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Top Balanced Funds Rated by FINCASH for 2019 - 2020

Fincash » Fincash’s Top Rated Balanced Funds

Top Balanced Funds Rated by FINCASH for 2019 - 2020

Updated on January 17, 2019 , 145 views

Balance your portfolio by Investing in Balanced Fund. Balanced Funds are the most preferred choice amongst those investors who want to invest in both equity and debt instrument. These funds provide an avenue to achieve a balance between both equity and debt. Equity-oriented balanced funds have a larger portion of their corpus (at least 65%) invested in stocks. These funds are best suitable for investors who want to enjoy the returns, but with a safety cushion.

Ideally, investors who want to begin their investments in equities can add balanced funds in their portfolio. These funds have lower volatility than other Equity Fund and their returns are higher than the debt mutual fund. For better results, investors can consider these top rated best balanced funds to invest this year.

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Top Rated Balanced Funds

FundNAVNet Assets (Cr)Rating3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)Information RatioSharpe Ratio
Principal Hybrid Equity Fund Growth ₹75.06
↓ -0.24
₹1,6472.40.8-3.216.915.7-1.50.54-0.29
Aditya Birla Sun Life Equity Hybrid 95 Fund Growth ₹730.53
↓ -1.86
₹13,7773.3-0.8-5.311.115-5-0.61-0.59
Reliance Equity Hybrid Fund Growth ₹52.6671
↓ -0.29
₹13,3261.9-1.8-6.71115.1-4.9-0.62-0.47
L&T Hybrid Equity Fund Growth ₹25.056
↓ -0.19
₹10,2031.2-3.6-6.910.215.2-3.80-0.39
ICICI Prudential Equity and Debt Fund Growth ₹127.4
↓ -0.82
₹26,5662.53.3-3.51415.8-1.90.02-0.46
SBI Equity Hybrid Fund Growth ₹127.347
↓ -0.49
₹28,0625.11.4-1.611.715.4-0.1-0.6-0.25
DSP BlackRock Equity and Bond Fund Growth ₹141.671
↓ -0.64
₹6,4574-2.1-611.315-5.1-0.36-0.36
UTI Hybrid Equity Fund Growth ₹164.398
↓ -0.97
₹6,0652.5-0.2-6.911.512.2-5.60-0.59
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Note: Ratio's shown as on 30 Nov 18

Why Are These Top Performers?

Fincash has employed the following parameters for shortlisting the top performing funds:

  • Past Returns: Return analysis of last 3 years

  • Parameters & Weights: Information ratio with some modifications for our ratings and rankings

  • Qualitative & Quantitative Analysis: Quantitative measures like Expense Ratio, Sharpe Ratio, Sortino Ratio, Alpa, Beta, Upside Capture Ratio & Downside Capture Ratio, including fund age and the size of the fund has been considered. Qualitative analysis like the reputation of the fund along with the fund manager is one of the important parameters that you would see in the listed funds.

  • Asset Size: The minimum AUM criteria for balanced funds are INR 100 Crores with some exceptions at times for new funds that are doing well in the market.

  • Performance with Respect to Benchmark: Peer average

Smart Tips to Invest in Balanced Funds

Some of the important tips to consider while investing in balanced funds are:

  • Investment Tenure: Investors planning to invest in balanced funds should stay invested for minimum 2 years.

  • Invest via a SIP: SIP or Systematic Investment plan is the most efficient way to invest in a Mutual Fund. They not only provide a systematic way of investing, but also ensures regular investment growth. You can invest in a SIP with an amount as low as INR 500.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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