Balanced Hybrid funds in India
8 plans (4 Regular, 4 Direct), rated on their track record against their composite benchmark (50% Nifty 50 TRI + 50% bond funds) and their peers. Data as of 8 Nov 2026.
Equity and debt in roughly equal parts, without arbitrage. Only a few funds exist in this category. SEBI requires balanced hybrid funds to invest 40% to 60% in equities and the rest in debt, without arbitrage.
Regular plans (4)
| Fund | Rating | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|
| 360 ONE Balanced Hybrid Fund360 ONE Mutual Fund · 3.1 yrs | A | 9.5% | +0.9% | 2.19% | ₹647 cr |
| WhiteOak Capital Balanced Hybrid FundWhiteOak Capital Mutual Fund · 3.0 yrs | B | 9.8% | +1.3% | 2.25% | ₹295 cr |
| ICICI Prudential Balanced Hybrid FundICICI Prudential Mutual Fund · 0.3 yrs | – | – | – | 2.21% | ₹217 cr |
| SBI Balanced Hybrid FundSBI Mutual Fund · 0.2 yrs | – | – | – | 2.26% | ₹2,008 cr |
Direct plans (4)
| Fund | Rating | 3Y return | 3Y vs index | Expense ratio | AUM |
|---|---|---|---|---|---|
| 360 ONE Balanced Hybrid Fund360 ONE Mutual Fund · 3.1 yrs | A | 11.2% | +2.4% | 0.67% | ₹647 cr |
| WhiteOak Capital Balanced Hybrid FundWhiteOak Capital Mutual Fund · 3.0 yrs | B | 11.5% | +2.8% | 0.71% | ₹295 cr |
| ICICI Prudential Balanced Hybrid FundICICI Prudential Mutual Fund · 0.3 yrs | – | – | – | 1.14% | ₹217 cr |
| SBI Balanced Hybrid FundSBI Mutual Fund · 0.2 yrs | – | – | – | 1.24% | ₹2,008 cr |
Common questions
What does a balanced hybrid fund invest in?
SEBI requires balanced hybrid funds to invest 40% to 60% in equities and the rest in debt, without arbitrage.
How many balanced hybrid funds beat their index over 3 years?
2 of 2 balanced hybrid funds (Regular plans with 3 years of history) beat their composite benchmark (50% Nifty 50 TRI + 50% bond funds) over the 3 years to 8 Nov 2026.
How are these funds rated?
Each fund is compared only with funds in its category and plan type, on its long-run return over the index, risk-adjusted return, consistency, cost and portfolio. The ratings describe the track record so far; our own backtest found they do not predict future returns.
Ratings describe past track records and are not a recommendation to buy or sell. Read the scheme documents before investing.