Hybrid Mutual Funds
Hybrid mutual funds invest in a mix of debt, equity, and gold-related securities. The fund's investment objective dictates the specific combination of asset classes. The scheme's risk and return are influenced by the allocation among these asset classes and the types of securities included in the portfolio for each class.
From tax-saving opportunities to hassle-free online investing, these funds offer convenience & flexibility. Explore our hybrid mutual funds list & invest with confidence today!
Hybrid Mutual Funds List
Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
---|---|---|---|---|
JM Aggressive Hybrid Fund - Direct Growth
|
720 | 24.72% | 25.34% | |
HDFC Balanced Advantage Fund - Direct Growth | 95,570 | 23.40% | 20.80% | |
Quant Multi Asset Fund - Direct Growth
|
3,153 | 22.53% | 29.31% | |
ICICI Pru Multi-Asset Fund - Direct Growth
|
50,988 | 20.65% | 21.16% | |
ICICI Pru Equity & Debt Fund - Direct Growth
|
40,089 | 20.34% | 21.83% | |
Bank of India Mid & Small Cap Equity & Debt Fund-Dir Growth
|
1,054 | 19.76% | 28.18% | |
Edelweiss Aggressive Hybrid Fund - Direct Growth
|
2,267 | 19.51% | 19.97% | |
UTI-Multi Asset Allocation Fund - Direct Growth
|
4,682 | 19.03% | 16.50% | |
Mahindra Manulife Aggressive Hybrid Fund-Dir Growth
|
1,503 | 18.37% | 21.04% | |
Invesco India Aggressive Hybrid Fund - Direct Growth
|
574 | 18.33% | 17.32% |
What are Hybrid Mutual Funds?
Who Should Invest in Hybrid Funds?
How Hybrid Fund Works?
Benefits of Hybrid Mutual Fund
Types of Hybrid Funds
Tax Implications on Hybrid Funds
Factors to Consider Before investing in Hybrid Mutual Funds
FAQs
Hybrid funds are divided into seven subcategories, with balanced hybrid funds being one of them. 40% to 60% of assets of balanced hybrid funds are allocated to debt, & remaining portion to equity.
Mutual funds that are hybrids normally make investments across variety of asset types. Although they can also comprise gold or real estate, they are typically combination of debt & equity assets.
Portfolio's asset allocation determines investment risk of hybrid funds.
- Aggressive Hybrid
- Arbitrage
- Balanced Hybrid
- Banking and PSU
- Childrens
- Conservative Hybrid
- Contra
- Corporate Bond
- Credit Risk
- Dividend Yield
- Dynamic Asset
- Dynamic Bond
- ELSS
- Equity Savings
- Fixed Maturity Plans
- Flexi Cap
- Floater
- Focused
- FoFs Domestic
- FoFs Overseas
- Gilt Fund with 10 year
- Gilt
- Index
- Large & Mid Cap
- Large Cap
- Liquid
- Long Duration
- Low Duration
- Medium Duration
- Medium to Long Duration
- Mid Cap
- Money Market
- Multi Asset Allocation
- Multi Cap
- Overnight
- Passive ELSS
- Retirement
- Sectoral / Thematic
- Short Duration
- Small Cap
- Ultra Short Duration
- Value