Best Balanced Mutual Funds India 2019

1. Reliance Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Reliance Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.6% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2018 was 0.4% , 2017 was 25.2% and 2016 was 6.4% .

Below is the key information for Reliance Balanced Advantage Fund

2. Canara Robeco Equity Debt Allocation Fund

(Erstwhile Canara Robeco Balance)

To seek to generate long term capital appreciation and/or income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Equity Debt Allocation Fund is a Hybrid - Hybrid Equity fund was launched on 1 Feb 93. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 14 in Hybrid Equity category.  Return for 2018 was 1.3% , 2017 was 25.2% and 2016 was 3.6% .

Below is the key information for Canara Robeco Equity Debt Allocation Fund

3. ICICI Prudential MIP 25

The Scheme seeks to generate regular income through investments primarily in debt and money market instruments. As a secondary objective, the Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the Scheme. However, there can be no assurance that the investment objectives of the Scheme will be realized.

ICICI Prudential MIP 25 is a Hybrid - Hybrid Debt fund was launched on 30 Mar 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Ranked 2 in Hybrid Debt category.  Return for 2018 was 5.1% , 2017 was 12.9% and 2016 was 10.9% .

Below is the key information for ICICI Prudential MIP 25

4. SBI Equity Hybrid Fund

(Erstwhile SBI Magnum Balanced Fund)

To provide investors long term capital appreciation along with the liquidity of open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

SBI Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 19 Jan 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 10 in Hybrid Equity category.  Return for 2018 was -0.1% , 2017 was 27.7% and 2016 was 3.7% .

Below is the key information for SBI Equity Hybrid Fund

5. Sundaram Equity Hybrid Fund

(Erstwhile Sundaram Balanced Fund)

The scheme seeks to generate capital appreciation and current income through a judicious mix of investments in equities and fixed income securities.

Sundaram Equity Hybrid Fund is a Hybrid - Hybrid Equity fund was launched on 23 Jun 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.3% since its launch.  Ranked 25 in Hybrid Equity category.  Return for 2018 was 2.8% , 2017 was 20.9% and 2016 was 11.1% .

Below is the key information for Sundaram Equity Hybrid Fund

6. Canara Robeco Income Saver Fund

(Erstwhile Canara Robeco Monthly Income Plan)

To generate income by investing in a wide range of Debt Securities and Money Market instruments of various maturities and small portion in equities and Equity Related Instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Income Saver Fund is a Hybrid - Hybrid Debt fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.6% since its launch.  Ranked 51 in Hybrid Debt category.  Return for 2018 was 3.2% , 2017 was 9% and 2016 was 6% .

Below is the key information for Canara Robeco Income Saver Fund

7. DHFL Pramerica Hybrid Debt Fund

(Erstwhile DHFL Pramerica Income Advantage Fund)

The objective of Scheme is to generate regular returns through investment primarily in Debt and Money Market Instruments and to generate capital appreciation by investing in equity and equity related instruments. Monthly Income is not assured & is subject to availability of distributable surplus. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

DHFL Pramerica Hybrid Debt Fund is a Hybrid - Hybrid Debt fund was launched on 2 Nov 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 7.4% since its launch.  Ranked 47 in Hybrid Debt category.  Return for 2018 was 3.7% , 2017 was 10.7% and 2016 was 8.7% .

Below is the key information for DHFL Pramerica Hybrid Debt Fund