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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 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 prepared a list of some of the BEST HYBRID MUTUAL FUNDS, based on returns, latest Nav, ratings, performance, etc. for your assistance.
To receive a free advisory on Investments In Mutual Fund, contact our executives asap!
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
An aggressive category Hybrid mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 79.64% investment in Indian stocks of which 38.64% is in large-cap stocks, 21.89% is in mid-cap stocks, 6.47% in small-cap stocks.
Fund also has 15.03% investment in Debt of which 1.73% is in Government securities, 11.88% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 8,153 crores and it charges a total expense ratio of around 1.87%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
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.
ICICI Prudential Equity & Debt Fund – Growth
An aggressive category Hybrid mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund 70.91% investment in Indian stocks of which 57.81% is in large-cap stocks, 7.15% is in mid-cap stocks, 3.23% in small-cap stocks.
Fund also has 15.82% investment in Debt of which 4.48% is in Government securities, 11.05% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 18,653 crores and it charges a total expense ratio of around 1.79%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the scheme 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.
Sundaram Equity Hybrid Fund – Growth
An aggressive category Hybrid mutual fund, run and managed by Sundaram Prudential Mutual Fund House. The fund 75.91% investment in Indian stocks of which 42.11% is in large-cap stocks, 17.44% is in mid-cap stocks, 4.29% in small-cap stocks.
Fund also has 20.63% investment in Debt of which 2.03% is in Government securities, 18.54% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 1,957 crores and it charges a total expense ratio of around 2.17%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the scheme is to generate capital appreciation and current income, through a mix of investments in equities and fixed income securities.
HDFC Hybrid Debt Fund – Growth
A conservative category Hybrid mutual fund, run and managed by HDFC Mutual Fund House. The fund 24.47% investment in Indian stocks of which 17.2% is in large-cap stocks, 2.91% is in mid-cap stocks, 3.68% in small-cap stocks.
Fund also has 67.37% investment in Debt of which 6.47% in Government securities, 57.12% in funds invested in very low-risk securities.
The fund size of the scheme is around Rs 2,661 crores and it charges a total expense ratio of around 1.81%. The fund charges an exit load equal to 1.0% of the sell value if the fund is sold before 365 days of units allotted.
The objective of the scheme is to generate income/capital appreciation by investing primarily in debt securities, money market instruments, and moderate exposure to equities.
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).