HDFC Balanced Fund -Direct Plan - Growth Option 147.5 -0.45% 5.34% 12.99% 19.23% 28.91% 57.76% 2017-08-18
HDFC Prudence Fund -Direct Plan - Growth Option 500.6 -1.70% 2.07% 11.15% 18.53% 25.59% 43.41% 2017-08-18
L&T India Prudence Fund- Direct Plan-Growth Option 26.1 -0.61% 3.85% 11.42% 18.50% 25.31% 59.10% 2017-08-18
HDFC Balanced Fund - Growth Option 141.8 -0.53% 5.05% 12.38% 17.95% 26.15% 53.03% 2017-08-18
Reliance Regular Savings Fund - Balanced Option - Growth Plan 52.0 -0.04% 6.29% 12.40% 17.91% 25.50% 48.97% 2017-08-18
ICICI Prudential Balanced Fund - Direct Plan - Growth 126.6 -1.06% 3.26% 8.82% 17.80% 30.50% 55.06% 2017-08-18
L&T India Prudence Fund-Growth Option 25.0 -0.68% 3.57% 10.83% 17.23% 22.64% 54.23% 2017-08-18
HDFC Prudence Fund - Growth Option 483.2 -1.81% 1.75% 10.45% 17.15% 23.17% 39.70% 2017-08-18
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 56.6 0.82% 4.95% 12.87% 16.83% 24.35% 41.95% 2017-08-18
Mirae Asset Prudence Fund -Regular Plan-Growth 12.9 0.08% 5.13% 11.57% 16.82% 26.92% NA 2017-08-18
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 51.5 0.86% 3.10% 7.23% 16.58% 29.19% NA 2017-08-18
Canara Robeco Balance - Direct Plan - Growth 145.0 0.57% 4.45% 12.17% 16.49% 22.33% 50.02% 2017-08-18
ICICI Prudential Balanced Fund - Growth 120.4 -1.18% 2.89% 8.06% 16.17% 27.01% 49.39% 2017-08-18
UTI - Balanced Fund-Growth - Direct 163.8 -0.92% 3.33% 8.78% 15.81% 23.29% 42.04% 2017-08-18
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 760.3 0.32% 5.32% 11.02% 15.56% 28.55% 57.96% 2017-08-18
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 17.9 -1.21% 2.05% 9.60% 15.45% 22.56% 44.13% 2017-08-18
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 49.7 0.73% 2.77% 6.56% 15.42% 27.40% NA 2017-08-18
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 53.8 0.71% 4.63% 11.99% 15.11% 21.31% 36.66% 2017-08-18
UTI - Balanced Fund-Growth 160.7 -0.98% 3.14% 8.42% 15.09% 21.94% 40.01% 2017-08-18
Canara Robeco Balance - Regular Plan - Growth 140.8 0.46% 4.12% 11.45% 15.06% 19.68% 46.12% 2017-08-18
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 17.3 -1.26% 1.83% 9.09% 14.35% 20.32% 40.11% 2017-08-18
DSP BlackRock Balanced Fund - Direct Plan - Growth 144.1 -0.17% 1.83% 9.78% 14.24% 23.56% 56.37% 2017-08-18
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 726.0 0.22% 4.99% 10.31% 14.10% 25.44% 52.60% 2017-08-18
Kotak Balance - Direct Growth 24.4 -2.17% 0.91% 7.12% 13.24% 25.48% NA 2017-08-18
DSP BlackRock Balanced Fund- Regular Plan - Growth 139.1 -0.26% 1.53% 9.13% 12.95% 21.13% 52.29% 2017-08-18
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 121.7 -0.98% 5.03% 10.54% 12.85% 21.43% 50.36% 2017-08-18
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 33.5 0.30% 3.68% 8.35% 12.69% 23.08% 43.86% 2017-08-18
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 22.0 -0.18% 3.29% 10.03% 12.51% 13.50% 34.42% 2017-08-18
Sundaram Balanced Fund - Direct Plan - Growth Option 81.0 -0.71% 2.58% 9.14% 12.35% 21.51% 31.54% 2017-08-18
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 13.3 0.30% 3.26% 8.31% 11.77% 24.09% NA 2017-08-18
Edelweiss Absolute Return Fund - Growth Option 21.4 -0.23% 3.14% 9.59% 11.65% 11.77% 31.67% 2017-08-18
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 116.7 -1.07% 4.75% 9.94% 11.59% 18.54% 45.56% 2017-08-18
Sundaram Balanced Fund - Appreciation Option 79.0 -0.80% 2.32% 8.63% 11.55% 20.25% 29.54% 2017-08-18
Kotak Balance - Growth 23.1 -2.33% 0.52% 6.31% 11.50% 21.48% NA 2017-08-18
Franklin India BALANCED FUND - Direct - Growth 115.8 -0.16% 4.20% 8.62% 11.43% 21.01% 53.87% 2017-08-18
Axis Children's Gift Fund - without Lock in - Direct Growth 12.2 1.07% 6.25% 10.47% 11.37% NA NA 2017-08-18
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 67.6 -1.34% 1.18% 6.57% 11.18% NA NA 2017-08-18
ICICI Prudential Balanced Advantage Fund - Growth 31.8 0.19% 3.35% 7.62% 11.16% 19.66% 38.43% 2017-08-18
Axis Children's Gift Fund - Lock in - Direct Growth 12.2 1.00% 6.20% 10.34% 11.05% NA NA 2017-08-18
JM Balanced Fund (Direct) - Growth Option 45.6 -0.39% 3.66% 8.61% 10.94% 14.33% 24.80% 2017-08-18
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.9 0.16% 2.96% 7.69% 10.45% 21.15% NA 2017-08-18
JM Balanced Fund-Growth 43.4 -0.44% 3.53% 8.36% 10.35% 12.40% 21.26% 2017-08-18
Escorts Balanced Fund-Growth Option 124.7 -0.68% 6.45% 12.24% 9.84% 24.03% 34.48% 2017-08-18
Escorts Balanced Fund-Growth Option-Direct Plan 125.2 -0.67% 6.45% 12.25% 9.82% 24.02% 34.77% 2017-08-18
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 29.0 -1.43% 0.83% 5.84% 9.72% NA NA 2017-08-18
DHFL Pramerica Balanced Advantage Fund - Growth Option 64.1 -1.44% 0.82% 5.81% 9.70% NA NA 2017-08-18
Franklin India Balanced Fund-Growth Plan 110.4 -0.28% 3.80% 7.75% 9.63% 17.41% 47.84% 2017-08-18
Tata Balanced Fund -Direct Plan- Growth 205.4 -1.38% 2.35% 7.68% 9.33% 14.65% 46.96% 2017-08-18
Axis Children's Gift Fund - Lock in - Growth 11.8 0.94% 5.71% 9.53% 9.33% NA NA 2017-08-18
Axis Children's Gift Fund - without Lock in - Growth 11.8 0.94% 5.71% 9.53% 9.33% NA NA 2017-08-18
Axis Income Saver - Direct Plan - Growth Option 19.1 0.42% 3.53% 6.96% 8.49% 15.66% 33.97% 2017-08-18
Tata Balanced Fund Regular Plan - Growth 199.5 -1.51% 2.01% 7.07% 8.16% 13.08% 44.35% 2017-08-18
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 61.0 0.41% 3.48% 5.15% 8.12% 22.66% 39.58% 2017-08-18
HDFC High Interest Fund - Dynamic Plan-Growth Option 58.8 0.36% 3.30% 4.81% 7.42% 20.83% 36.36% 2017-08-18
Axis Income Saver -Growth Option 17.9 0.34% 3.23% 6.30% 7.13% 12.37% 28.34% 2017-08-18
LIC MF Balanced Fund-Direct Plan Growth Option 95.0 -2.56% -1.03% 3.83% 6.84% 7.89% 21.59% 2017-08-18
LIC MF Balanced Fund-Growth 91.8 -2.65% -1.31% 3.22% 5.77% 5.98% 18.50% 2017-08-18
UTI - Balanced Fund-Income - Direct 31.5 -1.75% 1.58% 2.91% 4.82% 3.82% 11.85% 2017-08-18
UTI - Balanced Fund-Income 30.8 -1.82% 1.38% 2.46% 4.02% 2.43% 9.95% 2017-08-18
Kotak Balance 16.6 -2.97% -1.48% 2.15% 3.42% 4.72% -2.69% 2017-08-18
JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option 12 0.17% 4.35% 10.40% NA NA NA 2017-08-18
JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option 11.6 0.09% 4.21% 10.12% NA NA NA 2017-08-18
IDBI Prudence Fund Growth Regular 11.4 -0.87% 1.34% 6.67% NA NA NA 2017-08-18
IDBI Prudence Fund Growth Direct 11.5 -0.78% 1.77% 7.67% NA NA NA 2017-08-18