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Open Ended Schemes ( Hybrid Schemes - Balanced Hybrid Fund ) Mutual Funds in India
Quantitative risk-adjusted comparison across 15 AMFI-registered Open Ended Schemes ( Hybrid Schemes - Balanced Hybrid Fund ) schemes. Category Median 3Y CAGR: +10.64% p.a. • Category Median 3Y Sortino: 0.76.
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 | 360 ONE Balanced Hybrid Fund - Direct Plan - IDCW (AMFI 152073) | 360 ONE Mutual Fund | Direct Plan | +11.33% | 0.91 | -6.67% |
| #2 | 360 ONE Balanced Hybrid Fund- Direct Plan - Growth (AMFI 152076) | 360 ONE Mutual Fund | Direct Plan | +11.33% | 0.91 | -6.67% |
| #3 | WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth (AMFI 152132) | WhiteOak Capital Mutual Fund | Direct Plan | +11.64% | 0.91 | -8.39% |
| #4 | WhiteOak Capital Balanced Hybrid Fund Regular Plan Growth (AMFI 152133) | WhiteOak Capital Mutual Fund | Regular Plan | +9.96% | 0.61 | -8.88% |
| #5 | 360 ONE Balanced Hybrid Fund - Regular Plan - Growth (AMFI 152075) | 360 ONE Mutual Fund | Regular Plan | +9.67% | 0.59 | -7.25% |
| #6 | 360 ONE Balanced Hyrbrid fund - Regular Plan - IDCW (AMFI 152074) | 360 ONE Mutual Fund | Regular Plan | +9.67% | 0.59 | -7.25% |
| — | SBI Balance Hybrid Fund - Direct Plan - Growth (AMFI 154618) | SBI Mutual Fund | Direct Plan | N/A | N/A | -3.90% |
| — | SBI Balance Hybrid Fund - Direct Plan - IDCW (AMFI 154617) | SBI Mutual Fund | Direct Plan | N/A | N/A | -3.90% |
| — | SBI Balance Hybrid Fund - Regular Plan - IDCW (AMFI 154616) | SBI Mutual Fund | Regular Plan | N/A | N/A | -4.03% |
| — | SBI Balanced Hybrid Fund - Regular Plan - Growth (AMFI 154615) | SBI Mutual Fund | Regular Plan | N/A | N/A | -4.03% |
| — | UTI Balanced Hybrid Fund-Direct Plan payout of IDCW Option (AMFI 154629) | UTI Mutual Fund | Direct Plan | N/A | N/A | -3.12% |
| — | UTI Balanced Hybrid Fund-Direct Plan Growth Option (AMFI 154628) | UTI Mutual Fund | Direct Plan | N/A | N/A | -3.12% |
| — | UTI Balanced Hybrid Fund-Regular Plan Growth Option (AMFI 154630) | UTI Mutual Fund | Regular Plan | N/A | N/A | -3.25% |
| — | UTI Balanced Hybrid Fund-Regular Plan payout of IDCW Option (AMFI 154631) | UTI Mutual Fund | Regular Plan | N/A | N/A | -3.25% |
| — | WhiteOak Capital Balanced Hybrid Fund Direct Plan IDCW (AMFI 154846) | WhiteOak Capital Mutual Fund | Direct Plan | N/A | N/A | -2.09% |
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