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Balanced Hybrid Fund

Hybrid category · 2 direct-growth schemes tracked

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
+0.48%
1 Week
+1.48%
1 Month
+3.90%
1 Year
+5.08%
Median NAV change across direct-plan, growth-option schemes in this category. Updated daily from AMFI.

Top & bottom performing schemes

Top 3

WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth+0.52%
360 ONE Balanced Hybrid Fund- Direct Plan - Growth+0.45%

Bottom 3

360 ONE Balanced Hybrid Fund- Direct Plan - Growth+0.45%
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth+0.52%

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.