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Top Balanced Funds

Double benefits of lower risk with big returns

SIP ( Monthly)

Lumpsum ( OneTime)

Enter Investment Amount(₹)

Investment Period

Annual Step Up

SIP investments, except tax saving SIPs, can be increased
by step up percentage every year. Stepping up helps to
achieve targets faster . It should, generally, be equal to
the average annual pay hike. 10% is suggested.

Amount Invested

57.19L

Projected Wealth Gained

67.84L

Projected Maturity Amount

1.25Cr

Annualized Returns

10.93%

Investment Horizon

>3 Yr

Doubled Money

6 Yrs 9 Mo

Past Portfolio Performance

For a sum of Rs.1,00,000 invested for 5 Years

Show me post tax returns

Assuming 30% tax bracket

3m

6m

1y

3y

5y

Where will your money be invested
Fund	Return (ANNUALIZED 5Yr)	Amount
Balanced Equity Franklin India Equity Hybrid Fund Growth ANNUALISED RETURNS (5Yrs) 10.57% Amount 3,900 1932Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 6Yr 11Mn Doubled Money Time period this fund took to double the invested money 13.47% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	10.57%	3,900
Balanced Equity L&T Hybrid Equity Fund Growth ANNUALISED RETURNS (5Yrs) 10.36% Amount 3,700 9044Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 7Yr 1Mn Doubled Money Time period this fund took to double the invested money 11.88% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	10.36%	3,700
Balanced Equity SBI Equity Hybrid Fund Regular Growth ANNUALISED RETURNS (5Yrs) 11.66% Amount 3,700 29832Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 6Yr 4Mn Doubled Money Time period this fund took to double the invested money 15.34% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	11.66%	3,700
Balanced Equity ICICI Prudential Equity & Debt Fund Growth ANNUALISED RETURNS (5Yrs) 11.13% Amount 3,700 25617Cr Asset Size (AUM) Assets under management (AUM) is the total market value of assets managed by the mutual fund. 6Yr 7Mn Doubled Money Time period this fund took to double the invested money 14.04% Returns since launch Annualized return per year since inception, net of all fund charges 0% Exit Load After 1 years Period after which there is no penalty for withdrawal	11.13%	3,700
Amount to be Invested		15,000

Where will your money be invested

Balanced Equity

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Franklin India Equity Hybrid Fund Growth

Balanced Equity

Franklin India Equity Hybrid Fund Growth
ANNUALISED RETURNS (5Yrs)
10.57%
Amount
3,900
1932Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
6Yr 11Mn
Doubled
Money
Time period this fund took to
double the invested money
13.47%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Balanced Equity

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L&T Hybrid Equity Fund Growth

Balanced Equity

L&T Hybrid Equity Fund Growth
ANNUALISED RETURNS (5Yrs)
10.36%
Amount
3,700
9044Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
7Yr 1Mn
Doubled
Money
Time period this fund took to
double the invested money
11.88%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Balanced Equity

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SBI Equity Hybrid Fund Regular Growth

Balanced Equity

SBI Equity Hybrid Fund Regular Growth
ANNUALISED RETURNS (5Yrs)
11.66%
Amount
3,700
29832Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
6Yr 4Mn
Doubled
Money
Time period this fund took to
double the invested money
15.34%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Balanced Equity

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ICICI Prudential Equity & Debt Fund Growth

Balanced Equity

ICICI Prudential Equity & Debt Fund Growth
ANNUALISED RETURNS (5Yrs)
11.13%
Amount
3,700
25617Cr
Asset Size
(AUM)
Assets under management (AUM) is the total market value
of assets managed by the mutual fund.
6Yr 7Mn
Doubled
Money
Time period this fund took to
double the invested money
14.04%
Returns
since launch
Annualized return per year since inception,
net of all fund charges
0%
Exit Load
After 1 years
Period after which there is
no penalty for withdrawal

Higher returns than Debt

~65% in Equity - Big Returns

Zero Taxes

Tax free returns after 1 year

Lower risk than Equity

~35% in Debt - Stable Returns

Higher returns than Debt

~65% in Equity - Big Returns

Zero Taxes

Tax free returns after 1 year

Lower risk than Equity

~35% in Debt - Stable Returns

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Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Portfolio returns and allocation between equity and debt are estimated based on a number of factors including the user's risk profile, goal horizon and disclosed financial position. Performance of any investment portfolio can neither be predicted nor guaranteed.