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)
Mirae Asset Hybrid-Equity Fund -Direct Plan-Growth 15.9 2.57% 7.12% 12.57% 12.25% 28.34% 59.08% 2019-04-16
Mirae Asset Hybrid-Equity Fund -Regular Plan-Growth 14.9 2.47% 6.71% 11.66% 10.58% 24.19% 50.76% 2019-04-16
Canara Robeco Equity Hybrid Fund - Direct Plan - Growth 167.2 1.70% 5.64% 10.93% 8.21% 22.99% 49.80% 2019-04-16
Sundaram Equity Hybrid Fund Direct Growth 95.3 1.69% 4.34% 8.95% 8.03% 22.88% 51.56% 2019-04-16
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth 143.3 2.46% 6.02% 12.07% 7.74% 25.84% 45.08% 2019-04-16
Quant Absolute Fund-Growth Option-Direct Plan 140.5 3.50% 4.80% 12.06% 7.55% 22.73% 37.48% 2019-04-16
JM Equity Hybrid Fund (Direct) - Growth Option 50.3 1.80% 4.03% 6.14% 7.46% 16.79% 32.11% 2019-04-16
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth 145.4 2.52% 6.02% 9.60% 7.32% 21.87% 54.53% 2019-04-16
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth 159.0 1.64% 5.36% 10.28% 6.93% 19.86% 44.33% 2019-04-16
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 38.3 1.75% 4.05% 8.59% 6.92% 20.25% 42.27% 2019-04-16
Quant Absolute Fund-Growth Option 138.7 3.44% 4.64% 11.72% 6.90% 21.67% 36.30% 2019-04-16
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth 135.3 2.38% 5.82% 11.64% 6.79% 23.44% 40.62% 2019-04-16
Franklin India Equity Hybrid Fund - Direct - Growth 130.2 2.43% 5.61% 10.00% 6.57% 19.41% 38.16% 2019-04-16
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option 56.3 1.85% 3.90% 6.73% 6.49% 12.90% 42.52% 2019-04-16
Sundaram Equity Hybrid Fund Regular Growth 90.7 1.61% 4.09% 8.38% 6.47% 19.39% 46.54% 2019-04-16
LIC MF Equity Hybrid Fund-Direct Plan-Growth 107.6 2.26% 4.34% 11.04% 6.34% 13.71% 34.81% 2019-04-16
ICICI Prudential Equity & Debt Fund - Growth 135.6 2.45% 5.79% 9.10% 6.20% 18.88% 48.73% 2019-04-16
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option 24.8 2.40% 5.09% 7.46% 6.08% 19.07% 33.35% 2019-04-16
JM Equity Hybrid Fund-Growth 47.2 1.29% 3.37% 5.19% 6.01% 15.16% 29.46% 2019-04-16
HDFC Dynamic PE Ratio Fund of Funds - Direct Growth 19.8 1.64% 4.54% 8.92% 6.00% 15.06% 44.66% 2019-04-16
ICICI Prudential Balanced Advantage Fund - Growth 35.7 1.71% 3.85% 8.13% 5.85% 17.42% 37.06% 2019-04-16
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 53.3 1.81% 3.67% 6.24% 5.38% 10.28% 38.31% 2019-04-16
Franklin India Equity Hybrid Fund - Growth Plan 121.6 2.32% 5.31% 9.38% 5.33% 16.36% 32.51% 2019-04-16
Axis Regular Saver Fund- Direct Plan - Growth Option 21.2 0.90% 2.71% 5.89% 5.32% 16.23% 26.95% 2019-04-16
HDFC Dynamic PE Ratio Fund of Funds - Regular Growth 18.8 1.62% 4.39% 8.48% 5.09% 13.05% 40.72% 2019-04-16
LIC MF Equity Hybrid Fund-Regular Plan-Growth 101.5 2.18% 4.12% 10.55% 5.04% 10.60% 29.92% 2019-04-16
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 23.7 2.29% 4.73% 6.66% 4.82% 16.58% 29.52% 2019-04-16
DSP Equity & Bond Fund - Direct Plan - Growth 160.9 2.59% 7.43% 12.54% 4.52% 17.13% 45.81% 2019-04-16
Tata Hybrid Equity Fund -Direct Plan- Growth 225.9 2.39% 5.03% 10.33% 4.49% 13.60% 33.58% 2019-04-16
Axis Regular Saver Fund -Growth Option 19.6 0.93% 2.62% 5.50% 4.38% 13.72% 22.40% 2019-04-16
Principal Hybrid Equity Fund- Direct Plan - Growth Option 83.4 2.04% 4.58% 7.69% 3.64% 27.49% 61.62% 2019-04-16
DSP Equity & Bond Fund- Regular Plan - Growth 152.5 2.49% 7.16% 11.97% 3.45% 14.56% 41.15% 2019-04-16
Axis Children's Gift Fund - Lock in - Direct Growth 13.8 1.84% 4.78% 9.95% 3.45% 22.10% 35.53% 2019-04-16
DHFL Pramerica Hybrid Equity Fund - Direct Plan - Growth 74.1 2.46% 5.60% 7.36% 3.45% 12.12% 31.94% 2019-04-16
Axis Children's Gift Fund - without Lock in - Direct Growth 13.9 1.83% 4.74% 9.95% 3.42% 22.43% 36.47% 2019-04-16
Kotak Equity Hybrid - Growth - Direct 26.8 2.68% 6.60% 11.33% 3.00% 12.88% 40.20% 2019-04-16
Tata Hybrid Equity Fund Regular Plan - Growth 213.9 2.28% 4.66% 9.54% 2.94% 10.29% 28.71% 2019-04-16
DHFL Pramerica Hybrid Equity Fund-Direct Plan-Quarterly Divdend Option 17.5 2.47% 5.57% 7.32% 2.77% 8.45% NA 2019-04-16
Principal Hybrid Equity Fund-Growth 78.5 1.92% 4.20% 7.04% 2.56% 24.32% 56.08% 2019-04-16
Aditya Birla Sun Life Equity Savings Fund - Direct Plan - Growth 14.0 1.37% 3.47% 5.41% 2.56% 9.96% 31.03% 2019-04-16
Reliance Equity Hybrid Fund - Direct Plan Growth Plan 59.6 2.51% 5.17% 8.00% 2.44% 19.52% 45.07% 2019-04-16
DHFL Pramerica Hybrid Equity Fund - Growth Option 68.7 2.32% 5.23% 6.66% 2.05% 9.00% 26.56% 2019-04-16
DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option 31.0 2.28% 5.15% 6.56% 1.91% 8.81% 26.37% 2019-04-16
Axis Children's Gift Fund - Lock in - Growth 13.1 1.79% 4.55% 9.26% 1.87% 18.34% 29.19% 2019-04-16
Kotak Equity Hybrid - Growth 24.8 2.56% 6.29% 10.65% 1.80% 9.87% 34.36% 2019-04-16
Axis Children's Gift Fund - without Lock in - Growth 13.1 1.71% 4.47% 9.17% 1.79% 18.25% 29.22% 2019-04-16
HDFC Dynamic Debt Fund - Growth Option - Direct Plan 62.4 -0.59% -1.87% 1.17% 1.74% 6.56% 17.80% 2019-04-16
UTI - Hybrid Equity Fund -Direct Plan - Growth 176.8 2.11% 3.75% 7.09% 1.50% 13.88% 40.08% 2019-04-16
Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth 13.4 1.37% 3.25% 4.95% 1.44% 7.49% 26.54% 2019-04-16
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth 810.5 1.06% 3.92% 7.90% 1.29% 13.38% 40.48% 2019-04-16
Reliance Equity Hybrid Fund - Growth Plan 55.6 2.43% 4.91% 7.49% 1.28% 16.33% 39.04% 2019-04-16
HDFC Dynamic Debt Fund - Growth Option 59.6 -0.63% -1.99% 0.88% 1.14% 5.25% 15.56% 2019-04-16
UTI - Hybrid Equity Fund - Regular Plan - Growth 171.3 2.06% 3.60% 6.77% 0.78% 12.21% 37.24% 2019-04-16
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth 759.7 1.02% 3.73% 7.46% 0.29% 10.82% 35.54% 2019-04-16
L&T Hybrid Equity Fund - Direct Plan-Growth 28.0 1.71% 4.21% 6.56% 0.11% 13.71% 38.71% 2019-04-16
BARODA HYBRID EQUITY FUND - Plan B (Direct) - Growth Option 60.4 2.11% 4.71% 8.08% -0.23% 14.67% 39.63% 2019-04-16
L&T Hybrid Equity Fund- Regular Plan - Growth 26.2 1.63% 3.92% 6.02% -0.91% 11.38% 34.36% 2019-04-16
BARODA HYBRID EQUITY FUND - Plan A - Growth Option 56.1 2.04% 4.43% 7.43% -1.42% 11.48% 33.84% 2019-04-16
Axis Regular Saver Fund - Direct Plan - Quarterly 13.4 -0.96% 0.83% 1.98% -2.33% 3.24% 4.12% 2019-04-16
IDBI Hybrid Equity Fund Growth Direct 12.2 2.18% 3.31% 6.84% -2.64% 9.13% NA 2019-04-16
IDBI Hybrid Equity Fund Growth Regular 11.6 2.02% 2.83% 5.93% -4.52% 4.87% NA 2019-04-16
UTI - Hybrid Equity Fund - Direct Plan - Income 28.9 1.72% 2.52% 3.66% -6.56% -6.53% 5.86% 2019-04-16
UTI - Hybrid Equity Fund - Regular Plan -Income 27.8 1.65% 2.36% 3.23% -7.49% -8.44% 2.97% 2019-04-16