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 78.1 0.19% 4.11% 12.10% 34.59% 53.47% 57.97% 2017-12-14
Principal Balanced Fund-Growth 74.6 0.07% 3.70% 11.26% 32.81% 50.15% 53.39% 2017-12-14
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 57.4 1.38% 1.40% 9.28% 28.59% 39.95% 51.36% 2017-12-14
Mirae Asset Prudence Fund -Direct Plan-Growth 14.1 1.43% 2.09% 9.53% 28.08% 44.58% NA 2017-12-14
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 59.2 1.68% 1.60% 8.09% 27.19% 38.21% 41.78% 2017-12-14
Reliance Regular Savings Fund - Balanced Option - Growth Plan 54.3 1.27% 1.02% 8.44% 26.61% 35.86% 45.77% 2017-12-14
L&T India Prudence Fund- Direct Plan-Growth Option 27.2 1.38% 1.08% 5.23% 25.78% 36.04% 49.75% 2017-12-14
Mirae Asset Prudence Fund -Regular Plan-Growth 13.5 1.27% 1.65% 8.51% 25.53% 39.09% NA 2017-12-14
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 56.0 1.56% 1.27% 7.40% 25.32% 34.78% 36.36% 2017-12-14
HDFC Balanced Fund -Direct Plan - Growth Option 154.3 1.25% 3.08% 7.11% 25.11% 42.90% 48.68% 2017-12-14
DSP BlackRock Balanced Fund - Direct Plan - Growth 152.4 2.63% 2.52% 7.66% 24.49% 39.80% 47.10% 2017-12-14
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 793.0 1.71% 1.50% 7.24% 24.48% 40.96% 45.98% 2017-12-14
L&T India Prudence Fund-Growth Option 25.9 1.33% 0.82% 4.69% 24.48% 33.20% 45.07% 2017-12-14
ICICI Prudential Balanced Fund - Direct Plan - Growth 135.1 1.44% 4.94% 9.54% 24.18% 46.35% 49.78% 2017-12-14
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 131.2 1.62% 4.75% 10.88% 24.03% 35.81% 46.41% 2017-12-14
HDFC Prudence Fund -Direct Plan - Growth Option 530.4 -0.02% 3.78% 7.50% 23.80% 42.00% 42.03% 2017-12-14
HDFC Balanced Fund - Growth Option 147.8 1.16% 2.79% 6.51% 23.76% 39.77% 44.04% 2017-12-14
Canara Robeco Balance - Direct Plan - Growth 150.2 1.76% 1.02% 6.47% 23.15% 32.30% 40.86% 2017-12-14
UTI - Balanced Fund-Growth - Direct 172.4 1.30% 2.64% 7.23% 23.04% 38.51% 39.76% 2017-12-14
DSP BlackRock Balanced Fund- Regular Plan - Growth 146.6 2.53% 2.20% 6.99% 22.99% 36.86% 42.96% 2017-12-14
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 754.1 1.61% 1.18% 6.55% 22.89% 37.43% 40.91% 2017-12-14
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 125.4 1.53% 4.48% 10.30% 22.69% 32.64% 41.50% 2017-12-14
ICICI Prudential Balanced Fund - Growth 127.9 1.33% 4.57% 8.75% 22.42% 42.33% 44.01% 2017-12-14
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 22.7 1.30% 1.30% 5.39% 22.40% 23.87% 28.43% 2017-12-14
HDFC Prudence Fund - Growth Option 510.0 -0.11% 3.48% 6.87% 22.29% 39.08% 38.11% 2017-12-14
UTI - Balanced Fund-Growth 168.7 1.24% 2.43% 6.80% 22.18% 36.82% 37.53% 2017-12-14
Kotak Balance - Direct Growth 25.8 2.58% 3.78% 5.13% 21.93% 40.37% 42.78% 2017-12-14
Axis Children's Gift Fund - without Lock in - Direct Growth 12.9 2.14% 1.66% 8.24% 21.62% 28.41% NA 2017-12-14
Canara Robeco Balance - Regular Plan - Growth 145.3 1.64% 0.68% 5.77% 21.58% 29.25% 36.72% 2017-12-14
Edelweiss Absolute Return Fund - Growth Option 22.0 1.24% 1.10% 4.96% 21.46% 21.93% 25.61% 2017-12-14
Axis Children's Gift Fund - Lock in - Direct Growth 12.8 2.16% 1.59% 8.11% 21.35% 27.52% NA 2017-12-14
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 18.8 0.37% 2.62% 5.93% 21.25% 37.91% 38.52% 2017-12-14
Escorts Balanced Fund-Growth Option-Direct Plan 131.4 1.56% 1.12% 7.54% 20.87% 30.43% 33.82% 2017-12-14
Escorts Balanced Fund-Growth Option 130.9 1.55% 1.10% 7.51% 20.85% 30.42% 33.69% 2017-12-14
Kotak Balance - Growth 24.3 2.45% 3.40% 4.38% 20.12% 36.13% 36.52% 2017-12-14
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 18.0 0.28% 2.38% 5.44% 20.11% 35.33% 34.63% 2017-12-14
Sundaram Balanced Fund - Direct Plan - Growth Option 84.6 2.07% 2.43% 6.37% 19.94% 35.06% 31.80% 2017-12-14
Franklin India BALANCED FUND - Direct - Growth 121.3 1.07% 2.87% 7.15% 19.81% 34.07% 42.17% 2017-12-14
IDBI Prudence Fund Growth Direct 12.0 1.10% 0.08% 5.27% 19.78% NA NA 2017-12-14
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 35.1 1.42% 3.06% 7.28% 19.60% 32.68% 42.14% 2017-12-14
Axis Children's Gift Fund - Lock in - Growth 12.4 2.06% 1.14% 7.19% 19.38% 23.55% NA 2017-12-14
Axis Children's Gift Fund - without Lock in - Growth 12.4 2.06% 1.14% 7.19% 19.38% 23.55% NA 2017-12-14
Sundaram Balanced Fund - Appreciation Option 82.2 1.91% 2.04% 5.68% 18.68% 33.15% 29.42% 2017-12-14
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 69.9 0.59% 1.61% 3.42% 18.27% NA NA 2017-12-14
ICICI Prudential Balanced Advantage Fund - Growth 33.1 1.31% 2.73% 6.59% 18.06% 29.05% 36.55% 2017-12-14
Franklin India Balanced Fund-Growth Plan 115.1 0.96% 2.56% 6.42% 18.03% 30.09% 36.42% 2017-12-14
IDBI Prudence Fund Growth Regular 11.8 0.94% -0.34% 4.35% 17.72% NA NA 2017-12-14
JM Balanced Fund (Direct) - Growth Option 46.5 0.98% 0.09% 4.21% 17.53% 24.25% 23.72% 2017-12-14
LIC MF Balanced Fund-Direct Plan Growth Option 102.3 1.24% 5.83% 7.26% 17.52% 28.36% 19.81% 2017-12-14
Tata Balanced Fund -Direct Plan- Growth 211.5 1.17% 0.57% 3.88% 17.24% 26.67% 35.14% 2017-12-14
JM Balanced Fund-Growth 44.2 0.91% -0.07% 3.95% 16.85% 22.63% 20.32% 2017-12-14
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 52.5 1.47% 0.92% 3.94% 16.59% 41.35% 41.35% 2017-12-14
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 13.5 0.75% 0.15% 3.37% 16.57% 29.53% 35.24% 2017-12-14
DHFL Pramerica Balanced Advantage Fund - Growth Option 66 0.46% 1.23% 2.64% 16.57% NA NA 2017-12-14
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 29.9 0.44% 1.22% 2.65% 16.56% NA NA 2017-12-14
LIC MF Balanced Fund-Growth 98.5 1.11% 5.49% 6.61% 16.13% 25.83% 16.64% 2017-12-14
Tata Balanced Fund Regular Plan - Growth 204.4 1.05% 0.20% 3.10% 15.81% 24.48% 32.29% 2017-12-14
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 13.1 0.69% -0.08% 2.75% 15.27% 26.55% 30.73% 2017-12-14
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 50.5 1.36% 0.60% 3.27% 15.17% 39.04% 38.51% 2017-12-14
Axis Income Saver - Direct Plan - Growth Option 19.6 0.72% 0.93% 4.60% 12.21% 19.99% 28.83% 2017-12-14
Axis Income Saver -Growth Option 18.3 0.61% 0.55% 3.92% 10.78% 16.57% 23.50% 2017-12-14
Kotak Balance 17.0 1.61% 1.25% 0.12% 10.72% 17.92% -4.27% 2017-12-14
UTI - Balanced Fund-Income - Direct 32.1 0.47% 0.09% 1.91% 9.97% 16.86% 6.43% 2017-12-14
UTI - Balanced Fund-Income 31.3 0.39% -0.19% 1.39% 8.96% 15.05% 4.30% 2017-12-14
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 60.9 -0.07% -0.31% 0.64% 3.54% 20.26% 27.40% 2017-12-14
HDFC High Interest Fund - Dynamic Plan-Growth Option 58.6 -0.10% -0.44% 0.33% 2.88% 18.58% 24.55% 2017-12-14