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Balanced Hybrid Mutual Funds

Balanced hybrid mutual funds are a category of mutual funds that invest in a predetermined mix of equity and debt instruments. This diversification helps investors achieve a balanced portfolio, reducing risks associated with market fluctuations. By combining equity for growth potential and debt for stability, these funds strike a risk-reward balance that appeals to a wide range of investors. View More

Generally, balanced hybrid funds allocate 40-60% of their portfolio to equities, aiming to capitalize on market growth while maintaining a safety net through debt investments. This unique structure takes care of both capital appreciation and protection against volatility, making them a preferred choice for medium to long-term goals. Investors looking for a mix of growth, stability, and income generation may benefit from these funds.

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List of Balanced Hybrid Mutual Funds

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logo 360 ONE Balanced Hybrid Fund - Direct Growth

9.44%

Fund Size (Cr.) - 860

Invest
logo WhiteOak Capital Balanced Hybrid Fund - Direct Growth

11.29%

Fund Size (Cr.) - 184

Invest

Who Should Invest in Balanced Hybrid Mutual Funds?

Balanced hybrid mutual funds are ideal for individuals seeking a blend of growth and stability. These funds are designed for investors with moderate risk tolerance who want inflation-beating returns without significant exposure to market volatility. By maintaining a balance between equity and debt, these funds cater to medium-term financial goals. View More

These funds may also be a good choice for retirees or those nearing retirement, as they provide steady income while preserving capital. Investors looking for a simple, well-rounded investment option to build wealth over time may also find balanced hybrid mutual funds appealing. However, thorough research and understanding of one’s risk appetite are essential before investing in these funds.

Popular Balanced Hybrid Mutual Funds

  • Min SIP Investment Amt
  • ₹ -
  • AUM (Cr.)
  • ₹ 860
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ ₹ 100
  • AUM (Cr.)
  • ₹ 184
  • 3Y Return
  • -

FAQs

These funds allow fund managers to switch between equity and debt without incurring tax liabilities, providing a tax-efficient option for investors. If investors choose to do this by themselves, they may have to pay taxes under capital gains. 

The lock-in period for balanced hybrid funds may vary by fund type while some may not have a fixed lock-in. However, investors generally stay invested for 3 to 5 years as it may give good returns. 

Balanced hybrid mutual funds are moderately risky. They offer a balanced mix of equity for growth and debt for stability, making them suitable for medium-term goals with controlled risk.

Balanced hybrid mutual funds are generally suitable for investors seeking growth, stability, and income. They are ideal for medium to long-term financial planning and those looking to diversify their investment portfolio.

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