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.
List of Balanced Hybrid Mutual Funds
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns |
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| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
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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
- 360 ONE Balanced Hybrid Fund - Direct Growth
- ₹ 1000
- ₹ 8380
- -
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 838
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 1000
- AUM (Cr.)
- ₹ 838
- 3Y Return
- -
- WhiteOak Capital Balanced Hybrid Fund - Direct Growth
- ₹ 100
- ₹ 2670
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 267
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 267
- 3Y Return
- -