# Balanced Hybrid funds

40% to 60% each in shares and in debt.

Full page: https://discovermf.com/categories/balanced-hybrid
Figures as of 4 Nov 2026, from DiscoverMF. Information, not investment advice. Past returns do not indicate future returns. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.

5 funds managing ₹7,667 cr. Category averages: +0.7% over one year, +9.4% a year over three years; typical expense ratio 2.22%.

## All funds, by three-year return

| Fund | 1 year | 3 years (a year) | 5 years (a year) | Volatility | Expense ratio | Fund size |
| --- | --- | --- | --- | --- | --- | --- |
| [WhiteOak Capital Balanced Hybrid Fund](https://discovermf.com/funds/whiteoak-capital-balanced-hybrid-fund-152133.md) | -0.0% | +9.5% | — | 7.8% | 2.25% | ₹298 cr |
| [360 ONE Balanced Hybrid Fund](https://discovermf.com/funds/360-one-balanced-hybrid-fund-152075.md) | +1.4% | +9.4% | — | 7.7% | 2.19% | ₹655 cr |
| [ICICI Prudential Balanced Hybrid Fund](https://discovermf.com/funds/icici-prudential-balanced-hybrid-fund-154418.md) | — | — | — | 7.0% | 2.22% | ₹220 cr |
| [SBI Balanced Hybrid Fund](https://discovermf.com/funds/sbi-balanced-hybrid-fund-154615.md) | — | — | — | 8.5% | 2.27% | ₹2,035 cr |
| [UTI Balanced Hybrid Fund](https://discovermf.com/funds/uti-balanced-hybrid-fund-154630.md) | — | — | — | 5.8% | 2.01% | ₹4,458 cr |

## Questions

### How many Balanced Hybrid funds are there?

5 funds, managing ₹7,667 cr between them as of 4 Nov 2026. The largest is UTI Balanced Hybrid Fund, at ₹4,458 cr.

### What return have Balanced Hybrid funds given?

The average Balanced Hybrid fund returned +0.7% over the last year, +9.4% a year over three years. Over the last year the funds ranged from -0.0% to +1.4%. Past returns do not tell you future returns.

### Which Balanced Hybrid fund has the lowest expense ratio?

UTI Balanced Hybrid Fund, at 2.01% a year, against 2.22% 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.

### Which Balanced Hybrid fund has the highest three-year return?

WhiteOak Capital Balanced Hybrid Fund, at +9.5% a year over the last three years, against +9.4% for the average fund. Past returns do not tell you future returns.

### How risky are Balanced Hybrid funds?

Their volatility over the last year averaged 7.7%: 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.