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 8.85% 6.04% 7.61%
13.044 0.64% 6 10.13% 8.21% 8.19%
50.530 1.06% 2,726 11.43% 8.94% 9.73%
733.030 1.01% 10,512 6.94% 8.17% 7.93%
13.050 1.54% 705 10.92% 8.19% 7.94%
21.020 0.66% 119 10.90% 10.32% 9.03%
16.916 0.64% 4 7.78% 7.07% 7.00%
18.423 0.74% 14 9.54% 8.42% 7.73%
38.328 1.01% 1,787 6.63% 6.19% 7.98%
11.668 1.07% 462 18.09% 13.39% 0.0%
10.570 0.22% 1,947 9.22% 0.0% 0.0%
9.570 0.63% 1,730 19.63% 0.0% 0.0%
11.400 1.11% 812 11.08% 10.60% 0.0%
18.507 1.24% 199 3.89% 6.88% 6.70%
17.865 1.10% 286 19.95% 11.86% 8.64%
22.203 1.15% 25 12.28% 7.85% 7.99%
20.750 0.92% 432 12.93% 0.0% 0.0%
10.020 1.11% 465 0.0% 0.0% 0.0%
54.810 1.64% 509 6.55% 8.43% 7.45%
10.565 0.89% 350 21.29% 0.0% 0.0%
19.966 2.32% 111 -6.27% 1.47% 4.28%
14.405 1.73% 122 -1.77% 3.09% 4.30%
12.000 1.79% 336 1.58% 7.49% 0.0%
53.815 0.74% 219 12.20% 8.31% 7.87%
140.830 0.77% 2,824 15.17% 13.24% 10.26%
21.138 0.71% 18 6.16% 8.17% 8.37%
14.204 0.62% 1,138 12.39% 9.38% 8.57%
143.571 1.03% 6,279 19.09% 11.97% 10.46%
11.764 0.76% 832 11.33% 8.45% 0.0%
35.710 0.59% 238 10.56% 5.15% 6.46%
23.510 0.56% 11 14.05% 12.42% 8.06%
21.150 0.58% 1,471 12.29% 11.66% 7.83%
12.217 0.73% 114 9.73% 9.54% 7.68%
17.288 1.05% 21 13.23% 8.16% 7.98%
9.892 0.44% 216 14.01% 0.0% 0.0%
18.582 0.78% 37 9.32% 7.43% 8.17%
53.913 1.40% 304 9.99% 7.05% 7.58%
78.543 0.08% 1,065 5.37% 8.76% 8.26%
116.343 1.11% 1,803 11.11% 9.78% 8.91%
9.875 0.17% 237 7.52% 0.0% 0.0%
9.875 0.17% 237 7.52% 0.0% 0.0%
9.875 0.17% 237 7.52% 0.0% 0.0%
79.821 0.86% 12 5.89% 7.86% 7.00%
57.194 0.80% 6 5.76% 7.71% 7.43%
45.739 0.78% 13 5.68% 7.50% 7.73%
34.020 0.84% 6 4.58% 6.88% 7.53%
34.847 0.28% 29 7.78% 7.71% 7.76%
12.190 0.76% 29 7.07% 6.65% 6.50%
121.958 1.47% 453 10.50% 8.10% 7.88%
171.735 0.96% 44,497 8.09% 9.62% 8.55%
108.039 1.27% 3,104 10.24% 12.48% 9.86%
17.812 22 8.20% 8.82% 7.75%
34.265 1.32% 4,346 7.36% 8.35% 9.06%
43.401 1.34% 2,863 7.78% 6.06% 7.27%
54.761 1.06% 20,582 9.51% 10.65% 9.59%
30.214 1.86% 206 11.62% 7.38% 7.54%
15.306 1.24% 846 10.13% 12.30% 0.0%
12.221 1.14% 75 9.79% 8.09% 0.0%
14.801 1.33% 371 11.00% 12.54% 0.0%
16.437 2.15% 41 -1.85% 8.44% 11.01%
10.304 1.02% 645 14.02% 0.0% 0.0%
13.490 0.96% 132 6.82% 5.63% 6.62%
16.332 1.51% 82 11.59% 9.74% 8.64%
15.574 1.26% 126 10.50% 8.88% 8.40%
35.083 0.51% 98 10.93% 6.64% 6.81%
47.457 0.09% 6,002 12.18% 11.37% 9.91%
32.500 1.27% 28,528 12.85% 11.37% 10.37%
10.464 0.01% 18 -3.08% 0.0% 0.0%
128.720 1.77% 662 9.54% 10.60% 8.39%
68.414 0.73% 0 5.79% 9.31% 15.08%
26.163 0.59% 198 9.21% 7.61% 9.09%
123.530 1.26% 23,073 11.81% 10.88% 10.38%
12.550 0.78% 1,521 12.37% 8.95% 8.90%
30.883 0.05% 106 9.33% 7.25% 6.83%
243.329 1.30% 11,871 10.67% 10.92% 9.40%
58.563 0.15% 98 10.18% 10.11% 8.64%
38.576 1.34% 1,710 10.63% 9.54% 9.50%
16.094 1.37% 14 10.08% 5.84% 5.97%
12.505 1.69% 258 4.48% 6.06% 0.0%
26.110 0.10% 151 10.67% 7.83% 8.34%
21.894 0.64% 15 8.81% 7.99% 6.84%
19.449 0.06% 10 9.63% 7.90% 8.00%
20.934 0.33% 32 9.40% 7.89% 7.58%
12.058 1.01% 977 12.45% 10.66% 7.63%
18.774 1.29% 67 7.59% 5.91% 6.52%
20.621 1.30% 202 9.47% 7.00% 7.88%
10.004 0.61% 34 13.24% 0.0% 0.0%
13.225 1.27% 17 7.88% 10.05% 0.0%
27.020 1.11% 893 11.24% 10.93% 9.61%
9.886 1.13% 417 14.49% 0.0% 0.0%
10.096 0.50% 212 0.0% 0.0% 0.0%
1684.127 0.75% 18 6.80% 8.55% 7.87%
44.845 10 -6.08% 3.85% 3.26%
76.388 0.36% 45 12.78% 10.11% 9.40%
9.875 1.12% 3,411 14.50% 0.0% 0.0%
31.238 1.15% 264 12.68% 7.88% 8.94%
25.422 0.95% 1,454 18.03% 10.61% 9.69%
12.605 1.21% 1,843 9.61% 9.19% 8.45%
17.647 1.39% 12 16.17% 6.59% 6.19%
52.063 1.20% 66 10.17% 6.18% 6.94%
95.044 1.56% 404 16.16% 10.26% 6.22%
22.750 1.13% 680 10.31% 8.66% 6.27%
32.955 1.79% 36 10.06% 6.93% 6.77%
16.832 0.64% 115 6.96% 6.57% 6.23%
25.513 0.65% 7,628 11.16% 10.18% 9.26%
10.756 0.78% 219 12.18% 0.0% 0.0%
10.016 0.43% 76 13.22% 0.0% 0.0%
12.866 0.29% 3,190 15.43% 14.56% 0.0%
11.214 0.93% 1,285 13.21% 11.50% 0.0%
9.705 0.79% 292 19.37% 0.0% 0.0%
83.647 0.78% 2,694 10.49% 11.72% 8.59%
51.785 1.06% 8,335 5.31% 9.22% 8.44%
12.015 1.70% 798 -4.81% 3.77% 0.0%
40.694 1.18% 1,375 -0.16% 4.63% 6.10%
12.018 1.32% 255 9.93% 6.92% 0.0%
12.395 1.34% 1,727 8.49% 10.86% 0.0%
29.720 1.16% 36 11.80% 9.07% 9.04%
14.300 0.25% 34 26.17% 16.17% 7.44%
67.530 0.74% 147 12.97% 9.35% 6.51%
19.770 1.11% 184 3.26% 6.92% 6.14%
33.902 1.21% 45 7.09% 7.73% 6.87%
68.530 0.80% 1,428 5.44% 11.85% 10.41%
11.512 1.75% 1 3.73% 4.97% 0.0%
11.808 1.50% 1 4.84% 6.62% 0.0%
12.587 0.73% 2 6.17% 8.86% 0.0%
31.532 0.51% 46 11.87% 11.39% 9.11%
16.337 0.26% 18 7.85% 7.65% 7.53%
38.296 1.21% 1,068 9.34% 5.99% 8.12%
11.873 0.97% 677 8.01% 11.53% 0.0%
116.983 1.04% 31,620 16.86% 14.03% 10.91%
12.174 1.03% 1,599 11.30% 8.96% 0.0%
49.939 1.46% 65 4.67% 9.45% 10.61%
25.216 1.22% 254 12.14% 8.47% 9.26%
18.408 1.10% 43 2.19% 4.67% 6.55%
79.816 1.41% 1,832 13.67% 12.80% 9.28%
14.907 1.52% 39 5.86% 9.88% 8.58%
10.172 0.79% 1,099 0.0% 0.0% 0.0%
31.744 1.24% 138 9.76% 6.64% 6.24%
203.394 0.92% 4,155 10.14% 8.58% 7.54%
19.050 1.08% 135 10.16% 8.92% 9.45%
28.205 0.66% 1,157 13.33% 14.14% 12.13%
27.398 0.81% 743 17.22% 16.83% 13.05%
15.070 1.24% 45 6.15% 8.15% 7.62%
10.080 1.81% 485 11.30% 0.0% 0.0%
10.080 1.41% 200 9.38% 0.0% 0.0%
34.084 1.93% 325 11.93% 13.02% 9.05%
9.905 0.83% 242 6.09% 0.0% 0.0%
160.298 1.17% 4,592 5.11% 7.53% 7.11%
32.780 1.74% 706 5.88% 7.27% 5.14%
37.750 1.12% 2,068 1.63% 5.86% 6.95%