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Balanced Mutual Funds

TOP Balanced FUNDS

Top Performing Funds are based on 1 Yr. returns

Scheme Name
NAV (₹)
AUM (₹)
RTN. 1M
RTN. 3M
RTN. 6M
RTN. 1Y
RTN.3Y
RTN.5Y

Kotak Balanced Advantage Fund - Regular (IDCW)

20.91

17,513.06

0.52

-0.43

2.02

9.99

11.33

9.74

Shriram Aggressive Hybrid Fund - Regular (IDCW)

25.54

49.36

0.12

-1.79

1.79

9.89

11.52

9.25

Shriram Aggressive Hybrid Fund - Regular (G)

31.94

49.36

0.12

-1.79

1.79

9.89

11.51

9.25

WhiteOak Capital Balanced Advantage Fund - Reg (G)

14.43

2,130.44

-0.67

-2.26

0.63

9.80

13.09

0.00

Tata Aggressive Hybrid Fund - Regular (G)

443.56

4,032.86

-0.13

-1.04

2.21

9.70

11.32

10.99

Tata Aggressive Hybrid Fund - Regular (IDCW-M)

86.46

4,032.86

-0.13

-1.04

2.21

9.70

11.17

10.81

PGIM India Retirement Fund - Regular (G)

11.57

93.66

0.17

-4.69

-5.31

9.66

0.00

0.00

PGIM India Retirement Fund - Regular (IDCW)

11.57

93.66

0.17

-4.69

-5.31

9.66

0.00

0.00

AXIS Aggressive Hybrid Fund - Regular (G)

20.68

1,497.28

0.29

-1.85

1.42

9.59

11.48

9.19

AXIS Aggressive Hybrid Fund - Regular (IDCW)

14.80

1,497.28

0.27

-1.85

1.36

9.54

11.76

9.34

Disclaimer: IIFL Capital Service Limited is an AMFI registered Mutual Fund distributor

NEWS

The NFO is available for subscription from July 08 to July 22, 2025.

8 Jul 2025|12:27 PM

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The NFO is available for subscription from July 08 to July 22, 2025.

8 Jul 2025|12:27 PM

The NFO is available for subscription from June 27 to July 11, 2025

1 Jul 2025|04:42 PM

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The NFO is available for subscription from June 27 to July 11, 2025

1 Jul 2025|04:42 PM

The NFO is available for subscription from June 27 to July 11, 2025.

27 Jun 2025|11:34 AM

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The NFO is available for subscription from June 27 to July 11, 2025.

27 Jun 2025|11:34 AM

The NFO is available for subscription from June 09 to June 23, 2025.

11 Jun 2025|12:14 PM

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The NFO is available for subscription from June 09 to June 23, 2025.

11 Jun 2025|12:14 PM

The NFO is available for subscription from June 02 to June 16, 2025.

4 Jun 2025|12:46 PM

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The NFO is available for subscription from June 02 to June 16, 2025.

4 Jun 2025|12:46 PM

Fund Manager Speak

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Successful investors remain composed during market fluctuations, steering clear of panic-driven selling.

28 Mar 2025|05:12 PM

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In CY24, FIIs trimmed in large caps but increased in SMID (taking more risk within overall selling context).

13 Mar 2025|02:41 PM

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In the United States, the 401(k) revolution fueled retail participation akin to the current SIP phenomenon in India.

10 Feb 2025|05:25 PM

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