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A balanced fund

FUND PICK/ Prudential ICICI Balanced Fund

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SI Team Mumbai
Last Updated : Jan 28 2013 | 5:06 PM IST

Returns in % as on September 8, 2005
 
FMCG funds continued to top fund category returns over the past 12 months. FMCG Funds topped the averages with 87.63 per cent, followed by banking sector funds (79.21 per cent) and tax-planning funds (77.26 per cent).

Petroleum sector funds bought up the rear with 25.44 per cent. Balanced fund returned 41.75 per cent during the past year and 5.36 per cent in the past month.

The best performing balanced fund was SBI Magnum Balanced, which returned 73.51 per cent over the past 12 months. Escorts Opportunities Fund was at the bottom of the pile, managing only 22.05 per cent returns in the past year.
 

EQUITY FUNDS
Average equity category returns (%)

1 month

1 year

FMCG

7.80

87.63

Banking

4.11

79.21

Tax planning

9.19

77.26

Diversified

7.53

64.35

Auto

8.65

60.98

Index

5.47

50.7

Technology

8.79

50.68

Pharma

8.08

46.14

Balanced

5.36

41.75

Petroelum

5.21

25.44

LEADERS
Balanced funds

1 month

1 year

SBI Magnum Balanced Fund

9.77

73.51

BOB Balance Fund

7.99

59.07

Kotak Balance

4.05

58.28

HDFC Prudence Fund

6.32

55.04

ING Vysya Balanced Fund

6.42

50.31

Prudential ICICI Balanced

7.15

49.18

Tata Balanced Fund

5.84

48.28

Alliance 95

6.79

47.83

Escorts Balanced Fund

5.64

46.09

GIC Balanced Fund

4.64

44.01

LAGGARDS
Balanced funds

1 month

1 year

Escorts Opportunities Fund

3.13

22.05

Can Balanced Plan

6.18

23.34

Unit Scheme 2002

3.32

27.44

UTI Balanced Fund

4.24

29.44

Sundaram Balanced Fund

5.92

32.06

Birla Balance Fund

4.51

33.64

LIC Balanced - Plan C

4.39

33.95

Franklin India Balanced Fund

4.95

35.94

JM Balanced

7.19

36.54

HDFC Balanced Fund

5.34

37.36

Source: www.mutualfundsindia.com

 

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First Published: Sep 12 2005 | 12:00 AM IST

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