Balanced Hybrid funds

Looking for top Best Mutual Funds options in the Hybrid space under the Balanced Hybrid segment. Compare performance, NAV, holdings, and risk metrics below to find funds that match your investment objectives.

Key Highlights Balanced Hybrid funds :

  • UTI Retirement Fund Direct has delivered one of the strongest 5 year returns at 11.02%.
  • The lowest expense ratio is offered by 360 ONE Balanced Hybrid Fund Direct-Growth at 0.54%.
  • Franklin India Retirement Fund Direct-Growth has the highest NAV at ₹238.01, while 360 ONE Balanced Hybrid Fund Regular-Growth has one of the lowest NAV at ₹12.66.
  • In terms of scale, UTI Retirement Fund Direct manages the highest AUM around ₹4,475.57 Cr, whereas WhiteOak Capital Balanced Hybrid Fund Regular-Growth is among the lowest AUM around ₹259.85 Cr.
  • The most affordable entry point is offered by UTI Retirement Fund Direct with a minimum investment of ₹500.

Top Performing Balanced Hybrid funds

Scheme NameFund Type / Category1 Year2 Years3 Years4 Years5 Years7 Years10 Years
UTI Retirement Fund DirectHybrid / Balanced Hybrid2.59%6.78%10.92%11.00%11.02%10.31%10.00%
UTI Retirement Fund Regular PlanHybrid / Balanced Hybrid2.01%6.14%10.24%10.29%10.31%9.60%9.31%
Franklin India Retirement Fund Direct-GrowthHybrid / Balanced Hybrid1.73%5.41%9.80%9.38%8.35%8.67%8.68%
Franklin India Retirement Fund Direct-IDCWHybrid / Balanced Hybrid1.73%5.41%9.80%9.38%8.35%8.67%8.68%
UTI Children's Hybrid Fund-Direct PlanHybrid / Balanced Hybrid0.29%4.85%8.22%7.98%8.32%8.40%8.34%
Read More
Sort By:
RSI
AUM
NAV
5 Year
10 Year
A-Z
More
Sort By Field:
YTD
1 Day
1 Week
1 Month
3 Months
6 Months
9 Months
1 Year
2 Year
3 Year
4 Year
7 Year
15 Year
20 Year
Z-A
Sort By
Expand all filters
Fund Category +
Large Cap
ELSS
Thematic-MNC
Large & MidCap
Small Cap
Multi Cap
Mid Cap
Flexi Cap
Thematic-ESG
Thematic
Value Oriented
Sectoral-Technology
Thematic-Consumption
Sectoral-Pharma
Thematic-Dividend Yield
Sectoral-Banking
Sectoral-Infrastructure
International
Thematic-Energy
Thematic-PSU
Aggressive Hybrid
Dynamic Asset Allocation
Balanced Hybrid
Conservative Hybrid
Multi Asset Allocation
Equity Savings
Arbitrage
Medium to Long Duration
Medium Duration
Dynamic Bond
Corporate Bond
Liquid
Low Duration
Long Duration
Banking and PSU
Gilt
Ultra Short Duration
Money Market
Gilt with 10 year Constant Duration
Short Duration
Overnight
Floater
Credit Risk
Fixed Maturity
Target Maturity
Others
Gold
Silver
Sort By +
Mutual Fund Companies +
Minimum Investment +
Dividend Type +
AUM (in Cr) +

Min 0 Cr

Expense Ratio +

Min 0.01%

Risk +
Rating +
Invest
₹ 10,000
Payment Mode
Monthly
Invest for
5 Years

UTI Retirement Fund Direct UTI

Maturity Value
₹633,367
AUM
₹4,475.57 Cr
Expense ratio
1.15%
Current NAV
53.9094
Category
Hybrid
1 Yr Return
2.59%
3 Yr Return
10.92%
5 Yr Return
11.02%
7 Yr Return
10.31%
10 Yr Return
10.00%
Know More
Invest Now

UTI Retirement Fund Regular Plan UTI

Maturity Value
₹631,226
AUM
₹4,475.57 Cr
Expense ratio
1.69%
Current NAV
49.7313
Category
Hybrid
1 Yr Return
2.01%
3 Yr Return
10.24%
5 Yr Return
10.31%
7 Yr Return
9.60%
10 Yr Return
9.31%
Know More
Invest Now

Franklin India Retirement Fund Direct-Growth Franklin Templeton

Maturity Value
₹625,338
AUM
₹484.74 Cr
Expense ratio
1.52%
Current NAV
238.0123
Category
Hybrid
1 Yr Return
1.73%
3 Yr Return
9.80%
5 Yr Return
8.35%
7 Yr Return
8.67%
10 Yr Return
8.68%
Know More
Invest Now

Franklin India Retirement Fund Direct-IDCW Franklin Templeton

Maturity Value
₹625,338
AUM
₹484.74 Cr
Expense ratio
1.52%
Current NAV
18.1056
Category
Hybrid
1 Yr Return
1.73%
3 Yr Return
9.80%
5 Yr Return
8.35%
7 Yr Return
8.67%
10 Yr Return
8.68%
Know More
Invest Now

UTI Children's Hybrid Fund-Direct Plan UTI

Maturity Value
₹625,218
AUM
₹4,186.38 Cr
Expense ratio
1.45%
Current NAV
40.6292
Category
Hybrid
1 Yr Return
0.29%
3 Yr Return
8.22%
5 Yr Return
8.32%
7 Yr Return
8.40%
10 Yr Return
8.34%
Know More
Invest Now

UTI Children's Hybrid Fund-Regular Plan UTI

Maturity Value
₹624,558
AUM
₹4,186.38 Cr
Expense ratio
1.61%
Current NAV
39.6841
Category
Hybrid
1 Yr Return
0.13%
3 Yr Return
8.01%
5 Yr Return
8.10%
7 Yr Return
8.18%
10 Yr Return
8.13%
Know More
Invest Now

Franklin India Retirement Fund Regular-IDCW Franklin Templeton

Maturity Value
₹622,828
AUM
₹484.74 Cr
Expense ratio
2.23%
Current NAV
16.3896
Category
Hybrid
1 Yr Return
0.94%
3 Yr Return
8.96%
5 Yr Return
7.52%
7 Yr Return
7.84%
10 Yr Return
7.86%
Know More
Invest Now

Franklin India Retirement Fund Regular-Growth Franklin Templeton

Maturity Value
₹622,828
AUM
₹484.74 Cr
Expense ratio
2.23%
Current NAV
215.8606
Category
Hybrid
1 Yr Return
0.94%
3 Yr Return
8.96%
5 Yr Return
7.52%
7 Yr Return
7.84%
10 Yr Return
7.86%
Know More
Invest Now

360 ONE Balanced Hybrid Fund Regular-Growth 360 ONE

Maturity Value
₹609,112
AUM
₹714.19 Cr
Expense ratio
2.1%
Current NAV
12.6573
Category
Hybrid
1 Yr Return
2.99%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
Know More
Invest Now

360 ONE Balanced Hybrid Fund Regular-IDCW 360 ONE

Maturity Value
₹609,112
AUM
₹714.19 Cr
Expense ratio
2.1%
Current NAV
12.6573
Category
Hybrid
1 Yr Return
2.99%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
Know More
Invest Now

360 ONE Balanced Hybrid Fund Direct-Growth 360 ONE

Maturity Value
₹613,841
AUM
₹714.19 Cr
Expense ratio
0.54%
Current NAV
13.1598
Category
Hybrid
1 Yr Return
4.55%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
Know More
Invest Now

360 ONE Balanced Hybrid Fund Direct-IDCW 360 ONE

Maturity Value
₹613,841
AUM
₹714.19 Cr
Expense ratio
0.54%
Current NAV
13.1598
Category
Hybrid
1 Yr Return
4.55%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
Know More
Invest Now

WhiteOak Capital Balanced Hybrid Fund Regular-Growth WhiteOak Capital

Maturity Value
₹610,504
AUM
₹259.85 Cr
Expense ratio
2.18%
Current NAV
12.8460
Category
Hybrid
1 Yr Return
3.45%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
Know More
Invest Now

WhiteOak Capital Balanced Hybrid Fund Direct-Growth WhiteOak Capital

Maturity Value
₹615,328
AUM
₹259.85 Cr
Expense ratio
0.66%
Current NAV
13.3420
Category
Hybrid
1 Yr Return
5.04%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
Know More
Invest Now

Frequently Asked Questions

  • Which fund has the lowest expense ratio?

    360 ONE Balanced Hybrid Fund Direct-Growth offers one of the lowest expense ratios at 0.54%.

  • Which fund has the highest and lowest NAV?

    Franklin India Retirement Fund Direct-Growth has one of the highest NAVs at ₹238.01, while 360 ONE Balanced Hybrid Fund Regular-Growth has a lower NAV of ₹12.66.

  • Which fund has the highest AUM?

    UTI Retirement Fund Direct manages one of the highest assets under management at ₹4,475.57 Cr.

  • What is the minimum investment required?

    The minimum investment starts from ₹500, offered by UTI Retirement Fund Direct.
Become Crorepati
Invest ₹10k/Month & Get ₹1 Crore# Returns
No tax on returns under Section 10 (10D)
View Plans
+All savings provided by insurers as per IRDAI approved insurnace plan. Standard T&C apply.
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.