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

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Data as on - 17-11-2017
Scheme
Name
Launch Date AUM (Crore) Expense Ratio (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Balanced Fund - Growth Option 11-09-2000 15,643.26 1.96 23.65 13.1 19.32 14.33 16.96
ICICI Prudential Balanced Fund - Growth 03-11-1999 19,600.66 2.21 24.23 13.33 19.23 11.08 15.16
L&T India Prudence Fund- Regular Plan - Growth 31-01-2011 7,043 2.0 24.72 13.41 19.01 - 14.98
Principal Balanced Fund-Growth 14-01-2000 452.03 2.77 34.41 14.69 18.33 9.63 11.95
SBI Magnum Balanced Fund - REGULAR PLAN -Growth | Invest Online 31-12-1995 15,125 1.97 21.93 12.57 18.31 9.85 14.8
HDFC Prudence Fund - Growth Option 01-02-1994 31,717.23 2.26 24.82 11.41 18.09 13.03 18.35
Aditya Birla Sun Life Balanced 95 Fund - Regular Plan-Growth 10-02-1995 10,147.76 2.26 22.28 12.52 18.07 12.37 21.0
Reliance Regular Savings Fund - Balanced Option - Growth Plan 08-06-2005 8,514.27 1.98 27.07 12.71 17.45 12.85 14.59
Franklin India Balanced Fund-Growth Plan 10-12-1999 2,085.81 2.52 17.45 11.3 17.26 9.76 14.57
Tata Balanced Fund Regular Plan - Growth 08-10-1995 6,029 2.11 15.79 9.96 16.78 10.81 14.95
Canara Robeco Balance - Regular Plan - Growth 01-02-1993 1,262.81 2.48 21.13 11.04 16.23 10.71 12.86
DSP BlackRock Balanced Fund- Regular Plan - Growth 27-05-1999 5,922.21 2.47 21.04 12.46 16.1 10.45 15.55
UTI - Balanced Fund-Growth 20-03-1995 3,884 2.31 23.06 10.64 15.1 8.57 13.26
ICICI Prudential Balanced Advantage Fund - Growth 30-12-2006 21,580.83 2.2 17.7 10.55 14.89 10.28 11.56
L&T Dynamic Equity Fund-Regular Plan-Growth 31-01-2011 471 2.46 10.81 6.02 14.49 - 12.63
Baroda Pioneer Balance Fund - Plan A - Growth Option 12-09-2003 359.39 3.08 23.91 10.1 14.18 4.99 12.87
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 27-04-2009 205.06 2.57 16.5 6.7 13.84 - 13.72
DHFL Pramerica Balanced Advantage Fund - Growth Option 29-01-2004 205.06 2.57 16.48 6.7 13.83 5.03 14.7
JM Balanced Fund-Growth 01-04-1995 2,429 0.0 18.04 5.86 13.61 3.36 11.71
Edelweiss Dynamic Equity Advantage Fund - Regular Plan - Growth Option 20-08-2009 314.22 2.57 20.65 7.57 12.1 - 10.01
LIC MF Balanced Fund-Regular Plan-Growth 31-03-1991 225 2.86 16.95 5.53 11.46 4.56 9.3
Sundaram Balanced Fund - Appreciation Option 23-06-2000 673 2.63 17.99 8.2 11.29 6.09 12.75
DHFL Pramerica Equity Income Fund - Growth Option 29-01-2004 28.45 1.75 10.3 9.93 9.62 7.65 8.12
Tata Regular Savings Equity Fund -Regular Plan-Growth 26-04-1997 211 1.76 7.1 6.4 7.93 6.97 5.64

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