Balanced Hybrid 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 Hybrid funds :

  • UTI Retirement Fund Direct has delivered one of the strongest 5 year returns at 10.45%.
  • The lowest expense ratio is offered by 360 ONE Balanced Hybrid Fund Direct - Growth at 0.45%.
  • Franklin India Retirement Fund Direct-Growth has the highest NAV at ₹231.46, while 360 ONE Balanced Hybrid Fund Regular - Growth has one of the lowest NAV at ₹12.08.
  • In terms of scale, UTI Retirement Fund Direct manages the highest AUM around ₹4,732.16 Cr, whereas WhiteOak Capital Balanced Hybrid Fund Regular - Growth is among the lowest AUM around ₹273.21 Cr.
  • The most affordable entry point is offered by UTI Retirement Fund Direct with a minimum investment of ₹500.

Top Performing Balanced Hybrid Hybrid funds

Scheme NameFund Type / Category1 Year2 Years3 Years4 Years5 Years7 Years10 Years
UTI Retirement Fund DirectHybrid / Balanced Hybrid1.28%5.72%10.98%9.34%10.45%9.57%9.78%
UTI Retirement Fund Regular PlanHybrid / Balanced Hybrid0.70%5.07%10.30%8.64%9.73%8.86%9.09%
Franklin India Retirement Fund Direct-GrowthHybrid / Balanced Hybrid0.97%4.51%9.38%7.93%7.85%8.22%8.49%
Franklin India Retirement Fund Direct-IDCWHybrid / Balanced Hybrid0.97%4.51%9.38%7.93%7.85%8.22%8.49%
UTI Children's Hybrid Fund-Direct PlanHybrid / Balanced Hybrid-1.22%3.64%7.98%6.22%7.53%7.62%8.12%
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₹ 10,000
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Invest for
5 Years

UTI Retirement Fund Direct UTI

Maturity Value
₹631,644
AUM
₹4,732.16 Cr
Expense ratio
1.14%
Current NAV
52.1761
Category
Hybrid
1 Yr Return
1.28%
3 Yr Return
10.98%
5 Yr Return
10.45%
7 Yr Return
9.57%
10 Yr Return
9.78%
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UTI Retirement Fund Regular Plan UTI

Maturity Value
₹629,492
AUM
₹4,732.16 Cr
Expense ratio
1.69%
Current NAV
48.1552
Category
Hybrid
1 Yr Return
0.70%
3 Yr Return
10.30%
5 Yr Return
9.73%
7 Yr Return
8.86%
10 Yr Return
9.09%
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Franklin India Retirement Fund Direct-Growth Franklin Templeton

Maturity Value
₹623,824
AUM
₹508.16 Cr
Expense ratio
1.59%
Current NAV
231.4587
Category
Hybrid
1 Yr Return
0.97%
3 Yr Return
9.38%
5 Yr Return
7.85%
7 Yr Return
8.22%
10 Yr Return
8.49%
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Franklin India Retirement Fund Direct-IDCW Franklin Templeton

Maturity Value
₹623,824
AUM
₹508.16 Cr
Expense ratio
1.59%
Current NAV
17.6077
Category
Hybrid
1 Yr Return
0.97%
3 Yr Return
9.38%
5 Yr Return
7.85%
7 Yr Return
8.22%
10 Yr Return
8.49%
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UTI Children's Hybrid Fund-Direct Plan UTI

Maturity Value
₹622,849
AUM
₹4,442.48 Cr
Expense ratio
1.62%
Current NAV
39.2244
Category
Hybrid
1 Yr Return
-1.22%
3 Yr Return
7.98%
5 Yr Return
7.53%
7 Yr Return
7.62%
10 Yr Return
8.12%
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UTI Children's Hybrid Fund-Regular Plan UTI

Maturity Value
₹622,190
AUM
₹4,442.48 Cr
Expense ratio
1.77%
Current NAV
38.3175
Category
Hybrid
1 Yr Return
-1.38%
3 Yr Return
7.77%
5 Yr Return
7.31%
7 Yr Return
7.40%
10 Yr Return
7.91%
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Franklin India Retirement Fund Regular-IDCW Franklin Templeton

Maturity Value
₹621,321
AUM
₹508.16 Cr
Expense ratio
2.28%
Current NAV
15.9482
Category
Hybrid
1 Yr Return
0.19%
3 Yr Return
8.54%
5 Yr Return
7.02%
7 Yr Return
7.39%
10 Yr Return
7.67%
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Franklin India Retirement Fund Regular-Growth Franklin Templeton

Maturity Value
₹621,321
AUM
₹508.16 Cr
Expense ratio
2.28%
Current NAV
210.0464
Category
Hybrid
1 Yr Return
0.19%
3 Yr Return
8.54%
5 Yr Return
7.02%
7 Yr Return
7.39%
10 Yr Return
7.67%
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360 ONE Balanced Hybrid Fund Regular - Growth 360 ONE

Maturity Value
₹600,187
AUM
₹780.04 Cr
Expense ratio
1.94%
Current NAV
12.0828
Category
Hybrid
1 Yr Return
0.06%
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
₹600,187
AUM
₹780.04 Cr
Expense ratio
1.94%
Current NAV
12.0828
Category
Hybrid
1 Yr Return
0.06%
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
₹604,768
AUM
₹780.04 Cr
Expense ratio
0.45%
Current NAV
12.5453
Category
Hybrid
1 Yr Return
1.56%
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
₹604,768
AUM
₹780.04 Cr
Expense ratio
0.45%
Current NAV
12.5453
Category
Hybrid
1 Yr Return
1.56%
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
₹605,030
AUM
₹273.21 Cr
Expense ratio
1.94%
Current NAV
12.3130
Category
Hybrid
1 Yr Return
1.65%
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
₹609,738
AUM
₹273.21 Cr
Expense ratio
0.65%
Current NAV
12.7710
Category
Hybrid
1 Yr Return
3.20%
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?

    360 ONE Balanced Hybrid Fund Direct - Growth offers one of the lowest expense ratios at 0.45%.

  • Which fund has the highest and lowest NAV?

    Franklin India Retirement Fund Direct-Growth has one of the highest NAVs at ₹231.46, while 360 ONE Balanced Hybrid Fund Regular - Growth has a lower NAV of ₹12.08.

  • Which fund has the highest AUM?

    UTI Retirement Fund Direct manages one of the highest assets under management at ₹4,732.16 Cr.

  • What is the minimum investment required?

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