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Balanced Hybrid mutual funds

40% to 60% each in equities and debt. This page lists every Balanced Hybrid scheme (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.

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Schemes
4
Category AUM (AMFI, August 2026)
₹3,045 cr
Net inflow in August
₹1,835 cr
Median 1Y return
2.9%
Median 3Y CAGR
10.4%
Median 5Y CAGR
n/a
Median 3Y rolling
n/a
Median max DD 5Y
n/a

Category AUM and net inflow cover all plans and options of the 4 Balanced Hybrid Fund schemes in AMFI's monthly report for August 2026 (source); net inflow is money invested minus money redeemed during the month.

Balanced Hybrid schemes, Direct plans alphabetical · 4 schemes
SchemeNAV (₹)AUM (₹ cr)TER1Y3Y CAGR5Y CAGR3Y rolling median3Y rolling worst3Y beat-rateStd devMax DD 5YHistory
360 ONE Balanced Hybrid Fund
360 ONE Mutual Fund
13.54667n/a3.7%10.4%n/an/an/an/a7.5%n/a3.0 y
ICICI Prudential Balanced Hybrid Fund
ICICI Prudential Mutual Fund
9.94219n/an/an/an/an/an/an/an/an/a0.2 y
SBI Balanced Hybrid Fund
SBI Mutual Fund
9.911,980n/an/an/an/an/an/an/an/an/a0.1 y
WhiteOak Capital Balanced Hybrid Fund
WhiteOak Capital Mutual Fund
13.602930.71%2.1%n/an/an/an/an/a8.3%n/a2.9 y

Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of a benchmark — not available for this category in MFIC's free data. Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.

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Data & disclosure. Source: AMFI daily NAV file (portal.amfiindia.com) and historical NAVs via mfapi.in; calculations by MFIC. Data as of 2 Oct 2026. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance may or may not be sustained in future. This page is for research and education only and is not investment advice or a recommendation. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).