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
23.676 0.10% 11 6.58% 8.50% 7.57%
14.247 0.77% 23 34.28% 13.58% 12.26%
71.570 0.73% 3,969 29.88% 12.77% 11.54%
845.960 1.01% 7,876 44.37% 10.59% 10.89%
12.940 1.36% 503 23.90% 9.00% 9.01%
19.515 0.15% 157 35.82% 13.18% 12.63%
20.727 0.38% 13 17.59% 9.64% 8.83%
21.014 0.35% 27 26.14% 11.52% 10.56%
39.956 1.18% 1,210 22.95% 8.08% 8.57%
14.500 1.32% 622 37.08% 13.84% 13.41%
13.330 0.92% 1,337 22.25% 8.99% 0.0%
11.710 0.74% 1,671 37.00% 0.0% 0.0%
13.010 1.01% 785 22.65% 10.16% 10.15%
21.015 1.12% 266 16.09% 8.08% 8.18%
20.953 0.52% 1,020 35.79% 15.10% 12.63%
22.043 1.20% 37 9.00% 10.91% 9.17%
13.870 0.86% 1,248 27.66% 0.0% 0.0%
10.270 1.27% 438 9.03% 0.0% 0.0%
79.570 1.79% 404 40.37% 10.94% 11.56%
10.565 0.58% 626 38.77% 17.96% 0.0%
21.298 2.00% 53 14.49% 2.71% 4.93%
15.151 1.97% 66 10.92% 2.64% 4.51%
12.060 1.90% 333 80.89% 17.29% 17.37%
75.943 0.61% 655 15.99% 11.92% 9.99%
129.940 0.67% 5,636 37.07% 15.79% 15.19%
17.152 0.72% 3,779 20.65% 12.18% 10.21%
236.691 0.87% 6,966 44.09% 15.88% 14.63%
10.848 0.83% 373 25.55% 9.74% 9.60%
38.027 0.60% 194 16.20% 7.35% 7.49%
24.700 0.53% 57 42.21% 13.76% 12.63%
24.500 0.48% 4,309 31.45% 14.31% 13.48%
17.567 0.62% 148 17.92% 10.24% 10.17%
53.823 1.54% 203 13.57% 8.30% 7.35%
91.561 0.10% 1,062 43.33% 8.70% 9.14%
183.232 1.14% 1,417 44.94% 13.84% 12.25%
10.347 0.85% 121 23.43% 0.0% 0.0%
9.114 0.85% 121 23.43% 0.0% 0.0%
10.360 0.85% 121 23.43% 0.0% 0.0%
107.507 0.95% 14 53.07% 11.03% 10.69%
61.437 0.90% 6 45.11% 8.72% 9.09%
46.840 0.68% 20 34.35% 5.91% 7.19%
36.301 0.36% 16 24.79% 0.65% 3.85%
34.537 0.20% 21 14.09% 8.45% 8.22%
14.008 0.10% 50 28.92% 4.18% 4.89%
163.878 1.47% 457 16.96% 8.98% 8.16%
180.685 1.03% 41,796 47.91% 12.78% 12.65%
182.168 1.09% 4,836 44.96% 15.04% 14.78%
18.198 21 36.24% 13.37% 12.17%
35.902 1.31% 2,372 27.54% 10.25% 10.91%
45.296 1.46% 2,525 20.50% 10.28% 8.74%
43.934 1.14% 18,220 45.38% 13.57% 13.52%
34.073 1.00% 905 29.67% 13.04% 11.44%
28.677 0.99% 1,669 69.81% 18.90% 18.02%
11.703 1.17% 123 15.73% 9.80% 9.58%
22.944 1.29% 650 47.19% 15.93% 15.95%
15.222 1.00% 532 34.35% 0.0% 0.0%
16.343 0.85% 47 7.32% 7.29% 6.82%
18.305 1.43% 42 44.33% 11.98% 12.37%
16.499 1.30% 72 35.86% 11.34% 11.39%
35.438 0.75% 84 13.31% 9.62% 8.08%
77.904 0.29% 11,979 29.44% 14.18% 13.14%
41.580 1.05% 32,942 25.63% 11.87% 11.39%
10.340 0.01% 37 52.95% 4.06% 0.0%
175.640 1.66% 789 34.67% 10.34% 10.44%
72.821 0.73% 0 5.79% 9.31% 15.08%
27.464 0.37% 192 6.31% 8.38% 8.09%
202.010 1.34% 17,130 51.83% 15.31% 14.63%
14.470 0.45% 2,073 15.93% 8.76% 8.62%
37.462 0.37% 355 18.37% 10.12% 8.98%
355.858 1.17% 11,677 41.95% 14.09% 13.89%
51.889 0.02% 82 51.04% 11.26% 12.38%
43.288 0.75% 3,287 13.69% 9.99% 9.94%
18.713 1.16% 11 20.50% 8.70% 7.40%
12.162 1.66% 202 30.04% 7.84% 0.0%
36.094 0.15% 160 5.05% 9.19% 8.10%
22.911 0.53% 15 34.36% 9.36% 9.69%
19.988 0.20% 8 11.03% 7.80% 8.09%
27.957 0.25% 18 22.08% 8.85% 8.92%
12.945 0.66% 2,108 22.09% 11.24% 10.87%
20.230 1.33% 59 15.45% 7.89% 7.40%
25.592 1.23% 178 10.16% 8.03% 7.60%
10.515 0.61% 34 34.82% 0.0% 0.0%
39.780 1.06% 665 22.26% 8.11% 10.70%
10.912 0.88% 378 34.04% 11.90% 0.0%
12.121 0.67% 140 15.39% 0.0% 0.0%
32.207 1.73% 8 42.07% 12.76% 10.95%
89.283 0.30% 304 38.13% 18.91% 14.93%
13.312 0.52% 9,380 22.25% 0.0% 0.0%
31.739 0.77% 678 20.50% 12.33% 10.58%
24.990 0.90% 1,760 48.96% 16.02% 14.01%
18.284 1.25% 1,488 16.15% 9.05% 9.44%
17.716 1.41% 14 29.82% 11.47% 7.94%
51.888 1.50% 81 8.54% 8.63% 7.48%
98.402 1.38% 456 29.24% 12.20% 10.09%
25.220 0.70% 1,844 15.50% 9.57% 9.54%
41.775 1.64% 38 12.24% 8.67% 7.76%
17.903 0.66% 70 26.72% 9.02% 8.63%
27.310 0.89% 5,387 37.27% 11.13% 11.70%
16.018 0.72% 251 26.01% 12.49% 0.0%
13.175 0.19% 124 0.0% 0.0% 0.0%
11.407 0.39% 266 25.79% 0.0% 0.0%
15.356 0.41% 5,345 38.36% 15.58% 15.40%
9.832 0.98% 1,229 13.19% 8.41% 0.0%
9.836 0.86% 420 29.00% 0.0% 0.0%
10.434 0.40% 225 0.0% 0.0% 0.0%
21.887 0.34% 18 27.59% 12.18% 9.70%
10.278 0.42% 114 31.39% 10.78% 0.0%
24.417 0.39% 32 9.78% 7.32% 7.35%
11.265 0.18% 55 0.0% 0.0% 0.0%
124.332 0.74% 3,722 30.46% 12.17% 12.14%
56.532 1.28% 3,964 44.16% 4.38% 8.20%
13.125 1.75% 287 19.14% -1.40% 3.06%
45.722 1.26% 770 12.48% 1.34% 3.86%
9.776 0.56% 1,096 0.0% 0.0% 0.0%
12.253 0.06% 240 0.0% 0.0% 0.0%
16.502 1.06% 264 7.06% 9.54% 7.86%
16.869 1.16% 2,107 47.88% 6.78% 9.94%
11.020 0.39% 845 0.0% 0.0% 0.0%
35.714 1.04% 46 20.57% 8.53% 8.80%
69.520 0.68% 119 41.16% 12.26% 11.35%
20.200 0.88% 214 15.74% 7.84% 8.07%
41.503 0.98% 69 24.10% 11.47% 10.58%
79.330 1.00% 1,080 38.22% 11.59% 14.45%
49.602 0.51% 69 49.15% 12.75% 12.97%
16.702 0.10% 38 13.04% 9.56% 8.65%
43.673 0.60% 1,845 20.24% 10.62% 9.12%
176.617 0.94% 41,265 36.20% 14.21% 13.55%
12.839 0.69% 1,496 23.08% 10.22% 9.48%
51.739 0.73% 79 26.61% 11.03% 12.12%
32.602 1.10% 393 19.13% 12.29% 10.29%
19.460 1.34% 32 10.96% 5.85% 6.50%
132.810 0.88% 1,791 38.39% 13.31% 13.54%
11.415 0.38% 2,873 26.30% 0.0% 0.0%
36.024 1.30% 107 17.07% 8.75% 7.70%
226.415 1.02% 3,333 37.53% 11.82% 10.37%
14.610 0.59% 793 37.84% 0.0% 0.0%
25.879 1.10% 173 13.10% 9.28% 9.65%
31.347 0.66% 1,462 33.42% 11.45% 14.06%
20.948 0.69% 1,089 39.29% 12.41% 15.76%
14.830 1.24% 45 6.15% 8.15% 7.62%
10.210 1.13% 1,039 20.92% 13.03% 0.0%
10.170 1.40% 140 14.10% 0.0% 0.0%
37.762 1.74% 504 57.51% 13.91% 15.63%
10.552 0.70% 256 21.54% 0.0% 0.0%
239.942 1.33% 4,046 46.50% 11.83% 11.58%
42.751 1.24% 711 18.65% 8.59% 8.18%
36.977 1.19% 1,637 18.62% 6.83% 7.81%