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 10.25%.
  • 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 ₹235.95, while 360 ONE Balanced Hybrid Fund Regular-Growth has one of the lowest NAV at ₹12.68.
  • In terms of scale, UTI Retirement Fund Direct manages the highest AUM around ₹4,629.57 Cr, whereas WhiteOak Capital Balanced Hybrid Fund Regular-Growth is among the lowest AUM around ₹281.66 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 Hybrid0.26%5.94%10.45%10.84%10.25%10.18%9.84%
UTI Retirement Fund Regular PlanHybrid / Balanced Hybrid-0.31%5.30%9.77%10.15%9.54%9.46%9.15%
UTI Children's Hybrid Fund-Direct PlanHybrid / Balanced Hybrid-1.86%3.91%7.70%8.00%7.81%8.31%8.21%
Franklin India Retirement Fund Direct-GrowthHybrid / Balanced Hybrid-0.53%4.40%9.23%9.46%7.76%8.55%8.53%
Franklin India Retirement Fund Direct-IDCWHybrid / Balanced Hybrid-0.53%4.40%9.23%9.46%7.76%8.55%8.53%
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₹ 10,000
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Invest for
5 Years

UTI Retirement Fund Direct UTI

Maturity Value
₹631,048
AUM
₹4,629.57 Cr
Expense ratio
1.04%
Current NAV
53.5244
Category
Hybrid
1 Yr Return
0.26%
3 Yr Return
10.45%
5 Yr Return
10.25%
7 Yr Return
10.18%
10 Yr Return
9.84%
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UTI Retirement Fund Regular Plan UTI

Maturity Value
₹628,923
AUM
₹4,629.57 Cr
Expense ratio
1.58%
Current NAV
49.3629
Category
Hybrid
1 Yr Return
-0.31%
3 Yr Return
9.77%
5 Yr Return
9.54%
7 Yr Return
9.46%
10 Yr Return
9.15%
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UTI Children's Hybrid Fund-Direct Plan UTI

Maturity Value
₹623,700
AUM
₹4,329.97 Cr
Expense ratio
1.51%
Current NAV
40.4298
Category
Hybrid
1 Yr Return
-1.86%
3 Yr Return
7.70%
5 Yr Return
7.81%
7 Yr Return
8.31%
10 Yr Return
8.21%
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Franklin India Retirement Fund Direct-Growth Franklin Templeton

Maturity Value
₹623,553
AUM
₹496.83 Cr
Expense ratio
1.49%
Current NAV
235.9495
Category
Hybrid
1 Yr Return
-0.53%
3 Yr Return
9.23%
5 Yr Return
7.76%
7 Yr Return
8.55%
10 Yr Return
8.53%
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Franklin India Retirement Fund Direct-IDCW Franklin Templeton

Maturity Value
₹623,553
AUM
₹496.83 Cr
Expense ratio
1.49%
Current NAV
17.9484
Category
Hybrid
1 Yr Return
-0.53%
3 Yr Return
9.23%
5 Yr Return
7.76%
7 Yr Return
8.55%
10 Yr Return
8.53%
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UTI Children's Hybrid Fund-Regular Plan UTI

Maturity Value
₹623,044
AUM
₹4,329.97 Cr
Expense ratio
1.67%
Current NAV
39.4862
Category
Hybrid
1 Yr Return
-2.02%
3 Yr Return
7.49%
5 Yr Return
7.59%
7 Yr Return
8.09%
10 Yr Return
7.99%
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Franklin India Retirement Fund Regular-IDCW Franklin Templeton

Maturity Value
₹621,057
AUM
₹496.83 Cr
Expense ratio
2.23%
Current NAV
16.2419
Category
Hybrid
1 Yr Return
-1.29%
3 Yr Return
8.40%
5 Yr Return
6.94%
7 Yr Return
7.72%
10 Yr Return
7.71%
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Franklin India Retirement Fund Regular-Growth Franklin Templeton

Maturity Value
₹621,057
AUM
₹496.83 Cr
Expense ratio
2.23%
Current NAV
213.9155
Category
Hybrid
1 Yr Return
-1.29%
3 Yr Return
8.40%
5 Yr Return
6.94%
7 Yr Return
7.72%
10 Yr Return
7.71%
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360 ONE Balanced Hybrid Fund Regular-Growth 360 ONE

Maturity Value
₹603,508
AUM
₹734.47 Cr
Expense ratio
2.1%
Current NAV
12.6797
Category
Hybrid
1 Yr Return
1.15%
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
₹603,508
AUM
₹734.47 Cr
Expense ratio
2.1%
Current NAV
12.6797
Category
Hybrid
1 Yr Return
1.15%
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
₹608,174
AUM
₹734.47 Cr
Expense ratio
0.54%
Current NAV
13.1932
Category
Hybrid
1 Yr Return
2.69%
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
₹608,174
AUM
₹734.47 Cr
Expense ratio
0.54%
Current NAV
13.1932
Category
Hybrid
1 Yr Return
2.69%
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
₹604,832
AUM
₹281.66 Cr
Expense ratio
2.51%
Current NAV
12.8100
Category
Hybrid
1 Yr Return
1.59%
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
₹609,548
AUM
₹281.66 Cr
Expense ratio
0.99%
Current NAV
13.3140
Category
Hybrid
1 Yr Return
3.14%
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 0.54%.

  • Which fund has the highest and lowest NAV?

    Franklin India Retirement Fund Direct-Growth has one of the highest NAVs at ₹235.95, while 360 ONE Balanced Hybrid Fund Regular-Growth has a lower NAV of ₹12.68.

  • Which fund has the highest AUM?

    UTI Retirement Fund Direct manages one of the highest assets under management at ₹4,629.57 Cr.

  • What is the minimum investment required?

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