Balanced Funds
Balanced Funds - Equity oriented
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
HDFC Prudence Fund - Direct (G) 450.42 16468.57 [1.05] 5.45 8.03 35.22 23.34
Birla Sun Life Balanced Advantage Fund - Dir (G) 48 4.62 0.61 7.17 9.41 35.21 19.44
ICICI Pru Balanced Fund - Direct (G) 116.3 6080.95 0.43 8.67 9.45 35.14 23.41
Balanced Funds - Debt oriented
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
HDFC Dynamic PE Ratio Fund of Funds - Dir (G) 16.36 18.74 [0.74] 5.78 6.47 32.66 12.74
HDFC Dynamic PE Ratio Fund of Funds (G) 15.85 18.74 [0.76] 5.52 5.97 31.41 11.76
SBI Magnum Children Benefit Plan - Direct 47.24 37.45 0.13 4.44 6.57 24.86 20.70
Balanced Funds - Monthly income plans lt
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Birla Sun Life MIP II - Wealth 25 - Direct (G) 36.34 1539.61 [0.10] 3.22 5 24.51 17.84
Birla Sun Life MIP II - Wealth 25 (G) 35.17 1539.61 [0.12] 2.89 4.37 23.05 16.75
HDFC Monthly Income Plan - LTP - Direct (G) 41.36 3759.27 [0.40] 0.46 4.44 20.59 14.95
Hybrid - Asset Allocation
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Kotak Multi Asset Allocation Fund - Direct (G) 16.82 18.45 0.09 2.11 3.69 16 10.62
BOI AXA Equity Debt Rebalancer Fund - Direct (G) 13.88 187.91 0.66 4.45 3.22 14.74 0
BOI AXA Equity Debt Rebalancer Fund (G) 13.71 187.91 0.65 4.28 2.89 14.13 0
Hybrid - Capital Protection
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
ICICI Pru Capital Protection Oriented V-A Dir(G) 14.57 62.44 0.13 3.49 3.64 14.55 13.67
ICICI Pru Capital Protection Oriented IV-G Dir(G) 14.97 110.41 0.12 3.53 3.77 14.54 14.05
ICICI Pru Capital Protection Oriented IV-D Dir(G) 15.29 119.3 0.23 3.26 3.75 14.37 13.55
Hybrid - Fixed Maturity Plans
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
DHFL Pramerica Hybrid FTF - Sr.14-Dir (G) 14.01 9.38 0.28 1.51 2.21 17.35 9.66
DHFL Pramerica Hybrid FTF - Sr.14 (G) 13.32 9.38 0.25 1.13 1.45 15.64 8.06
DHFL Pramerica Hybrid FTF - Sr.13-Dir (G) 13.98 20.7 0.36 2.74 3.54 11.78 10.63
Monthly Income Plans - Short Term
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Kotak Monthly Income Plan - Direct (G) 28.54 195.39 [0.18] 1.57 4.60 19.82 14.33
ICICI Pru MIP 25 - Direct (G) 36.88 1251.36 0.01 2.70 4.78 19.14 15.34
Kotak Monthly Income Plan (G) 27.49 195.39 [0.19] 1.27 3.99 18.30 13.22
 
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