Balanced Mutual Funds

Balanced mutual funds are mutual funds which invest in assets like debt securities, convertible securities, equities etc. in a relatively equal proportion. Balanced funds are considered less riskier than equity funds since their portfolio consist of a considerable amount of debt securities. These funds are appropriate for conservative investors with a longer investment horizon. Mentioned below is the list of balanced mutual funds in India:

Balanced Schemes	1 mth	3 mth	6 mth	1 yr▼	3 yr	5 yr	NAV	Size*
Axis Triple Advantage Fund - Growth	4.77	1.25	4.74	11.64	NA	NA	11.11	463.32
ICICI Prudential Blended - Plan B - Optoin II - Growth	0.79	2.32	4.71	9.68	NA	NA	11.40	0.00
HDFC Childrens Gift Fund - Investment Plan	8.28	-1.12	-4.32	8.07	32.93	10.93	42.97	0.00
HDFC Balanced Fund - Growth	10.69	-0.10	-3.01	6.83	30.87	11.75	56.01	0.00
Templeton India Pension Plan - Growth	5.03	1.59	1.31	6.56	13.91	6.21	60.50	207.40
ICICI Prudential Child Care Plan - Study Plan	3.58	1.93	0.91	6.04	13.64	8.78	30.45	0.00
ICICI Prudential Balanced - Growth	8.84	0.56	-2.90	5.57	22.51	5.44	46.81	0.00
UTI Childrens Career Balanced Plan	5.12	1.19	0.47	4.78	14.50	6.68	14.35	0.00
UTI Unit Linked Insurance Plan	4.91	1.10	0.92	4.44	15.70	9.70	17.25	0.00
Canara Robeco Balance - Growth	6.84	-0.35	-3.00	3.07	25.43	9.27	60.17	0.00
Tata Balanced Fund - Growth	8.13	-0.26	-2.51	2.74	26.28	9.54	81.54	0.00
UTI Retirement Benefit Pension Fund (RBP)	5.75	0.05	-1.51	2.50	12.48	7.41	17.82	0.00
Franklin Templeton India Balanced Fund - Growth	9.03	0.02	-1.68	2.39	20.50	7.13	48.10	203.96
Escorts Opportunities Fund - Growth	9.00	2.16	-2.01	1.71	5.40	1.46	27.91	77.66
HDFC Prudence Fund - Growth	11.93	0.58	-3.86	1.56	33.81	12.03	207.93	0.00
Kotak Balance	9.18	1.81	0.03	1.51	19.48	6.49	21.29	39.95
ING Balanced Fund - Growth	9.29	0.12	-3.44	1.27	20.06	5.58	24.71	5.25
DSP BlackRock Balanced Fund - Growth	12.11	0.80	-2.80	0.49	22.27	10.01	64.21	627.54
Escorts Balanced Fund - Growth	23.74	5.95	-3.36	0.24	17.62	4.27	60.42	1.88
ICICI Prudential Child Care Plan - Gift Plan	17.82	-0.58	-6.51	0.09	29.02	4.71	53.29	0.00
Birla Sun Life 95 - Growth	8.69	0.34	-2.48	NA	25.91	10.62	301.77	0.00
Peerless MF Child Plan - Growth	2.60	1.66	7.18	NA	NA	NA	11.10	0.00
Fidelity India Childrens Plan - Marriage Fund - Growth	10.73	-0.52	-0.95	NA	NA	NA	10.12	19.22
Tata SIP Fund - Series III - Growth	1.58	2.43	NA	NA	NA	NA	10.30	10.86
Tata Retirement Savings Fund - Moderate Plan	6.32	NA	NA	NA	NA	NA	10.53	0.00
JM Balanced - Growth	8.58	0.18	-1.07	-0.64	18.47	-2.10	21.71	0.00
LIC Nomura MF Unit Linked Insurance scheme	7.28	-0.29	-2.52	-2.23	11.01	-3.05	9.55	120.10
Pramerica Dynamic Fund - Growth	9.21	0.11	-3.59	-2.46	NA	NA	9.13	0.00
LIC Nomura Balanced - Plan C (Growth)	11.77	0.29	-2.26	-3.10	12.22	2.72	53.54	18.94
Baroda Pioneer Balance Fund - Growth	11.43	0.92	-3.06	-3.26	17.79	3.05	27.29	0.00
UTI Balanced Fund - Growth	10.24	-1.01	-5.74	-3.78	21.18	5.82	75.59	0.00
Sundaram Balanced Fund - Growth	10.28	-1.73	-3.47	-4.74	21.37	6.29	44.97	59.84
PRINCIPAL Balanced Fund - Growth	10.69	0.57	-5.01	-5.26	18.37	4.66	28.26	15.82
LIC Nomura Childrens Fund	12.03	0.88	-1.31	-5.61	14.66	-8.58	9.68	4.34
Tata Smart Investment Plan - 1 - Scheme - B - Growth	11.54	-1.15	-5.07	-6.36	NA	NA	9.90	1.84
SBI Magnum Balanced Fund - Growth	9.00	-1.29	-6.19	-7.08	18.57	4.58	45.78	0.00
Tata Smart Investment Plan - 1 - Scheme - A - Growth	13.68	-0.31	-5.51	-8.62	NA	NA	10.26	22.43

Mutual Fund Houses (AMCs) in India