Balanced Hybrid funds

4 Direct-plan Growth funds ranked.

Median 1 year
+2.90%
Median 3Y CAGR
—
Median 5Y CAGR
—
Median volatility 1Y
7.5%
Median Sharpe (3Y)
—
Median 5Y SIP
—
Median expense ratio
1.04%
Median AUM (Cr)
228

Best over 3 years

Not enough history

Best over 5 years

Not enough history

All Balanced Hybrid funds

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FundNAV3M6M1Y3Y CAGR5Y CAGRSharpeVol 1YExp. ratioAUM (Cr)Rank 1Y
360 ONE Balanced Hybrid Fund
360 ONE Mutual Fund
13.54 -1.19% 8.84% 3.73% — — — 7.3% 0.62% 416 1/4
WhiteOak Capital Balanced Hybrid Fund
WhiteOak Capital Mutual Fund
13.60 -0.63% 7.58% 2.07% — — — 7.6% 0.71% 41 2/4
ICICI Prudential Balanced Hybrid Fund
ICICI Prudential Mutual Fund
9.94 — — — — — — — 1.37% — —
SBI Balanced Hybrid Fund
SBI Mutual Fund
9.91 — — — — — — — 3.57% — —

Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.