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Best Balanced Hybrid Mutual Funds

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List of Balanced Hybrid Mutual Funds in India

Fund NameCategoryRiskNAVExpense Ratio1Y Returns3Y Returns5Y ReturnsRatingFund Size (in Cr)Exit Load
UTI Retirement Fund
HybridHigh54.251.14.3%13.3%14.3%--₹4,658
Exit load of 1%, if redeemed within 1 year.
Bandhan Asset Allocation Moderate Fund
HybridHigh44.410.415.9%13.0%12.1%--₹18
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
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Franklin India Retirement Fund
HybridHigh243.561.455.3%11.9%11.2%--₹513
Exit load of 3% if redeemed before the age of 58 yrs.
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UTI Children's Hybrid Fund
HybridHigh41.861.583.9%10.2%11.6%--₹4,508
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360 ONE Balanced Hybrid Fund
HybridHigh13.280.454.7%NANA--₹862
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
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WhiteOak Capital Balanced Hybrid Fund
HybridVery High13.640.627.2%NANA--₹225
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 30 days.
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Let's have a closer look

Now let us jump and check about these top 6 mutual fund schemes.

UTI Retirement Fund Direct

Fund Performance: The UTI Retirement Fund has given 13.29% annualized returns in the past three years and 14.3% in the last 5 years. The UTI Retirement Fund comes under the Hybrid category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Retirement Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹4,658Cr
1Y Returns4.3%

Bandhan Asset Allocation Moderate Direct Growth

Fund Performance: The Bandhan Asset Allocation Moderate Fund has given 13.01% annualized returns in the past three years and 12.13% in the last 5 years. The Bandhan Asset Allocation Moderate Fund comes under the Hybrid category of IDFC Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Bandhan Asset Allocation Moderate Fund via lump sum is ₹1,000 and via SIP is ₹100.

Min Investment Amt₹1,000
AUM₹18Cr
1Y Returns5.9%

Franklin India Retirement Fund Direct Growth

Fund Performance: The Franklin India Retirement Fund has given 11.87% annualized returns in the past three years and 11.17% in the last 5 years. The Franklin India Retirement Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Franklin India Retirement Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹513Cr
1Y Returns5.3%

UTI Children's Hybrid Fund Direct Plan

Fund Performance: The UTI Children's Hybrid Fund has given 10.18% annualized returns in the past three years and 11.55% in the last 5 years. The UTI Children's Hybrid Fund comes under the Hybrid category of UTI Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in UTI Children's Hybrid Fund via lump sum is ₹1,000 and via SIP is ₹500.

Min Investment Amt₹1,000
AUM₹4,508Cr
1Y Returns3.9%

360 ONE Balanced Hybrid Fund Direct Growth

Fund Performance: The 360 ONE Balanced Hybrid Fund comes under the Hybrid category of 360 ONE Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in 360 ONE Balanced Hybrid Fund via lump sum is ₹1,000 and via SIP is ₹1,000.

Min Investment Amt₹1,000
AUM₹862Cr
1Y Returns4.7%

WhiteOak Capital Balanced Hybrid Fund Direct Growth

Fund Performance: The WhiteOak Capital Balanced Hybrid Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Balanced Hybrid Fund via lump sum is ₹500 and via SIP is ₹100.

Min Investment Amt₹500
AUM₹225Cr
1Y Returns7.2%

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