Balanced Hybrid Mutual Funds — Live NAV & Returns
There are 5 Balanced Hybrid Fund schemes (hybrid category) in Trustner’s fund research universe. Live AMFI NAV, 1-year return and AUM are listed below for every scheme — open any fund for its full return history, risk metrics and peer comparison.
| Scheme | NAV (₹) | AUM | 1Y Return | 3Y CAGR | TER |
|---|---|---|---|---|---|
SBI Balanced Hybrid Fund - Regular Plan - Growth SBI Mutual Fund | ₹9.8476 | ₹1.9K Cr | — | — | 0.00% |
360 ONE Balanced Hybrid Fund - Regular Plan - GROWTH Option 360 ONE Mutual Fund | ₹12.9583 | ₹685 Cr | +2.16% | — | 2.19% |
WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth Option WhiteOak Capital Mutual Fund | ₹13.037 | ₹301 Cr | +0.51% | — | 2.26% |
ICICI Prudential Balanced Hybrid Fund - Regular Plan - Growth ICICI Prudential Mutual Fund | ₹9.88 | ₹208 Cr | — | — | — |
UTI Balanced Hybrid Fund UTI Mutual Fund | ₹9.8838 | ₹0 Cr | — | — | 0.00% |
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Balanced Hybrid funds — frequently asked questions
What is a Balanced Hybrid fund?
Balanced Hybrid funds hold a roughly balanced mix of equity and debt, aiming for moderate growth with lower volatility than a pure equity fund.
How many Balanced Hybrid mutual funds are there?
There are about 5 Balanced Hybrid schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.
Who should consider Balanced Hybrid funds?
Balanced Hybrid funds suit investors who want a mix of growth and stability in one scheme — often a gentler way to hold some equity — for a medium-term horizon.
How can I invest in Balanced Hybrid funds?
You can invest in Balanced Hybrid funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.
How are Balanced Hybrid funds taxed?
Taxation depends on the fund's equity exposure — equity-oriented funds follow equity rules, others may be taxed at your slab. Because rules change and depend on specifics, confirm the treatment with a Chartered Accountant.
For information and research only — not investment advice or a recommendation of any scheme. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.
Disclaimer: The information on this page is for educational and research purposes only and does NOT constitute investment advice as defined under SEBI (Investment Advisers) Regulations, 2013. Trustner Asset Services Pvt. Ltd. is an AMFI Registered Mutual Fund Distributor (ARN-286886) and recommends Regular plans only. Fund data is sourced from AMFI / MFAPI and refreshed periodically; verify with the AMC before investing.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Past performance does not guarantee future returns. · AMFI Registered Mutual Fund Distributor and SIF Distributor; APMI Registered PMS Distributor | ARN-286886 · Investors are advised to deal only with SEBI Registered Mutual Fund Distributors. Please verify the registration status at www.amfiindia.com.