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 78.8 -2.56% 0.41% 0.42% 16.66% 53.31% 53.81% 2018-05-18
Axis Children's Gift Fund - without Lock in - Direct Growth 13.3 -1.11% 2.70% 4.31% 15.54% 29.35% NA 2018-05-18
Axis Children's Gift Fund - Lock in - Direct Growth 13.2 -1.12% 2.64% 4.18% 15.28% 28.65% NA 2018-05-18
Principal Balanced Fund-Growth 74.9 -2.64% 0.15% -0.31% 14.96% 49.58% 48.93% 2018-05-18
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 131.9 -1.06% 1.38% 0.71% 13.91% 34.22% 36.16% 2018-05-18
Axis Children's Gift Fund - Lock in - Growth 12.7 -1.24% 2.34% 3.42% 13.39% 24.51% NA 2018-05-18
Axis Children's Gift Fund - without Lock in - Growth 12.7 -1.24% 2.34% 3.42% 13.39% 24.51% NA 2018-05-18
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 125.6 -1.14% 1.13% 0.20% 12.73% 31.32% 31.57% 2018-05-18
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 57.5 -1.61% 0.14% 0.05% 12.30% 39.05% 43.06% 2018-05-18
Sundaram Balanced Fund - Direct Plan - Growth Option 88.0 -0.25% 3.13% 5.00% 11.48% 36.30% 34.57% 2018-05-18
Canara Robeco Balance - Direct Plan - Growth 154.2 -0.32% 2.22% 3.36% 11.13% 37.66% 37.72% 2018-05-18
Mirae Asset Prudence Fund -Direct Plan-Growth 14.1 -0.77% 0.07% -0.14% 10.85% 40.16% NA 2018-05-18
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 59.7 -1.58% 2.28% 1.55% 10.70% 36.16% 35.11% 2018-05-18
Reliance Regular Savings Fund - Balanced Option - Growth Plan 54.1 -1.73% -0.24% -0.72% 10.58% 34.83% 37.22% 2018-05-18
HDFC Balanced Fund -Direct Plan - Growth Option 154.4 -1.74% -0.25% 0.05% 10.27% 39.20% 41.60% 2018-05-18
L&T India Prudence Fund- Direct Plan-Growth Option 27.7 -0.47% 2.02% 2.29% 10.21% 37.87% 42.04% 2018-05-18
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 23.4 -0.09% 1.87% 3.49% 10.12% 26.62% 23.16% 2018-05-18
IDBI Prudence Fund Growth Direct 12.4 -1.50% 2.64% 3.75% 9.99% NA NA 2018-05-18
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 35.5 -0.87% 1.20% 2.04% 9.94% 31.28% 36.05% 2018-05-18
Sundaram Balanced Fund - Appreciation Option 84.8 -0.40% 2.66% 4.01% 9.79% 33.50% 31.43% 2018-05-18
Franklin India BALANCED FUND - Direct - Growth 121.9 -0.11% 1.69% 0.77% 9.63% 29.00% 33.19% 2018-05-18
Canara Robeco Balance - Regular Plan - Growth 148.2 -0.43% 1.83% 2.60% 9.60% 34.18% 33.03% 2018-05-18
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 789.3 -1.45% 1.06% -0.15% 9.34% 35.11% 39.53% 2018-05-18
Escorts Balanced Fund-Growth Option-Direct Plan 128.5 -1.83% -1.60% -1.35% 9.27% 21.26% 26.76% 2018-05-18
Edelweiss Absolute Return Fund - Growth Option 22.6 -0.18% 1.57% 2.91% 9.12% 24.44% 20.14% 2018-05-18
L&T India Prudence Fund-Growth Option 26.3 -0.53% 1.78% 1.74% 9.04% 34.96% 37.50% 2018-05-18
Mirae Asset Prudence Fund -Regular Plan-Growth 13.4 -0.89% -0.30% -0.89% 9.03% 34.94% NA 2018-05-18
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 56.0 -1.67% 1.85% 0.59% 9.01% 32.11% 29.78% 2018-05-18
HDFC Balanced Fund - Growth Option 147.1 -1.85% -0.57% -0.57% 8.97% 36.08% 36.97% 2018-05-18
Escorts Balanced Fund-Growth Option 127.6 -1.88% -1.74% -1.63% 8.94% 20.90% 26.38% 2018-05-18
Axis Income Saver - Direct Plan - Growth Option 20 -0.50% 1.27% 2.35% 8.70% 19.26% 27.23% 2018-05-18
ICICI Prudential Balanced Advantage Fund - Growth 33.4 -0.95% 0.91% 1.37% 8.52% 27.87% 30.62% 2018-05-18
ICICI Prudential Balanced Fund - Direct Plan - Growth 132.8 -2.50% -1.79% -1.53% 8.35% 40.65% 42.34% 2018-05-18
Franklin India Balanced Fund-Growth Plan 115 -0.19% 1.38% 0.10% 8.14% 25.22% 27.54% 2018-05-18
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 746.4 -1.56% 0.74% -0.79% 7.94% 31.69% 34.50% 2018-05-18
UTI - Balanced Fund-Growth - Direct 170.7 -2.22% -1.11% -1.05% 7.70% 33.96% 34.56% 2018-05-18
DSP BlackRock Balanced Fund - Direct Plan - Growth 152.4 -1.01% 1.38% 1.21% 7.69% 36.85% 41.04% 2018-05-18
IDBI Prudence Fund Growth Regular 12.1 -1.71% 2.03% 2.38% 7.68% NA NA 2018-05-18
Axis Income Saver -Growth Option 18.6 -0.59% 1.03% 1.81% 7.39% 16.24% 21.87% 2018-05-18
UTI - Balanced Fund-Growth 166.4 -2.30% -1.31% -1.46% 6.85% 32.13% 32.16% 2018-05-18
ICICI Prudential Balanced Fund - Growth 125.0 -2.62% -2.11% -2.22% 6.81% 36.81% 36.69% 2018-05-18
JM Balanced Fund (Direct) - Growth Option 47.0 0.28% 0.49% 0.75% 6.63% 23.55% 20.51% 2018-05-18
JM Balanced Fund-Growth 44.7 0.22% 0.38% 0.97% 6.61% 22.84% 18.25% 2018-05-18
Kotak Balance - Direct Growth 25.7 -1.15% 0.27% 1.06% 6.54% 34.41% 36.84% 2018-05-18
DSP BlackRock Balanced Fund- Regular Plan - Growth 145.8 -1.10% 1.15% 0.66% 6.45% 33.84% 36.84% 2018-05-18
Tata Balanced Fund -Direct Plan- Growth 213.5 -1.42% 0.62% 0.87% 6.34% 25.47% 24.57% 2018-05-18
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 13.6 -0.80% 1.34% 0.52% 5.52% 25.74% 29.83% 2018-05-18
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 70.4 -2.16% -0.14% -0.01% 5.31% 24.51% NA 2018-05-18
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 52.5 -0.87% 0.63% 0.50% 5.09% 33.21% 39.89% 2018-05-18
Kotak Balance - Growth 24.1 -1.27% -0.08% 0.29% 4.97% 30.36% 30.50% 2018-05-18
Tata Balanced Fund Regular Plan - Growth 204.9 -1.54% 0.22% 0.06% 4.75% 22.59% 21.32% 2018-05-18
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 13.1 -0.91% 1.01% -0.15% 4.23% 22.77% 25.36% 2018-05-18
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 18.3 -2.09% -1.93% -3.33% 4.04% 33.63% 30.76% 2018-05-18
DHFL Pramerica Balanced Advantage Fund - Growth Option 66.0 -2.27% -0.50% -0.74% 3.77% 21.07% NA 2018-05-18
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 50.2 -0.95% 0.34% -0.14% 3.76% 30.58% 36.58% 2018-05-18
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 29.9 -2.29% -0.53% -0.76% 3.75% 21.05% NA 2018-05-18
HDFC Prudence Fund -Direct Plan - Growth Option 506.0 -3.07% -3.62% -6.26% 3.15% 37.85% 33.90% 2018-05-18
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 17.5 -2.18% -2.13% -3.79% 3.06% 31.18% 27.18% 2018-05-18
LIC MF Balanced Fund-Direct Plan Growth Option 98.8 -2.24% -2.31% -3.70% 2.98% 25.46% 11.65% 2018-05-18
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 60.4 -0.82% 0.18% -0.76% 2.48% 13.61% 23.53% 2018-05-18
HDFC Prudence Fund - Growth Option 484.1 -3.17% -3.91% -6.81% 1.93% 34.75% 29.92% 2018-05-18
HDFC High Interest Fund - Dynamic Plan-Growth Option 58.0 -0.85% 0.05% -1.04% 1.84% 12.17% 20.87% 2018-05-18
LIC MF Balanced Fund-Growth 94.3 -2.40% -2.82% -4.71% 1.32% 22.29% 7.97% 2018-05-18
UTI - Balanced Fund-Income - Direct 30.1 -3.06% -4.08% -7.14% -3.13% 8.99% 1.90% 2018-05-18
Kotak Balance 16.2 -2.05% -2.58% -4.53% -4.03% 11.18% 4.92% 2018-05-18
UTI - Balanced Fund-Income 29.1 -3.19% -4.37% -7.70% -4.18% 7.02% -0.44% 2018-05-18