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
12.620 0.93% 203 10.51% 17.98% 18.98%
77.530 0.74% 7,533 15.15% 15.32% 16.81%
755.800 1.11% 7,319 13.12% 15.12% 19.57%
17.820 0.61% 629 9.31% 10.15% 11.56%
37.619 1.07% 215 9.47% 18.60% 20.30%
19.437 1.03% 15 10.26% 13.11% 12.95%
22.691 1.14% 37 10.29% 15.84% 16.56%
70.495 1.02% 1,378 12.41% 10.81% 13.21%
20.530 1.07% 1,549 16.06% 13.39% 16.93%
11.720 0.79% 2,935 15.63% 16.55% 15.68%
11.908 1.26% 886 17.10% 12.77% 16.62%
29.639 0.91% 277 12.06% 9.68% 10.33%
12.560 1.03% 942 11.25% 12.07% 13.26%
19.916 1.06% 1,391 16.02% 13.23% 16.70%
23.634 0.48% 20 12.25% 15.79% 17.68%
24.875 0.18% 6 9.67% 10.00% 9.22%
29.249 0.41% 20 11.74% 13.25% 13.38%
24.415 0.74% 2,254 11.78% 13.52% 13.77%
27.284 1.05% 116 9.67% 9.21% 8.53%
29.321 0.19% 287 8.94% 9.12% 10.22%
38.156 0.04% 300 9.52% 7.72% 6.46%
15.191 1.20% 134 6.71% 12.79% 12.93%
35.339 1.10% 69 8.00% 9.08% 13.18%
23.450 0.77% 1,095 16.49% 23.61% 28.82%
19.066 0.53% 1,180 14.00% 18.29% 20.16%
21.870 0.75% 4,155 14.78% 17.69% 18.66%
10.390 1.37% 692 11.92% 12.20% 10.64%
92.820 1.78% 374 16.15% 14.76% 12.29%
68.198 0.67% 953 12.44% 10.73% 10.96%
176.210 0.59% 10,889 15.37% 16.89% 19.00%
253.288 0.67% 10,829 20.71% 19.69% 20.46%
13.432 0.69% 3,311 14.38% 14.18% 13.26%
20.973 0.40% 2,704 12.74% 11.85% 13.61%
37.745 0.50% 169 13.26% 11.43% 11.16%
40.470 0.39% 2,612 17.73% 21.07% 23.66%
22.910 0.52% 12,455 10.37% 14.64% 16.95%
15.719 0.60% 598 11.92% 12.74% 12.59%
79.166 0.65% 204 11.48% 11.39% 10.57%
179.562 0.51% 1,301 8.60% 16.13% 21.09%
178.739 0.93% 2,131 14.14% 18.35% 21.10%
17.163 0.38% 672 8.77% 10.02% 12.15%
13.213 0.38% 672 8.76% 9.80% 11.98%
10.741 0.38% 672 8.76% 9.80% 11.98%
86.379 0.87% 11 5.26% 15.05% 9.14%
79.148 0.99% 6 4.83% 11.26% 7.90%
45.250 0.50% 16 5.74% 7.64% 6.39%
38.225 0.16% 14 5.48% 1.61% 3.07%
44.695 0.13% 19 5.76% 8.25% 7.45%
12.881 0.40% 69 16.21% 14.52% 16.99%
132.723 1.55% 521 11.67% 12.86% 11.88%
10.010 0.85% 46 7.87% 15.10% 18.37%
551.038 0.77% 97,461 11.79% 22.30% 26.22%
162.832 0.90% 9,810 12.26% 18.61% 22.64%
40.434 0.88% 5,460 9.73% 12.16% 14.28%
61.266 1.14% 3,391 10.74% 12.39% 13.30%
116.145 1.04% 23,851 13.26% 16.03% 20.89%
41.499 0.07% 70 8.23% 15.57% 18.29%
11.560 0.10% 3,980 16.08% 18.27% 0.0%
52.355 0.78% 4,241 15.18% 16.24% 19.31%
56.738 0.78% 6,244 14.01% 22.80% 29.40%
18.848 1.02% 163 10.89% 11.46% 10.88%
43.179 0.90% 1,608 12.98% 18.47% 21.74%
14.101 0.92% 39 6.65% 17.47% 20.42%
28.207 0.84% 5,125 13.05% 17.62% 18.87%
24.683 0.77% 1,497 13.42% 13.89% 12.89%
60.760 1.34% 143 12.76% 12.36% 11.23%
11.334 1.00% 480 1.08% 13.56% 0.0%
17.951 0.61% 649 10.65% 13.75% 15.79%
19.907 0.35% 146 8.07% 8.56% 8.11%
23.963 0.86% 57 9.17% 16.38% 18.28%
83.890 0.84% 25,277 12.44% 15.95% 18.19%
76.780 0.84% 62,528 13.42% 14.60% 16.74%
7.188 0.12% 2,271 5.35% 30.73% 33.98%
211.140 1.48% 1,300 13.19% 20.46% 21.47%
72.325 0.73% 0 5.79% 9.31% 15.08%
29.374 0.92% 114 9.61% 8.52% 7.22%
234.590 0.98% 42,340 15.77% 21.03% 26.68%
15.110 0.49% 12,855 9.96% 9.40% 10.93%
37.866 0.39% 296 12.84% 12.64% 13.29%
489.006 0.66% 57,485 12.53% 20.87% 25.65%
66.669 0.15% 191 13.51% 20.26% 24.39%
70.544 0.97% 3,181 12.09% 11.56% 11.59%
12.515 1.67% 179 13.00% 15.39% 8.18%
17.693 0.81% 653 17.62% 20.46% 20.10%
27.840 0.79% 965 12.05% 15.81% 15.23%
10.281 0.71% 404 12.99% 13.60% 12.21%
48.282 0.58% 802 7.36% 24.36% 28.30%
10.145 0.57% 16,988 14.00% 14.36% 15.68%
34.472 0.48% 3,109 12.08% 13.16% 13.68%
25.616 0.49% 7,036 15.46% 18.17% 23.33%
13.982 0.66% 8,190 9.99% 12.92% 13.36%
120.734 0.31% 1,708 9.98% 21.30% 22.89%
153.750 1.41% 506 14.04% 15.84% 16.48%
18.941 1.68% 15 9.27% 13.31% 15.60%
76.533 1.20% 51 10.11% 8.38% 8.02%
30.875 1.30% 19 13.55% 11.54% 11.91%
45.733 1.56% 40 1.33% 6.70% 6.53%
10.178 0.56% 882 13.01% 15.56% 0.0%
19.523 0.72% 563 9.85% 11.77% 14.82%
13.374 0.40% 8,854 15.31% 16.36% 19.52%
23.320 0.20% 902 12.18% 17.82% 0.0%
20.490 0.37% 1,402 13.13% 13.03% 14.99%
12.113 0.98% 904 -1.01% 10.63% 10.21%
11.317 0.69% 92 -2.23% 5.80% 0.0%
20.417 0.34% 17 2.79% 10.55% 8.73%
15.409 0.42% 115 13.33% 15.83% 18.08%
19.438 0.33% 36 11.26% 7.22% 7.59%
129.394 0.55% 9,049 12.51% 15.05% 16.79%
11.272 0.65% 226 5.74% 17.96% 0.0%
113.014 1.13% 3,811 13.72% 18.20% 21.92%
13.271 0.74% 702 8.25% 10.32% 11.27%
46.994 1.11% 840 10.25% 9.84% 9.98%
12.159 0.90% 488 20.02% 22.30% 0.0%
19.685 0.26% 5,623 12.13% 19.61% 0.0%
16.975 0.97% 156 12.42% 12.11% 9.41%
13.252 0.99% 3,119 13.43% 20.94% 24.64%
11.546 0.34% 2,609 12.03% 12.55% 0.0%
11.120 0.47% 968 14.41% 13.50% 0.0%
46.983 0.54% 71 8.47% 8.14% 10.49%
147.070 0.77% 211 10.87% 15.44% 17.57%
472.564 0.69% 2,054 3.82% 16.49% 28.21%
17.835 0.69% 1,220 7.39% 0.0% 0.0%
98.862 0.60% 3,282 10.76% 23.30% 34.38%
73.465 0.51% 124 14.86% 18.83% 21.95%
26.858 0.10% 65 12.98% 13.41% 12.43%
10.530 0.80% 478 5.90% 0.0% 0.0%
15.339 0.71% 34,895 11.41% 15.82% 0.0%
55.608 1.05% 9,616 10.60% 11.49% 12.77%
242.101 0.74% 74,036 17.75% 15.81% 18.98%
18.815 0.89% 5,443 8.78% 12.32% 13.76%
112.447 0.85% 127 15.15% 13.73% 15.21%
30.065 0.57% 8,183 14.16% 17.99% 16.24%
22.290 0.62% 1,537 13.15% 14.07% 13.14%
26.293 1.16% 27 10.26% 9.61% 10.31%
15.391 0.44% 10,154 8.82% 13.70% 15.93%
39.063 0.52% 262 7.99% 10.99% 11.90%
382.593 1.01% 4,012 10.47% 14.86% 18.95%
23.880 0.41% 3,679 7.76% 17.10% 20.41%
35.199 1.02% 177 10.80% 10.68% 9.90%
30.183 0.63% 2,067 17.80% 18.51% 19.34%
72.468 0.58% 1,978 17.60% 20.01% 20.97%
16.271 1.24% 45 6.15% 8.15% 7.62%
10.270 0.99% 1,378 10.58% 12.30% 14.14%
16.440 1.46% 137 8.13% 9.30% 9.81%
175.151 1.21% 6,122 15.05% 19.33% 23.05%
72.187 1.16% 1,093 12.18% 16.56% 21.66%
49.901 1.16% 1,666 12.77% 11.71% 12.74%
11.802 0.42% 674 9.43% 12.64% 13.72%
35.126 0.51% 5,517 12.82% 21.49% 18.61%