3 Year Average Returns
Funds on Dhan
36
Balanced Funds are a type of Hybrid Funds that invest in a mix of equity and debt securities. These Funds aim to provide a balanced portfolio that can offer both growth and stability. While these are the best Balanced Funds to invest in, you must know these 3 things before you start investing. ...Read More
Name | 1Y Returns | 3Y Returns  | 5Y Returns |
|---|---|---|---|
| 3.42% | 16.61% | 16.56% | |
| 6.28% | 14.34% | 11.65% | |
| 3.75% | 15.09% | 11.45% | |
| 7.11% | 12.85% | 11.29% | |
| 6.33% | 13.36% | 11.06% | |
| 4.84% | 12.81% | 10.94% | |
| 4.85% | 12.84% | 10.94% | |
| 9.01% | 12.73% | 10.89% | |
| 3.33% | 11.08% | 10.30% | |
| 0.13% | 12.04% | 10.14% | |
| 2.39% | 12.00% | 10.06% | |
| 4.26% | 11.49% | 9.88% | |
| 5.75% | 13.44% | 9.56% | |
| 2.10% | 11.01% | 9.31% | |
| 3.57% | 11.95% | 9.28% | |
| 2.28% | 9.86% | 9.07% | |
| 3.87% | 11.89% | 9.07% | |
| 2.83% | 9.85% | 8.13% | |
| 1.06% | 9.09% | 7.86% | |
| -2.16% | 6.87% | 4.54% | |
| 3.84% | - | - | |
| 1.85% | - | - | |
| 2.47% | 13.05% | - | |
| 4.21% | - | - | |
| 0.45% | 9.92% | - | |
| 6.59% | 13.53% | - | |
| 4.09% | 13.72% | - | |
| 1.42% | 10.82% | - | |
| 5.18% | - | - | |
| 0.79% | - | - | |
| -2.69% | - | - | |
| 6.32% | 13.53% | - | |
| 8.13% | - | - | |
| 2.18% | - | - | |
| - | - | - | |
| 3.37% | 13.59% | - |
1Y Returns
3.42%
3Y Returns
16.61%
5Y Returns
16.56%
1Y Returns
6.28%
3Y Returns
14.34%
5Y Returns
11.65%
1Y Returns
3.75%
3Y Returns
15.09%
5Y Returns
11.45%
1Y Returns
7.11%
3Y Returns
12.85%
5Y Returns
11.29%
1Y Returns
6.33%
3Y Returns
13.36%
5Y Returns
11.06%
1Y Returns
4.84%
3Y Returns
12.81%
5Y Returns
10.94%
1Y Returns
4.85%
3Y Returns
12.84%
5Y Returns
10.94%
1Y Returns
9.01%
3Y Returns
12.73%
5Y Returns
10.89%
1Y Returns
3.33%
3Y Returns
11.08%
5Y Returns
10.30%
1Y Returns
0.13%
3Y Returns
12.04%
5Y Returns
10.14%
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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
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Balanced Funds, also known as Hybrid Funds, work by investing in a mix of equity and debt securities. They aim to offer a balanced exposure to both asset classes, attempting to provide steady income through the debt portion and capital appreciation through the equity portion. This blend helps in managing risk while aiming for moderate growth.
Balanced Funds are typically invested in a diversified portfolio comprising stocks (for growth) and bonds (for income). The equity component targets higher returns by investing in shares of companies across various sectors, while the debt component aims to provide stability and regular income by investing in government securities, corporate bonds, and other fixed-income instruments.
Balanced Funds can give profit through both capital appreciation from their equity investments and interest income from their debt holdings. The actual level of profit depends on the fund's asset allocation, market conditions, and the performance of its underlying investments. However, like all investments, returns are not guaranteed.
No, Balanced Funds are not tax-free. The taxation of Balanced Funds depends on the proportion of equity and debt in the fund. If the equity component is more than 65%, they are taxed like equity funds; otherwise, they are taxed as debt funds. This affects how gains are taxed, whether as capital gains or according to income tax slabs.
No investment is 100% safe, and Balanced Funds are no exception. While they aim to balance risk by diversifying across equity and debt instruments, they still expose you to market risks and the potential for loss, albeit usually with less volatility compared to pure equity funds. They are considered a moderate risk investment option.
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