Best Balanced Hybrid Funds in India
2 balanced hybrid funds in India, ranked on Sharpe ratio. Income with less volatility than equity?
Ranked on risk-adjusted return, not raw return — the point of this group is smoother outcomes.
Balanced Hybrid Funds ranked by Sharpe ratio
| # | Fund | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | 360 ONE Balanced Hybrid Fund- Direct Plan - GrowthBronze | — | -6.7% | — | — | +7.73% | ₹726 Cr | 0.62% |
| 2 | WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth | — | -8.4% | — | — | +7.04% | ₹294 Cr | 0.72% |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. “3Y typical” is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; “3Y loss odds” is the share of those periods that ended down. “Beat peers” is the share in which it beat its category's median, and “worst fall” is its deepest peak-to-trough drop. Open a fund for the full distribution. Click any numeric column to re-sort; funds with no value for that column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Eligibility: Direct, Growth only, minimum AUM ₹100 Cr, at least 1 year(s) old. Past performance. Returns for 3y/5y are annualised (CAGR) and are withheld where the NAV series does not support the period.
Balanced Hybrid Funds — FAQs
Why rank these on risk-adjusted return?
The purpose of this group is a smoother path, not the highest possible number. A fund that earned slightly less with much less volatility is doing the job better, which is what a risk-adjusted measure captures and a raw return does not.
What risks do debt funds carry?
Two main ones. Interest-rate risk: when yields rise, existing bonds fall in value, and longer-duration funds move more. Credit risk: a borrower may be downgraded or default, which affects the NAV directly. Categories differ substantially in how much of each they take.