Best Balanced Hybrid Fund Mutual Funds
Hybrid funds hold a mix of equity and debt in one portfolio, so asset allocation is handled inside the fund rather than by the investor.
We currently track 8 direct-plan Balanced Hybrid Fund schemes from 5 fund houses. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.
Showing 8 of 8 schemes · sorted by Y5 low to high · page 1 of 1
- 360 ONE Balanced Hybrid Fund - Direct Plan - GROWTH Option360 ONE · Hybrid₹13.54#11Y+2.61%3Y+10.33%5Y—10Y—
- WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth OptionWhiteOak Capital · Hybrid₹13.60#21Y+0.84%3Y+10.71%5Y—10Y—
- ICICI Prudential Balanced Hybrid Fund - Direct Plan - GrowthICICI Prudential · Hybrid₹9.91#31Y—3Y—5Y—10Y—
- SBI Balanced Hybrid Fund - Direct Plan - GrowthSBI · Hybrid₹9.89#41Y—3Y—5Y—10Y—
- UTI Balanced Hybrid FundUTI · Hybrid₹9.88#51Y—3Y—5Y—10Y—
- UTI Balanced Hybrid FundUTI · Hybrid₹9.88#61Y—3Y—5Y—10Y—
- UTI Balanced Hybrid FundUTI · Hybrid₹9.86#71Y—3Y—5Y—10Y—
- UTI Balanced Hybrid FundUTI · Hybrid₹9.86#81Y—3Y—5Y—10Y—
| # | Fund | Category | NAV | Today | 1Mreturn | 6Mreturn | 1YCAGR | 3YCAGR | 5YCAGR | 10YCAGR | 30D |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 360 ONE Balanced Hybrid Fund - Direct Plan - GROWTH Option360 ONE · #152076 | Balanced Hybrid Fund | ₹13.54 | -0.18% | -2.06% | +4.41% | +2.61% | +10.33% | — | — | |
| 2 | WhiteOak Capital Balanced Hybrid Fund - Direct Plan - Growth OptionWhiteOak Capital · #152132 | Balanced Hybrid Fund | ₹13.60 | -0.21% | -2.05% | +2.97% | +0.84% | +10.71% | — | — | |
| 3 | ICICI Prudential Balanced Hybrid Fund - Direct Plan - GrowthICICI Prudential · #154417 | Balanced Hybrid Fund | ₹9.91 | +0.00% | -1.39% | — | — | — | — | — | |
| 4 | SBI Balanced Hybrid Fund - Direct Plan - GrowthSBI · #154618 | Balanced Hybrid Fund | ₹9.89 | +0.28% | -1.37% | — | — | — | — | — | |
| 5 | UTI Balanced Hybrid FundUTI · #154628 | Balanced Hybrid Fund | ₹9.88 | -0.05% | -1.29% | — | — | — | — | — | |
| 6 | UTI Balanced Hybrid FundUTI · #154629 | Balanced Hybrid Fund | ₹9.88 | -0.05% | -1.29% | — | — | — | — | — | |
| 7 | UTI Balanced Hybrid FundUTI · #154630 | Balanced Hybrid Fund | ₹9.86 | -0.06% | -1.40% | — | — | — | — | — | |
| 8 | UTI Balanced Hybrid FundUTI · #154631 | Balanced Hybrid Fund | ₹9.86 | -0.06% | -1.40% | — | — | — | — | — |
Balanced Hybrid Fund funds — frequently asked questions
How is CAGR calculated on this page?
CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.
Why does this list only show direct plans?
Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.