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
21.887 0.59% 185 20.91% 15.22% 16.93%
53.020 0.72% 7,427 16.58% 13.26% 13.75%
988.390 1.10% 7,688 19.06% 13.57% 14.67%
18.700 0.62% 647 9.31% 7.71% 9.38%
31.942 1.05% 217 20.78% 16.81% 17.84%
21.134 1.15% 19 13.77% 11.26% 11.74%
42.693 1.18% 36 17.24% 13.92% 14.70%
68.412 1.01% 1,432 12.09% 9.88% 10.57%
16.520 1.06% 1,619 18.59% 10.25% 13.32%
23.000 0.81% 2,547 21.03% 14.16% 13.61%
24.766 1.26% 897 18.13% 9.10% 13.42%
27.238 0.97% 298 9.45% 7.17% 9.35%
12.920 0.98% 1,020 13.49% 10.24% 11.21%
28.413 1.04% 1,281 19.05% 9.73% 13.74%
36.758 0.07% 113 8.24% 6.24% 6.66%
29.893 0.48% 19 17.92% 13.63% 14.32%
23.851 0.18% 6 10.31% 8.28% 8.21%
41.288 0.41% 20 15.36% 11.38% 11.49%
26.150 0.71% 2,283 17.28% 11.21% 12.41%
27.702 0.99% 119 9.24% 6.99% 7.26%
32.991 0.18% 246 9.30% 7.94% 8.99%
24.260 1.22% 136 10.67% 15.43% 11.69%
23.964 1.10% 67 9.29% 14.40% 12.47%
12.340 0.84% 1,054 31.26% 20.98% 28.32%
16.613 0.47% 1,180 23.48% 17.74% 17.98%
17.582 0.72% 4,213 18.70% 15.03% 17.31%
12.040 1.40% 713 13.07% 10.82% 10.22%
66.010 1.78% 374 16.15% 14.76% 12.29%
81.871 0.72% 964 12.41% 9.19% 10.55%
402.140 0.60% 11,109 19.19% 14.66% 16.88%
358.690 0.73% 10,379 21.33% 15.25% 16.97%
21.870 0.73% 3,201 15.52% 11.48% 11.66%
23.317 0.40% 2,258 13.87% 11.17% 11.06%
56.417 0.50% 181 12.16% 9.74% 9.78%
44.900 0.38% 2,267 24.02% 20.24% 19.83%
28.490 0.51% 12,381 16.96% 13.35% 16.33%
12.978 0.59% 561 14.38% 11.18% 11.87%
74.620 0.71% 213 12.22% 9.68% 9.03%
129.310 0.47% 1,314 15.42% 15.46% 14.12%
181.430 1.01% 2,050 21.14% 16.74% 17.36%
17.275 0.30% 726 10.50% 9.12% 10.18%
14.650 0.30% 726 10.49% 8.90% 10.01%
12.977 0.30% 726 10.49% 8.90% 10.01%
98.151 0.87% 11 5.26% 15.05% 9.14%
62.862 0.99% 6 4.83% 11.26% 7.90%
43.135 0.50% 16 5.74% 7.64% 6.39%
38.228 0.16% 14 5.48% 1.61% 3.07%
51.018 0.13% 19 5.76% 8.25% 7.45%
15.445 0.48% 60 14.23% 11.38% 8.57%
206.683 1.50% 524 14.58% 11.17% 10.39%
16.151 0.85% 46 16.67% 14.14% 14.45%
11.610 0.06% 3,434 16.84% 16.60% 0.0%
409.974 0.74% 95,570 20.17% 23.79% 20.60%
135.041 0.89% 9,937 19.28% 18.25% 19.37%
24.512 0.23% 49 15.19% 15.73% 16.52%
71.167 0.91% 5,516 12.55% 11.56% 12.00%
58.269 1.20% 3,341 11.67% 10.90% 11.27%
64.217 1.02% 24,185 15.64% 14.91% 16.31%
75.050 0.74% 3,818 16.48% 14.00% 16.31%
30.436 0.71% 6,009 22.33% 22.38% 24.94%
21.504 1.02% 164 11.93% 9.55% 10.07%
29.318 0.92% 1,583 17.96% 16.86% 18.46%
38.038 0.81% 5,631 27.45% 16.70% 16.73%
38.812 0.76% 1,504 18.34% 13.57% 12.54%
36.317 1.34% 141 17.14% 10.51% 10.62%
14.102 1.00% 480 1.08% 13.56% 0.0%
22.186 0.61% 583 25.76% 15.27% 14.72%
21.473 0.52% 23 9.83% 6.99% 7.13%
27.157 0.98% 42 21.48% 15.64% 17.24%
26.335 0.88% 59 19.04% 13.86% 15.35%
125.269 0.82% 23,212 16.12% 14.81% 15.23%
70.950 0.87% 60,534 14.61% 13.56% 13.42%
26.305 0.19% 2,165 24.42% 35.70% 25.57%
207.210 1.51% 1,315 23.34% 18.11% 16.89%
71.551 0.73% 0 5.79% 9.31% 15.08%
25.524 0.90% 127 8.26% 6.71% 6.92%
306.030 0.98% 40,203 20.42% 20.90% 21.77%
16.130 0.50% 12,406 9.20% 9.21% 8.59%
44.284 1.09% 271 13.58% 11.99% 11.36%
794.532 0.69% 50,988 19.25% 21.12% 21.17%
92.283 0.40% 176 19.05% 17.80% 17.72%
59.410 0.93% 3,188 12.86% 10.41% 10.57%
17.017 1.67% 179 13.00% 15.39% 8.18%
9.490 0.82% 574 31.20% 19.16% 17.25%
58.020 0.83% 926 19.71% 15.74% 13.39%
16.381 0.71% 341 19.41% 12.21% 11.33%
87.217 0.66% 720 32.35% 25.24% 25.19%
16.017 0.54% 16,752 17.57% 13.20% 13.42%
54.044 0.45% 3,071 14.09% 11.53% 12.78%
39.055 0.45% 6,606 25.68% 18.34% 19.61%
28.073 0.63% 7,804 14.70% 13.03% 12.22%
147.186 0.33% 1,598 22.27% 19.51% 21.54%
149.043 1.40% 536 20.62% 13.70% 12.82%
38.114 1.68% 17 21.53% 14.90% 13.87%
61.568 1.22% 50 9.74% 6.75% 7.67%
27.412 1.03% 20 11.30% 9.62% 9.77%
46.352 1.56% 40 1.33% 6.70% 6.53%
10.178 0.56% 904 18.51% 0.0% 0.0%
17.952 0.69% 580 11.76% 10.90% 12.72%
36.525 0.40% 9,054 17.65% 14.26% 15.83%
15.735 0.19% 865 18.78% 16.35% 0.0%
14.412 0.32% 1,374 13.61% 11.31% 12.67%
15.286 0.99% 1,145 13.59% 13.08% 10.98%
10.012 0.89% 101 6.69% 7.36% 0.0%
26.394 0.34% 17 2.79% 10.55% 8.73%
10.454 0.42% 135 18.08% 15.37% 14.47%
23.734 0.33% 36 11.26% 7.22% 7.59%
15.728 1.03% 321 21.52% 19.50% 0.0%
116.835 0.57% 8,850 16.72% 13.88% 13.87%
111.510 1.16% 3,850 19.34% 17.33% 13.94%
14.784 0.74% 713 9.84% 9.43% 6.53%
58.699 1.12% 831 8.86% 8.47% 5.31%
21.826 0.29% 4,683 22.56% 17.43% 0.0%
13.867 0.65% 237 19.21% 16.59% 0.0%
16.137 1.02% 156 13.00% 9.00% 8.90%
23.615 0.98% 3,336 25.18% 20.16% 17.63%
11.552 0.34% 2,344 13.21% 11.43% 0.0%
11.050 0.47% 1,038 14.05% 11.22% 0.0%
47.417 0.52% 83 8.64% 7.29% 8.09%
98.560 0.77% 212 17.96% 11.90% 13.61%
429.418 0.70% 2,199 16.08% 15.94% 24.48%
15.658 0.65% 1,341 28.14% 0.0% 0.0%
149.476 0.62% 3,153 31.32% 23.26% 29.02%
59.966 0.51% 128 23.21% 16.04% 17.28%
25.094 0.10% 60 13.43% 11.22% 10.84%
11.050 0.74% 605 0.0% 0.0% 0.0%
15.370 0.67% 33,187 16.93% 14.48% 0.0%
70.374 0.62% 10,064 12.56% 10.18% 11.71%
148.436 0.73% 71,585 17.54% 12.83% 14.46%
24.752 0.88% 5,982 13.45% 11.46% 11.81%
103.456 0.85% 124 18.77% 12.94% 14.34%
34.755 0.50% 6,986 15.92% 15.57% 14.90%
32.428 0.62% 1,540 15.67% 12.79% 12.13%
20.865 1.16% 28 9.38% 7.90% 9.19%
22.232 0.41% 10,288 13.94% 13.36% 14.64%
44.432 0.49% 216 13.03% 10.31% 10.28%
346.620 0.98% 4,137 16.56% 14.66% 15.10%
14.653 0.50% 3,410 18.33% 16.04% 0.0%
32.397 0.96% 176 12.44% 9.01% 9.46%
31.940 0.60% 2,162 24.39% 17.00% 16.85%
79.959 0.54% 2,089 27.66% 18.55% 17.99%
15.181 1.24% 45 6.15% 8.15% 7.62%
10.100 0.98% 1,457 13.22% 11.05% 12.79%
12.470 1.42% 354 10.01% 8.11% 8.70%
320.024 1.24% 6,107 23.37% 18.56% 19.42%
37.953 1.19% 1,122 18.99% 13.53% 17.77%
72.551 1.18% 1,649 13.21% 9.67% 10.56%
13.468 0.81% 642 11.32% 11.72% 11.89%
49.069 0.60% 4,682 24.25% 19.41% 16.39%