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Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 9 AMFI-registered Open Ended Schemes ( Hybrid Scheme - Balanced Hybrid Fund ) schemes. Category Median 3Y CAGR: +7.18% p.a. • Category Median 3Y Sortino: 0.08.
Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)
Schemes Ranked by 3-Year Sortino Ratio (Downside Risk Efficiency)
| Category Rank | Scheme Name | AMC | Plan | 3Y CAGR | 3Y Sortino | Max Drawdown |
|---|---|---|---|---|---|---|
| #1 | Sundaram Equity Hybrid Fund Direct Plan - Growth (AMFI 119542) | Sundaram Mutual Fund | Direct Plan | +17.30% | 0.98 | -29.68% |
| #2 | Sundaram Equity Hybrid Fund Regular Plan - Growth (AMFI 100617) | Sundaram Mutual Fund | Regular Plan | +16.02% | 0.86 | -50.84% |
| #3 | Sundaram Equity Hybrid Fund Institutional Plan - Income Distribution cum Capital Withdrawal (IDCW) (AMFI 111924) | Sundaram Mutual Fund | Regular Plan | +7.16% | 0.08 | -18.35% |
| #4 | Sundaram Equity Hybrid Fund Direct Plan - Income Distribution cum Capital Withdrawal (IDCW) (AMFI 119545) | Sundaram Mutual Fund | Direct Plan | +7.18% | 0.06 | -34.96% |
| #5 | Sundaram Equity Hybrid Fund Regular Plan - Income Distribution cum Capital Withdrawal (IDCW) (AMFI 101472) | Sundaram Mutual Fund | Regular Plan | +4.73% | -0.15 | -60.47% |
| — | ICICI Prudential Balanced Hybrid Fund - Direct Plan - Growth (AMFI 154417) | ICICI Prudential Mutual Fund | Direct Plan | N/A | N/A | -5.47% |
| — | ICICI Prudential Balanced Hybrid Fund - Direct Plan - IDCW (AMFI 154420) | ICICI Prudential Mutual Fund | Direct Plan | N/A | N/A | -5.47% |
| — | ICICI Prudential Balanced Hybrid Fund - Growth (AMFI 154418) | ICICI Prudential Mutual Fund | Regular Plan | N/A | N/A | -5.77% |
| — | ICICI Prudential Balanced Hybrid Fund - IDCW (AMFI 154419) | ICICI Prudential Mutual Fund | Regular Plan | N/A | N/A | -5.77% |
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