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
23.126 0.22% 11 10.30% 5.37% 8.39%
13.044 0.64% 6 8.71% 7.51% 8.27%
50.530 1.05% 2,741 9.97% 9.27% 9.30%
733.030 0.99% 11,608 6.57% 8.47% 8.65%
13.050 1.51% 790 10.12% 8.30% 0.0%
21.020 0.66% 119 8.61% 9.99% 8.97%
16.916 0.64% 4 7.29% 6.76% 7.23%
18.423 0.74% 14 8.16% 8.02% 7.80%
38.328 1.00% 1,960 7.82% 6.33% 8.97%
11.668 1.07% 452 16.43% 12.55% 0.0%
10.570 0.60% 2,150 8.99% 0.0% 0.0%
9.570 0.62% 1,829 17.87% 0.0% 0.0%
11.400 1.06% 805 11.32% 10.34% 0.0%
18.507 1.24% 215 4.19% 6.62% 6.93%
17.865 1.10% 279 18.18% 10.76% 8.85%
22.203 1.15% 27 14.15% 7.61% 8.49%
20.750 0.92% 418 12.72% 0.0% 0.0%
10.020 0.99% 464 0.0% 0.0% 0.0%
54.810 1.63% 556 5.97% 8.43% 7.07%
10.565 0.90% 333 19.58% 0.0% 0.0%
19.966 1.75% 120 -6.53% 1.30% 4.44%
14.405 1.73% 134 -2.54% 3.12% 4.50%
12.000 1.80% 359 -3.45% 6.85% 0.0%
53.815 0.87% 209 12.56% 7.88% 8.03%
140.830 0.90% 2,607 13.71% 13.06% 10.54%
21.138 0.71% 18 6.16% 8.17% 8.37%
14.204 0.64% 959 11.74% 8.93% 8.71%
143.571 0.87% 6,303 16.47% 11.64% 10.71%
11.764 0.68% 1,037 10.25% 8.42% 0.0%
35.710 244 7.52% 4.55% 6.74%
23.510 0.56% 9 12.72% 11.48% 7.96%
21.150 0.58% 1,475 11.18% 11.70% 7.84%
12.217 0.73% 117 9.06% 9.49% 7.85%
17.288 1.05% 21 11.40% 7.48% 7.90%
9.892 0.45% 234 14.24% 0.0% 0.0%
18.582 0.79% 38 9.26% 7.24% 8.38%
53.913 1.47% 310 10.46% 6.17% 8.14%
78.543 1,021 9.32% 9.93% 8.93%
116.343 1.02% 1,848 10.74% 9.40% 9.49%
9.875 0.27% 270 7.19% 0.0% 0.0%
9.875 0.27% 270 7.19% 0.0% 0.0%
9.875 0.27% 270 7.19% 0.0% 0.0%
79.821 0.90% 12 6.54% 8.24% 7.26%
57.194 0.82% 6 7.66% 8.28% 7.88%
45.739 0.82% 13 8.41% 8.16% 8.34%
34.020 0.82% 6 8.36% 7.78% 8.19%
34.847 0.32% 29 8.25% 7.85% 7.84%
12.190 0.75% 30 11.11% 7.45% 0.0%
121.958 1.44% 450 11.04% 7.38% 8.60%
171.735 1.01% 44,110 9.54% 10.25% 8.66%
108.039 1.27% 2,990 9.93% 11.88% 10.02%
17.812 22 8.16% 9.04% 7.96%
34.265 1.25% 4,732 7.44% 9.02% 8.89%
43.401 1.34% 2,924 8.92% 5.69% 7.66%
54.761 1.11% 21,087 9.22% 10.52% 10.01%
30.214 1.86% 194 9.86% 6.33% 7.00%
15.306 1.20% 806 7.44% 12.08% 0.0%
12.221 1.14% 72 9.93% 7.85% 0.0%
14.801 1.33% 349 9.60% 12.31% 0.0%
16.437 2.15% 41 -1.85% 8.44% 11.01%
10.304 0.99% 641 11.68% 0.0% 0.0%
13.490 0.97% 139 7.91% 5.42% 7.09%
16.332 1.42% 83 9.38% 10.10% 8.40%
15.574 1.32% 129 8.96% 9.09% 8.36%
35.083 0.63% 104 11.40% 6.17% 7.36%
47.457 0.11% 4,372 11.81% 11.16% 10.20%
32.500 1.27% 28,287 12.78% 11.44% 10.34%
10.464 0.01% 19 -0.36% 0.0% 0.0%
128.720 1.77% 634 8.73% 9.96% 7.82%
68.414 0.73% 0 5.79% 9.31% 15.08%
26.163 0.20% 194 9.81% 7.34% 9.45%
123.530 1.26% 23,950 9.94% 11.17% 10.54%
12.550 0.78% 1,488 11.08% 8.48% 0.0%
30.883 0.05% 108 9.36% 6.70% 7.24%
243.329 1.30% 11,534 9.04% 11.41% 8.84%
58.563 0.15% 101 9.45% 10.04% 8.70%
38.576 1.35% 1,673 11.31% 9.44% 10.10%
16.094 1.37% 14 9.15% 5.18% 6.04%
12.505 1.69% 296 2.60% 6.12% 0.0%
26.110 0.09% 145 11.82% 7.73% 8.53%
21.894 0.64% 16 6.25% 7.45% 7.15%
19.449 0.06% 14 9.73% 7.50% 8.38%
20.934 0.33% 32 8.13% 7.37% 7.96%
12.058 1.00% 997 11.37% 10.11% 7.35%
18.774 1.29% 74 6.70% 5.12% 6.40%
20.621 1.29% 194 10.82% 7.02% 8.40%
10.004 0.61% 48 0.0% 0.0% 0.0%
13.225 1.27% 19 9.50% 9.54% 0.0%
27.020 1.11% 924 11.79% 12.61% 9.45%
9.886 1.12% 428 13.46% 0.0% 0.0%
10.096 0.50% 243 0.0% 0.0% 0.0%
1684.127 0.75% 18 6.80% 8.55% 7.87%
44.845 1,836 -6.93% 4.22% 3.03%
76.388 0.36% 42 11.36% 10.04% 9.18%
9.875 1.18% 3,067 14.01% 0.0% 0.0%
31.238 1.15% 259 13.34% 7.72% 9.26%
25.422 0.97% 1,466 16.24% 10.55% 9.41%
12.605 1.27% 1,908 9.59% 9.43% 8.49%
17.647 1.39% 12 16.45% 6.03% 6.11%
52.063 1.18% 67 10.95% 6.16% 7.01%
95.044 1.62% 390 15.65% 9.70% 6.21%
22.750 1.32% 645 9.19% 8.57% 7.03%
32.955 1.79% 36 10.56% 6.35% 7.45%
16.832 0.68% 129 4.75% 6.27% 6.38%
25.513 0.68% 8,241 7.63% 9.96% 9.83%
10.756 0.80% 235 11.92% 0.0% 0.0%
10.016 0.43% 65 0.0% 0.0% 0.0%
12.866 0.32% 2,808 14.41% 14.91% 0.0%
11.214 0.93% 1,293 12.57% 11.72% 0.0%
9.705 0.79% 280 17.63% 0.0% 0.0%
83.647 1.04% 2,495 10.65% 12.44% 8.46%
51.785 1.08% 9,278 5.02% 9.82% 8.77%
12.015 1.70% 948 -4.41% 4.43% 0.0%
40.694 1.18% 1,594 4.73% 5.69% 7.50%
12.018 1.32% 250 12.03% 5.95% 0.0%
12.395 1.35% 1,670 6.72% 11.57% 0.0%
29.720 0.28% 35 11.17% 8.95% 9.70%
13.160 0.23% 3 12.97% 10.09% 4.40%
14.300 0.46% 23 26.00% 14.91% 5.26%
67.530 0.73% 152 12.49% 9.11% 6.70%
19.770 1.12% 208 3.52% 6.99% 6.29%
33.902 1.16% 52 6.93% 8.10% 7.18%
68.530 0.82% 1,578 5.45% 12.21% 10.46%
11.512 1.77% 1 3.75% 4.96% 0.0%
11.808 1.58% 1 4.59% 6.65% 0.0%
12.587 1.00% 2 4.87% 8.60% 0.0%
31.532 0.51% 44 10.12% 11.41% 8.97%
16.337 0.26% 17 8.43% 7.83% 7.38%
38.296 1.20% 1,093 10.82% 5.87% 8.84%
11.873 0.91% 683 7.16% 11.96% 0.0%
116.983 1.07% 30,907 16.65% 13.09% 11.59%
12.174 1.03% 1,685 10.34% 8.90% 0.0%
49.939 1.46% 65 5.75% 10.11% 11.23%
25.216 1.20% 261 12.82% 8.12% 9.26%
18.408 1.10% 47 2.89% 4.66% 7.08%
79.816 1.39% 1,824 14.01% 12.56% 9.30%
14.907 1.52% 39 5.86% 9.88% 8.58%
10.172 0.80% 1,066 0.0% 0.0% 0.0%
31.744 1.24% 138 9.67% 6.58% 6.72%
203.394 0.92% 4,316 10.75% 8.84% 8.42%
19.050 1.08% 134 10.79% 8.85% 9.72%
28.205 0.66% 1,146 12.40% 14.76% 12.53%
27.398 0.82% 717 15.98% 17.78% 13.92%
15.070 1.24% 45 6.15% 8.15% 7.62%
10.080 1.83% 511 11.80% 0.0% 0.0%
10.080 1.30% 225 9.38% 0.0% 0.0%
34.084 1.93% 307 8.09% 12.56% 8.36%
9.905 0.83% 267 6.13% 0.0% 0.0%
160.298 1.17% 4,860 4.02% 7.27% 6.66%
32.780 1.74% 731 6.44% 7.50% 5.07%
37.750 1.12% 2,309 4.85% 6.24% 7.76%