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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 a 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.
As an investor, you might be in search of a low-risk fund that gives optimal returns in long term. If yes then end your search at hybrid funds and plan your investment in the same.
Here we have some of the BEST HYBRID MUTUAL FUNDS listed below, for your assistance!
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
SBI Equity Hybrid Fund - Regular Plan-Growth
An aggressive category Hybrid mutual fund, run and managed by SBI Mutual Fund House. The fund has 70.24% investment in Indian stocks, out of which 46.19% is in large-cap stocks, 10.46% is in mid-cap stocks, 3.65% in small-cap stocks.
Fund also has 20.99% investment in Debt, out of which 6% in Government securities, 14.42% in funds invested in very low-risk securities
The fund size (Asset Under Management) of the scheme is around Rs 41,264 crores and it charges a total expense ratio of around 1.63%. 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 investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity.
Canara Robeco Equity Hybrid Fund - Regular Plan-Growth
An aggressive category Hybrid mutual fund, run and managed by Canara Robeco Mutual Fund House. The fund has 74.22% investment in Indian stocks, out of which 45.43% is in large-cap stocks, 15.12% is in mid-cap stocks, 2.39% in small-cap stocks.
Fund also has 21.03% investment in Debt, out of which 11.66% in Government securities, 9.37% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 5,995 crores and it charges a total expense ratio of around 1.95%. 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 long-term capital appreciation and or income from a balanced portfolio of equity shares and fixed-income securities.
Mirae Asset Hybrid - Equity – Growth
An aggressive category Hybrid mutual fund, run and managed by Mirae Asset Mutual Fund House. The fund has 73.54% investment in Indian stocks, out of which 44.94% is in large-cap stocks, 12.89% is in mid-cap stocks, 4.34% in small-cap stocks.
Fund also has 18.08% investment in Debt, out of which 11.36% in Government securities, 6.75% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 5,345 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 capital appreciation along with current income from a combined portfolio of equity & equity-related instruments and debt and money market instruments.
Edelweiss Balanced Advantage Fund – Growth
A balance advantage category hybrid mutual fund, run and managed by Edelweiss Mutual Fund House. The fund has 74.5% investment in Indian stocks, out of which 52.76% is in large-cap stocks, 7.39% is in mid-cap stocks, 4.94% is in small-cap stocks.
Fund also has 11.49% investment in Debt, out of which 9.09% in Government securities, 2.4% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 4,309 crores and it charges a total expense ratio of around 1.09%. 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 absolute returns with low volatility over a longer tenure of time. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view.
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- 0612-6604453 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).