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Performance Tracker
Balanced
Mutual Funds that invest 65 - 80 per cent in equity securities.
Balanced - Ranks - as on May 23, 2013
Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Mar 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
SBI Magnum Balanced Fund (G) Rank 3
372.63 2 7 7 1 4 11 10
JM Balanced Fund (G) Not Ranked
6.88 6 1 1 2 10 17 21
ICICI Pru Eqty-Volatility Adv. (G) Rank 2
199.68 9 9 11 3 1 1 7
ICICI Pru Balanced Fund (G) Rank 1
446.68 7 10 8 4 2 2 8
Birla Sun Life 95 Fund (G) Rank 3
574.50 15 10 10 5 12 7 4
Tata Balanced Fund (G) Rank 2
506.08 3 4 13 6 3 3 5
FT India Balanced Fund (G) Rank 4
212.14 4 5 1 7 6 7 9
LIC NOMURA Balanced C (G) Not Ranked
18.74 5 3 4 8 13 13 17
Principal Balanced (G) Not Ranked
15.51 10 13 15 9 11 18 15
Kotak Balance Rank 3
114.17 11 8 4 10 5 5 13
Baroda Pioneer Balance (G) Not Ranked
11.14 17 12 8 11 18 15 18
ING Balanced Portfolio (G) Rank 4
117.26 21 6 6 12 15 14 16
Reliance RSF - Balanced (G) Rank 3
545.43 19 20 20 13 9 11 2
Principal Retail Equity Saving (G) Not Ranked
23.07 14 16 14 14 21 21 19
UTI Balanced Fund (G) Rank 4
943.01 16 17 16 15 17 16 10
Can Robeco Balance (G) Rank 3
204.10 12 18 18 16 7 9 6
Sundaram Balanced - RP (G) Not Ranked
48.15 19 14 12 17 20 19 14
HDFC Prudence Fund (G) Rank 3
6,124.90 7 15 16 18 16 10 1
Edelweiss Absolute Return Fund (G) Not Ranked
30.85 1 2 3 19 7 6 --
HDFC Balanced Fund (G) Rank 2
1,128.92 13 19 19 20 14 4 3
DSP-BR Balanced Fund (G) Rank 5
619.96 18 20 21 21 19 19 10
Escorts Balanced Fund (G) Not Ranked
1.20 22 22 22 22 22 22 20

Note : Returns have been calculated based on NAV's as on May 23, 2013 & Index values as on May 23, 2013

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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