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Updated:21 Jul 2017 03:31:00 PM(IST)

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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) 1.146.9116.2713.01NANA12.29128.16
SBI Dynamic Asset Allocation Fund - Direct (D) 1.146.8616.2012.95NANA12.28128.16
SBI Dynamic Asset Allocation Fund (D) 1.066.7516.0512.67NANA12.18128.16
SBI Dynamic Asset Allocation Fund (G) 1.066.7516.0512.67NANA12.18128.16
BOI AXA Equity Debt Rebalancer Fund - Direct (G) 1.524.258.9111.5310.22NA14.81218.94
BOI AXA Equity Debt Rebalancer Fund - Direct (D) 1.534.248.8911.4710.12NA12.38218.94
Kotak Multi Asset Allocation Fund - Direct (Div-A) 1.513.946.1411.389.86NA12.6215.77
Kotak Multi Asset Allocation Fund - Direct (G) 1.513.946.1511.389.87NA17.7715.77
Kotak Multi Asset Allocation Fund - Direct (Div-Q) 1.503.936.1411.359.37NA12.9715.77
BOI AXA Equity Debt Rebalancer Fund (D) 1.464.088.5510.819.68NA10.96218.94
BOI AXA Equity Debt Rebalancer Fund (G) 1.464.088.5610.819.70NA14.58218.94
L&T Equity Savings Fund - Direct (Div-Q) 0.962.826.9510.3310.01NA12.5773.16
L&T Equity Savings Fund - Direct (G) 0.962.826.9510.3310.01NA17.0773.16
L&T Equity Savings Fund - Direct (Div-M) 0.952.826.9410.339.99NA12.3673.16
Kotak Multi Asset Allocation Fund (G) 1.353.455.039.088.198.2316.8415.77
Kotak Multi Asset Allocation Fund (Div-M) 1.353.455.039.078.188.2214.0415.77
Kotak Multi Asset Allocation Fund (Div-Q) 1.343.446.429.058.188.2212.4715.77
Kotak Multi Asset Allocation Fund (Div-A) 1.353.454.989.028.178.2111.8415.77
Invesco India Medium Term Bond Fund-Dir (Div-M) 0.682.034.048.619.43NA1265.121360.47
AXIS Short Term Fund (D) 0.622.073.208.41NANA12.206380.84
Sundaram Banking & PSU Debt Fund - Retail (Div-M) 0.742.414.267.257.248.5410.931091.62
Sundaram Banking & PSU Debt Fund - Retail (G) 0.752.414.277.257.257.5123.811091.62
Union Asset Allocation Fund - Moderate-Dir (D) 0.531.314.335.996.46NA12.9048.53
Union Asset Allocation Fund - Moderate-Dir (G) 0.531.314.335.996.46NA14.9448.53
Union Asset Allocation Fund - Moderate-Dir (D) 0.531.314.335.996.46NA12.8848.53
Union Asset Allocation Fund - Moderate-Dir (G) 0.531.314.335.996.46NA14.9248.53
Union Asset Allocation Fund - Moderate (D) 0.481.133.965.285.767.5612.4748.53
Union Asset Allocation Fund - Moderate (G) 0.481.133.965.285.767.5614.5048.53
Union Asset Allocation Fund - Moderate (G) 0.481.133.965.285.767.5614.4848.53
Union Asset Allocation Fund - Moderate (D) 0.481.133.965.285.767.5612.4548.53
Kotak Multi Asset Allocation Fund - Direct (Div-M) NANANANANANA0.0015.77
*Size of the scheme (i.e. corpus) is in Rupees crores



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