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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: 5
  • 💰 Total AUM: 3,319 Cr

Best performing Balanced Hybrid Mutual Funds

NameAUM (Cr)Base Exp. Ratio (%)1Y Return3Y CAGR5Y CAGR
WOC Balanced Hybrid Fund292.850.540.68%—%—%
360 ONE Balanced Hybrid Fund666.810.452.54%10.51%—%
ICICI Pru Balanced Hybrid Fund219.410.50—%—%—%
SBI Balanced Hybrid Fund1,979.760.56—%—%—%
UTI Balanced Hybrid Fund160.210.75—%—%—%

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Overview of Balanced Hybrid Mutual Funds

WOC Balanced Hybrid Fund
  • AUM
    ₹ 292.85 Cr.
  • Base Exp. Ratio
    0.54%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 11.14% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.63% vs its category average of 6.28%.
Composition
Equity makes up for the majority of the fund at 51.62% along with the largest allocation towards Specialized Finance at 11.88%.
360 ONE Balanced Hybrid Fund
  • AUM
    ₹ 666.81 Cr.
  • Base Exp. Ratio
    0.45%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been 10.57% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 7.42% vs its category average of 6.28%.
Composition
Equity makes up for the majority of the fund at 47.53% along with the largest allocation towards G-Sec at 12.73%.
ICICI Pru Balanced Hybrid Fund
  • AUM
    ₹ 219.41 Cr.
  • Base Exp. Ratio
    0.5%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been null% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.2% vs its category average of 6.28%.
Composition
Equity makes up for the majority of the fund at 52.54% along with the largest allocation towards G-Sec at 11.17%.
SBI Balanced Hybrid Fund
  • AUM
    ₹ 1,979.76 Cr.
  • Base Exp. Ratio
    0.56%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been null% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 5.41% vs its category average of 6.28%.
Composition
Equity makes up for the majority of the fund at 41.78% along with the largest allocation towards Miscellaneous at 22.63%.
UTI Balanced Hybrid Fund
  • AUM
    ₹ 160.21 Cr.
  • Base Exp. Ratio
    0.75%
  • 5Y CAGR
    %
Performance
The fund's annualised performance has been null% since inception.
Risk
The fund has been categorised as Moderately High by SEBI and has a standard deviation of 5.21% vs its category average of 6.28%.
Composition
Cash & Equivalents makes up for the majority of the fund at 44.66% along with the largest allocation towards Others at 45.2%.
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.