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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

Sundaram Multi Asset Allocation Fund-Reg (G)

12.20

2,688.25

-0.74

1.74

7.10

9.93

0.00

0.00

Sundaram Multi Asset Allocation Fund-Reg (IDCW)

12.20

2,688.25

-0.74

1.74

7.10

9.93

0.00

0.00

Sundaram Multi Asset Allocation Fund-Reg (IDCW) RI

12.20

2,688.25

-0.74

1.74

7.10

9.93

0.00

0.00

Mirae Asset Multi Asset Allocation Fund-Reg (IDCW)

12.06

2,091.65

-0.95

3.33

6.95

9.74

0.00

0.00

Mirae Asset Multi Asset Allocation Fund-Reg (G)

12.07

2,091.65

-0.95

3.33

6.95

9.74

0.00

0.00

ICICI Pru Multi-Asset Fund (IDCW)

33.74

62,013.62

-1.49

2.03

5.37

9.47

19.03

23.07

Bandhan Multi Asset Allocation Fund - Reg (G)

12.32

2,019.96

-0.57

5.68

7.21

9.47

0.00

0.00

Bandhan Multi Asset Allocation Fund - Reg (IDCW)

12.32

2,019.96

-0.57

5.68

7.21

9.47

0.00

0.00

ICICI Pru Multi-Asset Fund (G)

750.65

62,013.62

-1.49

2.03

5.37

9.47

19.03

23.24

SBI Equity Hybrid Fund (IDCW)

63.30

78,708.42

-2.47

2.96

8.21

9.41

13.55

16.35

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

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Fund Manager Speak

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Successful investors remain composed during market fluctuations, steering clear of panic-driven selling.

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In CY24, FIIs trimmed in large caps but increased in SMID (taking more risk within overall selling context).

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In the United States, the 401(k) revolution fueled retail participation akin to the current SIP phenomenon in India.

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