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Mutual fund analysis · Balanced Hybrid

Balanced Hybrid funds: every scheme, ranked by 5 years return

Balanced Hybrid · 5 schemes at Q2 FY27

Q2 FY27: no Balanced Hybrid scheme has a figure over 5 years, annualized yet.

Rank by
Quarter1 year3 years5 years

An underlined fund opens its page — holdings, what moved it, and how it behaves. Pages exist for the fund houses whose filings we ingest (SBI, HDFC, Nippon India).

#SchemeFund houseQuarter1 year3 years5 years5 years return, each quarter since Q3 FY24
1360 ONE Balanced Hybrid Fundsince Oct 2023360 ONE−1%+3%——
2ICICI Prudential Balanced Hybrid Fundsince Jul 2026ICICI Prudential————
3SBI Balanced Hybrid Fund since Sep 2026SBI————
4UTI Balanced Hybrid Fundsince Sep 2026UTI————
5WhiteOak Capital Balanced Hybrid Fundsince Oct 2023WhiteOak Capital0%+2%——

Joined and left since last quarter

Joined Balanced Hybrid

  • ICICI Prudential Balanced Hybrid Fund
  • SBI Balanced Hybrid Fund
  • UTI Balanced Hybrid Fund