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
23.328 0.15% 8 7.88% 8.46% 8.05%
14.514 0.38% 19 40.56% 11.27% 12.39%
53.510 0.81% 3,327 40.23% 10.88% 12.86%
815.820 1.57% 7,632 52.02% 7.52% 11.19%
17.300 1.40% 487 26.38% 7.93% 9.67%
25.821 0.16% 147 41.49% 10.84% 12.86%
19.144 0.38% 13 21.89% 8.77% 8.85%
19.160 0.35% 25 31.07% 9.91% 10.59%
42.120 1.18% 1,200 28.93% 7.30% 9.61%
15.540 1.30% 581 43.66% 11.74% 12.62%
10.830 0.91% 1,324 23.75% 7.76% 0.0%
11.060 0.74% 1,589 41.77% 0.0% 0.0%
12.870 0.91% 729 26.38% 9.23% 9.99%
24.804 1.15% 232 19.30% 7.63% 8.29%
18.954 0.49% 966 43.10% 12.91% 12.06%
29.815 1.17% 37 11.22% 10.41% 9.23%
21.380 0.92% 1,141 41.42% 0.0% 0.0%
10.970 1.27% 437 16.59% 0.0% 0.0%
60.850 1.81% 396 48.77% 7.70% 11.39%
10.562 0.61% 559 45.11% 15.48% 0.0%
21.213 1.65% 56 15.86% 1.38% 5.00%
14.000 1.65% 68 17.75% 2.28% 4.92%
10.920 1.66% 309 68.18% 8.80% 0.0%
58.318 0.49% 524 19.05% 11.23% 10.12%
155.050 0.78% 4,982 42.01% 13.58% 15.08%
20.167 0.72% 3,376 27.52% 10.98% 10.74%
145.763 0.90% 6,445 47.06% 12.68% 14.57%
12.530 0.85% 361 30.81% 8.00% 9.56%
39.355 0.50% 187 19.75% 6.37% 8.14%
23.560 0.52% 42 47.78% 11.52% 12.21%
31.580 0.51% 3,564 38.99% 13.33% 13.08%
14.555 0.54% 112 20.64% 9.40% 9.92%
53.784 1.62% 189 17.68% 7.92% 8.00%
88.480 0.55% 952 45.82% 5.69% 8.29%
122.832 1.20% 1,350 52.71% 11.19% 12.30%
12.242 0.68% 118 27.46% 0.0% 0.0%
9.871 0.68% 118 27.46% 0.0% 0.0%
11.650 0.68% 118 27.46% 0.0% 0.0%
83.580 1.94% 13 60.46% 8.27% 10.75%
70.798 1.65% 6 49.16% 6.40% 8.92%
47.946 1.15% 19 37.13% 4.08% 6.99%
38.399 0.68% 16 27.10% -0.48% 3.74%
34.606 0.14% 21 16.43% 8.08% 8.41%
13.125 1.08% 44 28.69% 1.54% 4.36%
122.292 1.53% 450 21.15% 8.54% 8.95%
187.313 1.06% 39,146 57.03% 10.27% 13.52%
121.620 1.13% 4,352 55.07% 11.72% 14.56%
18.481 20 43.75% 10.46% 12.71%
39.570 1.41% 2,305 29.35% 8.34% 11.48%
55.893 1.52% 2,431 24.64% 8.88% 9.32%
56.073 1.16% 17,217 54.62% 9.64% 13.61%
33.266 0.68% 762 45.52% 11.13% 10.64%
12.874 0.97% 1,434 74.35% 11.98% 17.01%
12.948 1.00% 115 16.63% 8.54% 9.77%
13.828 1.16% 589 53.84% 11.90% 15.96%
10.652 1.00% 487 43.01% 0.0% 0.0%
16.403 0.85% 47 14.36% 7.24% 7.19%
18.261 1.44% 40 53.22% 8.28% 12.14%
14.660 1.31% 68 44.18% 8.35% 11.28%
46.352 0.73% 81 17.02% 8.77% 8.48%
51.533 0.18% 10,731 42.12% 13.63% 13.78%
34.930 1.11% 30,900 39.63% 10.83% 12.38%
11.113 27 63.33% 0.0% 0.0%
152.640 742 41.68% 8.52% 11.09%
71.425 0.73% 0 5.79% 9.31% 15.08%
26.013 182 9.09% 8.56% 8.48%
143.540 1.35% 16,454 58.64% 12.56% 15.35%
14.540 0.45% 1,110 23.61% 8.20% 9.42%
29.826 333 25.24% 9.49% 8.90%
257.553 1.18% 11,108 52.67% 11.26% 14.94%
61.882 74 64.61% 10.09% 12.42%
50.996 0.84% 3,205 18.64% 9.54% 10.76%
16.221 1.16% 11 22.20% 7.73% 7.26%
9.445 1.70% 199 36.71% 5.58% 0.0%
31.765 0.15% 158 7.56% 9.40% 8.39%
22.756 0.53% 13 42.04% 6.69% 9.22%
24.166 0.20% 9 13.85% 7.36% 8.25%
23.496 0.20% 17 24.98% 7.06% 8.62%
11.494 0.72% 1,837 30.25% 9.56% 10.55%
18.462 1.35% 53 20.92% 7.33% 7.04%
21.445 1.24% 178 14.02% 7.64% 8.30%
13.519 0.61% 33 45.58% 0.0% 0.0%
31.330 1.00% 652 31.05% 6.56% 11.59%
10.709 0.77% 356 37.94% 0.0% 0.0%
10.899 0.67% 131 18.27% 0.0% 0.0%
37.662 7 78.20% 11.02% 11.20%
120.179 0.30% 219 45.47% 15.70% 13.90%
10.589 0.65% 8,114 36.53% 0.0% 0.0%
31.680 1.10% 499 23.83% 11.23% 10.97%
23.480 0.92% 1,530 61.56% 13.10% 14.44%
16.826 1.26% 1,383 21.96% 8.53% 9.47%
17.709 1.41% 13 38.24% 8.84% 8.10%
54.007 1.50% 80 11.52% 7.91% 7.86%
133.903 1.38% 425 34.34% 9.28% 10.55%
21.916 0.75% 1,685 24.81% 8.83% 9.69%
33.516 1.63% 37 13.75% 7.80% 8.01%
18.703 0.63% 67 33.36% 6.91% 8.16%
27.016 0.89% 5,335 45.58% 8.06% 11.94%
10.745 0.85% 227 34.17% 10.35% 0.0%
13.353 0.20% 103 0.0% 0.0% 0.0%
13.045 0.38% 219 33.30% 0.0% 0.0%
14.197 0.45% 4,803 47.23% 13.33% 15.68%
12.716 1.01% 1,230 26.59% 7.08% 0.0%
10.004 0.88% 404 36.91% 0.0% 0.0%
10.496 0.48% 223 0.0% 0.0% 0.0%
20.409 0.34% 16 37.72% 9.57% 8.94%
10.745 0.43% 117 38.66% 8.94% 0.0%
19.567 0.39% 32 12.70% 6.96% 7.66%
10.399 0.18% 45 0.0% 0.0% 0.0%
117.645 0.33% 3,310 37.04% 10.08% 13.17%
56.224 1.12% 3,943 55.54% 2.15% 8.53%
12.349 1.75% 293 22.26% -2.54% 3.22%
41.889 1.27% 780 13.83% 1.20% 4.31%
9.808 0.09% 999 0.0% 0.0% 0.0%
10.418 0.10% 241 0.0% 0.0% 0.0%
16.171 0.68% 265 12.90% 9.24% 8.97%
13.783 0.72% 1,920 59.82% 2.73% 9.59%
10.190 0.46% 667 0.0% 0.0% 0.0%
39.069 1.04% 41 22.15% 7.74% 8.41%
70.740 0.68% 101 48.03% 9.63% 10.82%
18.220 0.92% 196 21.38% 6.79% 8.35%
36.719 0.97% 62 30.85% 9.87% 10.03%
78.570 1.02% 1,052 47.54% 8.83% 14.85%
42.257 0.51% 62 55.41% 8.71% 12.72%
19.454 0.10% 34 20.27% 8.69% 9.31%
41.876 0.63% 1,358 23.98% 9.19% 9.27%
13.805 0.97% 631 29.27% 6.39% 9.10%
141.112 0.96% 38,141 43.21% 12.13% 13.58%
17.077 1.02% 1,355 30.69% 9.00% 9.69%
59.796 0.73% 75 24.66% 7.70% 11.77%
25.965 1.10% 346 23.23% 10.25% 10.04%
19.422 1.34% 33 14.92% 4.58% 6.86%
89.207 0.90% 1,663 41.85% 10.98% 13.47%
13.077 0.67% 2,413 34.89% 0.0% 0.0%
36.681 1.20% 100 22.13% 7.89% 8.13%
229.954 0.97% 3,212 47.13% 8.70% 10.30%
9.690 0.86% 681 45.07% 0.0% 0.0%
26.216 1.07% 168 16.29% 8.56% 10.26%
33.246 0.81% 1,371 40.31% 8.95% 14.26%
23.211 0.80% 1,007 46.30% 9.25% 15.97%
15.274 1.24% 45 6.15% 8.15% 7.62%
10.260 1.19% 900 39.65% 12.25% 0.0%
10.640 1.40% 174 21.11% 0.0% 0.0%
39.259 1.72% 454 64.08% 10.27% 14.77%
9.778 0.70% 182 26.55% 0.0% 0.0%
176.981 1.36% 3,824 56.57% 8.62% 11.79%
35.514 1.24% 687 32.08% 7.03% 8.96%
41.146 1.18% 1,627 21.99% 6.26% 7.97%