Shares and bonds in about equal parts. 40% to 60% each in shares and in debt.
Ranked by three-year return; funds without that figure at the end
Ranked by three-year return, the top two are WhiteOak Capital Balanced Hybrid Fund (+9.2% a year) and 360 ONE Balanced Hybrid Fund (+9.1% a year). Past returns do not tell you future returns.
WhiteOak Capital Balanced Hybrid Fund WhiteOak Capital | -0.7% | +9.2% | — | 1/2 | 2.25% | ₹295 cr |
360 ONE Balanced Hybrid Fund 360 ONE | +0.5% | +9.1% | — | 2/2 | 2.19% | ₹651 cr |
ICICI Prudential Balanced Hybrid Fund ICICI Prudential | — | — | — | — | 2.33% | ₹219 cr |
| — | — | — | — | 2.27% | ₹2,016 cr | |
| — | — | — | — | 2.01% | ₹4,432 cr |
Answered from the figures above, updated every business day
5 funds, managing ₹7,613 cr between them as of 3 Nov 2026. The largest is UTI Balanced Hybrid Fund, at ₹4,432 cr.
The average Balanced Hybrid fund returned -0.1% over the last year, +9.2% a year over three years. Over the last year the funds ranged from -0.7% to +0.5%. Past returns do not tell you future returns.
UTI Balanced Hybrid Fund, at 2.01% a year, against 2.25% for the average fund in the category. The expense ratio is taken out of the fund every day, so every return shown is already after it.
WhiteOak Capital Balanced Hybrid Fund, at +9.2% a year over the last three years, against +9.2% for the average fund. Past returns do not tell you future returns.
Their volatility over the last year averaged 7.6%: the higher it is, the more the price swings from day to day. 2 of 5 carry the riskometer level Very High, on SEBI's six-step scale from Low to Very High.
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NAV, expense ratio and fund disclosures as published by AMFI and the fund houses; prices as of 3 Nov 2026. Figures are computed independently and may differ from a fund house's own factsheet.
DiscoverMF is an information and analytics service. Nothing here is investment advice, a recommendation, or an offer to buy or sell any scheme. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past performance does not indicate future returns.