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Top 5 Best Balanced Funds To Invest In 2018

what are the best balanced funds to start sip in 2018

Best Balanced Mutual Funds To Invest In 2018

What is Balanced Fund?

Balanced funds are the mutual fund schemes which invests approximately 65% of the amount in equities and remaining amount in fixed income options like bonds, debentures and other fixed income instruments options. With such strategy of Equity + Debt investment under one scheme provides good growth in investment as well as the amount invested in debt segment would provide stable and fixed returns.

Let's understand this with an example:

Suppose you invest Rs. 1 Lac in a balanced fund mutual fund scheme. And, scheme invests Rs. 65,000 in equity and Rs. 35,000 in debt. Assuming that the stock market has provided 15% returns in bull run and 6% returns in bearish market.

In bullish market, your investment would fetch you approx. 12% return and in a bearish market, your investment would fetch you approx. 6% returns.

The downside of risk is reduced if you compare the low returns in a bearish market. This way it would be win-win situation in both the situations.

Here, I have picked some best balanced mutual fund schemes on the basis of past returns, AUM, Crisil ranking, value research ranking etc. in which you can consider starting your investment in 2018.

TOP 5 BEST BALANCED FUND FOR 2018:

1. HDFC Balanced Fund
  • Launch Date: 11th September 2000
  • Crisil Rating: Rank-1
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 17.34% | 3 Year - 11.22% | 5 Year - 19.50%
  • Return Since Inception: 16.71%
  • AUM: Rs 20,081 crore (As on Jan 31, 2018)
2. L&T India Prudence Fund
  • Launch Date: 31st January 2011
  • Crisil Rating: Rank-3
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 16.01% | 3 Year - 10.45% | 5 Year - 18.95%
  • Return Since Inception: 14.49%
  • AUM: Rs 9,578 crore (As on Jan 31, 2018)
3. ICICI Prudential Balanced Fund
  • Launch Date: 03rd November 1999
  • Crisil Rating: Rank-2
  • Value Research Rating: 4-Star
  • Fund Performance: 1 Year - 14.53% | 3 Year - 11.05% | 5 Year - 18.95%
  • Return Since Inception: 14.93%
  • AUM: Rs 27,840 crore (As on Jan 31, 2018)
4. Birla Sun Life 95 Balanced Fund
  • Launch Date: 10th February 1995
  • Crisil Rating: Rank-3
  • Value Research Rating: 3-Star
  • Fund Performance: 1 Year - 13.47% | 3 Year - 9.45% | 5 Year - 17.38%
  • Return Since Inception: 20.80%
  • AUM: Rs 14,085 crore (As on Jan 31, 2018)
5. HDFC Prudence Fund
  • Launch Date: 01st February 1994
  • Crisil Rating: Rank-3
  • Value Research Rating: 2-Star
  • Fund Performance: 1 Year - 14.76% | 3 Year - 9.83% | 5 Year - 17.55%
  • Return Since Inception: 20.80%
  • AUM: Rs 39,431 crore (As on Jan 31, 2018)
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