Balanced Mutual Funds

Balanced funds are a type of Hybrid mutual funds.

Hybrid schemes give investors a taste of two fund types in one- Equity and Debt. Hybrid schemes invest in two or more asset categories so that the investor can avail the benefit of both.

Balanced funds thus allow an investor to diversify even without having too many fund schemes in their portfolio. The prime goal of Balanced funds is to both appreciate long term wealth while also generating short term income.

Different types of hybrid funds follow different asset allocation strategies.

Balanced funds are the most popular type of hybrid funds. Balanced funds invest at least 65% of their portfolio in equity and equity-oriented instruments. This allows them to qualify as equity funds for the purpose of taxation. Capital gains above Rs 1 lakh from balanced funds held for a period of over 1 year are taxable at the rate of 10%.

The remaining fund assets are invested in debt securities and some amount might also be kept in cash. Conservative investors looking to benefit from the return-earning capacity of equities without taking too many risks are ideal for balanced funds. The fixed income exposure of balanced funds helps in mitigating equity-related risks.

Advantages of Balanced funds:

  • Over two-third of the portfolio is invested in equities which acts as a wealth building vehicle over the long term.

  • Balanced funds give the benefit of diversification, that is, exposure to two asset classes within one fund.

  • The rebalancing is handled by the fund manager hence the investor doesn’t have to worry about this.

  • Access to expert rebalancing in the portfolio basket.

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All Balanced Mutual Fund Schemes

NAME Nav EXP Ratio Assets (cr) 1y 3y 5y
12.825 0.87% 195 13.45% 16.15% 19.73%
110.390 0.75% 7,321 11.54% 13.91% 17.83%
1420.120 1.11% 7,193 8.40% 11.53% 19.86%
19.150 0.61% 632 8.31% 8.73% 12.01%
33.674 1.13% 209 12.19% 16.12% 20.66%
17.646 1.04% 15 11.93% 12.02% 13.29%
27.642 1.18% 36 12.40% 14.10% 16.91%
64.272 1.02% 1,377 11.25% 9.61% 13.54%
10.840 1.08% 1,521 11.38% 10.95% 17.76%
11.790 0.78% 2,808 14.01% 15.43% 15.80%
23.786 1.26% 865 12.03% 9.89% 17.46%
33.420 0.90% 277 11.17% 8.57% 10.75%
13.430 1.00% 940 8.96% 11.15% 13.58%
21.441 1.02% 1,348 10.87% 10.56% 17.19%
30.153 0.48% 19 8.57% 13.60% 18.42%
18.878 0.18% 6 8.32% 8.91% 9.41%
22.198 0.41% 19 8.73% 11.43% 13.70%
26.411 0.84% 2,217 9.16% 11.62% 14.54%
28.336 0.99% 115 10.23% 8.21% 8.77%
27.137 0.19% 272 8.39% 8.63% 11.00%
25.874 0.04% 200 9.42% 7.13% 6.77%
16.735 1.20% 132 1.33% 10.66% 12.95%
33.912 1.10% 68 4.52% 7.73% 13.01%
12.290 0.78% 1,068 4.22% 16.61% 28.02%
21.277 0.58% 1,150 6.74% 15.70% 20.63%
22.247 0.77% 4,073 7.31% 14.54% 18.95%
17.117 1.31% 692 8.45% 10.83% 10.80%
94.110 1.78% 374 16.15% 14.76% 12.29%
64.848 0.67% 935 10.15% 9.47% 11.21%
138.750 0.60% 10,371 9.89% 14.27% 19.38%
141.342 0.70% 10,425 18.19% 17.29% 21.55%
14.795 0.73% 3,217 12.88% 12.79% 14.43%
17.028 0.41% 2,517 12.28% 11.29% 14.42%
47.889 0.50% 165 11.73% 10.38% 11.60%
40.090 0.44% 2,487 11.28% 18.77% 24.25%
55.100 0.51% 12,240 6.00% 12.80% 17.69%
17.150 0.60% 577 10.86% 11.53% 12.91%
79.954 0.65% 198 9.92% 10.39% 10.75%
91.020 0.41% 1,272 10.00% 14.78% 22.29%
249.974 0.95% 2,055 9.34% 16.25% 21.94%
16.649 0.38% 637 8.21% 9.31% 12.88%
14.399 0.38% 637 8.20% 9.10% 12.70%
10.150 0.38% 637 8.20% 9.10% 12.70%
81.827 0.87% 11 5.26% 15.05% 9.14%
58.363 0.99% 6 4.83% 11.26% 7.90%
46.318 0.50% 16 5.74% 7.64% 6.39%
36.564 0.16% 14 5.48% 1.61% 3.07%
35.053 0.13% 19 5.76% 8.25% 7.45%
12.125 0.41% 64 16.13% 13.46% 16.90%
142.393 1.56% 506 8.88% 11.39% 12.04%
23.153 0.85% 45 4.70% 13.42% 19.04%
18.101 0.10% 3,045 13.07% 16.89% 0.0%
364.752 0.88% 94,824 8.00% 20.48% 26.71%
121.797 0.97% 9,590 7.62% 16.80% 23.38%
51.716 0.88% 5,460 7.16% 11.02% 14.53%
66.231 1.15% 3,113 9.60% 11.42% 13.31%
57.140 1.08% 23,229 8.39% 13.88% 21.45%
37.624 0.23% 70 6.28% 14.23% 19.39%
32.039 0.93% 3,837 11.56% 15.01% 20.13%
31.245 0.94% 5,983 8.22% 20.26% 30.61%
13.350 1.02% 156 8.97% 10.47% 10.91%
17.829 0.95% 1,567 7.78% 16.44% 22.32%
31.134 1.00% 36 8.02% 14.40% 21.32%
37.135 0.85% 4,744 3.87% 12.94% 18.53%
30.645 0.79% 1,471 8.45% 12.55% 13.65%
65.283 1.35% 146 10.71% 10.49% 11.19%
9.753 1.00% 480 1.08% 13.56% 0.0%
24.508 0.61% 624 7.20% 12.00% 15.66%
19.398 0.28% 19 9.07% 7.80% 7.44%
24.817 0.98% 54 9.37% 13.41% 18.58%
68.746 1.02% 24,412 12.19% 14.81% 19.64%
76.820 0.92% 60,591 10.18% 13.53% 18.01%
13.739 0.19% 2,206 -0.73% 28.11% 34.19%
291.910 1.49% 1,273 5.09% 18.00% 21.71%
70.554 0.73% 0 5.79% 9.31% 15.08%
27.555 0.92% 111 10.07% 8.12% 7.35%
398.820 1.00% 40,962 10.46% 19.35% 28.08%
23.060 0.48% 12,855 9.04% 8.83% 11.57%
49.735 0.88% 265 11.57% 12.16% 13.73%
675.393 0.69% 55,360 14.01% 19.22% 27.29%
58.027 0.35% 181 11.61% 18.32% 25.66%
78.959 0.97% 3,135 10.31% 10.69% 11.82%
12.061 1.67% 179 13.00% 15.39% 8.18%
15.917 0.81% 618 12.53% 17.49% 20.51%
40.920 0.80% 943 8.27% 14.14% 16.09%
10.569 0.71% 399 9.96% 11.75% 12.23%
44.815 0.68% 768 5.25% 22.46% 29.33%
10.436 0.60% 16,542 11.07% 12.96% 16.80%
38.093 0.45% 3,017 11.09% 12.03% 14.03%
52.610 0.50% 6,795 11.33% 15.53% 23.74%
18.238 0.65% 8,043 8.19% 12.02% 14.04%
152.315 0.29% 1,652 12.25% 19.09% 23.94%
215.910 1.42% 497 7.25% 13.09% 16.31%
18.783 1.68% 15 2.93% 11.38% 16.16%
76.466 1.20% 50 9.38% 7.56% 8.08%
16.498 1.31% 19 9.02% 9.87% 12.12%
46.130 1.56% 40 1.33% 6.70% 6.53%
10.117 0.60% 864 6.43% 13.80% 0.0%
22.677 0.74% 557 7.08% 10.42% 15.56%
13.604 0.51% 8,682 10.03% 14.02% 20.07%
14.402 0.22% 853 5.98% 14.97% 0.0%
14.370 0.37% 1,360 10.03% 11.52% 15.37%
13.968 1.03% 918 -7.92% 7.99% 10.78%
11.316 0.89% 92 -7.84% 3.99% 0.0%
25.879 0.34% 17 2.79% 10.55% 8.73%
9.976 0.42% 116 8.59% 13.63% 18.85%
22.057 0.33% 36 11.26% 7.22% 7.59%
12.940 1.01% 430 13.75% 19.57% 0.0%
130.773 0.59% 8,808 9.18% 13.97% 17.37%
95.326 1.11% 3,688 8.15% 15.98% 22.66%
13.715 0.74% 692 6.68% 9.42% 11.58%
43.425 1.12% 835 9.07% 9.15% 9.69%
21.566 0.33% 5,330 14.34% 17.85% 0.0%
12.410 0.68% 222 4.66% 14.50% 0.0%
21.683 0.97% 153 11.32% 10.36% 9.72%
33.264 1.03% 3,044 6.96% 18.12% 25.65%
11.688 0.35% 2,451 10.93% 11.90% 0.0%
11.500 0.47% 957 8.73% 11.19% 0.0%
53.342 0.54% 71 7.88% 7.59% 10.86%
76.980 0.77% 204 11.83% 13.36% 18.74%
377.546 0.70% 2,000 -1.97% 13.69% 28.94%
11.470 0.69% 1,199 -0.83% 0.0% 0.0%
134.072 0.61% 3,183 4.14% 18.79% 32.94%
85.674 0.51% 120 9.21% 15.65% 22.76%
20.549 0.10% 62 12.61% 12.52% 12.84%
10.670 0.80% 523 0.69% 0.0% 0.0%
15.143 0.71% 34,015 7.98% 14.36% 0.0%
57.198 1.05% 9,666 9.30% 10.48% 13.22%
116.623 0.74% 72,555 12.48% 13.36% 19.26%
19.382 0.89% 5,671 8.92% 10.76% 14.48%
90.051 0.85% 123 13.61% 12.65% 15.45%
31.281 0.55% 7,674 9.50% 15.46% 16.26%
41.240 0.72% 1,491 9.12% 12.64% 13.55%
21.706 1.51% 27 9.80% 8.98% 10.75%
10.611 0.36% 10,075 6.22% 12.39% 16.69%
35.068 0.50% 265 10.24% 10.28% 12.45%
447.242 1.01% 3,936 6.09% 13.52% 19.74%
23.799 0.43% 3,554 10.33% 15.26% 21.24%
25.551 0.97% 172 8.46% 9.27% 9.98%
72.763 0.64% 2,008 9.78% 15.39% 19.45%
28.323 0.58% 1,914 8.48% 16.26% 21.00%
15.593 1.24% 45 6.15% 8.15% 7.62%
11.410 0.90% 1,365 6.89% 11.00% 15.31%
16.040 1.46% 136 6.16% 8.38% 10.40%
213.851 1.21% 5,910 11.19% 17.68% 24.15%
38.094 1.17% 1,058 7.43% 13.06% 22.76%
49.106 1.16% 1,648 11.85% 10.60% 13.10%
13.507 0.40% 668 8.85% 12.01% 14.29%
47.875 0.52% 5,285 9.96% 19.70% 19.39%