iifl-logo

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

HDFC Hybrid Equity Fund (IDCW)

16.24

23,821.28

1.28

-2.67

0.79

9.76

11.86

11.79

HDFC Hybrid Equity Fund (G)

118.00

23,821.28

1.28

-2.67

0.78

9.75

11.85

11.79

Mahindra Manulife Balanced Advantage Fund (IDCW)

12.31

912.79

1.31

-1.12

2.10

9.68

13.51

0.00

AXIS Balanced Advantage Fund (IDCW)

13.86

3,773.12

1.02

-1.35

2.89

9.63

14.82

11.25

AXIS Balanced Advantage Fund (G)

21.40

3,773.12

0.99

-1.33

2.93

9.63

14.82

11.25

Bandhan Balanced Advantage Fund (IDCW)

14.54

2,240.09

0.58

-1.74

1.54

9.58

11.38

9.05

Bandhan Balanced Advantage Fund (G)

24.48

2,240.09

0.57

-1.74

1.54

9.57

11.39

8.63

HDFC Retirement Savings Fund-Hybrid Equity (G)

38.55

1,702.59

0.78

-2.76

0.70

9.57

13.74

12.56

Tata Balanced Advantage Fund (G)

20.85

9,401.50

1.65

-1.00

2.64

9.54

11.30

9.91

Tata Balanced Advantage Fund (IDCW)

20.85

9,401.50

1.65

-1.00

2.64

9.54

11.30

9.91

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

NEWS

The NFO is available for subscription from July 08 to July 22, 2025.

8 Jul 2025|12:27 PM

Mutual_Fund_Sector_31-380x214.jpg.webp

The NFO is available for subscription from July 08 to July 22, 2025.

8 Jul 2025|12:27 PM

The NFO is available for subscription from June 27 to July 11, 2025

1 Jul 2025|04:42 PM

default-new.webp

The NFO is available for subscription from June 27 to July 11, 2025

1 Jul 2025|04:42 PM

The NFO is available for subscription from June 27 to July 11, 2025.

27 Jun 2025|11:34 AM

Mutual-fund-Banner-1-380x214.jpg.webp

The NFO is available for subscription from June 27 to July 11, 2025.

27 Jun 2025|11:34 AM

The NFO is available for subscription from June 09 to June 23, 2025.

11 Jun 2025|12:14 PM

Healthcare-Sector-3-380x214.jpg.webp

The NFO is available for subscription from June 09 to June 23, 2025.

11 Jun 2025|12:14 PM

The NFO is available for subscription from June 02 to June 16, 2025.

4 Jun 2025|12:46 PM

Mutual_Fund_Sector_31-380x214.jpg.webp

The NFO is available for subscription from June 02 to June 16, 2025.

4 Jun 2025|12:46 PM

Fund Manager Speak

Ujwal-Shah-380x380.jpg.webp

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

28 Mar 2025|05:12 PM

Jayesh-Bhanushali-1-380x380.jpg.webp

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

13 Mar 2025|02:41 PM

RV-380x380.jpg.webp

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

10 Feb 2025|05:25 PM

Download IIFL Capital App

Invest wise with Expert advice

By continuing, I accept the T&C and agree to receive communication on Whatsapp

Karvy Customer: For activating your account click here.
Download IIFL Capital App
Knowledge Center
Logo

Logo IIFL Customer Care Number
(Gold/NCD/NBFC/Insurance/NPS)
1860-267-3000 / 7039-050-000

Logo IIFL Capital Services Support WhatsApp Number
+91 9892691696

Download The App Now

appapp
Loading...

Follow us on

facebooktwitterrssyoutubeinstagramlinkedintelegram

2026, IIFL Capital Services Ltd. All Rights Reserved

ATTENTION INVESTORS

RISK DISCLOSURE ON DERIVATIVES

Copyright © IIFL Capital Services Limited (Formerly known as IIFL Securities Ltd). All rights Reserved.

IIFL Capital Services Limited - Stock Broker SEBI Regn. No: INZ000164132, PMS SEBI Regn. No: INP000002213,IA SEBI Regn. No: INA000000623, SEBI RA Regn. No: INH000000248, DP SEBI Reg. No. IN-DP-185-2016, BSE Enlistment Number (RA): 5016
ARN NO : 47791 (AMFI Registered Mutual Fund & Specialized Investment Fund Distributor), PFRDA Reg. No. PoP 20092018

ISO certification icon
We are ISO/IEC 27001:2022 Certified.

This Certificate Demonstrates That IIFL As An Organization Has Defined And Put In Place Best-Practice Information Security Processes.