Greeting To Our Readers!
Hybrid Mutual Funds are simply a combination or mix of Equity Funds and Debt Funds, specially tailored for investors who want high returns but do not want to take the high risk!
These funds are the best option for those investors who fear Investing in Equity Funds. This fund basically reduces the risk portion of the investment and helps gain optimal returns over time. Hybrid funds approach to raise wealth appreciation, in the long run and focus to generate income in the short-term, through a balanced portfolio.
Benefits of Hybrid Funds
- These funds are less volatile and avail the best of both, the equity, and debts.
- They aim to generate returns from equity components, and stability through the debt component.
- The feature of these funds to diversify their asset allocation, gives a low risk to the investor, on its investment, and with the same, their investment gives high returns.
Well, as an investor, you are also in search of a low-risk fund that gives optimal returns in long term, then end your search at hybrid funds and plan your investment in the same.
Below, we are discussing some of the best Hybrid Mutual Funds where one can plan their investments, do have a look!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
BNP Paribas Substantial Equity Hybrid Fund Growth
An aggressive category mutual fund, run and managed by BNP Paribas Mutual Fund House. The fund has 77.3% investment in Indian stocks, out of which 39.26% is in large-cap stocks, 15.64% is in mid-cap stocks, 13.95% in small-cap stocks.
The fund also has 12.77% investment in Debt, out of which 4.42% is in Government securities, 8.35% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 625 crores and it charges a total expense ratio of around 2.38%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate income and capital appreciation by investing in a diversified portfolio of equity and equity-related instruments and fixed income instruments.
DSP BlackRock Equity and Bond Fund Growth
An aggressive category mutual fund, run and managed by DSP Mutual Fund House. The fund has 74.53% investment in Indian stocks, out of which 37.29% is in large-cap stocks, 15.84% is in mid-cap stocks, 11.67% in small-cap stocks.
The fund also has 20.27% investment in Debt, out of which 13.28% in Government securities, 6.99% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 6,966 crores and it charges a total expense ratio of around 1.89%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity-related securities as well as fixed-income securities (debt and money market securities).
ICICI Prudential Equity and Debt Fund Growth
An aggressive category mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 74.27% investment in Indian stocks, out of which 61.62% is in large-cap stocks, 7.2% is in mid-cap stocks, 3.98% in small-cap stocks.
The fund also has 18.33% investment in Debt, out of which 6.47% in Government securities, 11.53% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 17,129 crores and it charges a total expense ratio of around 1.81%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to generate long-term capital appreciation and current income by creating a portfolio invested in equity-equity-related securities as well as fixed income and money market securities.
Kotak Equity Hybrid Fund Growth
An aggressive category mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 75.68% investment in Indian stocks, out of which 39.94% is in large-cap stocks, 14.26% is in mid-cap stocks, 14.26% in small-cap stocks.
The fund also has 15.04% investment in Debt, out of which 12.51% in Government securities, 2.53% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 1,760 crores and it charges a total expense ratio of around 2.24%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective of the fund is to achieve growth by investing in equity and equity-related instruments, balanced with income generation by investing in debt and money market instruments.
To get more details about the fund you can refer to the fund fact sheet or you can get in touch with us. Call us on- 0612-660443 or mail us at [email protected]
For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.
Happy Investing!
(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).