Balanced Hybrid Mutual Funds
40–60% equity, the rest in debt, with no arbitrage.
A genuine half-and-half. Rarer than the other hybrids because most fund houses prefer the flexibility of a balanced advantage fund.
Who it suits. Investors who want a fixed, knowable split. Hold for 5 years or more.
Regular plans in this category
- 360 ONE Balanced Hybrid Fund360 ONE Mutual Fund · NAV ₹13.28 — — —
- ICICI Prudential Balanced Hybrid FundICICI Prudential Mutual Fund · NAV ₹10.20 — — —
- WhiteOak Capital Balanced Hybrid FundWhiteOak Capital Mutual Fund · NAV ₹13.47 — — —
Point-to-point CAGR from AMFI NAV history, Regular plans only. Ordered by five-year return so the list has a shape, not because the order is a judgement. Past returns do not predict future ones — a fund near the top is usually there because its style suited the last five years, and styles take turns.
Other categories
Questions people ask
What is a Balanced Hybrid fund?
40–60% equity, the rest in debt, with no arbitrage. A genuine half-and-half. Rarer than the other hybrids because most fund houses prefer the flexibility of a balanced advantage fund.
Who should invest in Balanced Hybrid funds?
Investors who want a fixed, knowable split. A sensible holding period is 5 years or more.
How is this list ordered?
By five-year CAGR computed from AMFI's published NAV history, within one plan type. It is a sort, not a verdict — a fund near the top is there because its style suited the last five years, which is not a promise about the next five.
Should I choose the Direct or Regular plan?
A Direct plan holds exactly the same portfolio without the distributor commission, so its expense ratio is lower — commonly 0.5% to 1.2% a year — and it compounds ahead of the Regular plan for ever. Choose Regular only if you want an intermediary's advice and are content to pay for it annually.