1. Advisorkhoj
  2. Mutual Funds Research
  3. Top Performing Mutual Funds

Top Performing Mutual Funds (Trailing returns) - Balanced Funds Equity Oriented

Submit
Data as on - 22-06-2018
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
L&T Hybrid Equity Fund- Regular Plan - Growth 31-01-2011 10,655.7 1.98 5.48 10.78 18.7 - 13.85
Principal Hybrid Equity Fund-Growth 14-01-2000 1,349.14 2.19 11.67 14.28 18.22 12.13 11.57
ICICI Prudential Equity & Debt Fund - Growth 03-11-1999 28,743.57 2.11 6.56 11.17 18.08 13.78 14.54
Reliance Equity Hybrid Fund - Growth Plan 08-06-2005 13,538.91 1.97 8.11 11.29 17.98 15.24 13.89
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth | Invest Online 31-12-1995 24,460.98 1.96 10.42 10.25 17.89 12.83 14.42
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth 10-02-1995 14,637.4 2.27 5.33 10.28 17.42 14.45 20.26
Canara Robeco Equity Debt Allocation Fund - Regular Plan - Growth 01-02-1993 1,614.39 2.35 7.7 10.09 17.2 14.18 12.4
DSP BlackRock Equity & Bond Fund- Regular Plan - Growth 27-05-1999 7,139.13 2.3 5.38 10.23 16.76 12.14 15.02
Tata Hybrid Equity Fund Regular Plan - Growth 08-10-1995 5,348.82 2.18 3.45 6.88 16.53 13.92 14.55
Franklin India Balanced Fund-Growth Plan 10-12-1999 2,089.6 2.36 7.06 8.62 16.37 12.43 14.13
L&T Dynamic Equity Fund-Regular Plan-Growth 05-01-2011 492.22 2.45 7.46 4.89 15.8 - 12.18
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 6,279.74 2.26 6.58 10.05 15.13 11.57 12.89
ICICI Prudential Balanced Advantage Fund - Growth 30-12-2006 27,600.27 2.15 7.71 9.34 14.88 12.59 11.11
BARODA PIONEER HYBRID EQUITY FUND - Plan A - Growth Option 12-09-2003 727.4 2.55 6.55 8.69 13.81 8.3 12.28
Principal Balanced Advantage Fund - Growth Option 16-12-2010 172.24 2.56 4.71 6.49 13.69 - 9.67
Aditya Birla Sun Life Balanced Advantage Fund - Regular Plan - Growth Option 25-04-2000 3,338.16 2.34 2.13 10.49 13.43 9.53 9.26
DHFL Pramerica Hybrid Equity Fund - Growth Option 29-01-2004 237.06 2.55 3.18 5.08 13.16 7.77 14.07
DHFL Pramerica Hybrid Equity Fund Wealth Plan- Growth Option 27-04-2009 237.06 2.55 3.15 5.08 13.16 - 12.79
JM Equity Hybrid Fund-Growth 01-04-1995 3,671.81 1.81 5.84 6.01 12.95 7.38 11.49
Sundaram Equity Hybrid Fund Regular Growth 23-06-2000 1,041.79 2.6 10.45 10.36 12.57 9.41 12.64
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option 20-08-2009 791.08 2.28 8.52 6.32 11.94 - 9.77
LIC MF Equity Hybrid Fund-Regular Plan-Growth 31-03-1991 336.49 2.53 2.25 3.64 9.52 6.98 8.89

Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.

comments powered by Disqus

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback