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Balanced hybrid
Hybrid funds with contained volatility and 10%+ three-year CAGR.
Funds matching
42
Best 3Y CAGR
+20.75%
Ranked by
3Y CAGR
What this screen looks for
- Category is hybrid
- Volatility below 10%
- 3Y CAGR above 10%
- Plan is Direct
category = hybrid AND volatility < 10 AND 3y cagr > 10% AND plan = DirectTop matches by 3Y CAGR
2042 funds match this screen; the 20 best by 3Y CAGR are shown. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Nippon India Multi Asset Allocation Fund Nippon India | ★★★★★ | +17.7% | +20.7% | +16.8% | 0.46% | ₹15,069Cr |
| 2 | WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital | ★★★★☆ | +15.1% | +17.8% | — | 0.64% | ₹7,308Cr |
| 3 | UTI Multi Asset Allocation Fund UTI | ★★☆☆☆ | +8.6% | +17.5% | +14.5% | 0.74% | ₹6,867Cr |
| 4 | SBI Multi Asset Allocation Fund SBI | ★★★☆☆ | +14.4% | +16.6% | +14.5% | 0.68% | ₹17,976Cr |
| 5 | ICICI Prudential Multi-Asset Fund ICICI Prudential | ★★★☆☆ | +8.7% | +16.3% | +18.0% | 0.83% | ₹83,732Cr |
| 6 | ICICI Prudential Equity & Debt Fund ICICI Prudential | ★★★★★ | +3.5% | +15.3% | +16.8% | 1.05% | ₹52,433Cr |
| 7 | Tata Multi Asset Allocation Fund Tata | ★★★☆☆ | +10.5% | +14.9% | +13.8% | 0.64% | ₹5,042Cr |
| 8 | HSBC Equity Savings Fund HSBC | ★★★★☆ | +9.8% | +14.0% | — | 1.59% | ₹964.84Cr |
| 9 | SBI Equity Hybrid Fund SBI | ★★★★☆ | +6.1% | +13.9% | +11.5% | 0.71% | ₹79,290Cr |
| 10 | Axis Balanced Advantage Fund Axis | ★★★★☆ | +4.8% | +13.4% | +10.6% | 1.06% | ₹3,759Cr |
| 11 | HDFC Balanced Advantage Fund HDFC | ★★★★★ | +2.4% | +13.4% | +16.1% | 0.76% | ₹1,04,783Cr |
| 12 | HDFC Multi-Asset Allocation Fund HDFC | ★★☆☆☆ | +6.8% | +13.4% | +12.0% | 1.01% | ₹5,980Cr |
| 13 | WhiteOak Capital Balanced Advantage Fund WhiteOak Capital | ★★★★☆ | +5.9% | +13.3% | — | 0.85% | ₹2,152Cr |
| 14 | Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life | ★★★☆☆ | +8.5% | +13.2% | +11.3% | 0.90% | ₹9,211Cr |
| 15 | ICICI Prudential Balanced Advantage Fund ICICI Prudential | ★★★★☆ | +7.7% | +12.9% | +11.9% | 1.04% | ₹70,787Cr |
| 16 | UTI Aggressive Hybrid Fund UTI | ★★★☆☆ | +2.7% | +12.6% | +12.6% | 1.26% | ₹6,510Cr |
| 17 | Nippon India Balanced Advantage Fund Nippon India | ★★★★☆ | +5.7% | +12.2% | +10.6% | 0.87% | ₹9,597Cr |
| 18 | Edelweiss Balanced Advantage Fund Edelweiss | ★★★☆☆ | +7.1% | +11.9% | +10.6% | 0.82% | ₹12,896Cr |
| 19 | Edelweiss Equity Savings Fund Edelweiss | ★★★★★ | +8.7% | +11.9% | +10.2% | 1.15% | ₹1,344Cr |
| 20 | Edelweiss Equity Savings Fund Edelweiss | ★★★★★ | +8.7% | +11.9% | +10.2% | 1.15% | ₹1,344Cr |
NAV data as of 20 Aug 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.