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Top Balanced Funds

Double benefits of lower risk with big returns

Amount Invested

57.19L

Projected Wealth Gained

55.62L

Projected Maturity Amount

1.13Cr

Annualized Returns

9.62%

Investment Horizon

>3 Yr

Doubled Money

7 Yrs 7 Mo

Past Portfolio Performance

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

Assuming 30% tax bracket

3m
6m
1y
3y
5y
Where will your money be invested
Fund Return
(ANNUALIZED 5Yr)
Amount
  • Balanced Equity

          undefined
    SBI Equity Hybrid Fund Regular Growth

    ANNUALISED RETURNS (5Yrs)

    10.43%

    Amount

    6,000

10.43%6,000
  • ANNUALISED RETURNS (5Yrs)

    9.19%

    Amount

    4,500

9.19%4,500
  • Balanced Equity

          undefined
    HDFC Hybrid Eq Growth

    ANNUALISED RETURNS (5Yrs)

    8.97%

    Amount

    4,500

8.97%4,500
Amount to be Invested15,000

Where will your money be invested

Balanced Equity

      undefined
SBI Equity Hybrid Fund Regular Growth
  • Balanced Equity

          undefined
    SBI Equity Hybrid Fund Regular Growth

    ANNUALISED RETURNS (5Yrs)

    10.43%

    Amount

    6,000

Balanced Equity

      undefined
ICICI Prudential Equity & Debt Fund Growth
  • ANNUALISED RETURNS (5Yrs)

    9.19%

    Amount

    4,500

Balanced Equity

      undefined
HDFC Hybrid Eq Growth
  • Balanced Equity

          undefined
    HDFC Hybrid Eq Growth

    ANNUALISED RETURNS (5Yrs)

    8.97%

    Amount

    4,500

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