Balanced hybrid funds: what they hold and bought
SEBI's rule: 40 % to 60 % in equity and 40 % to 60 % in debt, with no arbitrage. Source: SEBI categorisation circular, 6 Oct 2017, as amended
5 balanced hybrid funds from 5 fund houses filed a portfolio for Sep 2026. Here is what most of them hold, and what they added and cut. Category as AMFI lists it; the two AMFI spellings of a category are one page. Counted over open-ended schemes with an equity portfolio for the month, share counts from each fund house's monthly file. Value added or cut = change in shares × the month's value per share in that file, never a change in price.
Stocks most balanced hybrid funds hold, Sep 2026
Ranked by how many schemes in the category hold the stock; the average is its % of net assets in the schemes holding it.
- 5 of 5 · 2.40%
- 5 of 5 · 1.58%
- 4 of 5 · 0.87%
- 3 of 5 · 3.43%
- 3 of 5 · 1.91%
- 3 of 5 · 1.55%
- 3 of 5 · 1.22%
- 3 of 5 · 1.20%
- 3 of 5 · 1.12%
- 3 of 5 · 1.06%
- 3 of 5 · 0.79%
- 3 of 5 · 0.74%
- 2 of 5 · 1.92%
- 2 of 5 · 1.62%
- 2 of 5 · 1.43%
- 2 of 5 · 1.31%
- 2 of 5 · 1.23%
- 2 of 5 · 1.14%
- 2 of 5 · 1.10%
- 2 of 5 · 1.01%
Most bought, Sep 2026
- WHEELS Wheels India Ltd. · 1, 1 new+₹37.2 cr
- SEDEMAC Sedemac Mechatronics Ltd. · 1, 1 new+₹34.9 cr
- AEQUS Aequs Ltd. · 1, 1 new+₹34.2 cr
- HDFCBANK HDFC Bank Ltd. · 1, 1 new+₹34.0 cr
- KOTAKBANK Kotak Mahindra Bank Ltd. · 1, 1 new+₹33.4 cr
- SUNDARMFIN Sundaram Finance Ltd. · 1, 1 new+₹32.7 cr
- INNOVACAP Innova Captab Ltd. · 1, 1 new+₹32.2 cr
- SOLARINDS Solar Industries India Ltd. · 1, 1 new+₹31.5 cr
- CORONA Corona Remedies Ltd. · 1, 1 new+₹31.4 cr
- BAJFINANCE Bajaj Finance Ltd. · 1, 1 new+₹30.7 cr
Most sold, Sep 2026
- VOLTAMP Voltamp Transformers Ltd. · 1, 1 sold out−₹3.9 cr
- JINDALSAW Jindal Saw Ltd. · 1, 1 sold out−₹3.8 cr
- JSWENERGY JSW Energy Ltd. · 1, 1 sold out−₹3.8 cr
- SHRIRAMFIN Shriram Finance Ltd. · 1−₹2.9 cr
- INDOMIM INDO-MIM Ltd. · 1−₹1.9 cr
- CPPLUS Aditya Infotech Ltd. · 2−₹1.8 cr
- JSWDULUX JSW Dulux Ltd. · 1, 1 sold out−₹0.99 cr
- SHARDAMOTR Sharda Motor Industries Ltd. · 1−₹0.60 cr
- DYNAMATECH Dynamatic Technologies Ltd. · 1−₹0.49 cr
- AZAD Azad Engineering Ltd. · 1−₹0.38 cr
Balanced hybrid schemes (5)
| Scheme | Fund house | AUM | 1-year return |
|---|---|---|---|
| 360 ONE Balanced Hybrid Fund | 360 ONE Mutual Fund | ₹716 cr | +4.5% |
| SBI Balanced Hybrid Fund | SBI Mutual Fund | ₹640 cr | — |
| WhiteOak Capital Balanced Hybrid Fund | WhiteOak Capital Mutual Fund | ₹297 cr | +3.8% |
| ICICI Prudential Balanced Hybrid Fund | ICICI Prudential Mutual Fund | ₹165 cr | — |
| UTI Balanced Hybrid Fund | UTI Mutual Fund | ₹41.7 cr | — |
AUM = AMFI's latest average AUM for the scheme; 1-year return = change in NAV over the year, as on each scheme page. Filter and compare every scheme
Questions about balanced hybrid funds
from the figures on this pageWhich stocks do balanced hybrid funds hold the most?
In Sep 2026, 5 of the 5 balanced hybrid funds with a portfolio held HDFC Bank Ltd.. The five held by the most schemes: HDFC Bank Ltd. (HDFCBANK), Kotak Mahindra Bank Ltd. (KOTAKBANK), Vedanta Aluminium Metal Ltd. (VAML), ICICI Bank Ltd. (ICICIBANK), Eternal Ltd. (ETERNAL). Funds holding HDFCBANK
What did balanced hybrid funds buy and sell in Sep 2026?
Most bought by value of shares added: Wheels India Ltd. (WHEELS), Sedemac Mechatronics Ltd. (SEDEMAC), Aequs Ltd. (AEQUS). Most sold: Voltamp Transformers Ltd. (VOLTAMP), Jindal Saw Ltd. (JINDALSAW), JSW Energy Ltd. (JSWENERGY). All stocks bought and sold by mutual funds, Sep 2026
How many balanced hybrid funds are there?
AMFI lists 5 open-ended balanced hybrid funds; 5 from 5 fund houses filed an equity portfolio for Sep 2026. Filter every scheme
Other fund categories
Aggressive hybrid Arbitrage Balanced advantage or dynamic asset allocation Children's Conservative hybrid Contra Dividend yield ELSS (tax saver) Equity savings Flexi cap Focused Large & mid cap Large cap Life cycle Mid cap Multi asset allocation Multi cap Retirement Sectoral or thematic Small cap Value