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
23.126 0.22% 12 10.26% 7.22% 7.71%
13.044 0.64% 6 11.13% 7.27% 7.74%
50.530 1.07% 2,736 11.27% 7.17% 9.02%
733.030 1.02% 9,894 5.13% 5.17% 6.79%
13.050 1.55% 690 13.01% 7.22% 7.99%
21.020 0.50% 121 12.20% 8.28% 8.49%
16.916 0.64% 4 9.66% 6.80% 6.97%
18.423 0.74% 14 11.25% 7.43% 7.50%
38.328 1.03% 1,689 7.31% 5.67% 7.87%
11.668 1.07% 470 19.76% 12.29% 0.0%
10.570 0.69% 1,861 9.78% 0.0% 0.0%
9.570 0.65% 1,713 20.37% 0.0% 0.0%
11.400 1.11% 820 11.64% 9.90% 0.0%
18.507 1.24% 194 5.06% 6.73% 6.80%
17.865 1.06% 303 22.20% 11.66% 8.76%
22.203 1.36% 25 14.95% 8.95% 8.15%
20.750 1.15% 460 14.40% 0.0% 0.0%
10.020 1.17% 466 0.0% 0.0% 0.0%
54.810 1.87% 485 8.28% 6.96% 6.80%
10.565 0.67% 384 23.99% 0.0% 0.0%
19.966 1.75% 105 -3.68% 1.73% 4.42%
14.405 1.73% 117 0.14% 2.96% 4.33%
12.000 1.79% 349 10.99% 7.47% 0.0%
53.815 0.80% 224 15.09% 9.13% 8.10%
140.830 0.81% 3,000 17.99% 12.56% 10.61%
21.138 0.71% 18 6.16% 8.17% 8.37%
14.204 0.58% 1,224 13.41% 8.94% 8.62%
143.571 1.03% 6,497 23.53% 11.47% 11.03%
11.764 0.77% 800 11.53% 7.32% 0.0%
35.710 0.59% 238 11.96% 5.34% 6.59%
23.510 0.56% 12 14.08% 9.86% 7.62%
21.150 0.58% 1,476 13.23% 9.77% 7.28%
12.217 0.74% 116 9.81% 8.72% 7.39%
17.288 1.05% 21 14.23% 7.78% 7.91%
9.892 0.53% 206 14.88% 0.0% 0.0%
18.582 0.88% 37 9.42% 7.31% 7.99%
53.913 1.40% 302 11.90% 7.59% 7.69%
78.543 0.08% 1,062 5.37% 7.32% 7.80%
116.343 1.11% 1,770 10.62% 7.87% 8.13%
9.875 0.17% 220 7.11% 0.0% 0.0%
9.875 0.17% 220 7.11% 0.0% 0.0%
9.875 0.17% 220 7.11% 0.0% 0.0%
79.821 0.86% 12 5.57% 5.13% 6.18%
57.194 0.80% 6 6.09% 5.97% 6.94%
45.739 0.78% 13 6.69% 6.57% 7.54%
34.020 0.84% 6 5.43% 6.44% 7.47%
34.847 0.28% 29 7.36% 6.96% 7.49%
12.190 0.76% 28 9.56% 6.54% 6.88%
121.958 1.47% 453 11.89% 7.83% 7.67%
171.735 1.19% 44,151 7.56% 7.21% 7.90%
108.039 1.40% 3,170 10.96% 10.24% 9.48%
17.812 19 8.52% 7.08% 7.39%
34.265 0.94% 4,168 6.44% 6.95% 8.82%
43.401 1.34% 2,788 9.35% 6.43% 7.33%
54.761 1.18% 20,228 9.13% 8.37% 8.96%
30.214 2.25% 221 15.09% 7.33% 7.63%
15.306 1.32% 878 10.30% 9.35% 0.0%
12.221 1.29% 78 11.48% 8.24% 0.0%
14.801 1.46% 387 12.10% 10.53% 0.0%
16.437 2.15% 41 -1.85% 8.44% 11.01%
10.304 1.02% 622 15.48% 0.0% 0.0%
13.490 0.95% 128 8.22% 6.29% 6.68%
16.332 1.51% 76 14.79% 7.97% 7.83%
15.574 1.26% 123 13.31% 7.60% 7.84%
35.083 0.49% 97 13.40% 6.78% 6.84%
47.457 0.07% 6,941 11.14% 10.16% 9.25%
32.500 1.07% 28,853 12.58% 9.66% 9.66%
10.464 0.01% 17 -6.00% 0.0% 0.0%
128.720 1.83% 667 12.48% 8.31% 7.93%
68.414 0.73% 0 5.79% 9.31% 15.08%
26.163 0.59% 200 9.86% 8.14% 9.23%
123.530 1.18% 22,390 9.44% 7.60% 9.07%
12.550 0.77% 1,553 11.84% 7.96% 8.44%
30.883 0.05% 116 9.45% 7.91% 6.62%
243.329 1.22% 11,902 7.94% 6.90% 7.66%
58.563 0.05% 100 8.92% 7.44% 7.38%
38.576 1.31% 1,737 11.54% 9.61% 9.54%
16.094 1.36% 12 12.67% 6.22% 5.90%
12.505 1.69% 246 8.14% 4.65% 0.0%
26.110 0.10% 147 11.56% 8.24% 8.53%
21.894 0.64% 15 10.89% 6.76% 6.59%
19.449 0.06% 10 10.37% 7.79% 7.93%
20.934 0.06% 30 10.71% 7.28% 7.42%
12.058 1.01% 974 15.80% 10.24% 7.52%
18.774 1.20% 66 8.19% 5.58% 6.16%
20.621 1.22% 199 11.00% 7.23% 7.93%
10.004 0.61% 33 12.89% 0.0% 0.0%
13.225 1.27% 17 8.43% 10.49% 0.0%
27.020 1.03% 870 12.66% 9.39% 8.65%
9.886 1.11% 420 15.59% 0.0% 0.0%
10.096 0.54% 208 0.0% 0.0% 0.0%
1684.127 0.75% 18 6.80% 8.55% 7.87%
44.845 10 -7.08% 1.89% 2.57%
76.388 0.36% 49 13.20% 9.01% 9.39%
9.875 1.12% 3,719 13.87% 0.0% 0.0%
31.238 1.15% 252 14.37% 8.52% 9.03%
25.422 0.95% 1,474 19.26% 8.68% 8.95%
12.605 1.21% 1,804 9.60% 8.53% 8.17%
17.647 1.39% 12 16.02% 4.66% 5.18%
52.063 1.20% 66 11.85% 7.15% 7.18%
95.044 1.38% 421 18.01% 9.07% 5.49%
22.750 1.08% 699 9.40% 7.35% 5.69%
32.955 1.79% 35 10.85% 7.24% 6.76%
16.832 0.64% 113 6.11% 5.46% 5.70%
25.513 0.48% 7,368 12.65% 7.89% 8.48%
10.756 0.78% 215 12.65% 7.78% 0.0%
10.016 0.85% 89 12.91% 0.0% 0.0%
12.866 0.49% 3,380 14.12% 11.79% 0.0%
11.214 0.93% 1,276 14.69% 9.66% 0.0%
9.705 0.79% 314 22.11% 0.0% 0.0%
83.647 0.18% 2,884 11.38% 9.41% 7.67%
51.785 1.00% 7,867 3.50% 5.43% 7.09%
12.015 1.70% 732 -6.66% 1.56% 0.0%
40.694 1.18% 1,275 -4.06% 3.42% 5.07%
12.018 1.32% 256 13.84% 8.45% 8.24%
12.395 1.34% 1,729 6.41% 6.37% 6.77%
29.720 1.05% 36 9.99% 7.53% 8.04%
67.530 0.72% 144 11.67% 6.69% 5.53%
19.770 1.06% 180 3.55% 5.79% 5.79%
33.902 1.52% 44 7.02% 6.74% 6.53%
68.530 0.81% 1,371 6.86% 10.27% 9.99%
11.512 1.85% 1 4.67% 4.65% 0.0%
11.808 1.50% 1 6.69% 5.73% 0.0%
12.587 0.73% 2 9.35% 7.17% 0.0%
31.532 0.51% 47 15.67% 9.04% 8.36%
16.337 0.26% 18 8.16% 6.97% 7.40%
38.296 1.21% 1,064 10.86% 6.46% 8.16%
11.873 0.96% 664 4.67% 8.23% 0.0%
116.983 1.03% 32,585 19.25% 12.77% 10.51%
12.174 1.03% 1,567 10.67% 7.87% 0.0%
49.939 1.46% 65 5.75% 8.65% 10.42%
25.216 1.20% 253 14.02% 8.24% 9.12%
18.408 0.51% 40 3.77% 4.82% 6.77%
79.816 1.11% 1,876 16.95% 12.00% 9.28%
14.907 1.52% 39 5.86% 9.88% 8.58%
10.172 0.79% 1,119 9.94% 0.0% 0.0%
31.744 1.25% 137 9.29% 5.98% 5.87%
203.394 0.90% 4,074 10.29% 6.29% 5.98%
19.050 1.08% 137 11.72% 8.64% 9.13%
28.205 0.65% 1,179 14.66% 11.26% 10.81%
27.398 0.80% 767 18.51% 13.17% 11.75%
15.070 1.24% 45 6.15% 8.15% 7.62%
10.080 2.08% 477 10.62% 0.0% 0.0%
10.080 1.71% 195 8.39% 0.0% 0.0%
34.084 1.89% 335 14.10% 10.24% 8.44%
9.905 0.82% 234 5.32% 0.0% 0.0%
160.298 1.20% 4,434 4.10% 4.40% 5.76%
32.780 1.75% 700 8.95% 6.12% 5.00%
37.750 1.10% 1,964 1.18% 5.09% 6.46%