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 10.29%.
  • The lowest expense ratio is offered by WhiteOak Capital Balanced Hybrid Fund Direct-Growth at 0.63%.
  • Franklin India Retirement Fund Direct-Growth has the highest NAV at ₹239.73, while WhiteOak Capital Balanced Hybrid Fund Regular-Growth has one of the lowest NAV at ₹13.07.
  • In terms of scale, UTI Retirement Fund Direct manages the highest AUM around ₹4,607.75 Cr, whereas WhiteOak Capital Balanced Hybrid Fund Regular-Growth is among the lowest AUM around ₹285.35 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 Hybrid2.14%5.31%10.46%11.90%10.29%10.91%9.75%
UTI Retirement Fund Regular PlanHybrid / Balanced Hybrid1.57%4.68%9.78%11.20%9.59%10.19%9.06%
Franklin India Retirement Fund Direct-GrowthHybrid / Balanced Hybrid0.58%4.12%9.12%10.47%7.90%8.65%8.50%
Franklin India Retirement Fund Direct-IDCWHybrid / Balanced Hybrid0.58%4.12%9.12%10.47%7.90%8.65%8.50%
UTI Children's Hybrid Fund-Direct PlanHybrid / Balanced Hybrid0.07%3.20%7.63%9.17%7.82%8.84%8.17%
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₹ 10,000
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Invest for
5 Years

UTI Retirement Fund Direct UTI

Maturity Value
₹631,184
AUM
₹4,607.75 Cr
Expense ratio
1.09%
Current NAV
54.4532
Category
Hybrid
1 Yr Return
2.14%
3 Yr Return
10.46%
5 Yr Return
10.29%
7 Yr Return
10.91%
10 Yr Return
9.75%
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UTI Retirement Fund Regular Plan UTI

Maturity Value
₹629,063
AUM
₹4,607.75 Cr
Expense ratio
1.63%
Current NAV
50.1985
Category
Hybrid
1 Yr Return
1.57%
3 Yr Return
9.78%
5 Yr Return
9.59%
7 Yr Return
10.19%
10 Yr Return
9.06%
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Franklin India Retirement Fund Direct-Growth Franklin Templeton

Maturity Value
₹623,961
AUM
₹492.20 Cr
Expense ratio
1.46%
Current NAV
239.7288
Category
Hybrid
1 Yr Return
0.58%
3 Yr Return
9.12%
5 Yr Return
7.90%
7 Yr Return
8.65%
10 Yr Return
8.50%
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Franklin India Retirement Fund Direct-IDCW Franklin Templeton

Maturity Value
₹623,961
AUM
₹492.20 Cr
Expense ratio
1.46%
Current NAV
18.2354
Category
Hybrid
1 Yr Return
0.58%
3 Yr Return
9.12%
5 Yr Return
7.90%
7 Yr Return
8.65%
10 Yr Return
8.50%
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UTI Children's Hybrid Fund-Direct Plan UTI

Maturity Value
₹623,716
AUM
₹4,314.95 Cr
Expense ratio
1.45%
Current NAV
41.1544
Category
Hybrid
1 Yr Return
0.07%
3 Yr Return
7.63%
5 Yr Return
7.82%
7 Yr Return
8.84%
10 Yr Return
8.17%
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UTI Children's Hybrid Fund-Regular Plan UTI

Maturity Value
₹623,062
AUM
₹4,314.95 Cr
Expense ratio
1.61%
Current NAV
40.1890
Category
Hybrid
1 Yr Return
-0.09%
3 Yr Return
7.43%
5 Yr Return
7.60%
7 Yr Return
8.61%
10 Yr Return
7.95%
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Franklin India Retirement Fund Regular-IDCW Franklin Templeton

Maturity Value
₹621,463
AUM
₹492.20 Cr
Expense ratio
2.19%
Current NAV
16.4928
Category
Hybrid
1 Yr Return
-0.19%
3 Yr Return
8.28%
5 Yr Return
7.07%
7 Yr Return
7.82%
10 Yr Return
7.68%
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Franklin India Retirement Fund Regular-Growth Franklin Templeton

Maturity Value
₹621,463
AUM
₹492.20 Cr
Expense ratio
2.19%
Current NAV
217.2195
Category
Hybrid
1 Yr Return
-0.19%
3 Yr Return
8.28%
5 Yr Return
7.07%
7 Yr Return
7.82%
10 Yr Return
7.68%
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360 ONE Balanced Hybrid Fund Regular-Growth 360 ONE

Maturity Value
₹613,842
AUM
₹731.36 Cr
Expense ratio
2.19%
Current NAV
13.1009
Category
Hybrid
1 Yr Return
4.55%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
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360 ONE Balanced Hybrid Fund Regular-IDCW 360 ONE

Maturity Value
₹613,842
AUM
₹731.36 Cr
Expense ratio
2.19%
Current NAV
13.1009
Category
Hybrid
1 Yr Return
4.55%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
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360 ONE Balanced Hybrid Fund Direct-Growth 360 ONE

Maturity Value
₹618,660
AUM
₹731.36 Cr
Expense ratio
0.64%
Current NAV
13.6479
Category
Hybrid
1 Yr Return
6.14%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
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360 ONE Balanced Hybrid Fund Direct-IDCW 360 ONE

Maturity Value
₹618,660
AUM
₹731.36 Cr
Expense ratio
0.64%
Current NAV
13.6479
Category
Hybrid
1 Yr Return
6.14%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
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WhiteOak Capital Balanced Hybrid Fund Regular-Growth WhiteOak Capital

Maturity Value
₹609,901
AUM
₹285.35 Cr
Expense ratio
2.18%
Current NAV
13.0740
Category
Hybrid
1 Yr Return
3.25%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
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WhiteOak Capital Balanced Hybrid Fund Direct-Growth WhiteOak Capital

Maturity Value
₹614,736
AUM
₹285.35 Cr
Expense ratio
0.63%
Current NAV
13.6040
Category
Hybrid
1 Yr Return
4.85%
3 Yr Return
-
5 Yr Return
-
7 Yr Return
-
10 Yr Return
-
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Frequently Asked Questions

  • Which fund has the lowest expense ratio?

    WhiteOak Capital Balanced Hybrid Fund Direct-Growth offers one of the lowest expense ratios at 0.63%.

  • Which fund has the highest and lowest NAV?

    Franklin India Retirement Fund Direct-Growth has one of the highest NAVs at ₹239.73, while WhiteOak Capital Balanced Hybrid Fund Regular-Growth has a lower NAV of ₹13.07.

  • Which fund has the highest AUM?

    UTI Retirement Fund Direct manages one of the highest assets under management at ₹4,607.75 Cr.

  • What is the minimum investment required?

    The minimum investment starts from ₹500, offered by UTI Retirement Fund Direct.
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