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Balanced Hybrid Mutual Funds

Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 7
  • 💰 Total AUM: 7,724 Cr

Best performing Balanced Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
WOC Balanced Hybrid Fund273.210.562.90%—%—%
360 ONE Balanced Hybrid Fund780.040.451.51%—%—%
Qsif Hybrid Long-Short Fund132.330.64—%—%—%
Altiva Hybrid Long-Short Fund2,704.150.68—%—%—%
Magnum Hybrid Long Short Fund2,854.820.47—%—%—%
Titanium Hybrid Long-Short Fund364.840.56—%—%—%
iSIF Hybrid Long-Short Fund615.500.99—%—%—%

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Overview of Balanced Hybrid Mutual Funds

WOC Balanced Hybrid Fund
  • AUM
    ₹ 273.21 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 10.72% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 7.29% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 50.24% along with the largest allocation towards Investment Banking & Brokerage at 13.12%.
360 ONE Balanced Hybrid Fund
  • AUM
    ₹ 780.04 Cr.
  • Expense Ratio
    0.45%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 9.64% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 6.53% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 43.71% along with the largest allocation towards G-Sec at 13.71%.
Qsif Hybrid Long-Short Fund
  • AUM
    ₹ 132.33 Cr.
  • Expense Ratio
    0.64%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 5.23% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 44.27% along with the largest allocation towards Others at 23.78%.
Altiva Hybrid Long-Short Fund
  • AUM
    ₹ 2,704.15 Cr.
  • Expense Ratio
    0.68%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Low by SEBI and has a standard deviation of 3.24% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 33.5% along with the largest allocation towards Investment Banking & Brokerage at 34.15%.
Magnum Hybrid Long Short Fund
  • AUM
    ₹ 2,854.82 Cr.
  • Expense Ratio
    0.47%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Low by SEBI and has a standard deviation of 3.56% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 65.38% along with the largest allocation towards Miscellaneous at 14.32%.
Titanium Hybrid Long-Short Fund
  • AUM
    ₹ 364.84 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 8.15% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 48.7% along with the largest allocation towards Private Banks at 16.82%.
iSIF Hybrid Long-Short Fund
  • AUM
    ₹ 615.50 Cr.
  • Expense Ratio
    0.99%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.11% vs its category average of 6.02%.
Composition
Equity makes up for the majority of the fund at 54.21% along with the largest allocation towards G-Sec at 17.08%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.