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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.
Market winners
| Fund Name | 1 Yr. Return | 3 Yr. Return | 5 Yr. Return | Fund Size | Expense Ratio | ||
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ICICI Pru Equity & Debt Fund - Direct (G) | 10.39% | 23.57% | 26.04% | ₹43,159 Cr | 0.97% | |
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UTI-Aggressive Hybrid Fund - Direct (G) | 7.72% | 21.05% | 22.23% | ₹6,254 Cr | 1.23% | |
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Quant Absolute Fund - Direct (G) | -0.98% | 18.8% | 26.58% | ₹2,102 Cr | 0.69% | |
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Kotak Equity Hybrid Fund - Direct (G) | 7.59% | 20.19% | 22.43% | ₹7,413 Cr | 0.48% | |
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Invesco India Aggressive Hybrid Fund - Direct (G) | 9.19% | 22.57% | 19.61% | ₹704 Cr | 0.79% | |
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Franklin India Equity Hybrid Fund - Direct (G) | 8.03% | 20.26% | 20.29% | ₹2,187 Cr | 0.98% | |
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HDFC Retirement Savings Fund-Hybrid Equity-Dir (G) | 5.77% | 19.95% | 20.85% | ₹1,657 Cr | 0.9% | |
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Nippon India Equity Hybrid Fund - Direct (G) | 7% | 20.24% | 20.65% | ₹3,897 Cr | 1.13% | |
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DSP Aggressive Hybrid Fund - Direct (G) | 11.72% | 21.49% | 19.45% | ₹11,104 Cr | 0.66% | |
 |
Bandhan Aggressive Hybrid Fund - Direct (G) | 13.11% | 19.8% | 21.18% | ₹904 Cr | 0.96% |
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Understanding Balanced Mutual Funds
Balanced funds mix equities and bonds to provide growth and stability. They adjust based on market conditions.
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.
Suitable for moderate-risk investors looking for a blend of growth and income.
Short term capital gains on {{fund_type}} mutual funds are 15%, while long term capital gains are 12.5% (above ₹1.25 lakh).
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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