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Analysis & Commentary
How to avoid excessive exposure to a stock
Use the Who Owns What tool to know if your fund already owns the stock you want to buy...
Solid performance |
Good returns, consistency of outperformance and well diversified portfolio make Tata Balanced a solid fund in its category...
Spicing it up with mid-caps |
The fund's even mix of large and mid-caps enables it to outperform in bull markets. It has posted a strong comeback post 2011...
Strong beginning |
With an impressive performance in the first five years of its existence, L&T India Prudence has emerged as a promising option in the category of balanced funds...
Valuation metrics on your fingertips!
A look at the most useful ratios to value stocks and how you can get them conveniently through our stock pages...
A fund for all seasons |
The fund re-balances its portfolio between equity and debt using valuations. It also uses derivatives to hedge against downside...
Riding the bull |
Owing to its preference for mid- and small-cap stocks, HDFC Balanced Fund makes the most of bull markets...
The right index
The CPI has proved to be a better tool for inflation targeting than the WPI. The need is to use it in the calculation of GDP growth as well...
Quality conscious |
Franklin India Balanced Fund has an impressive record of beating the benchmark without taking excessive risk on the quality of its portfolio...
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Top Rated Funds
Show Direct Plans
Fund Name Rating 1 Year
Return (%)
3 Year
Return (%)
5 Year
Return (%)
Risk Grade Return Grade
Equity: Multi Cap
Birla Sun Life Advantage Fund | Invest Online 0.99 24.53 14.57 Avg. Above Avg.
Birla Sun Life Advantage Fund - Direct Plan | Invest Online 1.86 25.30 - Avg. High
Birla Sun Life Equity Fund | Invest Online 2.90 22.46 14.61 Avg. Above Avg.
Birla Sun Life Equity Fund - Direct Plan | Invest Online 3.82 23.50 - Avg. High
BNP Paribas Dividend Yield Fund -1.21 20.10 14.38 Low Above Avg.
BNP Paribas Dividend Yield Fund - Direct Plan 0.48 21.81 - Low Above Avg.
BNP Paribas Equity Fund -1.05 18.58 14.83 Below Avg. Above Avg.
BNP Paribas Equity Fund - Direct Plan 0.01 19.71 - Below Avg. Above Avg.
Franklin India Flexi Cap Fund | Invest Online Now 0.12 22.09 14.20 Below Avg. Above Avg.
Franklin India Flexi Cap Fund - Direct Plan | Invest Online Now 0.89 22.94 - Below Avg. Above Avg.
Franklin India High Growth Companies Fund | Invest Online Now -3.11 25.68 17.90 Avg. High
Franklin India High Growth Companies Fund - Direct Plan | Invest Online Now -1.71 27.04 - Avg. High
Franklin India Opportunities Fund - Direct Plan | Invest Online Now -0.94 21.12 - Avg. Above Avg.
Franklin India Prima Plus Fund | Invest Online Now 3.31 22.30 15.75 Below Avg. Above Avg.
Franklin India Prima Plus Fund - Direct Plan | Invest Online Now 4.49 23.39 - Low High
HDFC Capital Builder Fund - Direct Plan 2.47 20.89 - Avg. Above Avg.
HSBC India Opportunities Fund 0.74 20.92 13.72 Avg. Above Avg.
HSBC India Opportunities Fund - Direct Plan 1.48 21.79 - Avg. Above Avg.
ICICI Prudential Indo Asia Equity Fund | Invest Now -9.86 16.62 12.69 Low Avg.
ICICI Prudential Indo Asia Equity Fund - Direct Plan -9.36 17.27 - Low Avg.
ICICI Prudential Multicap Fund - Direct Plan 1.78 19.96 - Avg. Above Avg.
ICICI Prudential Value Discovery Fund | Invest Now -0.25 27.64 18.45 Below Avg. High
ICICI Prudential Value Discovery Fund - Direct Plan | Invest Now 0.97 28.82 - Below Avg. High
Invesco India Contra Fund 1.51 23.85 14.54 Avg. High
Invesco India Contra Fund - Direct Plan 2.80 25.42 - Avg. High
Kotak Opportunities - Direct Plan 2.55 19.54 - Below Avg. Avg.
Kotak Select Focus Fund - Direct Plan 4.36 22.20 - Below Avg. High
Kotak Select Focus Fund Regular Plan 3.24 21.15 15.53 Below Avg. Above Avg.
Mirae Asset Great Consumer Fund - Direct Plan -3.19 18.13 - Low High
Mirae Asset Great Consumer Fund - Regular Plan -4.40 16.76 15.75 Low Above Avg.
Mirae Asset India Opportunities Fund - Direct Plan 3.83 22.30 - Below Avg. High
Mirae Asset India Opportunities Fund - Regular Plan 2.98 21.19 15.18 Below Avg. Above Avg.
SBI Magnum Multicap Fund | Invest Online 5.72 22.36 14.92 Below Avg. Above Avg.
SBI Magnum Multicap Fund - Direct Plan | Invest Online 6.66 23.20 - Below Avg. Above Avg.
SBI Magnum Multiplier Fund | Invest Online 2.00 21.70 15.09 Below Avg. Above Avg.
SBI Magnum Multiplier Fund - Direct Plan | Invest Online 2.49 22.16 - Below Avg. Above Avg.
Tata Equity Opportunities Fund - Direct Plan 3.17 20.14 - Below Avg. Above Avg.
Tata Equity Opportunities Fund - Regular Plan 1.57 18.87 14.21 Below Avg. Avg.
Tata Ethical Fund - Direct Plan -1.22 20.42 - Low Above Avg.
Tata Ethical Fund - Regular Plan -2.09 19.35 14.23 Low Above Avg.
Equity: Mid Cap
Birla Sun Life Pure Value Fund | Invest Online 6.67 31.10 19.26 Avg. Above Avg.
Birla Sun Life Pure Value Fund - Direct Plan | Invest Online 7.66 32.17 - Avg. Above Avg.
BNP Paribas Midcap Fund 3.46 28.61 21.27 Below Avg. Above Avg.
BNP Paribas Midcap Fund - Direct Plan 4.95 30.05 - Below Avg. High
Franklin India Prima Fund | Invest Online Now 5.29 29.27 20.93 Below Avg. Above Avg.
Franklin India Prima Fund - Direct Plan | Invest Online Now 6.51 30.72 - Below Avg. High
HDFC Mid-Cap Opportunities Fund 2.32 28.49 19.67 Below Avg. Avg.
HDFC Mid-Cap Opportunities Fund - Direct Plan 3.28 29.48 - Below Avg. Above Avg.
Invesco India Mid Cap Fund - Direct Plan 0.99 28.88 - Avg. Above Avg.
Invesco India Mid N Small Cap Fund - Direct Plan 1.16 28.54 - Avg. Above Avg.
JP Morgan India Mid and Small Cap Fund -0.89 29.64 19.81 Avg. Above Avg.
JP Morgan India Mid and Small Cap Fund - Direct Plan -0.36 30.99 - Avg. Above Avg.
Mirae Asset Emerging Bluechip Fund - Direct Plan 9.82 34.88 - Low High
Mirae Asset Emerging Bluechip Fund - Regular Plan 8.82 33.55 23.60 Low High
Principal Emerging Bluechip Fund - Direct Plan | Invest Online 2.67 29.10 - Avg. Above Avg.
SBI Magnum Global Fund | Invest Online -0.25 25.01 18.91 Low Avg.
SBI Magnum Global Fund - Direct Plan | Invest Online 0.79 26.01 - Low Avg.
Tata Midcap Growth Fund - Direct Plan -2.95 29.42 - Avg. Above Avg.
UTI Mid Cap Fund 1.87 32.36 20.94 Below Avg. High
UTI Mid Cap Fund - Direct Plan 2.77 33.31 - Below Avg. High
Equity: Tax Planning
Axis Long Term Equity Fund | Invest Online 1.25 26.06 20.35 Low High
Axis Long Term Equity Fund - Direct Plan | Invest Online 2.36 27.58 - Low High
Birla Sun Life Tax Plan | Invest Online 2.99 22.59 15.70 Below Avg. Above Avg.
Birla Sun Life Tax Plan - Direct Plan | Invest Online 4.02 23.70 - Below Avg. Above Avg.
Birla Sun Life Tax Relief 96 | Invest Online 3.39 23.52 15.33 Below Avg. Above Avg.
Birla Sun Life Tax Relief 96 - Direct Plan | Invest Online 4.24 24.45 - Below Avg. Above Avg.
BNP Paribas Long Term Equity Fund -1.26 21.02 16.22 Below Avg. Above Avg.
BNP Paribas Long Term Equity Fund - Direct Plan -0.64 21.58 - Low High
DSP BlackRock Tax Saver Fund 5.39 20.97 14.98 Avg. Above Avg.
DSP BlackRock Tax Saver Fund - Direct Plan 5.98 21.65 - Below Avg. Above Avg.
Franklin India Taxshield Fund | Invest Online Now 3.01 22.02 15.86 Low Above Avg.
Franklin India Taxshield Fund - Direct Plan | Invest Online Now 3.99 22.99 - Low Above Avg.
ICICI Prudential Long Term Equity Fund (Tax Saving) - Direct Plan | Invest Now 1.81 21.97 - Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Direct Plan -3.70 21.47 - Below Avg. Above Avg.
IDFC Tax Advantage (ELSS) Fund - Regular Plan -4.76 20.10 14.79 Avg. Avg.
Invesco India Tax Plan 0.91 21.58 15.61 Avg. Above Avg.
Invesco India Tax Plan - Direct Plan 2.65 23.28 - Below Avg. High
Reliance Tax Saver Fund -5.91 23.44 16.45 High High
Reliance Tax Saver Fund - Direct Plan -5.29 24.30 - High High
Tata India Tax Savings Fund 5.31 21.22 15.08 Below Avg. Above Avg.
Tata India Tax Savings Fund - Direct Plan 6.63 23.00 - Low Above Avg.
Hybrid: Equity-oriented
Franklin India Balanced Fund | Invest Online Now 4.14 18.43 14.20 Below Avg. Above Avg.
Franklin India Balanced Fund - Direct Plan | Invest Online Now 5.57 19.47 - Below Avg. Above Avg.
HDFC Balanced Fund 3.23 20.84 14.54 Below Avg. Above Avg.
HDFC Balanced Fund - Direct Plan 4.33 21.80 - Below Avg. High
HDFC Childrens Gift Fund - Investment Plan 2.25 18.82 14.54 Below Avg. Above Avg.
HDFC Childrens Gift Fund - Investment Plan - Direct Plan 3.02 19.62 - Low Above Avg.
ICICI Prudential Balanced Advantage Fund | Invest Now 4.62 15.56 13.96 Low Avg.
ICICI Prudential Balanced Advantage Fund - Direct Plan | Invest Now 6.17 16.83 - Low Avg.
ICICI Prudential Balanced Fund | Invest Now 2.07 18.04 15.08 Below Avg. Above Avg.
ICICI Prudential Balanced Fund - Direct Plan 3.40 19.22 - Below Avg. High
L&T India Prudence Fund 3.28 20.04 14.70 Below Avg. Above Avg.
L&T India Prudence Fund - Direct Plan 4.38 21.24 - Below Avg. High
SBI Magnum Balanced Fund | Invest Online 2.63 18.75 14.76 Below Avg. Above Avg.
SBI Magnum Balanced Fund - Direct Plan | Invest Online 3.92 19.78 - Below Avg. Above Avg.
Tata Balanced Fund - Direct Plan 0.41 19.89 - Avg. High
Tata Balanced Fund - Regular Plan 0.10 19.26 15.70 Avg. High
Tata Retirement Savings Fund - Moderate Plan - Direct Plan 1.22 21.69 - Avg. High
Tata Retirement Savings Fund - Moderate Plan - Regular Plan -0.27 20.06 - Avg. Above Avg.
Rating as on April 30, 2016