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 76.7 1.46% 6.68% 17.26% 25.62% 45.74% 63.41% 2017-10-18
Principal Balanced Fund-Growth 73.5 1.34% 6.31% 16.49% 24.09% 42.81% 58.94% 2017-10-18
Mirae Asset Prudence Fund -Direct Plan-Growth 13.9 -0.36% 3.66% 11.93% 20.26% 37.80% NA 2017-10-18
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 56.3 -0.76% 3.10% 12.83% 20.07% 34.38% 55.11% 2017-10-18
Reliance Regular Savings Fund - Balanced Option - Growth Plan 53.5 -0.89% 2.71% 11.96% 18.25% 30.53% 49.51% 2017-10-18
Mirae Asset Prudence Fund -Regular Plan-Growth 13.3 -0.45% 3.18% 10.82% 17.88% 32.54% NA 2017-10-18
ICICI Prudential Balanced Fund - Direct Plan - Growth 130.5 0.86% 1.98% 9.20% 17.63% 37.00% 56.23% 2017-10-18
L&T India Prudence Fund- Direct Plan-Growth Option 26.7 -1.19% 1.44% 8.76% 17.53% 30.34% 59.09% 2017-10-18
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 58.7 0.12% 4.67% 11.36% 17.22% 32.45% 47.40% 2017-10-18
HDFC Balanced Fund -Direct Plan - Growth Option 150.4 0.25% 1.53% 10.07% 17.00% 33.65% 57.09% 2017-10-18
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 786.0 -0.17% 3.71% 9.86% 16.47% 34.60% 58.86% 2017-10-18
L&T India Prudence Fund-Growth Option 25.4 -1.32% 1.19% 8.16% 16.27% 27.52% 54.18% 2017-10-18
ICICI Prudential Balanced Fund - Growth 123.8 0.74% 1.61% 8.41% 15.97% 33.28% 50.33% 2017-10-18
HDFC Balanced Fund - Growth Option 144.3 0.16% 1.25% 9.46% 15.73% 30.75% 52.26% 2017-10-18
UTI - Balanced Fund-Growth - Direct 169.3 0.28% 2.42% 9.02% 15.64% 29.75% 44.33% 2017-10-18
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 55.7 0.02% 4.34% 10.60% 15.53% 29.21% 41.81% 2017-10-18
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 22.7 0.49% 3.00% 8.89% 15.38% 19.71% 36.61% 2017-10-18
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 748.9 -0.28% 3.38% 9.16% 14.98% 31.29% 53.41% 2017-10-18
UTI - Balanced Fund-Growth 165.9 0.21% 2.22% 8.62% 14.88% 28.27% 42.13% 2017-10-18
Canara Robeco Balance - Direct Plan - Growth 148.0 -0.92% 2.65% 8.63% 14.62% 26.91% 50.60% 2017-10-18
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 126.9 1.03% 3.31% 11.58% 14.52% 29.20% 53.33% 2017-10-18
HDFC Prudence Fund -Direct Plan - Growth Option 503.5 -2.07% -1.13% 6.05% 14.51% 29.66% 43.55% 2017-10-18
Edelweiss Absolute Return Fund - Growth Option 22.0 0.41% 2.80% 8.47% 14.51% 17.88% 33.70% 2017-10-18
Axis Children's Gift Fund - without Lock in - Direct Growth 12.6 -0.86% 4.21% 11.29% 14.00% NA NA 2017-10-18
JM Balanced Fund (Direct) - Growth Option 46.9 0.34% 2.25% 9.11% 13.91% 19.06% 29.92% 2017-10-18
Axis Children's Gift Fund - Lock in - Direct Growth 12.5 -0.95% 4.07% 11.08% 13.70% NA NA 2017-10-18
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 52.3 0.23% 2.55% 4.70% 13.44% 36.06% 47.08% 2017-10-18
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 18.2 -1.14% 0.06% 5.70% 13.36% 27.98% 44.13% 2017-10-18
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 121.5 0.95% 3.04% 10.98% 13.26% 26.14% 48.30% 2017-10-18
JM Balanced Fund-Growth 44.5 0.29% 2.11% 8.82% 13.25% 17.25% 26.23% 2017-10-18
DSP BlackRock Balanced Fund - Direct Plan - Growth 148.9 -0.48% 3.15% 8.56% 13.21% 31.74% 58.47% 2017-10-18
Canara Robeco Balance - Regular Plan - Growth 143.4 -1.01% 2.32% 7.93% 13.18% 24.10% 46.42% 2017-10-18
HDFC Prudence Fund - Growth Option 485.1 -2.15% -1.43% 5.42% 13.14% 27.07% 39.71% 2017-10-18
Franklin India BALANCED FUND - Direct - Growth 118.6 -0.09% 2.26% 8.76% 12.79% 25.67% 51.72% 2017-10-18
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 34.2 0.15% 2.34% 7.35% 12.74% 25.67% 44.42% 2017-10-18
Sundaram Balanced Fund - Direct Plan - Growth Option 83.4 0.47% 2.29% 7.57% 12.37% 28.30% 38.23% 2017-10-18
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 17.5 -1.24% -0.17% 5.24% 12.34% 25.57% 40.18% 2017-10-18
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 50.4 0.10% 2.19% 4.02% 12.14% 33.99% 44.26% 2017-10-18
Axis Children's Gift Fund - Lock in - Growth 12.2 -1.06% 3.67% 10.05% 11.87% NA NA 2017-10-18
Axis Children's Gift Fund - without Lock in - Growth 12.2 -1.06% 3.67% 10.14% 11.87% NA NA 2017-10-18
DSP BlackRock Balanced Fund- Regular Plan - Growth 143.4 -0.58% 2.84% 7.89% 11.84% 29.04% 54.16% 2017-10-18
Kotak Balance - Direct Growth 24.9 -0.64% -0.16% 4.80% 11.77% 29.92% NA 2017-10-18
Sundaram Balanced Fund - Appreciation Option 81.3 0.37% 1.98% 6.99% 11.41% 26.76% 35.96% 2017-10-18
ICICI Prudential Balanced Advantage Fund - Growth 32.4 0.06% 2.02% 6.66% 11.24% 22.26% 38.84% 2017-10-18
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 13.5 0.00% 1.96% 6.04% 11.19% 27.45% NA 2017-10-18
Franklin India Balanced Fund-Growth Plan 112.8 -0.19% 1.91% 7.95% 11.05% 21.95% 45.68% 2017-10-18
Escorts Balanced Fund-Growth Option 126.4 -2.22% 0.71% 11.39% 10.44% 25.74% 35.58% 2017-10-18
Escorts Balanced Fund-Growth Option-Direct Plan 127.0 -2.21% 0.71% 11.39% 10.43% 25.72% 35.75% 2017-10-18
Kotak Balance - Growth 23.5 -0.72% -0.55% 4.08% 10.13% 25.88% NA 2017-10-18
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 68.7 -0.56% 0.29% 4.09% 10.09% NA NA 2017-10-18
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 13.1 -0.15% 1.63% 5.40% 9.82% 24.45% NA 2017-10-18
Tata Balanced Fund -Direct Plan- Growth 210.0 -0.77% 0.82% 5.52% 9.70% 20.41% 46.05% 2017-10-18
Axis Income Saver - Direct Plan - Growth Option 19.4 -0.10% 2.37% 6.47% 8.98% 18.85% 34.02% 2017-10-18
DHFL Pramerica Balanced Advantage Fund - Growth Option 65.0 -0.69% -0.08% 3.32% 8.53% NA NA 2017-10-18
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 29.4 -0.68% -0.07% 3.34% 8.52% NA NA 2017-10-18
Tata Balanced Fund Regular Plan - Growth 203.5 -0.89% 0.44% 4.83% 8.44% 18.55% 43.21% 2017-10-18
Axis Income Saver -Growth Option 18.2 -0.16% 2.02% 5.76% 7.57% 15.49% 28.28% 2017-10-18
LIC MF Balanced Fund-Direct Plan Growth Option 97.1 0.09% -0.36% 2.80% 6.45% 14.61% 23.79% 2017-10-18
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 61.0 -0.15% 0.38% 4.03% 5.48% 19.59% 35.59% 2017-10-18
LIC MF Balanced Fund-Growth 93.7 0.00% -0.64% 2.21% 5.33% 12.50% 20.58% 2017-10-18
HDFC High Interest Fund - Dynamic Plan-Growth Option 58.7 -0.19% 0.22% 3.69% 4.80% 17.86% 32.48% 2017-10-18
UTI - Balanced Fund-Income - Direct 31.8 -1.40% -0.97% 3.59% 4.27% 8.43% 10.85% 2017-10-18
UTI - Balanced Fund-Income 31.0 -1.49% -1.27% 3.06% 3.33% 6.83% 8.74% 2017-10-18
Kotak Balance 16.7 -1.36% -2.51% 0.00% 1.83% 10.73% -0.06% 2017-10-18
IDBI Prudence Fund Growth Regular 11.8 -0.93% 2.79% 6.23% NA NA NA 2017-10-18
IDBI Prudence Fund Growth Direct 12.0 -0.75% 3.10% 7.07% NA NA NA 2017-10-18