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.

One Size Doesn’t Fit All
Which scheme is right for you? Our Fund Finder tool helps you pick the fund to fit your exact investment needs.
Launch Fund Finder  

Find by Fund Category
Compare all Mutual Funds in a Category.




All Balanced Mutual Fund Schemes

NAME Nav EXP Ratio Assets (cr) 1y 3y 5y
23.126 0.18% 9 7.44% 8.49% 8.91%
13.044 0.68% 11 24.33% 10.63% 13.82%
50.530 0.93% 2,618 19.65% 10.34% 15.06%
733.030 1.11% 7,562 22.98% 7.18% 13.32%
13.050 1.55% 464 13.15% 8.21% 11.09%
21.020 0.04% 139 23.48% 10.49% 14.73%
16.916 0.38% 13 14.60% 8.57% 9.45%
18.423 0.48% 24 18.84% 9.61% 11.63%
38.328 1.19% 1,189 15.32% 7.12% 11.30%
11.668 1.30% 540 17.43% 11.70% 13.95%
10.570 0.91% 1,309 10.63% 7.98% 0.0%
9.570 0.74% 1,562 17.01% 0.0% 0.0%
11.400 0.91% 690 12.55% 9.90% 11.16%
18.507 1.16% 218 13.19% 7.42% 8.68%
17.865 0.66% 758 18.75% 12.73% 12.89%
22.203 1.22% 32 11.51% 10.65% 9.90%
20.750 1.08% 890 28.48% 0.0% 0.0%
10.020 1.26% 391 12.45% 0.0% 0.0%
54.810 1.83% 402 21.55% 7.69% 13.63%
10.565 0.77% 503 20.92% 15.01% 0.0%
19.966 1.65% 68 8.89% 0.86% 5.55%
14.405 1.66% 76 7.04% 2.46% 6.11%
12.000 1.77% 299 25.99% 5.94% 0.0%
53.815 0.58% 397 12.72% 10.98% 11.06%
140.830 0.79% 4,208 21.27% 13.52% 17.66%
14.204 0.71% 2,660 14.18% 10.71% 12.05%
143.571 0.89% 6,079 18.66% 12.17% 16.68%
11.764 0.83% 374 11.98% 7.37% 0.0%
35.710 0.48% 192 9.89% 5.71% 8.75%
23.510 0.54% 25 19.91% 10.92% 13.72%
21.150 0.56% 2,464 27.92% 13.35% 14.04%
12.217 0.68% 96 15.73% 9.78% 10.71%
17.288 0.34% 15 14.84% 9.85% 9.78%
9.892 0.43% 121 11.65% 0.0% 0.0%
18.582 0.34% 33 7.95% 7.54% 8.75%
53.913 1.57% 190 7.15% 7.45% 8.95%
78.543 0.45% 807 2.63% 4.35% 8.89%
116.343 1.20% 1,323 24.25% 11.04% 14.18%
9.875 0.68% 129 14.02% 0.0% 0.0%
9.875 0.68% 129 14.02% 0.0% 0.0%
9.875 0.68% 129 14.02% 0.0% 0.0%
79.821 0.79% 12 23.31% 7.52% 12.68%
57.194 0.82% 5 10.80% 5.34% 10.01%
45.739 0.71% 17 0.49% 3.10% 7.65%
34.020 0.26% 16 -12.86% -1.38% 4.01%
34.847 0.13% 21 12.17% 8.07% 9.07%
12.190 1.02% 34 -9.28% -0.09% 4.67%
121.958 1.53% 446 10.16% 8.16% 10.31%
171.735 1.07% 38,279 24.49% 8.99% 16.37%
108.039 1.14% 3,965 24.06% 11.04% 16.47%
17.812 19 21.59% 9.12% 15.12%
34.265 1.35% 2,416 16.23% 8.07% 12.77%
43.401 1.47% 2,432 12.07% 7.86% 10.46%
54.761 1.17% 16,617 25.40% 9.86% 15.98%
30.214 1.41% 512 20.13% 10.23% 11.02%
15.306 1.09% 1,249 31.15% 10.46% 19.04%
12.221 1.17% 110 9.87% 7.91% 10.28%
14.801 1.31% 531 24.92% 11.59% 18.06%
10.304 1.01% 506 20.41% 0.0% 0.0%
13.490 0.84% 52 7.77% 7.17% 7.91%
16.332 1.47% 42 24.86% 9.54% 15.68%
15.574 1.32% 72 22.11% 9.31% 14.17%
35.083 0.69% 83 10.73% 8.37% 9.48%
47.457 0.08% 9,017 20.28% 13.17% 14.89%
32.500 1.19% 28,257 17.97% 10.79% 14.37%
10.464 0.01% 22 19.34% 0.0% 0.0%
128.720 1.78% 716 13.51% 7.64% 13.76%
68.414 0.73% 0 5.79% 9.31% 15.08%
26.163 0.18% 175 8.42% 8.50% 8.96%
123.530 1.35% 15,793 28.17% 10.74% 16.73%
12.550 0.85% 1,051 8.87% 8.00% 10.81%
30.883 0.54% 278 10.83% 8.91% 9.83%
243.329 1.26% 10,507 27.48% 9.49% 16.89%
58.563 0.02% 78 24.00% 10.19% 13.99%
38.576 0.91% 2,829 11.54% 9.79% 12.00%
16.094 1.17% 11 11.21% 8.90% 8.05%
12.505 1.71% 202 19.42% 6.09% 0.0%
26.110 0.11% 157 8.20% 9.15% 8.65%
21.894 0.39% 12 14.90% 6.49% 10.76%
19.449 0.14% 8 8.20% 7.37% 8.94%
20.934 0.51% 23 9.98% 6.70% 9.51%
12.058 0.83% 1,452 13.67% 9.76% 11.16%
18.774 1.40% 53 12.63% 7.51% 7.29%
20.621 1.27% 172 7.51% 7.27% 9.18%
10.004 0.61% 32 18.09% 0.0% 0.0%
27.020 1.02% 668 10.67% 6.59% 13.34%
9.886 0.77% 353 15.03% 0.0% 0.0%
10.096 0.67% 118 9.85% 0.0% 0.0%
44.845 7 41.34% 9.86% 12.32%
76.388 0.50% 131 28.51% 15.35% 15.46%
9.875 0.65% 6,245 17.85% 0.0% 0.0%
31.238 1.10% 375 14.96% 10.44% 12.09%
25.422 0.92% 1,257 27.04% 12.36% 16.81%
12.605 1.26% 1,350 12.63% 8.73% 10.21%
17.647 1.41% 13 14.75% 7.72% 10.42%
52.063 1.50% 80 7.83% 7.53% 8.69%
95.044 1.38% 419 10.55% 8.46% 13.11%
22.750 0.87% 1,188 15.58% 9.12% 10.56%
32.955 1.66% 36 7.92% 7.42% 8.72%
16.832 0.85% 70 14.89% 6.60% 8.86%
25.513 0.92% 5,341 19.33% 8.09% 13.58%
10.756 0.87% 206 18.11% 9.67% 0.0%
9.848 0.15% 66 0.0% 0.0% 0.0%
10.016 0.38% 169 18.83% 0.0% 0.0%
10.020 0.14% 87 0.0% 0.0% 0.0%
12.866 0.38% 4,384 23.77% 12.79% 17.81%
11.214 1.02% 1,194 10.75% 7.71% 0.0%
9.705 0.88% 375 19.13% 0.0% 0.0%
10.014 0.52% 212 0.0% 0.0% 0.0%
10.224 0 0.0% 0.0% 0.0%
83.647 1.10% 2,887 15.67% 9.04% 15.47%
51.785 1.19% 4,244 7.60% 1.18% 10.24%
12.015 1.76% 319 0.75% -2.62% 4.43%
40.694 1.26% 870 -0.35% 0.55% 5.09%
9.805 0.14% 860 0.0% 0.0% 0.0%
10.323 0.15% 219 0.0% 0.0% 0.0%
12.018 0.31% 274 7.75% 8.88% 9.91%
12.395 1.45% 1,783 12.24% 2.24% 12.03%
10.180 0 0.0% 0.0% 0.0%
29.720 1.04% 39 10.30% 7.50% 8.85%
67.530 0.75% 100 19.39% 8.58% 12.43%
19.770 1.05% 165 12.54% 6.68% 9.60%
33.902 1.07% 61 21.08% 9.83% 10.88%
68.530 1.00% 1,049 22.67% 8.55% 17.26%
31.532 0.50% 57 21.26% 8.49% 15.56%
16.337 0.10% 31 13.67% 8.69% 10.48%
38.296 0.62% 998 14.21% 8.91% 10.02%
11.873 0.99% 595 15.16% 7.60% 10.28%
116.983 0.99% 34,653 16.79% 11.80% 15.29%
12.174 1.03% 1,316 15.62% 8.73% 10.90%
49.939 0.73% 73 14.94% 7.05% 13.17%
25.216 1.11% 293 14.50% 9.62% 10.33%
18.408 1.72% 30 7.95% 4.52% 7.71%
79.816 0.91% 1,585 16.20% 11.66% 15.76%
10.172 0.75% 1,593 22.88% 0.0% 0.0%
31.744 1.20% 97 12.72% 8.11% 9.33%
203.394 0.96% 3,207 21.47% 8.96% 12.57%
9.843 0.90% 525 0.0% 0.0% 0.0%
19.050 1.07% 162 11.41% 8.63% 11.69%
28.205 0.83% 1,276 19.07% 9.67% 16.90%
27.398 0.82% 919 19.87% 10.19% 19.26%
15.070 1.24% 45 6.15% 8.15% 7.62%
10.080 1.97% 634 25.62% 12.39% 0.0%
10.080 1.65% 170 13.28% 0.0% 0.0%
34.084 1.72% 415 26.21% 10.42% 17.54%
9.905 0.70% 174 16.47% 0.0% 0.0%
160.298 1.37% 3,706 26.09% 7.04% 13.48%
32.780 1.24% 675 14.09% 6.79% 10.66%
37.750 1.18% 1,631 13.64% 6.35% 8.83%