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Balanced Hybrid Mutual Funds

  • Average Return 13.51%
  • No of Funds 5

What is Balanced Hybrid Mutual Fund

Balanced hybrid funds invest an equal amount in stocks and FD-like instruments. These funds provide you a truly balanced portfolio that combines growth and stability.

Advantages of Balanced Hybrid Funds

  • 50% allocation to stocks gives your money a chance to grow
  • 50% allocation to FD-like instruments brings stability to returns
  • Ideal for 3+ year investment horizon

Top schemes of Balanced Hybrid Mutual Funds sorted by last 5 year returns

5 funds
Show Returns for via
ICICI Prudential

Fund Size

₹88 Crs

Return (p.a)

N.A. + 15.03% N.A. + 33.17% N.A. + 20.39% + 69.14% + 16.28% + 9.36% + 23.08% + 12.84%

VRO rating

3

ETM Rank

#5 of 5

Balanced Portfolio

Min SIP

₹ 5,000

5 Yrs Return

+ 14.31 % p.a. + 13.2 % p.a. + 13.18 % + 13.23 % p.a. + 9.05 % p.a. + 26.61 % + 5.7 % p.a. + 13.69 %

ICICI Prudential

Fund Size

₹17,342 Crs

Return (p.a)

N.A. + 13.95% N.A. + 15.2% N.A. + 15.81% + 24.48% + 13.02% + 9.34% + 12.6% + 12.88%

VRO rating

4

ETM Rank

#2 of 5

Franklin Templeton

Fund Size

₹6 Crs

Return (p.a)

N.A. + 11.44% N.A. + 20.44% N.A. + 16.32% + 38.59% + 15.26% + 7.46% + 17.48% + 10.42%

VRO rating

N.A.

ETM Rank

#4 of 5

UTI

Fund Size

₹3,693 Crs

Return (p.a)

N.A. + 10.88% N.A. + 19.45% N.A. + 14.7% + 33.92% + 12.65% + 9.16% + 20.26% + 9.94%

VRO rating

N.A.

ETM Rank

#1 of 5

Franklin Templeton

Fund Size

₹450 Crs

Return (p.a)

N.A. + 8.54% N.A. + 18.89% N.A. + 9.18% + 36.09% + 7.85% + 7.11% + 21.39% + 9.23%

VRO rating

N.A.

ETM Rank

#3 of 5

Show all funds

Balanced Hybrid Funds Returns Calculator

See what your investment would have yielded in

Select fund
ICICI Prudential Passive Strategy Fund (FOF)
via in I want to invest of for a period of for

How to invest in Balanced Hybrid Funds?

It is quite easy to invest in Balanced Hybrid mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Balanced Hybrid fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently asked Questions

Which are the best Balanced Hybrid Mutual Funds to invest in 2022?

These are top 5 Balanced Hybrid funds you can invest in 2022

Fund Name Fund Category ETM Rank Consistency 5 Year Return (Annualized)
ICICI Prudential Passive Strategy Fund (FOF) Hybrid # 5 of 5
11.02 % p.a.
ICICI Prudential Asset Allocator Fund (FOF) Hybrid # 2 of 5
11.76 % p.a.
Franklin India Life Stage FoF 30s Scheme Hybrid # 4 of 5
8.03 % p.a.
UTI Retirement Benefit Pension Fund Hybrid # 1 of 5
7.79 % p.a.
Franklin India Pension Fund Hybrid # 3 of 5
7.34 % p.a.

Balanced Hybrid Funds give you a near equal equity-debt split. This provides you a good cushion in case of markets fall. However, a 50% allocation to Equity means half of your portfolio can be volatile in the short-term. For this reason, you should pick this category only if you can stay invested for at least 3 years.

Balanced Hybrid Funds by regulation need to invest 40% to 60% in equities and 40% to 60% in Debt. This means near-equal allocation between equity and Debt. The equity part of most funds in this category is invested in companies of all sizes and across sectors. The style of investing for the debt part varies from fund to fund.

Balanced Hybrid Funds have on an average delivered 5.26% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 13.51% and 9.19%. p.a.

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