Based on 1-year returns, the top performing Balanced Hybrid funds are 360 ONE Balanced Hybrid Fund - Direct Plan with 2.12% return, WhiteOak Capital Balanced Hybrid Fund - Direct Plan with 2.04% return, and UTI Retirement Fund - Direct Plan with -0.04% return. The category average 1-year return is 0.17%.
Balanced Hybrid Funds
Balanced Hybrid funds invest in almost equal proportions in both equity and debt assets. According to the SEBI guidelines, they must invest between 40% to 60% in equities and the remaining in debt instruments. Arbitrage instruments are not allowed in this category
Total Schemes
5
No. of schemes
Total AUM
₹ 0.10Lakh Cr
As on latest
Category Return (5Y)
8.45 %
CAGR
Benchmark Data
NA
This category currently has no benchmark assigned.
Category Returns (%)
| Period | 1M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | YTD |
|---|---|---|---|---|---|---|---|
Balanced Hybrid | -0.22 % | -2.86 % | 0.17 % | 8.78 % | 8.45 % | 8.66 % | -2.63 % |
Benchmark Not Available No benchmark assigned | - | - | - | - | - | - | - |
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y CAGR | 5Y CAGR | Expense Ratio |
|---|---|---|---|---|---|
UTI Retirement Fund - Direct PlanNAV: ₹53.43 | 4,629.57 Cr | -0.04% | 10.12% | 10.06% | 1.12% |
UTI Childrens Hybrid Fund - Direct PlanNAV: ₹40.35 | 4,329.97 Cr | -2.27% | 7.29% | 7.63% | 1.45% |
360 ONE Balanced Hybrid Fund - Direct PlanNAV: ₹13.19 | 734.47 Cr | 2.12% | - | - | 0.54% |
Franklin India Retirement Fund - Direct PlanNAV: ₹235.82 | 496.83 Cr | -0.98% | 8.93% | 7.65% | 1.42% |
WhiteOak Capital Balanced Hybrid Fund - Direct PlanNAV: ₹13.27 | 281.66 Cr | 2.04% | - | - | 0.66% |
About Balanced Hybrid Funds
What is it?
Balanced Hybrid funds invest in almost equal proportions in both equity and debt assets. According to the SEBI guidelines, they must invest between 40% to 60% in equities and the remaining in debt instruments. Arbitrage instruments are not allowed in this category
Objective
The objective of the fund is to generate superior returns by managing the favorable risk-reward ratio at a portfolio level. These funds aim to generate better returns compared to debt funds while taking a lower risk compared to equity funds
Suitability and opinion
These funds are ideal for investors with moderate risk appetites aiming to generate decent returns while taking a lower risk. These mutual funds generally invest half of the pooled funds in equity and the remaining in debt assets. This makes them suitable for conservative equity investors and first-time equity investors as these funds have lower volatility compared to pure equity funds and higher returns compared to pure debt funds. We believe that conservative equity investors can consider this category with an ideal time horizon of 5 to 7 years.
Balanced Hybrid vs Other Categories
5Y CAGR Return Comparison
Key Insights
Balanced Hybrid delivered 8.45% CAGR over the last 5 years.
It ranks #5 out of 7 categories based on 5Y performance.
Below the category average return of 9.76%.
4 categories outperform it, while 2 categories have lower returns.
Top performer: Multi Asset Allocation (14.99%).
Lowest performer: Arbitrage (6.44%).
Let's have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
UTI Retirement Fund - Direct Plan
Fund Performance: UTI Retirement Fund - Direct Plan has given 10.12% annualized returns in the past three years and 10.06% in the last 5 years. The UTI Retirement Fund - Direct Plan comes under the Hybrid category of UTI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in UTI Retirement Fund - Direct Plan via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 500.00
AUM
₹ 4,629.57Cr
1Y Returns
-0.04%
Expense Ratio
1.12%
UTI Childrens Hybrid Fund - Direct Plan
Fund Performance: UTI Childrens Hybrid Fund - Direct Plan has given 7.29% annualized returns in the past three years and 7.63% in the last 5 years. The UTI Childrens Hybrid Fund - Direct Plan comes under the Hybrid category of UTI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in UTI Childrens Hybrid Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 1,000.00
AUM
₹ 4,329.97Cr
1Y Returns
-2.27%
Expense Ratio
1.45%
360 ONE Balanced Hybrid Fund - Direct Plan
Fund Performance: The 360 ONE Balanced Hybrid Fund - Direct Plan comes under the Hybrid category of 360 ONE Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Balanced Hybrid Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.
Min Investment Amt
₹ 1,000.00
AUM
₹ 734.47Cr
1Y Returns
2.12%
Expense Ratio
0.54%
Franklin India Retirement Fund - Direct Plan
Fund Performance: Franklin India Retirement Fund - Direct Plan has given 8.93% annualized returns in the past three years and 7.65% in the last 5 years. The Franklin India Retirement Fund - Direct Plan comes under the Hybrid category of Franklin Templeton Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Retirement Fund - Direct Plan via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 500.00
AUM
₹ 496.83Cr
1Y Returns
-0.98%
Expense Ratio
1.42%
WhiteOak Capital Balanced Hybrid Fund - Direct Plan
Fund Performance: The WhiteOak Capital Balanced Hybrid Fund - Direct Plan comes under the Hybrid category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Balanced Hybrid Fund - Direct Plan via lump sum is ₹ 500.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 500.00
AUM
₹ 281.66Cr
1Y Returns
2.04%
Expense Ratio
0.66%
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