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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 risks!
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!
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ICICI Prudential Equity & Debt Fund – Growth
An aggressive category mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 72.2% investment in Indian stocks of which 60.4% is in large-cap stocks, 6.48% is in mid-cap stocks, 2.08% in small-cap stocks.
The fund has 22.7% investment in Debt of which 11.09% is in Government securities, 10.85% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 18,714 crores and it charges a total expense ratio of around 1.78%. 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.
LIC MF Equity Hybrid Fund– Growth
An aggressive category mutual fund, run and managed by LIC Mutual Fund House. The fund has 76.14% investment in Indian stocks of which 46.57% is in large-cap stocks, 13.68% is in mid-cap stocks, 6.74% in small-cap stocks.
Fund also has 22.05% investment in Debt of which 20.83% in Government securities, 1.22% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 435 crores and it charges a total expense ratio of around 2.6%. 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 provide regular returns and capital appreciation according to the selection of plans by investing in equities and debt.
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 72.85% investment in Indian stocks of which 39.36% is in large-cap stocks, 17.17% is in mid-cap stocks, 5.41% in small-cap stocks.
Fund also has 20.24% investment in Debt of which 2.75% in Government securities, 17.08% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 8,391 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.
L&T Hybrid Equity Fund – Growth
An aggressive category mutual fund, run and managed by L&T Mutual Fund House. The fund has 71.87% investment in Indian stocks of which 38.07% is in large-cap stocks, 15.97% is in mid-cap stocks, 5.56% in small-cap stocks.
Fund also has 23.52% investment in Debt of which 14.13% in Government securities, 9.39% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 4,939 crores and it charges a total expense ratio of around 1.91%. 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 from a diversified portfolio of predominantly equity and equity-related securities and to generate reasonable returns through a portfolio of 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).