Top Hybrid Funds

Best Balanced Mutual Funds

These funds tend to invest equal amounts in debt and equity for a perfectly balanced portfolio.
Equity Exposure: Maximum 50%Growth with Stability: 12% - 14%
Know more about  Balanced Mutual Funds
1Y return
HDFC Balanced Advantage Fund Direct Plan Growth Option
HDFC Balanced Advantage Fund Direct Plan Growth Option
35.99%
AUM ₹42776 Cr Expense 1.02%
SBI Dynamic Asset Allocation Direct Growth
SBI Dynamic Asset Allocation Direct Growth
26.42%
AUM ₹644 Cr Expense 0.95%
Edelweiss Balanced Advantage Fund Direct Plan Growth
Edelweiss Balanced Advantage Fund Direct Plan Growth
24.41%
AUM ₹6331 Cr Expense 0.45%
Tata Balanced Advantage Fund Direct Growth
Tata Balanced Advantage Fund Direct Growth
21.66%
AUM ₹3849 Cr Expense 0.3%
Nippon India Balanced Advantage Fund Direct Growth Plan
Nippon India Balanced Advantage Fund Direct Growth Plan
21.39%
AUM ₹5130 Cr Expense 0.6%
Axis Balanced Advantage Fund Direct Growth
Axis Balanced Advantage Fund Direct Growth
20.24%
AUM ₹1789 Cr Expense 0.87%
IDFC Balanced Advantage Direct Growth
IDFC Balanced Advantage Direct Growth
20.1%
AUM ₹2743 Cr Expense 0.55%
Baroda Dynamic Equity Fund Direct Growth
Baroda Dynamic Equity Fund Direct Growth
20%
AUM ₹1536 Cr Expense 0.8%
ICICI Prudential Balanced Advantage Fund Direct Plan Growth
ICICI Prudential Balanced Advantage Fund Direct Plan Growth
18.3%
AUM ₹36816 Cr Expense 1%
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
Aditya Birla Sun Life Balanced Advantage Fund Direct Plan Growth Option
18.25%
AUM ₹6332 Cr Expense 0.59%
Invesco India Dynamic Equity Fund Direct Plan Growth
Invesco India Dynamic Equity Fund Direct Plan Growth
17.7%
AUM ₹693 Cr Expense 1.03%
Kotak Balanced Advantage Fund Direct Growth
Kotak Balanced Advantage Fund Direct Growth
17.68%
AUM ₹11813 Cr Expense 0.45%
BNP Paribas Dynamic Equity Fund Direct Growth
BNP Paribas Dynamic Equity Fund Direct Growth
15.47%
AUM ₹370 Cr Expense 0.52%
Shriram Balanced Advantage Fund Direct Growth
Shriram Balanced Advantage Fund Direct Growth
14.8%
AUM ₹49 Cr Expense 0.6%
Principal Balanced Advantage Fund - Direct Plan - Growth Option
Principal Balanced Advantage Fund - Direct Plan - Growth Option
14.23%
AUM ₹292 Cr Expense 0.77%
Union Balanced Advantage Fund Direct Growth
Union Balanced Advantage Fund Direct Growth
14.11%
AUM ₹1552 Cr Expense 0.9%
DSP Dynamic Asset Allocation Fund Direct Growth
DSP Dynamic Asset Allocation Fund Direct Growth
12.76%
AUM ₹4516 Cr Expense 0.6%
L&T Balanced Advantage Fund Direct Plan Growth Option
L&T Balanced Advantage Fund Direct Plan Growth Option
12.76%
AUM ₹2120 Cr Expense 0.69%
Motilal Oswal Dynamic Fund Direct Plan Growth Option
Motilal Oswal Dynamic Fund Direct Plan Growth Option
11.61%
AUM ₹1144 Cr Expense 0.98%
BOI AXA Balanced Advantage Direct Growth
BOI AXA Balanced Advantage Direct Growth
10.11%
AUM ₹61 Cr Expense 1.76%
 

What are Best Balanced Funds?

If you plan to invest in the market’s potential and minimise your investment risk, then Top Balanced Funds are the best option for you. Most of the Best Balanced Funds India invest 50 - 70% in equity instruments and the rest in Debt instruments. If the equity portion is more than 65%, then the fund is called Equity Oriented Balanced Mutual Fund, and if the equity allocation is below 65%, then it is termed as Debt oriented Balanced Mutual Fund.

Advantages of Investing in Best Balanced Mutual Funds

Things to be considered before investing

How to start investing online in best-balanced funds?

STEP 1
Download the INDmoney App
STEP 2
Create your profile
STEP 3
Select any best balanced fund from our catalogue
STEP 4
Choose between Starting a SIP or One time lumpsum
STEP 5
Complete the payment process

Taxability of Best Balanced Mutual Fund

Equity-oriented Balanced funds have a larger portion of their assets (at least 65%) invested in equity and qualify for the same tax treatment as equity funds. This means any capital gains are taxed at the rate of 15% if held for less than 1 year at the STCG tax rate. Investments held for more than 1 year, qualify for a LTCG tax rate of 10%, with tax exemption on gains up to Rs 1 lakh.
Debt-oriented balanced funds are treated like debt mutual funds for taxation purposes. Investments less than 3 years are considered short-term and taxed at the slab rate. But if the holding period exceeds three years, the gains are considered as long term and are taxed at 20% after indexation benefit.

Outlook

Top Balanced Mutual Funds invests both in Equity Instruments and Debt Instruments. The debt instruments add stability to the fund as the return from the debt instrument is fixed and stable. While on the other hand, the equity instruments help the fund enjoy capital appreciation in the long run.

Frequently Asked Questions

What are Balanced funds?

How to invest in Balanced mutual funds online?

How are Balanced funds taxed?

Can Balanced mutual funds pay dividends?

How to choose the correct Balanced hybrid funds to invest in?

What are the risks involved in investing in Balanced hybrid funds?

How long should I remain invested in Balanced funds?

Where do Balanced mutual funds invest?

How much money should I invest in a Balanced fund?

What are the expected Balanced funds returns?

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