hybrid Fund

Balanced Hybrid Funds

Equal-weight approach with 40-60% each in equity and debt for true balance.

Avg. Return (5Y)

10.65%

No. of Funds

Risk Level

Moderate

Ideal Horizon

3 – 5 years

Top Balanced Hybrid Funds Sorted by Returns

Scheme

HDFC Balanced Advantage Fund

HDFC MF

Expense: 0.74%

1Y: 10.8%

3Y: 13.2%

5Y: 11.5%

ICICI Prudential Balanced Advantage Fund

ICICI Prudential MF

Expense: 0.82%

1Y: 10.2%

3Y: 12.8%

5Y: 11.1%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Balanced Hybrid Fund?

Balanced Hybrid funds allocate 40-60% each to equity and debt. Unlike aggressive hybrid funds, they maintain a more even split, resulting in lower volatility but also lower return potential.

Key Advantages

True 50-50 asset allocation
Lower volatility than aggressive hybrid
Suitable for conservative equity exposure

How It Works

The fund maintains roughly equal allocation to equity and debt, with no more than 60% in either. This creates a naturally balanced portfolio that dampens equity volatility significantly.