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)
HDFC Dynamic Debt Plan - Direct Plan - Growth Option 64.1 0.47% 2.91% 3.01% 4.18% 5.08% 13.82% 2019-08-21
HDFC Dynamic Debt Plan - Growth 61.0 0.43% 2.76% 2.73% 3.58% 3.83% 11.73% 2019-08-21
LIC MF Equity Hybrid Fund-Direct Plan Growth Option 107.3 -0.57% -0.24% 6.59% 3.32% 13.91% 21.17% 2019-08-21
ICICI Prudential Balanced Advantage Fund Direct Plan Growth 37.6 -1.54% -1.93% 3.32% 2.90% 12.94% 26.80% 2019-08-21
LIC MF Equity Hybrid Fund - Growth 100.9 -0.64% -0.47% 6.11% 2.34% 10.88% 16.76% 2019-08-21
ICICI Prudential Balanced Advantage Fund Growth 35.0 -1.58% -2.02% 3.07% 2.10% 10.64% 22.59% 2019-08-21
SBI Equity Hybrid Fund Direct Growth 140.9 -1.92% -2.12% 5.95% 1.96% 16.35% 31.25% 2019-08-21
Mirae Asset Hybrid Equity Fund -Direct Plan-Growth 15.4 -3.09% -2.60% 4.35% 1.25% 15.07% 37.05% 2019-08-21
SBI Equity Hybrid Fund Regular Growth 132.7 -1.97% -2.26% 5.62% 1.23% 14.32% 27.54% 2019-08-21
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option 54.8 -1.70% -2.00% 3.24% 1.20% 6.84% 24.18% 2019-08-21
Aditya Birla Sun Life Balanced Advantage Fund Growth 51.7 -1.79% -2.27% 2.72% 0.17% 4.42% 20.12% 2019-08-21
HDFC Dynamic PE Ratio Fund of Funds- Plan A - Direct Growth Plan- Growth 19.1 -2.85% -3.15% 2.36% -0.10% 6.96% 23.21% 2019-08-21
Axis Children's Gift Direct No Lock in Growth 14.0 -0.29% -0.92% 6.65% -0.36% 14.61% 27.37% 2019-08-21
Mirae Asset Hybrid Equity Fund -Regular Plan-Growth 14.3 -3.25% -3.05% 3.55% -0.42% 11.54% 30.00% 2019-08-21
Axis Children's Gift Direct Lock in Growth 13.8 -0.29% -0.93% 6.63% -0.43% 14.29% 26.74% 2019-08-21
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth 161.3 -2.14% -3.43% 2.71% -0.82% 12.21% 29.95% 2019-08-21
HDFC Dynamic PE Ratio Fund of Funds- Plan A Growth 18.1 -2.96% -3.32% 2.03% -0.88% 5.12% 20.00% 2019-08-21
Kotak Equity Hybrid Direct Growth 26.0 -2.92% -3.64% 5.44% -1.78% 7.23% 21.04% 2019-08-21
Axis Children's Gift Regular No Lock in Growth 13.1 -0.46% -1.28% 5.92% -1.80% 10.87% 20.93% 2019-08-21
DSP Equity & Bond Fund - Direct Plan - Growth 157.1 0.07% -1.85% 6.38% -1.87% 9.93% 25.18% 2019-08-21
Axis Children's Gift Regular Lock in Growth 13.1 -0.46% -1.28% 5.92% -1.88% 10.87% 20.93% 2019-08-21
Sundaram Equity Hybrid Fund - Direct Plan - Growth Option 92.8 -1.38% -2.76% 3.69% -1.92% 15.51% 29.38% 2019-08-21
Tata Hybrid Equity Fund Direct Plan Growth 217.4 -2.69% -4.31% 4.15% -1.93% 6.70% 16.06% 2019-08-21
Canara Robeco Equity Hybrid Fund Growth 152.8 -2.24% -3.72% 2.17% -1.97% 9.41% 25.16% 2019-08-21
ICICI Prudential Equity & Debt Fund Direct Plan Growth 136.4 -5.01% -5.27% 1.97% -2.10% 8.46% 27.47% 2019-08-21
Axis Regular Saver Fund Direct Plan Growth Option 20.3 0.30% -4.84% -1.84% -2.12% 6.68% 15.63% 2019-08-21
Aditya Birla Sun Life Equity Savings Fund Direct PlanGrowth 13.8 -1.43% -2.13% 2.45% -2.20% 4.00% 16.19% 2019-08-21
Quant Absolute Fund Growth Option Direct Plan 131.6 -6.20% -4.60% 3.16% -2.79% 5.58% 16.20% 2019-08-21
DSP Equity & Bond Fund Growth 148.4 -0.01% -2.10% 5.84% -2.87% 7.60% 21.14% 2019-08-21
Edelweiss Balanced Advantage Fund -Direct Plan-Growth 24.3 -0.57% -2.26% 3.50% -2.88% 11.29% 24.68% 2019-08-21
ICICI Prudential Equity & Debt Fund Growth 127.0 -5.06% -5.40% 1.64% -2.90% 6.12% 22.98% 2019-08-21
Kotak Equity Hybrid Regular Growth 23.9 -3.00% -3.93% 4.82% -2.92% 4.50% 16.22% 2019-08-21
Franklin India Equity Hybrid Fund - Direct - Growth 123.2 -3.54% -3.91% 1.24% -3.00% 6.86% 19.04% 2019-08-21
Axis Regular Saver Fund Growth 18.6 0.22% -5.05% -2.26% -3.02% 4.49% 11.76% 2019-08-21
Aditya Birla Sun Life Equity Savings Fund Regular Plan Growth 13.1 -1.51% -2.32% 2.03% -3.04% 1.71% 12.37% 2019-08-21
Sundaram Equity Hybrid Fund Growth 88.0 -1.47% -2.99% 3.19% -3.05% 12.21% 24.78% 2019-08-21
Tata Hybrid Equity Fund Regular Growth 205.1 -2.77% -4.56% 3.58% -3.21% 3.68% 11.57% 2019-08-21
Quant Absolute Fund Growth 129.4 -6.33% -4.93% 2.66% -3.57% 4.25% 14.75% 2019-08-21
DHFL Pramerica Hybrid Equity Fund Wealth Plan Growth Option 30.0 -2.02% -0.27% 1.32% -3.75% 2.98% 13.54% 2019-07-28
Franklin India Equity Hybrid Fund Growth 114.5 -3.63% -4.17% 0.69% -4.08% 4.32% 14.32% 2019-08-21
Edelweiss Balanced Advantage Fund - Regular Plan - Growth 23.1 -0.65% -2.58% 2.81% -4.20% 8.67% 20.86% 2019-08-21
DHFL Pramerica Hybrid Equity Fund Direct Plan Growth 71.2 -1.54% -4.15% 2.71% -4.28% 5.92% 17.46% 2019-08-21
L&T Hybrid Equity Fund Direct Plan Growth Option 26.9 -1.90% -3.38% 3.07% -5.35% 3.46% 22.55% 2019-08-21
DHFL Pramerica Hybrid Equity Fund Growth Option 65.6 -1.66% -4.53% 1.91% -5.64% 2.92% 12.58% 2019-08-21
L&T Hybrid Equity Fund Growth 25.2 -1.95% -3.56% 2.61% -6.25% 1.37% 18.77% 2019-08-21
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth Direct Plan 763.4 -2.78% -4.48% 0.31% -7.15% 1.22% 16.58% 2019-08-21
Principal Hybrid Equity Fund Direct Plan Growth Option 76.5 -3.62% -6.55% -2.14% -7.39% 7.90% 31.44% 2019-08-21
Aditya Birla Sun Life Equity Hybrid '95 Fund Growth 713.8 -2.81% -4.63% -0.03% -7.91% -0.86% 12.73% 2019-08-21
Principal Hybrid Equity Fund Growth 71.6 -3.71% -6.84% -2.77% -8.46% 5.25% 26.74% 2019-08-21
UTI Hybrid Equity Fund-Growth - Direct 163.0 -4.32% -5.84% -1.12% -8.63% 0.25% 15.58% 2019-08-21
Baroda Hybrid Equity Fund Plan B (Direct) Growth Option 56.3 -2.80% -5.62% -0.95% -8.63% 0.41% 16.73% 2019-08-21
UTI Hybrid Equity Fund Regular Plan Growth 157.6 -4.38% -5.98% -1.39% -9.19% -1.17% 13.23% 2019-08-21
Baroda Hybrid Equity Fund Plan A Growth 52.2 -2.87% -5.80% -1.34% -9.60% -2.16% 12.08% 2019-08-21
Reliance Equity Hybrid Fund - Direct Plan - Growth Option 53.7 -5.59% -5.28% -2.56% -11.20% -1.14% 18.19% 2019-08-21
IDBI Hybrid Equity Fund Direct Growth 11.4 -0.26% -4.12% 0.00% -11.35% -0.26% % 2019-08-21
Reliance Equity Hybrid Fund - Growth 49.9 -5.64% -5.42% -2.92% -11.98% -3.45% 13.65% 2019-08-21
IDBI Hybrid Equity Fund Regular Growth 10.8 -0.37% -4.42% -0.73% -12.81% -3.91% % 2019-08-21
JM Equity Hybrid Fund (Direct) - Growth Option 41.8 -2.18% -16.03% -13.50% -14.55% -8.06% 1.80% 2019-08-21
UTI Hybrid Equity Fund-Direct Income Payout 25.9 -5.03% -7.94% -4.43% -15.49% -17.35% -13.74% 2019-08-21
JM Equity Hybrid Fund Growth 39.1 -2.25% -16.23% -14.27% -15.73% -9.45% -0.28% 2019-08-21