Balanced hybrid
Hybrid funds with contained volatility and 10%+ three-year 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
16DSP Multi Asset Allocation Fund leads this screen at +17.42% 3Y CAGR, ahead of WhiteOak Capital Multi Asset Allocation Fund at +16.52%.
Every fund matching this screen, ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | DSP Multi Asset Allocation Fund DSP | ★★★★★ | +8.5% | +17.4% | — | 0.63% | ₹9,515Cr |
| 2 | WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital | ★★★★☆ | +9.2% | +16.5% | — | 0.65% | ₹7,308Cr |
| 3 | SBI Multi Asset Allocation Fund SBI | ★★★☆☆ | +7.2% | +14.2% | +12.8% | 0.68% | ₹17,976Cr |
| 4 | UTI Multi Asset Allocation Fund UTI | ★★☆☆☆ | +1.8% | +14.0% | +12.6% | 0.89% | ₹6,867Cr |
| 5 | ICICI Prudential Multi Asset Allocation Fund ICICI Prudential | ★★★☆☆ | +0.5% | +13.1% | +14.7% | 0.85% | — |
| 6 | HSBC Equity Savings Fund HSBC | ★★★★☆ | +6.9% | +12.3% | — | 1.41% | ₹964.84Cr |
| 7 | Tata Multi Asset Allocation Fund Tata | ★★★☆☆ | +2.7% | +12.0% | +11.7% | 0.65% | ₹5,042Cr |
| 8 | ICICI Prudential Aggressive Hybrid Fund ICICI Prudential | ★★★★★ | -1.8% | +12.0% | +13.4% | 1.07% | — |
| 9 | SBI Aggressive Hybrid Fund SBI | ★★★★☆ | +1.6% | +11.3% | +9.1% | 0.76% | — |
| 10 | HDFC Multi Asset Allocation Fund HDFC | ★★★☆☆ | 0.0% | +11.0% | +10.4% | 0.99% | — |
| 11 | WhiteOak Capital Balanced Advantage Fund WhiteOak Capital | ★★★★☆ | +1.9% | +11.0% | — | 0.83% | ₹2,152Cr |
| 12 | Edelweiss Equity Savings Fund Edelweiss | ★★★★★ | +7.1% | +10.9% | +9.5% | 1.14% | ₹1,344Cr |
| 13 | Aditya Birla Sun Life Balanced Advantage Fund Aditya Birla Sun Life | ★★★★☆ | +4.4% | +10.8% | +9.7% | 0.89% | ₹9,211Cr |
| 14 | Axis Balanced Advantage Fund Axis | ★★★★☆ | +0.6% | +10.7% | +9.1% | 1.07% | ₹3,759Cr |
| 15 | 360 ONE Balanced Hybrid Fund 360 One | ★★★★☆ | +3.7% | +10.4% | — | 0.62% | ₹734.54Cr |
| 16 | ICICI Prudential Balanced Advantage Fund ICICI Prudential | ★★★★★ | +1.6% | +10.1% | +10.0% | 1.03% | ₹70,787Cr |
NAV data as of 04 Oct 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.