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)
Sundaram Balanced Fund - Direct Plan - Growth Option 89.1 1.38% -5.91% -0.10% 5.10% 24.69% 42.24% 2018-12-07
Axis Income Saver - Direct Plan - Growth Option 20.4 1.39% -1.02% 1.59% 4.29% 16.61% 25.41% 2018-12-07
HDFC High Interest Fund - Dynamic Plan -Direct Plan - Growth Option 63 1.42% 2.76% 4.37% 3.30% 6.04% 24.31% 2018-12-07
Sundaram Balanced Fund - Appreciation Option 85.1 1.29% -6.28% -0.94% 3.24% 21.23% 37.79% 2018-12-07
Edelweiss Absolute Return Fund -Direct Plan-Growth Option 23.5 0.86% -5.37% -0.64% 3.21% 25.33% 27.79% 2018-12-07
Canara Robeco Balance - Direct Plan - Growth 155.3 1.54% -4.10% 0.30% 3.07% 25.80% 36.50% 2018-12-07
Axis Income Saver -Growth Option 18.9 1.23% -1.36% 0.96% 3.06% 13.73% 20.49% 2018-12-07
JM Balanced Fund (Direct) - Growth Option 47.9 0.74% -2.10% 1.22% 2.96% 20.25% 28.12% 2018-12-07
Mirae Asset Prudence Fund -Direct Plan-Growth 14.6 1.04% -4.08% 1.82% 2.82% 30.41% 49.39% 2018-12-07
HDFC High Interest Fund - Dynamic Plan-Growth Option 60.2 1.36% 2.59% 4.06% 2.66% 4.71% 21.80% 2018-12-07
JM Balanced Fund-Growth 45.4 0.67% -2.35% 0.73% 2.65% 19.20% 26.02% 2018-12-07
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 36.1 0.95% -1.26% 0.89% 2.62% 21.52% 35.98% 2018-12-07
Edelweiss Absolute Return Fund - Growth Option 22.5 0.76% -5.61% -1.14% 2.13% 23.05% 24.48% 2018-12-07
Axis Children's Gift Fund - without Lock in - Direct Growth 13.2 2.17% -5.11% -1.42% 2.09% 22.83% NA 2018-12-07
Axis Children's Gift Fund - Lock in - Direct Growth 13.1 2.19% -5.15% -1.43% 1.95% 22.38% NA 2018-12-07
Canara Robeco Balance - Regular Plan - Growth 148.3 1.43% -4.39% -0.28% 1.71% 22.56% 31.60% 2018-12-07
Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 53.3 0.34% -1.48% 1.46% 1.41% 17.49% 42.63% 2018-12-07
ICICI Prudential Balanced Advantage Fund - Growth 33.7 0.84% -1.52% 0.36% 1.38% 18.46% 30.68% 2018-12-07
Mirae Asset Prudence Fund -Regular Plan-Growth 13.8 0.95% -4.38% 1.10% 1.33% 26.15% 41.61% 2018-12-07
Axis Children's Gift Fund - Lock in - Growth 12.5 2.05% -5.54% -2.35% 0.32% 18.46% NA 2018-12-07
Axis Children's Gift Fund - without Lock in - Growth 12.5 2.05% -5.54% -2.35% 0.32% 18.46% NA 2018-12-07
SBI Magnum Balanced Fund - DIRECT PLAN - Growth 132.5 2.14% -3.63% -0.42% 0.29% 23.96% 36.80% 2018-12-07
Tata Balanced Fund -Direct Plan- Growth 213.1 2.04% -3.83% -0.73% 0.28% 16.82% 26.56% 2018-12-07
Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 50.7 0.26% -1.71% 0.94% 0.24% 14.71% 38.68% 2018-12-07
SBI Magnum Balanced Fund - REGULAR PLAN -Growth 125.5 2.08% -3.82% -0.87% -0.67% 21.45% 32.31% 2018-12-07
Birla Sun Life Equity Savings Fund - Direct Plan - Growth 13.4 0.45% -3.86% -1.32% -0.74% 14.58% 28.74% 2018-12-07
Principal Balanced Fund- Direct Plan - Growth Option 78.2 0.10% -6.06% -2.02% -0.76% 33.23% 52.92% 2018-12-07
Franklin India BALANCED FUND - Direct - Growth 120.0 0.23% -5.73% -2.84% -1.28% 17.30% 31.70% 2018-12-07
Tata Balanced Fund Regular Plan - Growth 202.8 1.91% -4.20% -1.48% -1.28% 13.60% 22.46% 2018-12-07
Principal Balanced Fund-Growth 73.9 0.03% -6.25% -2.44% -1.86% 30.02% 47.96% 2018-12-07
DHFL Pramerica Balanced Advantage Fund - Direct Plan - Growth 69.0 1.01% -6.52% -2.82% -1.88% 15.22% NA 2018-12-07
Birla Sun Life Equity Savings Fund - Regular Plan - Growth 12.8 0.31% -4.11% -1.99% -1.99% 11.76% 24.20% 2018-12-07
ICICI Prudential Balanced Fund - Direct Plan - Growth 132.6 -2.21% -6.01% -1.45% -2.21% 20.72% 42.76% 2018-12-07
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 18.5 0.27% -3.50% 0.43% -2.22% 18.46% 34.79% 2018-12-07
LIC MF Balanced Fund-Direct Plan Growth Option 100.8 2.60% -4.30% 1.89% -2.25% 14.96% 24.89% 2018-12-07
Franklin India Balanced Fund-Growth Plan 112.5 0.13% -6.00% -3.41% -2.50% 14.12% 26.20% 2018-12-07
L&T India Prudence Fund- Direct Plan-Growth Option 26.6 0.11% -6.50% -4.08% -2.60% 21.64% 32.55% 2018-12-07
Escorts Balanced Fund-Growth Option-Direct Plan 128.8 -0.24% -5.72% -0.07% -2.83% 17.55% 27.30% 2018-12-07
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 17.6 0.17% -3.72% -0.06% -3.08% 16.25% 30.95% 2018-12-07
DHFL Pramerica Balanced Advantage Fund - Growth Option 64.2 0.91% -6.80% -3.46% -3.22% 11.99% NA 2018-12-07
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 29.0 0.90% -6.87% -3.52% -3.30% 11.91% NA 2018-12-07
ICICI Prudential Balanced Fund - Growth 124.1 -2.28% -6.23% -1.97% -3.39% 17.57% 37.17% 2018-12-07
Escorts Balanced Fund-Growth Option 127.5 -0.29% -5.86% -0.37% -3.44% 16.80% 26.49% 2018-12-07
IDBI Prudence Fund Growth Direct 11.7 1.21% -8.82% -6.18% -3.47% 15.30% NA 2018-12-07
L&T India Prudence Fund-Growth Option 25.1 0.00% -6.77% -4.57% -3.62% 19.06% 28.40% 2018-12-07
DSP BlackRock Balanced Fund - Direct Plan - Growth 147.6 1.47% -6.85% -2.88% -3.72% 18.73% 34.62% 2018-12-07
Reliance Regular Savings Fund - Balanced Option - Direct Plan Growth Plan 55.4 -0.72% -8.59% -4.56% -3.78% 23.23% 35.35% 2018-12-07
LIC MF Balanced Fund-Growth 95.4 2.50% -4.56% 1.26% -3.93% 11.68% 20.38% 2018-12-07
Birla Sun Life Balanced '95 Fund - Direct Plan-Growth 763.4 0.52% -6.68% -3.93% -4.34% 18.18% 35.06% 2018-12-07
DSP BlackRock Balanced Fund- Regular Plan - Growth 140.4 1.39% -7.09% -3.38% -4.72% 16.07% 30.41% 2018-12-07
UTI - Balanced Fund-Growth - Direct 165.3 -0.79% -7.77% -4.38% -4.76% 16.92% 32.22% 2018-12-07
Kotak Balance - Direct Growth 24.6 1.27% -6.92% -4.28% -4.83% 15.15% 33.57% 2018-12-07
Reliance Regular Savings Fund - Balanced Option - Growth Plan 51.8 -0.78% -8.80% -5.11% -5.05% 19.75% 29.63% 2018-12-07
Birla Sun Life Balanced '95 Fund - Regular Plan-Growth 717.6 0.45% -6.89% -4.43% -5.46% 15.31% 30.14% 2018-12-07
UTI - Balanced Fund-Growth 160.5 -0.83% -7.93% -4.74% -5.50% 15.19% 29.61% 2018-12-07
IDBI Prudence Fund Growth Regular 11.2 1.08% -9.31% -7.13% -5.64% 10.78% NA 2018-12-07
Kotak Balance - Growth 22.9 1.15% -7.17% -4.86% -6.07% 11.93% 27.79% 2018-12-07
BARODA PIONEER BALANCE FUND - Plan B (Direct) - Growth Option 56.2 0.46% -7.82% -5.48% -6.19% 18.76% 30.47% 2018-12-07
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 52.4 0.34% -8.13% -6.07% -7.65% 15.21% 25.29% 2018-12-07
UTI - Balanced Fund-Income - Direct 27.5 -1.61% -9.99% -8.95% -14.98% -6.69% -2.17% 2018-12-07
Kotak Balance 14.5 0.41% -9.53% -9.53% -15.03% -6.62% 0.21% 2018-12-07
UTI - Balanced Fund-Income 26.5 -1.67% -10.24% -9.45% -15.95% -8.60% -4.79% 2018-12-07