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
22.857 0.16% 10 5.77% 8.49% 6.98%
22.249 0.61% 42 33.29% 18.24% 12.52%
70.170 0.61% 5,860 31.27% 15.47% 11.70%
775.580 1.06% 8,357 46.77% 17.25% 11.88%
13.830 1.37% 538 24.07% 13.16% 9.28%
19.735 0.15% 165 39.58% 19.04% 13.38%
19.964 0.38% 14 18.57% 12.14% 9.09%
21.150 0.35% 28 28.30% 15.57% 11.07%
39.903 1.16% 1,305 23.38% 11.62% 8.45%
15.540 0.90% 1,542 25.70% 13.66% 0.0%
18.327 1.25% 703 44.93% 22.37% 15.39%
13.190 0.71% 1,868 43.77% 21.81% 0.0%
12.430 0.94% 981 25.65% 14.25% 11.29%
19.461 1.01% 347 17.45% 10.85% 8.71%
19.586 0.46% 1,435 42.50% 23.63% 14.76%
21.746 1.21% 32 10.87% 12.62% 9.22%
12.850 0.81% 1,485 28.69% 0.0% 0.0%
10.540 1.28% 405 10.60% 0.0% 0.0%
59.130 1.79% 414 49.12% 19.60% 13.13%
10.314 0.66% 715 44.92% 23.92% 0.0%
20.821 2.00% 50 11.92% 5.20% 4.81%
17.267 1.97% 62 13.09% 5.29% 4.64%
13.830 1.90% 349 62.51% 25.02% 16.62%
77.125 0.61% 938 15.99% 13.99% 10.00%
140.300 0.67% 7,009 40.04% 22.18% 15.67%
14.864 0.60% 4,396 19.08% 13.39% 9.93%
160.352 0.80% 7,563 45.88% 23.16% 14.39%
12.222 0.83% 389 22.89% 12.49% 9.21%
36.517 0.60% 233 14.61% 10.20% 6.76%
41.530 0.53% 101 46.32% 19.88% 13.74%
23.410 0.42% 5,845 35.25% 20.02% 14.93%
18.213 0.62% 295 20.53% 13.07% 10.79%
54.168 1.54% 214 14.44% 10.09% 7.52%
82.031 0.00% 1,152 51.99% 12.94% 10.89%
127.670 1.19% 1,470 47.17% 19.61% 13.55%
10.606 0.85% 124 25.42% 12.04% 0.0%
10.031 0.85% 124 20.57% 10.58% 0.0%
13.098 0.85% 124 20.57% 10.58% 0.0%
72.925 0.88% 12 57.75% 18.03% 12.06%
61.888 0.87% 6 49.85% 13.82% 10.19%
54.187 0.73% 20 38.04% 9.35% 7.92%
34.853 0.39% 16 27.94% 2.93% 4.24%
34.537 0.17% 20 15.04% 9.86% 8.43%
12.951 0.26% 51 35.79% 7.62% 6.16%
125.539 1.48% 466 19.49% 11.93% 8.55%
149.219 1.03% 43,247 57.88% 18.29% 13.02%
131.872 1.03% 5,247 45.39% 20.67% 15.34%
19.574 29 33.36% 16.35% 11.89%
46.933 1.25% 2,469 30.40% 12.78% 10.78%
44.626 1.37% 2,690 22.54% 12.35% 8.74%
43.934 1.13% 18,909 48.99% 19.60% 14.15%
31.388 0.90% 1,186 32.24% 18.60% 11.90%
17.457 0.92% 1,922 68.32% 25.51% 18.09%
11.363 1.14% 143 14.00% 10.96% 8.97%
16.470 1.21% 732 44.98% 20.23% 15.41%
10.844 1.00% 514 39.43% 0.0% 0.0%
17.269 0.86% 43 7.85% 8.13% 6.63%
14.071 1.42% 42 46.61% 19.44% 13.37%
16.581 1.29% 73 37.71% 17.32% 12.15%
35.902 0.79% 87 15.54% 12.21% 8.31%
54.149 0.07% 13,394 31.94% 15.97% 13.64%
39.770 1.00% 35,737 27.73% 15.56% 12.08%
10.008 0.08% 44 86.65% 11.66% 0.0%
171.640 1.63% 852 40.21% 16.28% 11.47%
71.321 0.73% 0 5.79% 9.31% 15.08%
27.195 0.45% 182 5.86% 8.39% 7.80%
142.240 1.27% 18,653 74.78% 22.58% 16.69%
14.600 0.43% 3,986 17.29% 9.84% 8.40%
33.023 0.29% 323 15.81% 10.51% 8.92%
261.717 1.24% 12,405 63.30% 19.97% 16.12%
53.021 0.02% 89 58.69% 19.99% 14.52%
58.966 0.84% 3,398 15.67% 12.31% 10.34%
19.907 1.16% 13 21.25% 11.81% 8.03%
12.486 1.66% 209 37.67% 16.40% 11.96%
32.792 0.15% 160 4.25% 8.98% 7.75%
21.576 0.55% 18 34.06% 15.44% 10.60%
20.803 0.20% 9 12.40% 9.98% 8.31%
25.056 0.26% 18 22.94% 12.55% 9.44%
13.309 0.59% 2,604 23.35% 15.45% 11.69%
26.380 1.21% 62 15.85% 10.33% 7.71%
19.165 1.21% 183 11.43% 9.98% 7.67%
10.780 0.61% 36 41.04% 0.0% 0.0%
26.780 1.05% 694 24.88% 13.50% 11.21%
10.245 0.88% 402 34.99% 17.35% 0.0%
13.297 0.67% 167 17.38% 0.0% 0.0%
68.929 1.72% 10 48.62% 17.29% 12.88%
119.095 0.20% 460 37.13% 21.19% 15.65%
13.009 0.46% 11,286 23.20% 16.20% 0.0%
35.637 0.54% 1,119 22.24% 15.68% 10.62%
26.114 0.77% 2,071 48.01% 23.91% 14.83%
18.674 1.21% 1,575 17.75% 11.72% 9.99%
26.481 1.52% 15 34.83% 18.32% 9.29%
67.123 1.50% 84 11.80% 10.66% 7.62%
107.206 1.38% 488 32.65% 17.09% 10.75%
23.660 0.70% 2,063 16.53% 12.52% 9.89%
34.693 1.61% 40 12.71% 10.21% 7.67%
17.060 0.69% 73 25.47% 11.93% 8.93%
23.331 0.88% 5,460 37.38% 16.94% 12.46%
15.926 0.72% 301 31.21% 17.15% 0.0%
16.782 0.18% 178 55.66% 0.0% 0.0%
12.713 0.40% 372 25.39% 0.0% 0.0%
16.251 0.38% 6,109 43.11% 21.33% 16.41%
12.093 0.98% 1,186 17.18% 12.67% 10.46%
11.678 0.86% 451 33.10% 20.45% 0.0%
10.663 0.56% 225 8.67% 0.0% 0.0%
26.034 0.34% 18 38.39% 17.41% 11.88%
10.896 0.42% 111 38.28% 17.29% 0.0%
19.518 0.39% 32 12.66% 9.06% 7.59%
10.298 0.18% 63 0.0% 0.0% 0.0%
134.161 0.72% 4,799 30.89% 15.21% 12.03%
41.285 1.28% 3,643 49.18% 11.07% 9.41%
11.341 1.75% 251 22.02% 1.95% 3.68%
45.697 1.26% 740 13.76% 2.49% 3.87%
13.623 0.54% 1,154 34.88% 0.0% 0.0%
11.321 0.06% 222 0.0% 0.0% 0.0%
15.681 1.05% 257 11.16% 11.57% 7.92%
13.258 1.13% 2,366 58.50% 16.16% 12.08%
10.200 0.35% 1,151 0.0% 0.0% 0.0%
43.576 0.39% 62 20.89% 11.09% 9.14%
72.100 0.69% 162 43.29% 18.33% 12.21%
20.190 0.77% 270 17.16% 9.54% 8.39%
38.914 0.91% 101 30.05% 14.90% 11.24%
61.880 0.96% 1,115 46.93% 18.14% 15.30%
35.510 0.51% 79 52.53% 20.43% 14.06%
21.886 0.10% 44 13.33% 10.75% 8.81%
39.792 0.58% 4,269 20.46% 13.29% 9.13%
223.668 0.90% 47,470 45.30% 20.63% 14.63%
12.977 0.67% 1,816 23.59% 13.41% 9.88%
45.696 0.73% 85 26.10% 12.44% 11.65%
31.096 1.00% 477 22.54% 14.49% 10.65%
18.347 1.20% 35 19.95% 9.69% 7.34%
93.198 0.87% 1,957 45.70% 19.84% 14.68%
12.117 0.31% 3,610 28.75% 0.0% 0.0%
42.614 1.31% 112 19.33% 12.00% 8.41%
208.934 1.03% 3,451 45.10% 18.66% 11.91%
11.232 0.48% 1,060 39.93% 0.0% 0.0%
26.101 1.05% 192 13.82% 12.05% 9.67%
32.943 0.64% 1,607 36.70% 19.79% 15.24%
26.765 0.65% 1,226 42.25% 22.49% 17.03%
14.828 1.24% 45 6.15% 8.15% 7.62%
10.150 0.92% 1,448 21.56% 15.96% 0.0%
11.520 1.46% 176 16.11% 10.77% 0.0%
31.694 1.62% 576 60.03% 23.55% 16.83%
9.958 0.71% 252 24.75% 11.76% 0.0%
171.891 1.37% 4,247 53.59% 18.41% 12.77%
47.826 1.15% 754 21.26% 11.71% 9.13%
39.243 1.24% 1,655 22.07% 10.45% 8.76%