This fund category is an example of Hybrid Scheme funds.
Hybrid funds invest in a mix of equity and debt instruments to balance risk and return. The proportion of each asset class determines the fund’s risk level—aggressive hybrid funds hold more equity, while conservative hybrid funds hold more debt. These funds offer potential capital appreciation from equity exposure along with income stability from debt. Suitable for investors seeking moderate risk with balanced growth potential.
Trailing returns for Hybrid: Balanced funds
These are average returns over the indicated period.
Monthly trailing returns:
Returns
Sep-2025
Aug-2025
Jul-2025
Jun-2025
Value
1.4%
-0.76%
-0.81%
1.74%
Quarterly trailing returns:
Returns
2025Q3
2025Q2
2025Q1
2024Q4
Value
-0.18%
6.1%
-1.25%
-2.27%
Yearly trailing returns:
Returns
2024
2023
2022
2021
Value
15.6%
18.22%
5.81%
16.54%
Fundwise SIP and SWP returns
Rolling SIP returns
Fund
Any 1Y SIP
Any 3Y SIP
Any 5Y SIP
Nippon India Balanced Advantage Fund
11.7%
12.88%
12.81%
Nippon India Balanced Advantage Fund Bonus
0.92%
0%
0%
360 One Balanced Hybrid Fund
7.62%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
9.26%
0%
0%
Rolling SWP returns
Fund
Any 1Y SWP
Any 3Y SWP
Any 5Y SWP
Nippon India Balanced Advantage Fund
10.46%
10.99%
10.93%
Nippon India Balanced Advantage Fund Bonus
2.26%
0%
0%
360 One Balanced Hybrid Fund
20.95%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
17.62%
0%
0%
SIP and SWP returns with step-up
Rolling SIP returns with 10% step-up
Fund
Any 1Y SIP
Any 3Y Step-up SIP
Any 5Y Step-up SIP
Nippon India Balanced Advantage Fund
11.7%
12.83%
12.41%
Nippon India Balanced Advantage Fund Bonus
0.92%
0%
0%
360 One Balanced Hybrid Fund
7.62%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
9.26%
0%
0%
Rolling SWP returns with 10% step-up
Fund
Any 1Y SWP
Any 3Y Step-up SWP
Any 5Y Step-up SWP
Nippon India Balanced Advantage Fund
10.46%
11.1%
10.96%
Nippon India Balanced Advantage Fund Bonus
2.26%
0%
0%
360 One Balanced Hybrid Fund
20.95%
0%
0%
Whiteoak Capital Balanced Hybrid Fund
17.62%
0%
0%
Note:N.A. in returns indicate that the fund does not have sufficient history.
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.
