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Top Performing Mutual Funds - Balanced Funds Equity Oriented

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Data as on - 25-09-2017
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 India Prudence Fund- Growth Option 31-01-2011 5,846.21 2.01 16.54 14.28 19.02 - 15.04
ICICI Prudential Balanced Fund - Growth 03-11-1999 16,394 2.25 12.91 12.82 18.43 11.91 14.94
SBI Magnum Balanced Fund - REGULAR PLAN -Growth | Invest Online 31-12-1995 13,487 1.97 11.78 12.15 18.39 10.96 14.64
HDFC Balanced Fund - Growth Option 11-09-2000 13,824.16 1.95 14.44 14.09 18.04 15.22 16.79
Aditya Birla Sun Life Balanced 95 Fund - Regular Plan-Growth 24-04-1998 10,147.76 2.26 12.6 14.48 17.51 12.66 20.98
Principal Balanced Fund-Growth 14-01-2000 273 2.82 18.89 14.78 17.27 10.46 11.64
Reliance Regular Savings Fund - Balanced Option - Growth Plan 08-06-2005 7,799.7 1.98 16.75 13.12 17.03 14.46 14.51
Tata Balanced Fund Regular Plan - Growth 08-10-1995 6,464.1 2.1 6.4 11.81 16.36 12.4 14.92
Franklin India Balanced Fund-Growth Plan 10-12-1999 2,100 2.59 8.71 12.88 16.35 10.63 14.46
HDFC Prudence Fund - Growth Option 01-02-1994 29,169 2.26 13.6 11.43 16.27 13.62 18.08
DSP BlackRock Balanced Fund- Regular Plan - Growth 27-05-1999 5,337 2.48 11.16 13.59 15.91 11.64 15.52
Canara Robeco Balance - Regular Plan - Growth 20-07-2007 1,159.77 2.55 11.6 12.85 15.91 12.03 12.77
ICICI Prudential Balanced Advantage Fund - Growth 30-12-2006 20,193 2.24 9.52 10.51 14.82 10.66 11.43
UTI - Balanced Fund-Growth 20-03-1995 3,097 2.35 13.25 10.48 14.64 9.77 2.18
L&T Dynamic Equity Fund-Regular Plan-Growth Option 31-01-2011 474.55 2.48 6.53 6.81 14.27 - 12.55
JM Balanced Fund-Growth 01-04-1995 1,863 0.0 9.16 6.05 13.44 3.81 11.71
BARODA PIONEER BALANCE FUND - Plan A - Growth Option 12-09-2003 322.08 3.04 13.38 10.95 13.12 7.07 12.73
DHFL Pramerica Balanced Advantage Fund Wealth Plan- Growth Option 27-04-2009 191.03 2.59 7.06 7.9 12.81 - 13.47
DHFL Pramerica Balanced Advantage Fund - Growth Option 29-01-2004 191 2.59 7.02 7.89 12.8 7.04 14.55
Edelweiss Dynamic Equity Advantage Fund - Growth Option 20-08-2009 238.53 2.55 11.14 8.27 11.54 - 9.95
Sundaram Balanced Fund - Appreciation Option 23-06-2000 586 2.73 10.02 8.75 10.6 7.45 12.71
LIC MF Balanced Fund-Growth 31-03-1991 188.31 2.89 3.68 5.2 9.85 5.97 9.03
DHFL Pramerica Equity Income Fund - Growth Option 29-01-2004 30 1.75 4.93 10.26 9.06 7.68 7.98
Tata Regular Savings Equity Fund -Regular Plan-Growth 26-04-1997 201.33 1.76 5.58 7.48 8.07 7.32 5.66

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