Balanced hybrid mutual fund

Mon, 18 May 2026 00:00:00 +0000

A balanced hybrid mutual fund is a SEBI-categorised hybrid mutual fund scheme that maintains 40-60 per cent allocation to equity and equity-related instruments, with 40-60 per cent allocation to debt and money-market instruments. The category sits structurally between aggressive hybrid funds (65-80 per cent equity) and conservative hybrid funds (10-25 per cent equity), targeting investors who want balanced equity-debt exposure with moderate risk-return characteristics.

The category was formalised under the SEBI October 2017 categorisation framework and is one of the seven hybrid scheme sub-categories. For Indian retail investors seeking a single-scheme approach to balanced allocation, balanced hybrid funds offer simpler portfolio management than holding separate equity and debt schemes, with the AMC’s investment team handling the rebalancing.

Balanced Hybrid on WebNotes

Balanced hybrid mutual fund