Balanced Hybrid Fund
SEBI’s rule: 40% to 60% each in shares and in debt, with no arbitrage. Source: SEBI
- Schemes
- 5
- Fund houses
- 5
- Launched between
- 2023 and 2026
Source: fund houses’ disclosures, as of 28 Oct 2026.
- Moderately High 1
- High 2
- Very High 2
Riskometer levels as shown on each fund’s page, read by Felix on 28 Oct 2026.
Every scheme, Regular plan – Growth
Order
Sorted A to Z (default)
Fund house
Benchmark, as each SID names it
| Scheme | Benchmark | Assets, ₹ cr (30 Sep 2026) | SIP from, ₹ | Launched | Riskometer |
|---|---|---|---|---|---|
| 360 ONE Balanced Hybrid Fund | NIFTY 50 Hybrid Composite Debt 50:50 Index | 667 | 1,000 | 2023 | High |
| ICICI Prudential Balanced Hybrid Fund | CRISIL Hybrid 50+50 Moderate Index | 219 | Not reported | 2026 | Very High |
| SBI Balanced Hybrid Fund | NIFTY 50 Hybrid Composite Debt 50:50 Index | 1,980 | Not reported | 2026 | High |
| UTI Balanced Hybrid Fund | NIFTY 50 Hybrid Composite Debt 50:50 Index | 160 | Not reported | 2026 | Moderately High |
| WhiteOak Capital Balanced Hybrid Fund | CRISIL Hybrid 50+50 Moderate Index | 294 | 100 | 2023 | Very High |
Regular plan – Growth for every scheme. Source: fund houses’ disclosures; assets at month-end 30 Sep 2026; SIP minimums as of 28 Oct 2026; benchmarks as each SID names them.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.