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Mutual fund analysis · Balanced Hybrid

Balanced Hybrid funds: every scheme, ranked by quarter return

Balanced Hybrid · 5 schemes at Q2 FY27

Q2 FY27: the median Balanced Hybrid fund returned 0% over the quarter; 0 of 2 schemes gained. Best WhiteOak Capital Balanced Hybrid Fund 0%.

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 yearsQuarter return, each quarter since Q3 FY24
1WhiteOak Capital Balanced Hybrid FundWhiteOak Capital0%+2%——
2360 ONE Balanced Hybrid Fund360 ONE−1%+3%——
3ICICI Prudential Balanced Hybrid Fundsince Jul 2026ICICI Prudential————
4SBI Balanced Hybrid Fund since Sep 2026SBI————
5UTI Balanced Hybrid Fundsince Sep 2026UTI————

Joined and left since last quarter

Joined Balanced Hybrid

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