Balanced Hybrid Fund Funds
Detailed analysis of 5 Balanced Hybrid Fund mutual funds with comprehensive performance metrics and investment insights.
What are Balanced Hybrid Fund Funds?
Balanced Hybrid Fund funds are a specialized category within Hybrid mutual funds, designed for specific investment objectives and risk profiles. These funds collectively manage assets worth ₹1.52L Cr across 5 different schemes.
With an average expense ratio of 0.70%, Balanced Hybrid Fund funds offer cost-effective investment options for various types of investors. The category has demonstrated average returns of 6.49% over 1 year and 4.38% over 3 years.
All Balanced Hybrid Fund Funds
| Fund Name | AMC | AUM | Expense | 1Y Return | 3Y Return | NAV |
|---|---|---|---|---|---|---|
| NIPPON INDIA BALANCED ADVANTAGE FUND - DIRECT Plan - IDCW Option
Plan: IDCW | Nippon India Mutual Fund | ₹1.08K Cr | 1.00% | 2.51% | 7.98% | ₹46.37 |
| Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Growth Option
Plan: Growth | Nippon India Mutual Fund | ₹1.04L Cr | 1.00% | 8.43% | 13.93% | ₹205.73 |
| 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW
Plan: IDCW | 360 ONE Mutual Fund | ₹24.84 Cr | 0.45% | 6.22% | 0.00% | ₹13.16 |
| 360 ONE Balanced Hybrid Fund- Direct Plan - Growth
Plan: Growth | 360 ONE Mutual Fund | ₹44.48K Cr | 0.45% | 6.22% | 0.00% | ₹13.16 |
| WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth
Plan: Growth | WhiteOak Capital Mutual Fund | ₹3.16K Cr | 0.62% | 9.09% | 0.00% | ₹13.55 |
Key Investment Insights
Average Performance
Balanced Hybrid Fund funds have delivered an average return of 6.49% over 1 year, with the category's expense ratio averaging 0.70%.
Market Coverage
With 5 funds managing ₹1.52L Cr, this subcategory offers diverse investment options across various fund houses.
Investment Strategy
Balanced Hybrid Fund funds are part of the Hybrid category, designed for investors seeking balanced investment approach.