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 Prudence Fund -Direct Plan - Growth Option 487.3 2.44% 7.34% 15.30% 34.30% 28.84% 51.74% 2017-05-22
HDFC Prudence Fund - Growth Option 471.8 2.34% 7.01% 14.60% 32.87% 26.51% 48.06% 2017-05-22
Principal Balanced Fund- Direct Plan - Growth Option 67.3 2.26% 8.14% 16.26% 31.91% 30.66% 52.28% 2017-05-22
Principal Balanced Fund-Growth 64.9 2.16% 7.79% 15.61% 30.60% 28.33% 48.44% 2017-05-22
ICICI Prudential Balanced Fund - Direct Plan - Growth 122.2 2.59% 3.99% 14.15% 29.83% 30.09% 64.10% 2017-05-22
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 17.5 1.63% 6.32% 13.93% 28.87% 25.00% NA 2017-05-22
ICICI Prudential Balanced Fund - Growth 116.7 2.47% 3.66% 13.37% 28.11% 26.73% 58.36% 2017-05-22
DSP BlackRock Balanced Fund - Direct Plan - Growth 140.4 2.12% 6.60% 14.45% 27.77% 29.29% 67.85% 2017-05-22
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 16.9 1.50% 6.09% 13.41% 27.62% 22.71% NA 2017-05-22
Mirae Asset Prudence Fund -Direct Plan-Growth 12.7 2.25% 5.83% 15.65% 27.23% NA NA 2017-05-22
HDFC Balanced Fund -Direct Plan - Growth Option 139.6 1.82% 6.27% 13.46% 26.76% 27.87% 64.16% 2017-05-22
Kotak Balance - Direct Growth 24.1 1.05% 5.42% 14.54% 26.58% 26.91% NA 2017-05-22
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 49.8 -0.32% 3.69% 11.22% 26.43% 31.75% NA 2017-05-22
DSP BlackRock Balanced Fund- Regular Plan - Growth 135.9 2.01% 6.30% 13.78% 26.42% 26.89% 63.74% 2017-05-22
L&T India Prudence Fund- Direct Plan-Growth Option 25.1 1.91% 7.35% 16.72% 26.03% 27.95% 68.88% 2017-05-22
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 48.2 -0.43% 3.39% 10.60% 25.49% 30.28% NA 2017-05-22
HDFC Balanced Fund - Growth Option 134.6 1.72% 5.99% 12.86% 25.38% 25.16% 59.40% 2017-05-22
Canara Robeco Balance - Direct Plan - Growth 138.5 1.53% 6.60% 14.26% 24.82% 23.21% 57.33% 2017-05-22
L&T India Prudence Fund-Growth Option 24.1 1.82% 7.07% 16.11% 24.72% 25.23% 63.74% 2017-05-22
Kotak Balance - Growth 22.9 0.93% 5.00% 13.71% 24.61% 22.87% NA 2017-05-22
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 51.1 1.93% 5.08% 15.56% 24.60% 27.04% 59.57% 2017-05-22
Mirae Asset Prudence Fund -Regular Plan-Growth 12.3 2.08% 5.32% 14.45% 24.54% NA NA 2017-05-22
UTI - Balanced Fund-Growth - Direct 157.7 1.26% 4.62% 13.50% 24.43% 23.84% 44.95% 2017-05-22
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 719.5 0.28% 4.62% 13.18% 23.95% 26.71% 61.14% 2017-05-22
UTI - Balanced Fund-Growth 155 1.20% 4.46% 13.16% 23.71% 22.59% 42.96% 2017-05-22
Canara Robeco Balance - Regular Plan - Growth 135.0 1.42% 6.26% 13.56% 23.37% 20.68% 53.62% 2017-05-22
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 53.6 0.62% 6.46% 14.62% 22.93% 20.82% 41.99% 2017-05-22
Reliance Regular Savings Fund - Balanced Option - Growth Plan 48.8 1.79% 4.69% 14.70% 22.68% 23.77% 54.26% 2017-05-22
Sundaram Balanced Fund - Direct Plan - Growth Option 78.7 0.96% 5.61% 11.46% 22.44% 19.77% 34.44% 2017-05-22
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 689.1 0.17% 4.29% 12.45% 22.38% 23.72% 55.74% 2017-05-22
Sundaram Balanced Fund - Appreciation Option 77 0.88% 5.36% 11.05% 21.76% 18.77% 32.37% 2017-05-22
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 51.1 0.47% 5.98% 13.67% 21.11% 17.84% 36.84% 2017-05-22
LIC MF Balanced Fund-Direct Plan Growth Option 94.8 -0.05% 3.55% 9.86% 20.87% 7.20% 30.24% 2017-05-22
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 32.3 1.38% 3.76% 10.33% 19.80% 22.95% 48.21% 2017-05-22
LIC MF Balanced Fund-Growth 91.9 -0.16% 3.26% 9.27% 19.75% 5.38% 27.09% 2017-05-22
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 12.8 0.39% 3.81% 10.82% 18.96% 22.37% NA 2017-05-22
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 66.6 0.30% 4.49% 12.03% 18.91% NA NA 2017-05-22
Tata Balanced Fund -Direct Plan- Growth 200.3 0.50% 4.45% 10.88% 18.55% 15.79% 58.39% 2017-05-22
ICICI Prudential Balanced Advantage Fund - Growth 30.7 1.25% 3.44% 9.57% 18.17% 19.56% 42.74% 2017-05-22
Franklin India BALANCED FUND - Direct - Growth 110.7 1.39% 3.28% 9.16% 17.80% 20.66% 61.74% 2017-05-22
Tata Balanced Fund Regular Plan - Growth 195.2 0.42% 4.21% 10.35% 17.58% 14.48% 55.83% 2017-05-22
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.5 0.24% 3.49% 10.18% 17.56% 19.60% NA 2017-05-22
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 115.2 0.96% 4.17% 8.73% 17.55% 18.02% 57.93% 2017-05-22
DHFL Pramerica Balanced Advantage Fund - Growth Option 63.4 0.17% 4.12% 11.25% 17.37% NA NA 2017-05-22
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 28.7 0.17% 4.10% 11.25% 17.36% NA NA 2017-05-22
JM Balanced Fund (Direct) - Growth Option 44.1 2.51% 3.89% 12.65% 16.53% 11.97% 32.34% 2017-05-22
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 110.7 0.88% 3.90% 8.14% 16.23% 15.23% 53.10% 2017-05-22
Kotak Balance 16.8 0.24% 2.93% 9.14% 16.14% 8.02% 2.75% 2017-05-22
Franklin India Balanced Fund-Growth Plan 105.9 1.25% 2.87% 8.28% 15.92% 17.12% 55.81% 2017-05-22
JM Balanced Fund-Growth 42.0 2.47% 3.76% 12.28% 15.85% 9.87% 28.51% 2017-05-22
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 21.2 1.49% 5.43% 13.71% 14.70% 10.62% 38.78% 2017-05-22
Edelweiss Absolute Return Fund - Growth Option 20.6 1.43% 5.26% 13.35% 13.85% 8.98% 36.08% 2017-05-22
UTI - Balanced Fund-Income - Direct 30.9 0.39% 0.68% 6.74% 12.58% 4.29% 10.13% 2017-05-22
Axis Children's Gift Fund - without Lock in - Direct Growth 11.5 0.97% 3.70% 7.79% 12.33% NA NA 2017-05-22
Axis Children's Gift Fund - Lock in - Direct Growth 11.4 0.97% 3.63% 7.63% 12.07% NA NA 2017-05-22
UTI - Balanced Fund-Income 30.3 0.30% 0.43% 6.29% 11.71% 2.96% 8.27% 2017-05-22
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 59.1 0.96% 2.16% -1.35% 11.09% 20.59% 37.99% 2017-05-22
Escorts Balanced Fund-Growth Option 116.5 2.15% 4.52% 8.35% 11.06% 14.95% 48.23% 2017-05-22
Escorts Balanced Fund-Growth Option-Direct Plan 117.0 2.15% 4.53% 8.35% 11.06% 14.95% 48.75% 2017-05-22
HDFC High Interest Fund - Dynamic Plan-Growth Option 57.1 0.88% 2.00% -1.65% 10.35% 18.73% 34.73% 2017-05-22
Axis Children's Gift Fund - Lock in - Growth 11.2 0.81% 3.33% 6.79% 10.28% NA NA 2017-05-22
Axis Children's Gift Fund - without Lock in - Growth 11.2 0.90% 3.33% 6.79% 10.28% NA NA 2017-05-22
Axis Income Saver - Direct Plan - Growth Option 18.4 0.60% 3.03% 5.45% 9.73% 16.33% 36.15% 2017-05-22
Axis Income Saver -Growth Option 17.3 0.46% 2.73% 4.78% 8.26% 12.84% 30.35% 2017-05-22
JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option 11.5 2.22% 4.83% NA NA NA NA 2017-05-22
JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option 11.2 2.29% 4.88% NA NA NA NA 2017-05-22
IDBI Prudence Fund Growth Regular 11.1 0.18% 4.02% 11.41% NA NA NA 2017-05-22
IDBI Prudence Fund Growth Direct 11.2 0.36% 4.46% 12.40% NA NA NA 2017-05-22