Holds 40-60% in equity and 40-60% in debt, with no arbitrage positions permitted. SEBI does not allow one AMC to offer both a Balanced Hybrid and an Aggressive Hybrid fund.
Taxation: depends on the scheme's actual equity allocation at any given time, which can shift the applicable tax treatment — check the specific scheme's category classification. This is general information, not tax advice — confirm current rules for your situation with a qualified professional.
1 Day
-0.11%
1 Week
-0.29%
1 Month
+0.84%
1 Year
+6.52%
Median NAV change across direct-plan, growth-option schemes in this category. Updated daily from AMFI.
Top & bottom performing schemes
Top 3
ICICI Prudential Balanced Hybrid Fund+0.10%
360 ONE Balanced Hybrid Fund- Direct Plan - Growth-0.11%
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth-0.14%
Bottom
No data yet — accruing.
Top 2
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth+1.17%
360 ONE Balanced Hybrid Fund- Direct Plan - Growth+0.52%
Bottom
No data yet — accruing.
Top 2
360 ONE Balanced Hybrid Fund- Direct Plan - Growth+6.82%
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth+6.22%
Bottom
No data yet — accruing.
Explore this category further
See the full live category table on the dashboard, or estimate returns with the MF returns calculator using this category's actual historical median.