Balanced Hybrid Funds
Invest 40–60% each in equity and debt.
- Funds
- 5
- Average 1Y
- 4.5%
- Average 3Y (p.a.)
- 11.7%
- Average 5Y (p.a.)
- –
All balanced hybrid funds by returns
| Fund | Fund house | NAV | 1Y | 3Y | 5Y | Expense | Fund size |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund |  WhiteOak Capital Mutual Fund | ₹14.22 | 3.7% | 11.8% | – | 0.71% | ₹293 Cr |
| 360 ONE Balanced Hybrid Fund |  360 ONE Mutual Fund | ₹13.99 | 5.2% | 11.5% | – | 0.62% | ₹667 Cr |
| ICICI Prudential Balanced Hybrid Fund |  ICICI Prudential Mutual Fund | ₹10.16 | – | – | – | 1.37% | ₹219 Cr |
| SBI Balanced Hybrid Fund |  SBI Mutual Fund | ₹10.35 | – | – | – | 3.56% | ₹1,980 Cr |
| UTI Balanced Hybrid Fund |  UTI Mutual Fund | ₹10.21 | – | – | – | 0.88% | – |
Direct plan, Growth option where available. 3Y and 5Y returns are annualised. Past performance does not guarantee future returns.
NAVs as of 15 November 2026. Source: AMFI.