Tuesday, October 19, 2021

Top Performing Balance Funds as per dated 19.10.2021


Top Performing Balanced Mutual Funds all are open ended funds 5 year data as per dated 19.10.2021


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All Funds -- Period (Last 5 Years)

As per 19.10.2021 Balance Fund

Fund Name

Category

AUM (In crs)

Return (%)

1W

1M

3M

6M

1Y

3Y

5Y

SI

Quant Mid Cap Fund

Balanced

189.24

2.4

8.07

10.91

37.16

91.99

30.86

20.98

12.85

Quant Absolute Fund

Balanced

96.09

4.33

6.34

11.36

30.49

78.84

31.74

19.91

17.69

BOI AXA Mid & Small Cap Equity & Debt Fund

Balanced

349.38

1.39

4.66

10.32

37.12

74.63

24.69

17.42

18.2

ICICI Prudential Equity & Debt Fund

Balanced

18653

3.04

8.21

18.58

32.19

81.4

21.91

16.2

15.23

Mirae Asset Hybrid - Equity Fund

Balanced

6109.4

2.13

3.29

10.33

22.47

45.8

19.5

15.12

14.19

Canara Robeco Equity Hybrid Fund

Balanced

6745.7

1.71

2.56

10.08

21.35

42.76

20.79

14.96

12.07

HDFC Childrens Gift Fund

Balanced

5247

1.72

3.31

8.53

23.97

48.42

19.53

14.78

16.82

Principal Hybrid Equity Fund

Balanced

1114.9

2.63

5.38

14.23

24.94

50.49

16.96

14.67

11.97

SBI Equity Hybrid Fund

Balanced

47470

1.83

3.94

12.09

22.61

49.55

20.33

14.52

16.07

DSP Equity & Bond Fund

Balanced

7562.8

1.63

3.06

9.65

22.34

50.46

21.88

13.96

15.38

Sundaram Equity Hybrid Fund

Balanced

1957.3

1.92

3.25

10.76

24.13

48.26

18.35

13.83

13.04

Kotak Equity Hybrid Fund

Balanced

2071.1

1.87

4.61

10.29

19.99

51.9

21.55

13.46

14.85

Baroda Hybrid Equity Fund

Balanced

413.57

3.42

6.41

16.61

28.53

55.13

18.96

12.77

12.76

JM Equity Hybrid Fund

Balanced

10.02

0.98

3.21

11.79

23.68

54.65

16.88

12.75

12.21

Franklin India Equity Hybrid Fund

Balanced

1470

1.98

3.48

9.33

21.69

51.43

18.18

12.56

14.23

UTI Hybrid Equity Fund

Balanced

4247.3

2.89

5.2

11.7

26.13

57.97

17.44

12.5

15.47

HDFC Hybrid Equity Fund

Balanced

18909

2.44

4.1

9.46

22.89

52.4

18.55

12.18

13.55

L&T Hybrid Equity Fund

Balanced

5459.5

2.21

4.11

9.94

19.2

41.67

16.07

12.1

13.49

Aditya Birla Sun Life Equity Hybrid 95 Fund

Balanced

8153.1

2.17

3.03

11.35

23.12

51.12

16.65

11.54

19.34

PGIM India Hybrid Equity Fund

Balanced

161.86

1.91

5.13

10.14

22.88

46.93

16.87

11.42

14.05

Shriram Hybrid Equity Fund

Balanced

64.87

1.49

2.49

10.79

17.67

37.17

15.2

11.03

11.71

Tata Hybrid Equity Fund

Balanced

3451

2.25

3.13

11.35

22.49

47.37

17.11

10.81

15.79

Aditya Birla Sun Life Balanced Advantage Fund

Balanced

5484.9

1.06

1.73

5.6

13.84

31.87

14.15

10.74

9.81

LIC MF Equity Hybrid Fund

Balanced

487.61

1.27

1.68

8.21

16.18

34.14

15.49

9.74

8.98

Nippon India Equity Hybrid Fund

Balanced

3643.3

2.65

4.44

9.15

20.65

53.03

9.73

8.64

12.45






SBI MUTUAL FUNDS TOP PERFORMING EQUITY FUNDS AS PER DATED 19.10.2021 IS VERY ATTRACTIVE 




- Period (Last 5 Years)

As per 19.10.2021 Equity Fund

Fund Name

Category

AUM (In crs)

Return (%)

1W

1M

3M

6M

1Y

3Y

5Y

SI

SBI Technology Opportunities Fund

Equity-Sector

1701

1.96

1.93

17.96

39.62

79.27

35.94

27.8

16.37

SBI Small Cap Fund

Equity-Diversified

10191

2.06

7.65

11.65

33.76

83.14

29.68

22.64

21.57

SBI Magnum COMMA Fund

Equity-Diversified

468.46

3.13

8.09

15.56

36.38

89.63

31.36

19.85

13.48

SBI Focused Equity Fund

Equity-Diversified

20372

1.54

4.1

15.47

32.29

71.38

26.37

18.71

20.71

SBI Banking & Financial Services Fund

Equity-Sector

2948.5

2.61

4.3

8.89

22.06

60.52

21.09

17.2

15.82

SBI Nifty Index Fund

Equity-Index

1526.5

2.95

5.03

16.09

26.87

57.41

21.1

16.66

15.03

SBI Consumption Opportunities Fund

Equity-Sector

808.69

2.57

9.54

13.83

30.06

77.19

18.35

16.35

15.49

SBI Contra Fund

Equity-Diversified

2973.6

2.37

6.22

13.66

35.59

93.35

26.45

16.17

19.38

SBI Large & Midcap Fund

Equity-Diversified

5144.6

2.03

6.79

9.96

31.3

70.99

23.01

16.02

15.1

SBI Flexicap Fund

Equity-Diversified

15291

2.37

4.86

12.89

28.18

67.63

22.37

15.87

13.81

SBI Magnum Equity ESG Fund

Equity-Diversified

4309.5

3.58

4.93

15.85

28.44

59.5

22.88

15.5

15.02

SBI Bluechip Fund

Equity-Diversified

31817

2.65

4.89

14.54

25.43

62.68

22.45

14.71

12.62

SBI Magnum Midcap Fund

Equity-Diversified

6251.6

2.86

7.49

13.14

31.77

90.19

28.71

14.58

17.34

SBI Infrastructure Fund

Equity-Sector

729.89

1.97

4.97

13.63

35.01

78.33

24.49

14.56

6.84

SBI Magnum Global Fund

Equity-Diversified

5353

1.59

2.3

10.25

25.15

55.27

22.34

14.32

15.14

SBI Long Term Equity Fund

Equity-Tax Planning

10862

3.18

6.07

12.31

27.92

62.1

21.1

13.68

16.17

SBI Healthcare Opportunities Fund

Equity-Sector

2001.3

-0.34

-1.4

-1.78

12.45

29.14

23.86

10.06

16.5

SBI Equity Savings Fund

Equity-Arbitrage

1816.1

0.64

1.35

4.63

10.49

24.82

12.43

8.9

9.02

SBI PSU Fund

Equity-Diversified

407.99

4.72

11.4

14.64

33.4

78.45

14.24

6.18

3.03

SBI Arbitrage Opportunities Fund

Equity-Arbitrage

4682.5

0.07

0.52

1.13

2.19

3.87

4.58

5.13

6.82



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