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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

Edelweiss Aggressive Hybrid Fund - Plan B (IDCW)

65.72

3,480.41

1.58

0.73

4.46

9.99

16.80

14.91

Edelweiss Aggressive Hybrid Fund - Plan A (G)

65.18

3,480.41

1.59

0.74

4.46

9.99

16.75

14.85

Edelweiss Aggressive Hybrid Fund - Plan B (G)

64.49

3,480.41

1.57

0.73

4.46

9.98

16.80

14.91

Bajaj Finserv Balanced Advantage Fund - Reg (G)

11.77

1,314.66

0.98

0.91

6.47

9.94

0.00

0.00

Bajaj Finserv Balanced Advantage Fund - Reg (IDCW)

11.77

1,314.66

0.98

0.91

6.47

9.94

0.00

0.00

SBI Retirement Benefit Fund-Aggrs Hyb Plan (IDCW)

19.44

1,696.70

1.14

1.23

5.86

9.82

13.06

14.19

SBI Retirement Benefit Fund-Aggrs Hyb Plan (G)

19.44

1,696.70

1.14

1.23

5.86

9.82

13.06

14.19

Edelweiss Balanced Advantage Fund (IDCW-M)

21.61

13,375.72

1.09

1.59

6.10

9.81

12.88

10.55

Edelweiss Balanced Advantage Fund (G)

52.79

13,375.72

1.11

1.58

6.10

9.79

12.88

10.54

Edelweiss Balanced Advantage Fund (IDCW-Q)

21.57

13,375.72

1.08

1.58

6.12

9.78

12.88

10.54

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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