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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

HSBC Equity Savings Fund (IDCW-Q)

16.51

1,126.77

0.81

3.52

7.34

9.85

13.05

10.19

HSBC Equity Savings Fund (G)

36.81

1,126.77

0.81

3.52

7.34

9.84

13.05

10.59

LIC MF Multi Asset Allocation Fund - Regular (G)

12.32

965.92

1.87

3.68

0.71

9.84

0.00

0.00

LIC MF Multi Asset Allocation Fund - Regular (IDCW)

12.32

965.92

1.87

3.68

0.71

9.84

0.00

0.00

Sundaram Multi Asset Allocation Fund-Reg (G)

13.42

3,268.22

1.65

1.93

-2.13

9.23

0.00

0.00

Sundaram Multi Asset Allocation Fund-Reg (IDCW)

13.42

3,268.22

1.65

1.93

-2.13

9.23

0.00

0.00

Sundaram Multi Asset Allocation Fund-Reg (IDCW) RI

13.42

3,268.22

1.65

1.93

-2.13

9.23

0.00

0.00

ICICI Pru Multi-Asset Fund (G)

822.58

84,990.57

0.87

2.25

-0.78

9.07

15.16

16.75

ICICI Pru Multi-Asset Fund (IDCW)

35.00

84,990.57

0.87

2.25

-0.78

9.07

15.16

16.75

Tata Multi Asset Allocation Fund - Reg (G)

25.73

5,154.54

0.53

2.58

0.82

9.05

13.05

11.75

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

NEWS

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

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

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

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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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