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
Balanced Hybrid Mutual Funds List
Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
---|---|---|---|---|
360 ONE Balanced Hybrid Fund - Direct Growth
|
864 | - | - | |
WhiteOak Capital Balanced Hybrid Fund - Direct Growth
|
158 | - | - |
Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
---|---|---|---|
360 ONE Balanced Hybrid Fund - Direct Growth
|
15.27% Fund Size (Cr.) - 864 |
||
WhiteOak Capital Balanced Hybrid Fund - Direct Growth
|
14.56% Fund Size (Cr.) - 158 |
Who Should Invest in Balanced Hybrid Mutual Funds?
Features of Balanced Hybrid Mutual Funds
Factors to Consider While Investing in Balanced Hybrid Mutual Funds
Popular Balanced Hybrid Mutual Funds
- 360 ONE Balanced Hybrid Fund - Direct Growth
- -
- ₹ 8640
- -
- Min SIP Investment Amt
- ₹ -
- AUM (Cr.)
- ₹ 864
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ -
- AUM (Cr.)
- ₹ 864
- 3Y Return
- -
- WhiteOak Capital Balanced Hybrid Fund - Direct Growth
- ₹ 100
- ₹ 1580
- -
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 158
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ ₹ 100
- AUM (Cr.)
- ₹ 158
- 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.