Hybrid · SEBI scheme category · Aug 2026
Balanced Hybrid funds
New series Published Aug 2026 – Aug 2026 AMFI label: Balanced Hybrid Fund
This category starts a new series; its predecessor was Aggressive / Balanced Hybrid (combined), whose history is not carried into this page.
Flow and asset history
1 published months · ₹ crore
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Largest fund houses in this category
Average AUM · Apr–Jun 2026 · Aggressive & Balanced Hybrid
| Fund house | Average AUM | Share of category | Share of the AMC’s assets |
|---|---|---|---|
| SBI Mutual Fund | 83,251 Cr | 33.0% | 6.5% |
| ICICI Prudential Mutual Fund | 50,207 Cr | 19.9% | 4.3% |
| HDFC Mutual Fund | 22,200 Cr | 8.8% | 2.3% |
| DSP Mutual Fund | 11,588 Cr | 4.6% | 5.0% |
| Canara Robeco Mutual Fund | 10,986 Cr | 4.4% | 9.3% |
| Mirae Asset Mutual Fund | 9,309 Cr | 3.7% | 4.0% |
| Kotak Mahindra Mutual Fund | 8,650 Cr | 3.4% | 1.4% |
| Sundaram Mutual Fund | 8,573 Cr | 3.4% | 11.1% |
| Aditya Birla Sun Life Mutual Fund | 6,975 Cr | 2.8% | 1.6% |
| UTI Mutual Fund | 6,510 Cr | 2.6% | 1.6% |
| HSBC Mutual Fund | 5,460 Cr | 2.2% | 3.8% |
| Nippon India Mutual Fund | 3,945 Cr | 1.6% | 0.5% |
| Tata Mutual Fund | 3,776 Cr | 1.5% | 1.6% |
| Edelweiss Mutual Fund | 3,643 Cr | 1.4% | 1.9% |
| Franklin Templeton Mutual Fund | 2,300 Cr | 0.9% | 1.8% |
Quarterly average AUM grouped by AMFI’s current scheme category. The category family keeps split categories together, so the figures stay comparable. It is not a flow.
New fund offers
Recent launches in this category family
| Month | Schemes | Mobilised | Published category |
|---|---|---|---|
| Aug 2026SBI Balanced Hybrid Fund | 1 | 1,818 Cr | Balanced Hybrid Fund |
| Oct 2023 | 1 | 66.00 Cr | Balanced Hybrid Fund/Aggressive Hybrid Fund |
| Sep 2023 | 1 | 376 Cr | Balanced Hybrid Fund/Aggressive Hybrid Fund |
| Dec 2020 | 1 | 408 Cr | Aggressive Hybrid Fund |
| Jul 2019 | 1 | 77.00 Cr | Aggressive Hybrid Fund |
NFO money is part of that month’s gross mobilisation; it is shown here, never added to it.
Monthly figures 1 months · ₹ crore
| Month | Gross mobilisation | Redemptions | Net flow | AUM | AUM change | Other than flow | Folios | Schemes |
|---|---|---|---|---|---|---|---|---|
| Aug 2026Balanced Hybrid Fund | 1,855 | 19.10 | +1,835 | 3,045 | — | — | 74,986 | 4 |
“AUM change” is assets, not flow. “Other than flow” is the part of it net flow does not account for: market movement, distributions and scheme changes.