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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
HybridHighNA-1.0%13.2%14.3%--₹4,632
-
Bandhan Asset Allocation Moderate Fund
HybridHigh43.270.411.1%12.5%12.0%--₹19
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
HybridHigh238.881.452.3%11.7%11.2%--₹513
Exit load of 3% if redeemed before the age of 58 yrs.
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UTI Children's Hybrid Fund
HybridHighNA-0.3%9.9%11.7%--₹4,492
-
360 ONE Balanced Hybrid Fund
HybridHigh13.010.452.1%NANA--₹853
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 HighNA-2.5%NANA--₹215
-
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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 13.16% 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₹4,632Cr
1Y Returns1.0%

Bandhan Asset Allocation Moderate Direct Growth

Fund Performance: The Bandhan Asset Allocation Moderate Fund has given 12.5% annualized returns in the past three years and 11.99% 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₹19Cr
1Y Returns1.1%

Franklin India Retirement Fund Direct Growth

Fund Performance: The Franklin India Retirement Fund has given 11.68% annualized returns in the past three years and 11.23% 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 Returns2.3%

UTI Children's Hybrid Fund Direct Plan

Fund Performance: The UTI Children's Hybrid Fund has given 9.87% annualized returns in the past three years and 11.7% 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₹4,492Cr
1Y Returns0.3%

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₹853Cr
1Y Returns2.1%

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₹215Cr
1Y Returns2.5%

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