Balanced funds hold stocks, bonds, and sometimes money markets. These hybrid funds usually stick to a relatively stable mix of equities and bonds that reflects either a moderate equity or conservative fixed-income bias. These funds combine equity and debt, providing investors the best of both worlds. Equities boost balanced funds, while debt protects them from downturns. Balanced funds are suited for medium-term investors seeking safety, income, and modest capital appreciation. A minimum and maximum investment in each asset class is normally determined for this form of mutual fund.
Diversification Fund : By investing in this funds allows investors to diversify their portfolios by investing in a number of securities that span equities and debt assets.
Frequently Adjusted Funds :Hybrid fund investments allow the fund manager to modify the fund's portfolio in response to market conditions.
Rebalance:In the event of substantial market swings, these mutual funds are designed to automatically rebalance an investor's portfolio. To preserve success, fund managers might sell stock mutual funds and vice versa.
Low Risks:This mutual funds are less risky than pure equity funds.
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Now let us jump and check about these top 15 mutual fund schemes.
360 ONE Balanced Hybrid Fund
Fund Performance: The 360 ONE Balanced Hybrid Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The 360 ONE Balanced Hybrid Fund Fund comes under the Equity category of 360 ONE Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Balanced Hybrid Fund via lump sum is ₹ 1000 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to generate long term capital appreciation/income by investing in equity and debt instruments.
Scheme Manager: Mayur Patel, Milan Mody, Manumaharaj Saravanaraj, Rohit Vaidyanathan.
Min Amt SIP
: ₹ 100
AUM in ( Cr.)
: ₹ 706.85433
1 Y Return (%)
: 0.00
Risko-Meter : High
WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth
Fund Performance: The WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth Fund comes under the Equity category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth via lump sum is ₹ 500 and via SIP is ₹ 100.
Scheme Objective: The Scheme seeks to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities.
