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Balanced Hybrid Mutual Funds

Balanced Hybrid Mutual Funds are designed to provide investors the best of both worlds i.e. growth and stability. With an equity allocation typically ranging between 40% and 60%, these funds aim to capture the growth potential of equities while maintaining the income-generating and risk-mitigating benefits of debt instruments.
Let’s delve into the Balanced Hybrid Funds, explore how these funds operate, understand their key characteristics, and outline who can benefit from investing in this category.

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List of Balanced Hybrid Mutual Funds

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logo 360 ONE Balanced Hybrid Fund - Direct Growth

4.51%

Fund Size (Cr.) - 805

Invest
logo WhiteOak Capital Balanced Hybrid Fund - Direct Growth

7.37%

Fund Size (Cr.) - 136

Invest

What are Balanced Hybrid Funds?

The term Balanced Hybrid Mutual Funds refer to hybrid mutual fund schemes regulated by SEBI that are required to invest approximately 40% to 60% of their corpus in equities, with the remaining allocation in debt and money market instruments. This allocation aims to provide investors with both capital appreciation from equity exposure and relative stability from debt securities.

Balanced funds are positioned between aggressive hybrid funds (which have higher equity allocation) and conservative hybrid funds (which are debt-heavy), offering a moderate risk-return profile. This makes it generally suitable for investors with medium-term investment horizons.
 

Popular Balanced Hybrid Mutual Funds

  • Min SIP Investment Amt
  • ₹ ₹ 1000
  • AUM (Cr.)
  • ₹ 805
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 136
  • 3Y Return
  • -

Other Calculators

FAQs

Hybrid funds invest in both equity and debt to balance growth and risk, while debt mutual funds invest only in fixed-income securities, focusing mainly on stable income with lower risk and returns compared to hybrids.

Both hybrid and balanced funds invest in a mix of equities and debt. Balanced funds are a specific type of hybrid fund that usually follow a fixed 60%-40% split between stocks and bonds, while hybrid funds allow more flexibility in asset allocation.

Balanced funds aim to provide steady returns by blending equity growth with debt stability. They generally offer better returns than pure debt funds over the long term, but with lower risk than pure equity funds.

Balanced funds are best suited for investors with a medium-term horizon, typically 3 to 7 years, allowing time to benefit from equity growth while managing risk through debt allocation.

Yes, you can redeem your hybrid mutual fund units anytime. However, staying invested for the recommended period helps you benefit from market fluctuations and potentially better returns.

Choose a hybrid fund by considering your risk tolerance, investment goals, fund performance, and the equity-debt mix. Reviewing fund manager expertise and expense ratios also helps make a suitable choice.

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