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Balanced Hybrid Mutual Funds

Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

  • ⏱ Horizon: Long
  • 🔢 Total funds: 8
  • 💰 Total AUM: 9,698 Cr

Best performing Balanced Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR
360 ONE Balanced Hybrid Fund731.360.791.34%—%—%
WOC Balanced Hybrid Fund281.660.731.31%—%—%
Qsif Hybrid Long-Short Fund104.330.65—%—%—%
Magnum Hybrid Long Short Fund3,461.981.28—%—%—%
Altiva Hybrid Long-Short Fund3,761.211.56—%—%—%
Titanium Hybrid Long-Short Fund483.470.56—%—%—%
iSIF Hybrid Long-Short Fund803.020.74—%—%—%
Apex Hybrid Long-Short Fund71.36——%—%—%

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Overview of Balanced Hybrid Mutual Funds

360 ONE Balanced Hybrid Fund
  • AUM
    ₹ 731.36 Cr.
  • Expense Ratio
    0.79%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 10.86% since inception.
Risk
The fund has been categorised as High by SEBI and has a standard deviation of 6.92% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 44.72% along with the largest allocation towards G-Sec at 14.37%.
WOC Balanced Hybrid Fund
  • AUM
    ₹ 281.66 Cr.
  • Expense Ratio
    0.73%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 11.38% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.42% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 50.02% along with the largest allocation towards Private Banks at 13.04%.
Qsif Hybrid Long-Short Fund
  • AUM
    ₹ 104.33 Cr.
  • Expense Ratio
    0.65%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 5.93% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 50.15% along with the largest allocation towards Investment Banking & Brokerage at 25.35%.
Magnum Hybrid Long Short Fund
  • AUM
    ₹ 3,461.98 Cr.
  • Expense Ratio
    1.28%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Low by SEBI and has a standard deviation of 3.71% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 67.02% along with the largest allocation towards Private Banks at 13.32%.
Altiva Hybrid Long-Short Fund
  • AUM
    ₹ 3,761.21 Cr.
  • Expense Ratio
    1.56%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Low by SEBI and has a standard deviation of 3.57% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 35.4% along with the largest allocation towards Investment Banking & Brokerage at 29.07%.
Titanium Hybrid Long-Short Fund
  • AUM
    ₹ 483.47 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Moderate by SEBI and has a standard deviation of 9.56% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 49.96% along with the largest allocation towards G-Sec at 12.31%.
iSIF Hybrid Long-Short Fund
  • AUM
    ₹ 803.02 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 14.43% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 65.31% along with the largest allocation towards Public Banks at 14.53%.
Apex Hybrid Long-Short Fund
  • AUM
    ₹ 71.36 Cr.
  • Expense Ratio
    0%
  • 5Y CAGR
    0%
Performance
The fund's annualised performance has been 0% since inception.
Risk
The fund has been categorised as Low by SEBI and has a standard deviation of 2.16% vs its category average of 6.12%.
Composition
Equity makes up for the majority of the fund at 42.82% along with the largest allocation towards Investment Banking & Brokerage at 21.72%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.