Balanced Funds
Balanced Funds - Equity oriented
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Birla Sun Life Balanced Advantage Fund - Dir (G) 46.68 4.62 1.68 1.54 8.94 26.06 17.10
ICICI Pru Balanced Fund - Direct (G) 112.55 4626.81 1.85 2.67 9.26 25.50 21.84
Birla Sun Life Balanced Advantage Fund (G) 45.4 4.62 1.63 1.32 8.56 25.45 16.44
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) 15.9 18.37 1.91 0.05 5.93 21.94 11.15
SBI Magnum Children Benefit Plan - Direct 46.44 35.96 0.60 1.92 7.13 20.89 19.39
HDFC Dynamic PE Ratio Fund of Funds (G) 15.42 18.37 1.89 [0.19] 5.43 20.78 10.20
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) 35.86 1414.04 0.75 0.19 7.71 20.70 16.84
Birla Sun Life MIP II - Wealth 25 (G) 34.75 1414.04 0.72 [0.12] 7.07 19.32 15.79
HDFC Monthly Income Plan - LTP - Direct (G) 41.63 3782.6 0.71 2.21 7.74 18.66 14.74
Hybrid - Asset Allocation
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Kotak Multi Asset Allocation Fund - Direct (G) 16.72 20.91 0.78 0.86 5.13 14.83 10.32
Kotak Multi Asset Allocation Fund (G) 16.01 20.91 0.77 0.27 4.05 12.50 8.95
Union Asset Allocation Fund - Moderate-Dir (G) 14.3 48.69 0.80 [1.01] 2.11 11.95 8.58
Hybrid - Capital Protection
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
BOI AXA CPO Fund - Series 1 - Direct (G) 13.32 32.59 0.07 1.22 5.26 12.90 9.45
UTI-CPO - Sr.VII - I(1098Days) - Dir (G) 11.24 41.28 0.59 1.64 4.85 12.44 0
BOI AXA CPO Fund - Series 1 - (G) 13 32.59 0.06 1.11 5 12.30 8.64
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) 13.89 9.35 0.19 0.52 1.77 12.33 8.31
DHFL Pramerica Hybrid FTF - Sr.14 (G) 13.21 9.35 0.16 0.14 1.01 10.69 6.72
DHFL Pramerica Hybrid FTF - Sr.29-Dir (G) 12.1 37.77 0.47 1.25 4.03 10.27 0
Monthly Income Plans - Short Term
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Kotak Monthly Income Plan - Direct (G) 28.62 151.62 0.37 1.18 7.13 18.08 14.04
Kotak Monthly Income Plan (G) 27.59 151.62 0.36 0.88 6.49 16.59 12.94
SBI Magnum Monthly Income Plan - Direct (G) 37.01 651.49 0.32 1.99 7 16.20 14.14
 
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