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
13.944 1.15% 198 29.77% 13.99% 14.81%
52.030 0.66% 7,036 22.16% 12.59% 12.64%
1404.140 1.07% 7,409 28.78% 13.62% 12.29%
13.380 0.60% 543 15.50% 8.02% 9.30%
18.307 1.02% 196 31.09% 15.50% 15.55%
28.993 0.90% 18 18.18% 10.46% 10.63%
31.681 0.98% 34 24.63% 12.90% 13.05%
56.600 0.99% 1,410 12.31% 9.37% 9.49%
10.820 0.89% 2,058 28.20% 13.46% 11.68%
21.826 0.89% 791 18.94% 10.26% 12.63%
14.590 0.97% 1,590 22.33% 11.24% 12.91%
12.630 1.24% 899 20.85% 10.87% 10.75%
19.409 1.13% 1,178 20.57% 10.74% 13.44%
18.512 0.20% 343 11.70% 7.91% 8.01%
36.642 0.09% 120 7.49% 5.44% 6.96%
32.602 0.49% 17 30.96% 14.12% 12.24%
22.094 0.27% 6 14.49% 7.96% 8.02%
19.477 0.41% 18 22.74% 11.39% 10.21%
13.930 0.71% 2,220 21.71% 10.64% 11.35%
27.581 0.43% 102 12.97% 8.42% 8.50%
21.339 1.14% 120 12.72% 6.58% 7.23%
16.867 1.50% 119 28.13% 14.75% 9.82%
20.986 1.44% 68 14.82% 15.21% 9.32%
14.240 1.38% 657 44.14% 24.86% 21.20%
25.784 0.55% 969 34.85% 17.53% 17.97%
16.840 0.72% 3,725 27.32% 14.32% 16.22%
12.600 1.49% 410 17.78% 9.17% 0.0%
58.490 1.78% 374 16.15% 14.76% 12.29%
82.400 0.66% 993 12.79% 8.66% 10.25%
142.180 0.64% 9,809 27.37% 14.76% 15.50%
15.510 0.79% 3,125 20.97% 9.63% 10.83%
251.904 0.75% 8,804 27.98% 13.77% 15.00%
12.874 0.47% 885 15.91% 10.34% 9.96%
50.058 0.60% 172 14.66% 9.00% 9.00%
53.490 0.25% 1,353 35.46% 20.88% 18.21%
39.530 0.53% 10,623 25.86% 14.12% 15.54%
19.407 0.93% 366 17.76% 10.70% 10.96%
75.515 231 14.74% 8.80% 8.66%
146.937 0.53% 1,302 29.07% 19.78% 12.71%
191.462 1.19% 1,701 31.86% 16.41% 15.41%
14.053 0.46% 410 14.35% 9.74% 9.34%
9.871 0.46% 410 10.11% 4.73% 6.31%
12.734 0.46% 410 10.11% 4.73% 6.31%
122.644 0.87% 11 5.26% 15.05% 9.14%
78.400 0.99% 6 4.83% 11.26% 7.90%
47.570 0.50% 16 5.74% 7.64% 6.39%
34.893 0.16% 14 5.48% 1.61% 3.07%
34.190 0.13% 19 5.76% 8.25% 7.45%
15.423 0.40% 51 18.76% 14.48% 7.77%
166.700 1.53% 497 18.94% 10.06% 9.69%
12.201 0.85% 40 28.81% 15.25% 14.31%
12.060 0.13% 2,960 26.38% 0.0% 0.0%
342.369 0.75% 78,759 38.89% 24.04% 18.31%
126.406 0.94% 8,452 27.81% 18.93% 16.84%
28.324 43 26.57% 16.93% 14.75%
52.054 1.01% 3,900 19.56% 12.65% 11.15%
45.933 1.26% 3,093 17.79% 11.83% 10.69%
52.262 1.01% 22,643 23.54% 16.18% 14.68%
46.699 0.84% 2,527 24.55% 15.83% 15.17%
17.618 0.68% 4,705 40.58% 26.72% 22.03%
18.848 0.94% 155 14.66% 9.74% 9.56%
26.146 0.95% 1,338 30.87% 18.15% 16.67%
26.074 0.85% 5,139 29.54% 14.06% 13.28%
35.454 0.78% 1,392 24.36% 11.58% 11.23%
38.473 1.35% 112 13.68% 8.60% 9.18%
17.050 1.00% 480 1.08% 13.56% 0.0%
24.140 0.61% 225 19.77% 12.05% 10.58%
14.658 0.54% 29 10.48% 6.34% 6.60%
31.134 1.01% 40 32.32% 14.83% 14.85%
24.981 0.91% 58 27.38% 13.08% 13.31%
48.112 0.66% 21,437 23.35% 15.02% 14.88%
34.800 0.84% 55,229 22.67% 13.63% 13.25%
11.554 0.15% 886 63.83% 38.29% 20.84%
143.920 1.35% 1,188 41.49% 18.87% 15.15%
72.754 0.73% 0 5.79% 9.31% 15.08%
27.187 0.90% 138 8.11% 6.03% 7.12%
260.000 1.02% 32,429 39.62% 25.51% 20.64%
19.110 0.50% 9,429 12.66% 9.23% 8.86%
29.924 1.25% 273 16.78% 11.40% 10.71%
264.857 0.67% 34,704 32.71% 23.28% 19.49%
124.565 0.34% 151 38.24% 19.33% 16.23%
44.385 0.91% 3,397 15.33% 10.08% 10.19%
16.942 1.67% 179 13.00% 15.39% 8.18%
11.312 0.85% 449 34.17% 15.81% 13.99%
52.790 0.90% 707 26.83% 13.81% 11.64%
10.215 0.73% 142 20.25% 9.80% 9.53%
48.787 0.31% 202 47.39% 22.94% 18.52%
14.886 0.51% 15,719 20.64% 11.98% 12.73%
36.758 0.50% 2,302 18.19% 12.29% 12.49%
45.510 0.47% 5,045 26.78% 16.73% 17.59%
13.732 0.75% 4,615 19.90% 12.58% 11.46%
81.464 0.30% 1,333 32.69% 20.08% 20.17%
182.180 1.40% 507 27.22% 12.49% 11.97%
26.521 1.35% 15 29.82% 12.76% 12.49%
55.060 1.26% 52 9.97% 6.61% 7.65%
23.066 0.99% 13 16.92% 8.81% 9.47%
31.683 1.56% 40 1.33% 6.70% 6.53%
10.178 0.61% 695 31.60% 0.0% 0.0%
16.727 0.77% 454 20.49% 12.23% 12.67%
15.471 0.38% 8,414 27.65% 15.06% 14.89%
21.107 0.27% 666 36.97% 17.97% 0.0%
12.473 0.31% 899 18.96% 11.35% 12.41%
16.152 0.98% 1,246 31.04% 10.65% 10.63%
10.899 0.97% 103 17.74% 8.04% 0.0%
28.168 0.34% 17 2.79% 10.55% 8.73%
15.009 0.42% 83 27.92% 15.91% 13.39%
23.734 0.33% 28 13.30% 7.71% 7.58%
12.700 1.38% 203 32.33% 19.89% 0.0%
130.859 0.63% 7,651 24.77% 13.70% 12.77%
59.088 1.21% 3,399 32.62% 17.77% 11.29%
12.970 0.86% 410 16.41% 9.43% 3.58%
50.220 1.13% 779 12.42% 9.18% 4.24%
15.826 0.37% 2,703 34.42% 17.30% 0.0%
18.718 0.60% 221 38.25% 18.82% 0.0%
17.767 1.32% 167 15.34% 8.46% 8.98%
10.853 1.06% 2,991 43.31% 20.49% 13.88%
11.546 0.35% 1,863 17.80% 0.0% 0.0%
11.760 0.44% 1,177 18.26% 11.44% 0.0%
45.422 0.52% 91 10.23% 8.46% 8.41%
119.250 0.69% 210 22.33% 11.39% 12.30%
345.118 0.83% 1,788 38.80% 26.04% 25.32%
15.287 0.74% 776 0.0% 0.0% 0.0%
103.129 0.76% 1,677 43.69% 33.51% 28.13%
69.204 0.51% 112 34.13% 15.10% 14.61%
23.934 0.10% 53 17.76% 10.06% 9.96%
11.168 0.71% 28,096 26.49% 0.0% 0.0%
64.385 0.62% 9,538 15.36% 10.99% 10.82%
219.825 0.76% 65,074 27.14% 13.96% 14.13%
13.066 0.67% 4,183 20.62% 10.84% 11.00%
58.727 0.84% 108 19.67% 12.94% 11.09%
38.510 0.61% 3,879 27.74% 15.79% 14.09%
21.830 0.61% 1,520 23.78% 12.39% 10.20%
19.179 1.09% 30 12.83% 9.98% 7.73%
14.238 0.30% 8,730 24.54% 14.37% 14.64%
45.247 0.41% 140 16.76% 9.41% 9.61%
329.086 0.97% 3,694 26.33% 15.81% 14.32%
14.906 0.39% 2,501 27.99% 16.45% 0.0%
30.689 0.96% 167 14.87% 7.89% 8.72%
62.093 0.64% 1,896 30.71% 14.52% 13.86%
32.312 0.59% 1,723 35.84% 15.51% 15.06%
16.256 1.24% 45 6.15% 8.15% 7.62%
14.180 1.17% 1,629 20.94% 10.69% 12.67%
13.080 1.76% 142 15.62% 8.04% 8.76%
273.300 1.32% 5,243 33.18% 19.02% 15.84%
56.891 1.18% 946 30.76% 14.77% 15.09%
58.311 1.19% 1,579 14.49% 10.31% 8.66%
13.590 0.73% 331 19.75% 12.38% 11.13%
46.567 1.12% 1,278 40.06% 17.56% 14.37%