Gainers & Losers : Balanced

Absolute Returns (in %)  as on Jun 19, 2018
Listed below are the schemes in the selected category based on their 1 year return. Use the adjacent drop down menu to view the schemes based on their Absolute or Annualised Returns or Ranks.
Mutual Fund Scheme Asset (Rs. cr.) NAV 1 wk 1 mth 3 mth 6 mth 1 yr 2 yr 3 yr 5 yr
Principal Hybrid Equity Fund - D (G) 1,254.53 79.14 -1.3 0.4 2.9 -0.5 12.7 47.6 55.4 136.2
UTI CCF - Investment Plan - D (G) 250.69 38.66 -1.6 0.6 4.7 -0.3 12.5 43.2 45.2 130.1
UTI CCF - Investment Plan (G) 250.69 37.39 -1.6 0.6 4.5 -0.8 11.5 41.0 42.1 123.1
SBI Equity Hybrid Fund - D (G) 10,000.00 132.66 -0.9 0.5 4.0 -0.3 11.7 29.9 39.5 134.6
Escorts Opportunities - Direct (G) 1.00 57.00 -0.9 -0.1 3.2 0.4 11.7 23.7 23.0 80.3
Sundaram Equity Hybrid Fund - D (G) 1,008.95 89.06 -1.0 1.2 5.1 3.8 11.5 32.5 38.4 82.8
Principal Hybrid Equity Fund (G) 1,254.53 75.09 -1.3 0.3 2.7 -1.1 11.1 44.0 50.4 125.0
Escorts Opportunities Fund (G) 1.00 56.57 -0.9 -0.1 3.1 0.2 11.4 23.4 22.7 79.2
Axis Children's Gift - No Lock In-DP (G) 386.07 13.35 -0.8 0.3 4.0 1.9 11.5 26.9 -- --
SBI Equity Hybrid Fund (G) 10,000.00 126.13 -0.9 0.5 3.7 -0.8 10.6 27.1 34.8 123.6
Axis Children's Gift - Lock In - DP (G) 386.07 13.24 -0.8 0.3 3.9 1.8 11.3 26.2 -- --
ICICI Pru Child Care Fund (Gift Plan) D 591.76 140.38 -0.8 2.0 2.8 -0.1 10.1 29.0 38.9 139.7
Sundaram Equity Hybrid Fund (G) 1,008.95 85.71 -1.1 1.1 4.6 2.8 9.7 29.6 35.0 76.2
Reliance Equity Hybrid - Direct (G) 10,000.00 57.63 -1.3 0.2 2.3 -1.1 9.1 34.9 44.1 136.2
LIC Unit Linked Insurance 260.58 18.42 -1.4 -0.4 4.0 0.6 9.0 29.2 26.3 78.6
Edelweiss BAF - Dir. (G) 741.62 23.52 -0.9 0.5 4.5 2.3 9.1 25.3 23.8 83.8
UTI Unit Linked Ins Plan - Direct 4,274.24 25.91 -- 0.5 3.8 2.8 9.5 24.3 33.5 73.6
Tata Young Citizens Fund (3-7Y) - Dir. 222.41 28.25 -- 0.5 1.4 2.1 9.8 -- -- --
Tata Young Citizens Fund (3Y) - Direct 222.41 28.25 -- 0.5 1.4 2.1 9.8 -- -- --
ICICI Pru Child Care Fund (Gift Plan) 591.76 134.57 -0.8 2.0 2.5 -0.6 9.1 26.9 35.4 130.4
HDFC Childrens Gift - Direct (Inv) 2,238.80 119.92 -1.1 0.2 2.7 -0.7 8.8 35.8 42.6 138.7
ICICI Pru Balanced Adv - Direct (G) 10,000.00 35.69 -0.4 0.5 2.2 0.6 8.9 27.2 36.7 108.6
Axis Children's Gift - Lock In - RP (G) 386.07 12.72 -0.8 0.1 3.6 1.1 9.5 22.2 -- --
Axis Children's Gift - No Lock In-RP (G) 386.07 12.72 -0.8 0.1 3.6 1.1 9.5 22.2 -- --
CR Equity Debt Allocation Fund - D (G) 1,614.39 153.70 -1.2 -0.3 3.4 0.7 8.3 33.3 38.4 124.3
UTI Unit Linked Insurance Plan 4,274.24 25.16 -- 0.4 3.6 2.5 8.9 22.8 31.2 68.9
Edelweiss BAF - (G) 741.62 22.71 -0.9 0.4 4.3 1.8 8.0 23.2 20.8 77.7
L&T Dynamic Equity Fund -Direct (G) 482.33 24.71 -0.4 0.2 3.4 3.9 8.7 21.3 20.7 114.5
ICICI Prudential Equity & Debt - D (G) 10,000.00 133.44 -1.0 0.5 0.8 -2.6 7.7 35.8 44.1 138.2
Reliance Equity Hybrid (G) 10,000.00 54.17 -1.3 0.1 1.9 -1.9 7.4 30.8 38.1 123.0
Franklin India Equity Hybrid - D (G) 2,089.60 122.51 -1.0 0.5 3.8 -0.6 7.8 26.3 34.3 120.7
Tata Young Citizens Fund (3-7Y) - Reg. 222.41 26.71 -- 0.4 1.2 1.6 8.6 -- -- --
Tata Young Citizens Fund (3Y) - Regular 222.41 26.71 -- 0.4 1.2 1.6 8.6 -- -- --
LIC Unit Linked Insurance 260.58 17.72 -1.5 -0.5 3.7 -- 7.7 26.3 22.5 71.9
HDFC Childrens Gift (Inv) 2,238.80 114.90 -1.1 0.1 2.4 -1.2 7.7 33.2 38.7 129.4
Shriram Equity & Debt Opp -Dir (G) N.A. 16.59 -1.0 0.8 3.8 1.1 7.5 26.7 26.4 --
Baroda Pioneer Hybrid Equity Fund - D (G 699.36 58.94 -1.5 -1.2 2.1 -3.2 7.2 30.5 34.9 97.9
ICICI Pru Balanced Adv (G) 10,000.00 33.49 -0.4 0.4 1.9 -- 7.4 23.9 31.2 96.5
CR Equity Debt Allocation Fund (G) 1,614.39 147.57 -1.2 -0.5 2.9 -0.1 6.8 29.9 33.6 115.5
L&T Dynamic Equity Fund (G) 482.33 23.38 -0.4 0.1 3.2 3.4 7.5 18.5 16.6 103.6
Shriram Equity & Debt Opp -Reg (G) N.A. 16.15 -1.0 0.7 3.6 0.8 6.8 25.1 24.0 --
UTI Hybrid Equity Fund - D (G) 6,279.74 172.02 -1.1 0.8 1.6 -2.0 6.7 29.9 36.6 102.6
Franklin India Equity Hybrid (G) 2,089.60 115.47 -1.0 0.4 3.5 -1.3 6.3 22.6 28.6 108.5
ICICI Prudential Equity & Debt (G) 10,000.00 125.50 -1.1 0.4 0.5 -3.2 6.2 32.1 38.4 124.8
ABSL Equity Hybrid '95 Fund - D (G) 10,000.00 788.11 -1.2 -0.1 2.4 -2.4 6.2 29.6 40.3 130.8
DSP BR Eq. & Bond Fund - Direct (G) 7,139.13 150.93 -1.2 -0.9 2.2 -3.0 6.0 31.1 39.2 120.5
L&T India Hybrid Equity Fund - D (G) 9,644.53 27.48 -1.4 -0.9 2.4 -0.4 5.8 33.0 41.4 142.6
UTI Hybrid Equity Fund (G) 6,279.74 167.61 -1.1 0.7 1.4 -2.4 5.9 28.1 34.1 97.8
Baroda Pioneer Hybrid Equity Fund (G) 699.36 55.29 -1.5 -1.3 1.7 -4.1 5.6 26.6 29.5 86.2
JM Equity Hybrid Fund - D (G) 3,683.90 47.31 -0.3 0.8 3.1 0.3 5.4 19.7 22.4 87.1
JM Equity Hybrid Fund (G) 3,683.90 45.01 -0.3 0.7 2.9 0.4 5.3 19.0 20.1 79.2
Tata Young Citizens Fund (A7Y) - Direct 215.90 27.47 -1.4 -1.2 0.6 -3.0 5.2 24.3 29.1 83.1
UTI Retirement Benefit Pension - D 2,626.73 26.61 -0.4 0.2 0.6 -0.6 5.7 24.0 33.7 75.4
Escorts Balanced Fund - Direct (G) 3.23 128.86 -0.6 0.3 2.6 -3.7 5.1 19.2 30.6 131.4
DSP BR Eq. & Bond Fund - Regular (G) 7,139.13 144.31 -1.2 -1.0 2.0 -3.5 4.8 28.2 35.0 111.4
L&T India Hybrid Equity Fund (G) 9,644.53 26.02 -1.4 -1.0 2.2 -1.0 4.7 30.2 36.9 130.4
Escorts Balanced Fund (G) 3.23 127.88 -0.6 0.2 2.4 -4.0 4.7 18.8 30.2 129.7
UTI Retirement Benefit Pension - R 2,626.73 25.81 -0.4 0.2 0.4 -0.9 5.1 22.5 31.2 70.6
UTI CCF - Savings Plan - DP 3,802.23 22.96 -0.2 -- 1.4 0.4 5.1 22.4 32.1 85.7
UTI CCF - Savings Plan - RP 3,802.23 22.79 -0.2 -- 1.4 0.3 4.9 22.0 31.4 84.5
Tata Hybrid Equity Fund - D (G) 5,348.82 213.07 -1.2 -0.2 2.4 -1.1 4.3 22.2 26.2 117.9
Tata Young Citizens Fund (A7Y) - Regular 215.90 25.95 -1.4 -1.3 0.4 -3.5 4.1 21.6 24.6 73.3
Kotak Equity Hybrid - D (G) 2,115.41 25.56 -1.2 -0.7 0.9 -2.8 3.7 27.6 36.3 --
ABSL Equity Hybrid '95 Fund (G) 10,000.00 744.44 -1.2 -0.3 2.0 -3.1 4.8 26.3 35.2 118.4
Franklin (I) Pension Plan - Dir (G) 424.02 125.45 -0.3 1.0 2.2 -0.4 4.0 18.5 26.6 77.8
LIC MF Equity Hybrid Fund - D (G) 347.85 98.53 -1.1 -0.3 0.3 -5.5 3.2 18.7 15.6 61.7
Tata Hybrid Equity Fund (G) 5,348.82 204.24 -1.3 -0.3 2.0 -1.9 2.7 19.2 22.8 109.4
Franklin (I) Pension Plan (G) 424.02 120.80 -0.3 0.9 2.0 -0.7 3.2 16.7 23.7 71.7
ABSL BAF - Direct (G) 3,338.16 52.13 -0.9 -0.6 1.1 -1.6 2.9 27.3 38.8 90.5
Kotak Equity Hybrid (G) 2,115.41 23.90 -1.2 -0.8 0.6 -3.5 2.2 23.7 30.0 --
LIC MF Equity Hybrid Fund (G) 347.85 93.77 -1.1 -0.5 -0.2 -6.5 1.4 15.6 11.7 54.1
ABSL BAF (G) 3,338.16 49.80 -0.9 -0.8 0.7 -2.3 1.5 24.7 35.4 82.8
Kotak Dynamic Asset Allocation 165.21 13.98 -- -- -- -- -- -- -- --