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 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!
ICICI Prudential Equity & Debt Fund – Growth
An aggressive category mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 71.81% investment in Indian stocks of which 59.36% is in large-cap stocks, 7% is in mid-cap stocks, 2.26% in small-cap stocks.
Fund also has 21.43% investment in Debt of which 10.24% in Government securities, 10.43% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 19,112 crores and it charges a total expense ratio of around 1.77%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days.
The prime objective 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.
HDFC Hybrid Debt Fund – Growth
A conservative category mutual fund, run and managed by HDFC Mutual Fund House. The fund has 24.12% investment in Indian stocks of which 16.53% is in large-cap stocks, 2.6% is in mid-cap stocks, 2.69% in small-cap stocks.
Fund also has 68.74% investment in Debt of which 10.43% in Government securities, 58.31% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 2,700 crores and it charges a total expense ratio of around 1.85%. 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/capital appreciation by investing primarily in debt securities, money market instruments, and moderate exposure to equities.
Aditya Birla Sun Life Equity Hybrid 95 Fund– Growth
An aggressive category mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 73.26% investment in Indian stocks of which 37.84% is in large-cap stocks, 18.33% is in mid-cap stocks, 5.34% in small-cap stocks.
Fund also has 15.92% investment in Debt of which 1.39% is in Government securities, 14.11% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 8,175 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 objective of the scheme is to generate long-term growth of capital and current income, through a portfolio investing in equity, debt, and money market securities. The secondary objective is income generation and distribution of dividends.
Quant Absolute Fund - Growth
An aggressive category mutual fund, run and managed by Quant Mutual Fund House. The fund has 78.9% investment in Indian stocks of which 49.18% is in large-cap stocks, 11.62% is in mid-cap stocks, 14.88% in small-cap stocks.
Fund also has 11.12% investment in Debt of which 11.12% is in Government securities.
The fund size (Asset Under Management) of the scheme is around Rs 168 crores and it charges a total expense ratio of around 2.25%. 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- 06299924337or 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).