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.

Last Updated: 25 Mar 2017, 11:14 a.m. (IST)
Mutual Fund SchemeNAVWeekMonth3 Month6 MonthYearAs on
(yy-mm-dd)
HDFC Prudence Fund -Direct Plan - Growth Option 464.58 0.30% 2.33% 11.23% 7.30% 29.27% 2017-03-24
ICICI Prudential Balanced Fund - Direct Plan - Growth 118.32 -0.39% 0.72% 10.42% 6.52% 28.32% 2017-03-24
Principal Balanced Fund- Direct Plan - Growth Option 64.24 1.17% 3.16% 12.62% 5.50% 28.07% 2017-03-24
HDFC Prudence Fund - Growth Option 450.66 0.27% 2.22% 10.87% 6.68% 27.97% 2017-03-24
Principal Balanced Fund-Growth 62.03 1.14% 3.07% 12.35% 4.98% 26.93% 2017-03-24
ICICI Prudential Balanced Fund - Growth 113.23 -0.42% 0.60% 10.02% 5.76% 26.58% 2017-03-24
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 48.52 0.27% 1.13% 7.77% 6.68% 26.58% 2017-03-24
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 47.10 0.23% 1.05% 7.46% 6.22% 25.83% 2017-03-24
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 16.72 0.00% 1.58% 10.51% 5.29% 25.53% 2017-03-24
Mirae Asset Prudence Fund -Direct Plan-Growth 12.27 0.00% 2.16% 12.47% 7.07% 25.08% 2017-03-24
Kotak Balance - Direct Growth 23.18 -0.09% 1.40% 11.23% 5.03% 24.49% 2017-03-24
DSP BlackRock Balanced Fund - Direct Plan - Growth 133.62 0.03% 1.44% 11.46% 2.73% 24.38% 2017-03-24
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 16.18 0.00% 1.51% 10.22% 4.79% 24.37% 2017-03-24
UTI - Balanced Fund-Growth - Direct 152.84 -0.15% 1.39% 10.69% 5.02% 24.01% 2017-03-24
HDFC Balanced Fund -Direct Plan - Growth Option 133.86 0.15% 1.90% 10.40% 5.51% 23.81% 2017-03-24
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 699.31 0.10% 1.69% 11.33% 4.25% 23.69% 2017-03-24
UTI - Balanced Fund-Growth 150.36 -0.16% 1.33% 10.53% 4.71% 23.32% 2017-03-24
DSP BlackRock Balanced Fund- Regular Plan - Growth 129.61 0.01% 1.35% 11.13% 2.14% 23.16% 2017-03-24
Sundaram Balanced Fund - Direct Plan - Growth Option 75.87 0.62% 1.83% 8.79% 3.15% 22.79% 2017-03-24
Kotak Balance - Growth 22.07 -0.09% 1.24% 10.79% 4.20% 22.54% 2017-03-24
HDFC Balanced Fund - Growth Option 129.28 0.13% 1.81% 10.12% 4.95% 22.47% 2017-03-24
Mirae Asset Prudence Fund -Regular Plan-Growth 11.89 -0.08% 1.97% 11.85% 5.88% 22.45% 2017-03-24
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 51.39 0.33% 2.15% 13.12% 4.35% 22.36% 2017-03-24
Sundaram Balanced Fund - Appreciation Option 74.35 0.61% 1.74% 8.60% 2.89% 22.21% 2017-03-24
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 671.19 0.07% 1.58% 10.97% 3.58% 22.12% 2017-03-24
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 49.28 -0.18% 1.32% 12.23% 5.34% 22.10% 2017-03-24
Canara Robeco Balance - Direct Plan - Growth 132.33 -0.12% 1.84% 10.58% 3.00% 21.69% 2017-03-24
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 49.15 0.31% 1.99% 12.63% 3.56% 20.88% 2017-03-24
L&T India Prudence Fund- Direct Plan-Growth Option 23.80 0.25% 1.67% 11.89% 5.54% 20.57% 2017-03-24
Canara Robeco Balance - Regular Plan - Growth 129.25 -0.14% 1.74% 10.24% 2.39% 20.36% 2017-03-24
Reliance Regular Savings Fund - Balanced Option - Growth Plan 47.21 -0.19% 1.20% 11.82% 4.54% 20.25% 2017-03-24
L&T India Prudence Fund-Growth Option 22.83 0.22% 1.56% 11.58% 4.92% 19.22% 2017-03-24
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 31.50 0.10% 1.35% 8.88% 3.79% 19.18% 2017-03-24
LIC MF Balanced Fund-Direct Plan Growth Option 92.90 0.11% 1.49% 8.76% 2.64% 18.59% 2017-03-24
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 65.02 0.34% 2.02% 10.84% 4.38% 18.41% 2017-03-24
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 12.46 0.08% 1.05% 9.01% 2.98% 18.33% 2017-03-24
ICICI Prudential Balanced Advantage Fund - Growth 30.05 0.10% 1.28% 8.52% 3.12% 17.61% 2017-03-24
LIC MF Balanced Fund-Growth 90.20 0.09% 1.39% 8.43% 2.17% 17.52% 2017-03-24
Tata Balanced Fund -Direct Plan- Growth 194.33 0.06% 1.33% 9.45% 1.63% 17.48% 2017-03-24
Franklin India BALANCED FUND - Direct - Growth 107.93 -0.25% 0.69% 8.90% 2.50% 17.01% 2017-03-24
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 28.06 0.32% 1.89% 10.47% 3.70% 16.87% 2017-03-24
DHFL Pramerica Balanced Advantage Fund - Growth Option 62.04 0.31% 1.91% 10.47% 3.68% 16.86% 2017-03-24
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.14 0.00% 0.91% 8.68% 2.36% 16.84% 2017-03-24
Tata Balanced Fund Regular Plan - Growth 189.63 0.04% 1.26% 9.18% 1.13% 16.65% 2017-03-24
UTI - Balanced Fund-Income - Direct 31.10 -0.13% 1.40% 10.72% 2.64% 16.57% 2017-03-24
UTI - Balanced Fund-Income 30.52 -0.16% 1.33% 10.54% 2.31% 15.83% 2017-03-24
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 111.44 -0.40% 0.81% 8.51% 1.32% 15.79% 2017-03-24
Franklin India Balanced Fund-Growth Plan 103.52 -0.28% 0.56% 8.47% 1.65% 15.20% 2017-03-24
Kotak Balance 16.45 -0.12% 0.55% 8.58% 0.43% 14.55% 2017-03-24
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 107.34 -0.43% 0.71% 8.19% 0.73% 14.40% 2017-03-24
JM Balanced Fund (Direct) - Growth Option 42.98 -0.42% 1.32% 10.06% 3.02% 13.61% 2017-03-24
JM Balanced Fund-Growth 40.96 -0.41% 1.29% 9.87% 2.68% 12.87% 2017-03-24
Axis Children's Gift Fund - without Lock in - Direct Growth 11.28 0.09% 1.90% 8.25% 1.26% 12.46% 2017-03-24
Escorts Balanced Fund-Growth Option 112.38 -0.37% 0.82% 5.42% -1.92% 12.12% 2017-03-24
Escorts Balanced Fund-Growth Option-Direct Plan 112.82 -0.38% 0.81% 5.41% -1.93% 12.10% 2017-03-24
Axis Children's Gift Fund - Lock in - Direct Growth 11.22 0.09% 1.81% 8.09% 1.08% 12.09% 2017-03-24
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 58.27 0.57% 0.73% -0.46% 1.84% 11.67% 2017-03-24
HDFC High Interest Fund - Dynamic Plan-Growth Option 56.33 0.57% 0.70% -0.58% 1.53% 10.91% 2017-03-24
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 20.35 0.00% 1.45% 11.69% 2.99% 10.48% 2017-03-24
Axis Children's Gift Fund - Lock in - Growth 10.99 0.09% 1.76% 7.64% 0.27% 10.23% 2017-03-24
Axis Children's Gift Fund - without Lock in - Growth 10.99 0.09% 1.76% 7.75% 0.27% 10.23% 2017-03-24
Edelweiss Absolute Return Fund - Growth Option 19.88 0.05% 1.43% 11.50% 2.63% 9.65% 2017-03-24
Axis Income Saver - Direct Plan - Growth Option 18.09 0.44% 1.40% 4.33% 1.86% 9.64% 2017-03-24
Axis Income Saver -Growth Option 17.07 0.41% 1.31% 3.96% 1.19% 8.04% 2017-03-24
JPMorgan India Balanced Advantage Fund - Direct Plan - Growth Option 11.15 -0.27% 1.64% 9.85% NA NA 2017-03-24
JPMorgan India Balanced Advantage Fund - Regular Plan - Growth Option 10.84 -0.28% 1.69% 9.72% NA NA 2017-03-24
IDBI Prudence Fund Growth Regular 10.81 0.00% 1.03% 9.86% NA NA 2017-03-24
IDBI Prudence Fund Growth Direct 10.88 0.09% 1.12% 10.34% NA NA 2017-03-24
Escorts Mutual Fund Unclaimed Dundee Balanced Fund 0.00 NA NA NA NA NA 2017-03-24