Best Balanced Mutual Funds

  • No. of Funds
    20
  • Average Return
    10.7% p.a.
Large Cap Fund
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Discover Mutual Funds

What are Balanced Mutual Funds?

Balanced funds, also known as hybrid funds, split their investments between stocks and bonds. This mix provides both growth and income, making them less volatile than pure equity funds. They offer a blend of capital appreciation from stocks and income from bonds, which helps balance risk. Balanced funds are great for investors seeking moderate growth with some level of safety. They suit investors with medium-term goals who want a balanced approach.

Key Benefits of Balanced Mutual Funds:

  • Combines growth potential with income stability.
  • Reduces risk by spreading investments across asset classes.
  • Provides a more stable return than equity-only funds.
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Market winners

Top Balanced Mutual Funds

Fund Name 1 Yr. Return 3 Yr. Return 5 Yr. Return Fund Size Expense Ratio
icici-pru-equity-debt-fund-direct-g
ICICI Pru Equity & Debt Fund - Direct (G) 15.77% 20.98% 26.67% ₹42,340 Cr 0.98%
uti-aggressive-hybrid-fund-direct-g
UTI-Aggressive Hybrid Fund - Direct (G) 15.05% 19.29% 23.04% ₹6,254 Cr 1.21%
quant-absolute-fund-direct-g
Quant Absolute Fund - Direct (G) 3.81% 16.45% 28.19% ₹2,054 Cr 0.71%
kotak-equity-hybrid-fund-direct-g
Kotak Equity Hybrid Fund - Direct (G) 15.46% 18.13% 23.32% ₹7,036 Cr 0.49%
invesco-india-aggressive-hybrid-fund-direct-g
Invesco India Aggressive Hybrid Fund - Direct (G) 17.62% 20.41% 20.09% ₹653 Cr 0.81%
franklin-india-equity-hybrid-fund-direct-g
Franklin India Equity Hybrid Fund - Direct (G) 14.14% 18.31% 21.08% ₹2,131 Cr 0.93%
hdfc-retirement-savings-fund-hybrid-equity-dir-g
HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) 12.98% 18.43% 21.73% ₹1,608 Cr 0.9%
nippon-india-equity-hybrid-fund-direct-g
Nippon India Equity Hybrid Fund - Direct (G) 13.72% 18.16% 21.9% ₹3,811 Cr 1.13%
dsp-aggressive-hybrid-fund-direct-g
DSP Aggressive Hybrid Fund - Direct (G) 20.71% 19.65% 20.45% ₹10,829 Cr 0.67%
bandhan-hybrid-equity-fund -direct-g
Bandhan Aggressive Hybrid Fund - Direct (G) 22.45% 17.75% 21.84% ₹846 Cr 0.99%
icici-pru-equity-debt-fund-direct-g
  • Return 15.77%
  • Fund Size ₹42,340 Cr
  • Expense Ratio 0.98%
uti-aggressive-hybrid-fund-direct-g
  • Return 15.05%
  • Fund Size ₹6,254 Cr
  • Expense Ratio 1.21%
quant-absolute-fund-direct-g
  • Return 3.81%
  • Fund Size ₹2,054 Cr
  • Expense Ratio 0.71%
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Calculate Your Returns from Top Balanced Mutual Funds

Find out how much your investment would have grown to

of
for
in
Total investment 3.2 Crs
Profit 1.22 Crs

Current value 4.43 Crs
This fund has generated an XIRR of 22.14% over the past 3 years
Large Cap Fund
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Understanding Balanced Mutual Funds

How {{fund_type}} work?

Balanced funds mix equities and bonds to provide growth and stability. They adjust based on market conditions.

Why should you invest in {{fund_type}}?

Balanced funds offer a middle ground between risk and reward by combining equities and fixed-income investments. They are ideal for investors who want both growth and income, as the stock portion provides capital appreciation while the bond portion adds stability. These funds adjust asset allocation based on market conditions, aiming for steady returns with less volatility than pure equity funds. Balanced funds are suitable for moderate-risk investors who want a diversified portfolio without the need for active management. They’re a good choice for long-term goals, providing a balanced mix that suits various investment needs.

Who should invest in {{fund_type}}?

Suitable for moderate-risk investors looking for a blend of growth and income.

What are the taxes on {{fund_type}}?

Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).

How to invest in {{fund_type}}?

  1. Open Appreciate account.
  2. Choose the fund you want to invest in.
  3. Make the payment and track your investment.

Frequently Asked Questions about Balanced Mutual Funds

  1. Are {{fund_type}} risky?

    Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.

  2. Should I invest in {{fund_type}}?

    Yes, if you seek a balanced approach with a mix of growth potential and income.

  3. How long should I stay invested in {{fund_type}}?

    Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but for steady returns, holding for a few years is best.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.

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