Annual Mutual Fund Performance Report - Balanced Funds

Annual Mutual Fund Performance Report 2nd March 2008 – Investorline

Yearly Performance (on the basis of Investment Strategy) of Mutual Funds (As on 21st Feb 2008).

To view the full past performance record – Click here

Provided by – Investorline Services

 

Balanced Funds

Funds

Fund Size (Rs Cr)  Jan  08

1 Year

 Since Inception CAGR

Balanced Funds

 

 

 

Birla Balance Fund

111.54

12.61

14.89

Birla Sun Life 95 Fund

183.78

23.89

27.89

BOB Balance Fund

0.94

26.83

27.77

CAN Balanced II

69.64

26.44

18.51

CanBalance

82.85

20.19

19.85

DSP Merrill Lynch Balanced Fund

512.08

29.26

20.21

FT India Balanced Fund

323.00

22.51

18.85

HDFC Balanced Fund

108.29

21.92

19.62

HDFC Prudence Fund

3163.84

22.02

29.29

ICICI Prudential  Balance Fund

406.11

17.41

19.05

ING Vysya Balanced Fund

7.62

24.33

12.48

JM Balanced Fund

83.13

21.38

18.24

Kotak Balance

84.40

29.36

22.21

LICMF Balanced Fund - Plan C

29.64

29.54

10.36

Principal Balanced Fund

251.01

28.30

13.57

Reliance Regular Savings - Balanced

25.22

29.71

15.87

SBI Magnum Balanced Fund

392.37

26.36

36.84

Sundaram Balanced Fund

46.00

26.19

20.18

Tata Balanced Fund

232.50

29.63

17.07

Tata Young Citizens Fund

166.98

-26.16

12.77

Templeton India Pension Plan

177.69

17.00

16.31

UTI Balanced Fund

1143.84

21.00

16.73

Avg

 

21.81

19.48

Crisil bx

 

21.70

22.68
 

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