| Balanced Funds | |||||||||
| Data as on June 22, 2001 | |||||||||
| Rank | Fund | Launch | NAV | Since | 1 Mth | 3 Mth | 6 Mth | 1 Yr | 2 Yrs |
| 1 | Canpremium (Roll Over) | Feb-1998 | 12.33 | 21.66 | -2.30 | 13.12 | 23.70 | 27.81 | 24.65 |
| 2 | JM Balanced-G | Dec-1994 | 13.66 | 10.75 | 0.66 | 44.09 | 29.08 | 10.06 | 21.59 |
| 3 | Dhanraksha '89 | Jun-1989 | 10.50 | 7.72 | -1.13 | 7.36 | 4.48 | 3.55 | 5.79 |
| 4 | Kothari Pioneer Pension Plan | Mar-1997 | 16.66 | 12.82 | -2.52 | 0.54 | 1.22 | 3.16 | 10.03 |
| 5 | Grihalaxmi Unit Plan '94 | Aug-1994 | 10.84 | 7.60 | 1.98 | -1.45 | -9.14 | -5.44 | 6.49 |
| 6 | UTI Retirement Benefit Unit Plan | Dec-1994 | 17.23 | 9.91 | -0.86 | -0.92 | -9.79 | -12.07 | 3.64 |
| 7 | Dhanasahayog | Mar-1991 | 16.08 | 4.75 | 0.88 | 2.49 | -3.25 | -13.96 | -14.00 |
| 8 | GIC Balanced | Jan-1993 | 9.18 | 2.41 | -1.50 | -0.43 | -6.04 | -15.63 | -6.50 |
| 9 | Tata Young Citizens | Oct-1995 | 9.68 | 11.99 | -3.98 | -0.41 | -4.21 | -16.21 | 6.44 |
| 10 | Unit Scheme '95 | Mar-1995 | 164.45 | 17.67 | -1.12 | 0.42 | -11.99 | -16.36 | 21.60 |
| 11 | Zurich India Prudence | Jan-1994 | 17.30 | 12.03 | -4.05 | -2.15 | -10.50 | -16.43 | 8.45 |
| 12 | Kothari Pioneer Balanced | Dec-1999 | 7.77 | -15.16 | -5.59 | -1.52 | -6.27 | -18.30 | - |
| Sector Average | -3.47 | -1.13 | -8.90 | -18.90 | 4.14 | ||||
| 13 | Prudential ICICI Balanced | Oct-1999 | 8.51 | -9.01 | -4.70 | -1.16 | -5.97 | -19.49 | - |
| 14 | K Balance Unit Scheme '99 | Nov-1999 | 8.82 | -2.84 | -2.30 | -0.91 | -6.42 | -19.67 | - |
| 15 | Cantriple + | Dec-1991 | 16.81 | 5.59 | -5.03 | -3.83 | -9.91 | -20.71 | -1.40 |
| 16 | DSPML Balanced | May-1999 | 9.03 | -4.72 | -5.25 | -5.45 | -12.42 | -23.60 | -5.49 |
| 17 | Tata Balanced | Oct-1995 | 12.57 | 8.57 | -3.54 | -1.19 | -9.05 | -23.68 | 8.99 |
| 18 | PNB Balanced Growth | Jun-1999 | 10.74 | 6.15 | -6.12 | -4.70 | -15.96 | -25.26 | - |
| 19 | Dundee Balanced | Mar-2000 | 6.41 | -29.49 | -2.53 | -2.97 | -16.37 | -28.68 | - |
| 20 | Sun F&C Balanced | Dec-1999 | 6.28 | -26.69 | -5.28 | -6.27 | -16.15 | -31.29 | - |
| 21 | Canganga | Feb-1995 | 7.38 | -3.21 | -8.09 | -10.76 | -20.90 | -32.13 | -11.16 |
| 22 | Alliance '95 | Feb-1995 | 41.03 | 25.66 | -7.26 | -5.85 | -17.97 | -32.53 | 19.26 |
| 23 | Dhanvidya | Mar-1992 | 8.02 | -2.36 | -3.26 | -26.35 | -30.62 | -33.33 | -27.65 |
| 24 | Birla Balance | Oct-1999 | 8.14 | -11.29 | -5.57 | -6.97 | -17.78 | -35.14 | - |
| 25 | Magnum Balanced | Oct-1995 | 9.70 | 10.77 | -6.46 | -5.37 | -22.65 | -43.93 | 10.25 |
| 26 | ING Balanced Portfolio | Apr-2000 | 5.70 | -37.88 | -6.25 | -5.16 | -28.84 | -46.07 | - |
| 27 | Escorts Balanced Fund | Mar-2001 | 10.16 | 1.62 | -1.44 | - | - | - | - |
| 28 | Franklin India Balanced-G | Jul-2000 | 8.35 | -16.50 | -4.79 | -1.65 | -7.43 | - | - |
| 29 | HDFC Balanced fund | Aug-2000 | 9.32 | -6.80 | -2.67 | 0.36 | -3.74 | - | - |
| 30 | HDFC Children's Gift Fund Investment | Feb-2001 | 9.92 | -0.82 | -1.65 | 2.11 | - | - | - |
| 31 | IDBI PRINCIPAL Balanced Fund-Growth | Oct-2000 | 8.82 | -11.85 | -4.17 | -3.77 | -10.17 | - | - |
| 31 | Sundaram Balanced | May-2000 | 8.96 | -9.70 | -4.58 | -1.86 | -5.78 | - | - |
| 32 | Unit Linked Insurance Plan '71 | Oct-1971 | 14.16 | 8.08 | 0.00 | -0.56 | -6.29 | - | - |
| VR Balanced Index | -1.58 | -0.51 | 0.36 | -6.48 | 7.18 | ||||
| JP Morgan G-Sec Index | 2.56 | 5.94 | 12.23 | 17.46 | 17.31 | ||||
| S&P CNX Nifty Total Return | -6.57 | -7.91 | -11.94 | -26.33 | -2.90 |