FUND
NAV
Press Enter or Space to open search suggestions
Press Enter or Space to open search suggestions
Trusted by 2M+ Users
Squeeze the most out of your trades with Lemonn - your right investment partner.
FUND
NAV
Squeeze the most out of your trades with Lemonn - your right investment partner.
Filters
NAV RANGE
FUND
NAV
Overview
Balanced Hybrid Funds combine equity and debt within relatively balanced allocation ranges.
Under the standard category framework, these schemes generally maintain 40% to 60% in equity and equity-related instruments and 40% to 60% in debt instruments, without using arbitrage as the defining allocation mechanism.
This creates a more evenly divided equity-debt portfolio than Aggressive or Conservative Hybrid categories.
Explained
A Balanced Hybrid Fund is an open-ended hybrid scheme that maintains substantial allocations to both equity and debt.
The portfolio can include:
The equity portion provides growth potential, while debt can contribute income and diversification.
Neither component guarantees positive returns.
Explained
The fund manager maintains both equity and debt within the category's prescribed allocation framework.
Suppose a portfolio starts at 50% equity and 50% debt.
If equity markets rise strongly, equity could become a larger share of the portfolio.
The manager can rebalance the fund to maintain its intended allocation.
This can involve selling some of the better-performing asset class and adding to the relatively underweighted asset class.
Suitability
Balanced Hybrid Funds may suit investors who:
They should not be confused with capital-protection products.
Advantages
Neither asset class is intended to dominate the portfolio to the same extent as in aggressive or conservative hybrid categories.
The portfolio combines growth-oriented equity with fixed-income investments.
The fund manager maintains allocation according to the scheme mandate.
Returns can come from equity appreciation, dividends received by portfolio companies, bond interest, and changes in debt-security prices.
Investors can maintain substantial exposure to both major asset classes through one scheme.
Before you invest
With a substantial equity allocation, the fund can experience meaningful declines during weak stock markets.
The debt portion can carry interest-rate, credit, and liquidity risks.
Understand the scheme's actual allocation rather than assuming it remains exactly 50:50.
A balanced allocation can produce tax treatment different from that of an equity-heavy Aggressive Hybrid Fund.
Review both equity holdings and debt credit quality.
Compare the fund's expense ratio with genuinely comparable strategies.
Taxation
Tax treatment depends on the actual portfolio and applicable statutory definitions.
Investors should not automatically assume equity-oriented taxation merely because the scheme has substantial equity exposure.
A Balanced Hybrid Fund with equity exposure below the applicable tax threshold can receive different treatment from an equity-oriented scheme.
The fund's current portfolio, acquisition date, and prevailing tax rules should therefore be checked before investing or redeeming.
Step by step
Good to know
It is a Hybrid Mutual Fund maintaining substantial allocations to both equity and debt within the applicable category framework.
No. Allocation can move within the permitted range.
Aggressive Hybrid Funds maintain a substantially higher equity allocation. Balanced Hybrid Funds keep equity and debt within more comparable ranges.
No. Both equity and debt components carry investment risk.
Yes. Equity-market declines and adverse bond-market conditions can reduce NAV.
Not automatically. Tax treatment depends on whether the scheme meets the applicable equity-oriented fund definition and other prevailing tax rules.
Recap
Loved by 2M+ users with a 4.3+ ⭐ app rating. Join now!
Squeeze the most out of your trades with Lemonn - your right investment partner.
FUND
WhiteOak Capital Balanced Hybrid Fund Direct GrowthHybrid Balanced₹13.89
0.16%
4.05%
N.A.
N.A.
360 ONE Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Balanced₹13.82
0.01%5.55%
N.A.
N.A.
I
ICICI Prudential Balanced Hybrid Fund Direct GrowthHybrid Balanced₹10.05
0.3%N.A.
N.A.
N.A.
Z
Zerodha Life Cycle Fund 2041 Direct GrowthHybrid Balanced₹9.88
0.46%N.A.
N.A.
N.A.
SBI Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Balanced₹10.03
0.17%N.A.
N.A.
N.A.
UTI Balanced Hybrid Fund Direct GrowthHybrid Balanced₹10.01
0.02%N.A.
N.A.
N.A.
360 ONE Balanced Hybrid Fund Direct Payout Inc Dist cum Cap WdrlHybrid Balanced₹13.82
0.01%5.55%
N.A.
N.A.
360 ONE Balanced Hybrid Fund Direct GrowthHybrid Balanced₹13.82
0.01%5.55%
N.A.
N.A.
I
ICICI Prudential Balanced Hybrid Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Balanced₹10.05
0.3%N.A.
N.A.
N.A.
Z
Zerodha Life Cycle Fund 2036 Direct GrowthHybrid Balanced₹9.9
0.45%N.A.
N.A.
N.A.
SBI Balanced Hybrid Fund Direct GrowthHybrid Balanced₹10.03
0.17%N.A.
N.A.
N.A.
UTI Balanced Hybrid Fund Direct Payout Inc Dist cum Cap WdrlHybrid Balanced₹10.01
0.02%N.A.
N.A.
N.A.
Showing 1–12 of 12
