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) 45.07 4.62 1.16 0.36 12.31 18.62 16.61
Birla Sun Life Balanced Advantage Fund (G) 43.89 4.62 1.15 0.21 12.10 18.13 15.95
ICICI Pru Balanced Fund - Direct (G) 108.4 4201.99 2.13 0.91 13.57 15.05 22.01
Balanced Funds - Debt oriented
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
SBI Magnum Children Benefit Plan - Direct 45.65 36.01 0.77 2.40 10.34 18.42 20.01
SBI Magnum Children Benefit Plan 44.15 36.01 0.76 2.20 9.85 17.54 19.02
Reliance Retirement Fund-Income Generation -Dir(G) 12.03 149.81 0.33 4.64 12.84 15.87 0
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) 35.66 1368.7 0.78 2.03 12.91 18.22 17.78
Birla Sun Life MIP II - Wealth 25 (G) 34.6 1368.7 0.75 1.73 12.25 16.93 16.75
Birla Sun Life MIP II - Savings 5 - Direct (G) 32.26 275.32 0.11 4.73 11.27 16.34 14.10
Hybrid - Asset Allocation
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
Kotak Multi Asset Allocation Fund - Direct (G) 16.51 21.57 0.29 1.52 7.52 13.07 10.58
Kotak Multi Asset Allocation Fund (G) 15.84 21.57 0.28 0.92 6.29 10.67 9.27
Union Asset Allocation Fund - Moderate-Dir (G) 14.16 49.09 0.41 [1.10] 3.71 9.19 8.81
Hybrid - Capital Protection
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
UTI-CPO - Sr.VI - III(1098Days) - Dir (G) 11.07 39.69 0.36 2.15 5.86 10.34 0
UTI-CPO - Sr.VI - II(1100Days) - Dir (G) 11.07 69.26 0.33 1.91 5.67 9.83 0
ICICI Pru Capital Protection Oriented IV-F Dir(G) 14.81 122.17 0.77 1.04 5.51 9.34 13.90
Hybrid - Fixed Maturity Plans
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
DHFL Pramerica Hybrid FTF - Sr.29-Dir (G) 12 37.63 0.43 1.49 5.08 9.41 0
DHFL Pramerica Hybrid FTF - Sr.29 (G) 11.84 37.63 0.42 1.34 4.75 8.73 0
DHFL Pramerica Hybrid FTF - Sr.13-Dir (G) 13.64 20.65 0.46 0.38 4.26 8.40 10.22
Monthly Income Plans - Short Term
Scheme Name NAV(Rs.) AUM(Rs.in Cr) 1w % 1m % 3m % 6m % 1y %
SBI Magnum Monthly Income Plan - Direct (G) 36.9 607.71 0.11 4.04 10.47 15.97 14.71
Kotak Monthly Income Plan - Direct (G) 28.31 142.68 0.50 3 10.40 15.88 14.58
SBI Regular Savings Fund - Direct (G) 28.4 246.57 0.05 4.62 9.66 15.47 13.53
 
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