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Updated:23 Jun 2017 03:31:00 PM(IST)

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Home » Balanced

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*
SBI Dynamic Asset Allocation Fund - Direct (G) 2.546.9518.6613.01NANA12.06127.70
SBI Dynamic Asset Allocation Fund - Direct (D) 2.546.8918.5912.94NANA12.05127.70
SBI Dynamic Asset Allocation Fund (D) 2.536.8518.5112.73NANA11.97127.70
SBI Dynamic Asset Allocation Fund (G) 2.536.8518.5112.73NANA11.97127.70
Kotak Multi Asset Allocation Fund - Direct (Div-A) 1.673.227.0612.409.60NA12.3916.43
Kotak Multi Asset Allocation Fund - Direct (G) 1.663.217.0612.409.61NA17.4516.43
Kotak Multi Asset Allocation Fund - Direct (Div-Q) 1.663.207.0512.379.11NA12.7416.43
BOI AXA Equity Debt Rebalancer Fund - Direct (G) 1.813.9310.3712.0710.14NA14.53207.32
BOI AXA Equity Debt Rebalancer Fund - Direct (D) 1.813.9110.3311.9810.04NA12.35207.32
BOI AXA Equity Debt Rebalancer Fund (D) 1.763.7510.0111.379.62NA10.97207.32
BOI AXA Equity Debt Rebalancer Fund (G) 1.763.7610.0111.379.63NA14.32207.32
L&T Equity Savings Fund - Direct (Div-Q) 1.063.518.4711.3110.06NA12.4167.79
L&T Equity Savings Fund - Direct (G) 1.053.518.4711.3110.06NA16.8567.79
L&T Equity Savings Fund - Direct (Div-M) 1.053.508.4611.3010.04NA12.2667.79
Kotak Multi Asset Allocation Fund (Div-M) 1.512.806.0510.067.978.1213.8116.43
Kotak Multi Asset Allocation Fund (G) 1.512.806.0510.067.978.1316.5616.43
Kotak Multi Asset Allocation Fund (Div-Q) 1.514.177.4610.037.968.1312.2716.43
Kotak Multi Asset Allocation Fund (Div-A) 1.512.806.0010.017.958.1211.6416.43
AXIS Short Term Fund (D) 1.012.223.528.91NANA12.126823.76
Union Asset Allocation Fund - Moderate-Dir (G) 0.581.936.507.616.76NA14.7848.51
Union Asset Allocation Fund - Moderate-Dir (D) 0.581.936.507.616.76NA12.7948.51
Union Asset Allocation Fund - Moderate-Dir (G) 0.581.936.507.616.76NA14.7848.51
Union Asset Allocation Fund - Moderate-Dir (D) 0.581.936.507.616.76NA12.7648.51
Sundaram Banking & PSU Debt Fund - Retail (Div-M) 1.252.484.037.127.178.5510.911238.56
Sundaram Banking & PSU Debt Fund - Retail (G) 1.242.484.037.127.187.5323.621238.56
Union Asset Allocation Fund - Moderate (D) 0.521.746.106.906.06NA12.3448.51
Union Asset Allocation Fund - Moderate (G) 0.521.746.106.906.06NA14.3548.51
Union Asset Allocation Fund - Moderate (G) 0.521.746.106.906.06NA14.3848.51
Union Asset Allocation Fund - Moderate (D) 0.521.746.106.906.06NA12.3648.51
Kotak Multi Asset Allocation Fund - Direct (Div-M) NANANANANANA0.0016.43
*Size of the scheme (i.e. corpus) is in Rupees crores



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