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
13.757 0.87% 195 14.32% 16.21% 19.49%
113.870 0.75% 7,321 13.03% 14.02% 18.04%
1169.730 1.11% 7,193 10.01% 11.49% 20.08%
22.980 0.61% 632 8.58% 8.65% 12.06%
38.972 1.13% 209 12.83% 16.19% 20.44%
18.155 1.04% 15 12.25% 12.04% 13.13%
27.024 1.18% 36 12.90% 14.14% 16.71%
40.161 1.02% 1,377 11.80% 9.66% 13.61%
9.580 1.08% 1,521 13.04% 10.98% 18.00%
10.630 0.78% 2,808 15.01% 15.51% 15.95%
23.176 1.26% 865 13.62% 9.94% 17.71%
18.922 0.90% 277 11.43% 8.61% 10.82%
14.080 1.00% 940 9.56% 11.16% 13.66%
41.819 1.02% 1,348 12.50% 10.48% 17.40%
31.686 0.48% 19 9.76% 13.49% 18.61%
20.413 0.18% 6 8.75% 8.91% 9.48%
27.121 0.41% 19 9.59% 11.39% 13.83%
26.949 0.84% 2,217 10.67% 11.70% 14.74%
28.835 0.99% 115 10.63% 8.28% 8.84%
22.000 0.19% 272 8.53% 8.52% 11.01%
41.050 0.04% 200 9.40% 7.16% 6.76%
17.539 1.20% 132 2.89% 10.64% 13.15%
19.158 1.10% 68 5.21% 7.80% 13.12%
12.190 0.78% 1,068 6.65% 16.81% 28.54%
30.386 0.58% 1,150 8.00% 15.53% 20.79%
17.142 0.77% 4,073 9.20% 14.66% 19.24%
12.600 1.31% 692 9.65% 10.91% 10.93%
57.570 1.78% 374 16.15% 14.76% 12.29%
70.289 0.67% 935 10.91% 9.54% 11.30%
255.700 0.60% 10,371 11.55% 14.30% 19.63%
151.868 0.70% 10,425 19.65% 17.32% 21.76%
16.767 0.73% 3,217 13.54% 12.79% 14.52%
19.563 0.41% 2,517 12.79% 11.31% 14.46%
64.151 0.50% 165 12.27% 10.42% 11.65%
44.890 0.44% 2,487 13.51% 18.84% 24.54%
52.800 0.51% 12,240 8.02% 12.93% 17.93%
19.464 0.60% 577 11.41% 11.47% 12.97%
55.028 0.65% 198 10.63% 10.47% 10.84%
89.637 0.41% 1,272 10.41% 14.84% 17.97%
264.762 0.95% 2,055 11.19% 16.32% 22.18%
17.151 0.38% 637 8.47% 9.20% 12.91%
11.384 0.38% 637 8.47% 8.99% 12.73%
11.637 0.38% 637 8.47% 8.99% 12.73%
114.322 0.87% 11 5.26% 15.05% 9.14%
57.596 0.99% 6 4.83% 11.26% 7.90%
47.459 0.50% 16 5.74% 7.64% 6.39%
35.386 0.16% 14 5.48% 1.61% 3.07%
34.900 0.13% 19 5.76% 8.25% 7.45%
14.700 0.41% 64 16.75% 13.50% 11.14%
231.389 1.56% 506 9.93% 11.45% 12.16%
23.672 0.85% 45 6.30% 13.38% 19.23%
17.878 0.10% 3,045 14.30% 16.71% 0.0%
207.492 0.88% 94,824 9.93% 20.27% 26.94%
134.913 0.97% 9,590 9.66% 16.82% 23.61%
36.835 0.88% 5,460 7.86% 10.94% 14.62%
41.477 1.15% 3,113 10.31% 11.43% 13.39%
41.504 1.08% 23,229 9.95% 13.83% 21.62%
32.312 0.23% 70 6.57% 13.85% 19.39%
74.338 0.93% 3,837 12.65% 14.91% 20.28%
14.224 0.94% 5,983 10.41% 20.16% 30.92%
13.871 1.02% 156 9.68% 10.61% 10.97%
27.205 0.95% 1,567 9.35% 16.38% 22.52%
24.320 1.00% 36 8.71% 14.52% 21.09%
61.680 0.85% 4,744 6.24% 13.19% 18.92%
36.508 0.79% 1,471 9.79% 12.60% 13.82%
57.958 1.35% 146 11.42% 10.71% 11.34%
17.294 1.00% 480 1.08% 13.56% 0.0%
18.474 0.61% 624 7.78% 12.10% 15.82%
22.049 0.28% 19 9.06% 7.80% 7.29%
16.726 0.98% 54 9.90% 13.49% 18.36%
51.651 1.02% 24,412 12.41% 14.85% 19.22%
29.520 0.92% 60,591 11.07% 13.55% 18.14%
10.473 0.19% 2,206 2.85% 27.93% 34.73%
359.880 1.49% 1,273 7.63% 18.38% 22.14%
70.296 0.73% 0 5.79% 9.31% 15.08%
26.055 0.92% 111 10.05% 8.11% 7.28%
265.570 1.00% 40,962 12.23% 19.24% 28.29%
20.950 0.48% 12,855 9.18% 8.78% 11.58%
46.404 0.88% 265 11.78% 12.08% 13.72%
592.065 0.69% 55,360 14.36% 19.24% 26.92%
63.554 0.35% 181 13.57% 18.37% 25.97%
80.584 0.97% 3,135 10.62% 10.76% 11.87%
12.439 1.67% 179 13.00% 15.39% 8.18%
12.000 0.81% 618 14.53% 17.53% 20.78%
30.020 0.80% 943 9.34% 14.00% 16.23%
11.133 0.71% 399 10.76% 11.77% 12.35%
45.473 0.68% 768 7.75% 22.61% 29.73%
18.782 0.60% 16,542 12.16% 13.04% 16.96%
66.249 0.45% 3,017 11.91% 12.22% 14.15%
45.155 0.50% 6,795 13.11% 15.59% 24.04%
19.814 0.65% 8,043 9.22% 12.17% 14.20%
77.612 0.29% 1,652 12.76% 19.15% 23.53%
101.861 1.42% 497 9.29% 13.19% 16.56%
23.247 1.68% 15 5.74% 11.75% 16.60%
57.837 1.20% 50 9.82% 7.60% 8.14%
27.536 1.31% 19 10.14% 10.00% 12.30%
34.277 1.56% 40 1.33% 6.70% 6.53%
10.222 0.60% 864 8.35% 13.93% 0.0%
18.038 0.74% 557 7.73% 10.28% 15.65%
13.314 0.51% 8,682 11.91% 14.12% 20.34%
23.461 0.22% 853 8.04% 15.01% 0.0%
14.479 0.37% 1,360 10.97% 11.59% 15.51%
16.763 1.03% 918 -8.11% 7.62% 10.70%
10.923 0.89% 92 -6.86% 4.17% 0.0%
20.341 0.34% 17 2.79% 10.55% 8.73%
10.479 0.42% 116 10.59% 13.72% 19.16%
28.154 0.33% 36 11.26% 7.22% 7.59%
10.303 1.01% 430 15.69% 19.68% 0.0%
150.602 0.59% 8,808 10.62% 14.04% 17.58%
76.129 1.11% 3,688 10.23% 16.07% 22.93%
11.590 0.74% 692 7.15% 9.37% 11.63%
60.013 1.12% 835 9.44% 9.19% 9.73%
9.886 0.33% 5,330 14.64% 17.81% 0.0%
12.305 0.68% 222 6.84% 14.49% 0.0%
16.579 0.97% 153 11.72% 10.56% 9.77%
11.117 1.03% 3,044 9.28% 18.12% 26.01%
10.495 0.35% 2,451 11.27% 11.91% 0.0%
14.310 0.47% 957 9.77% 11.13% 0.0%
48.020 0.54% 71 7.99% 7.53% 10.88%
96.560 0.77% 204 12.34% 13.43% 18.59%
417.435 0.70% 2,000 -0.27% 13.69% 29.31%
17.753 0.69% 1,199 0.92% 0.0% 0.0%
139.834 0.61% 3,183 5.82% 18.60% 33.27%
78.407 0.51% 120 11.58% 15.72% 23.12%
17.729 0.10% 62 13.36% 12.48% 12.93%
10.420 0.80% 523 1.76% 0.0% 0.0%
15.345 0.71% 34,015 9.04% 14.39% 0.0%
44.103 1.05% 9,666 9.90% 10.53% 13.30%
185.632 0.74% 72,555 14.21% 13.40% 19.50%
25.095 0.89% 5,671 9.27% 10.76% 14.21%
114.448 0.85% 123 14.38% 12.81% 15.59%
27.146 0.55% 7,674 10.43% 15.37% 16.39%
30.456 0.72% 1,491 10.45% 12.68% 13.69%
20.252 1.51% 27 10.40% 9.09% 10.82%
21.168 0.36% 10,075 7.25% 12.40% 16.83%
33.789 0.50% 265 10.46% 10.32% 12.31%
338.367 1.01% 3,936 7.56% 13.61% 19.93%
18.847 0.43% 3,554 10.48% 15.23% 20.98%
34.986 0.97% 172 9.31% 9.40% 10.12%
30.395 0.64% 2,008 12.01% 15.59% 19.81%
64.242 0.58% 1,914 11.13% 16.47% 21.43%
15.806 1.24% 45 6.15% 8.15% 7.62%
10.600 0.90% 1,365 8.15% 11.12% 15.49%
16.600 1.46% 136 6.80% 8.37% 10.47%
169.746 1.21% 5,910 13.31% 17.80% 24.45%
80.336 1.17% 1,058 9.21% 13.03% 23.07%
70.661 1.16% 1,648 12.48% 10.69% 13.19%
13.259 0.40% 668 9.43% 12.00% 14.38%
48.073 0.52% 5,285 11.29% 19.54% 19.58%