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Hybrid Mutual Funds invest in several asset classes, such as equities, debt, and other asset classes, based on the scheme's investment goal. These funds diversify their portfolios by investing in a variety of asset types to reduce risk.
Each hybrid fund has a unique mix of equity and debt to appeal to various sorts of investors. These funds should be considered by anybody wishing to diversify their portfolio.
Who Should Invest In Hybrid Mutual Funds?
Investors who want a taste of both equity and debt funds may look at hybrid funds. Investors don't have to worry about market risks or be dissatisfied with returns because only a certain amount of the pooled assets is invested in equities or debt securities.
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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Quant Absolute Fund– Growth
An aggressive category hybrid 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 2.15%. The NAV of the fund is Rs 282 (as of 18th February 2022).
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.
Quant Multi-Asset Fund– Growth
A multi-asset allocation category mutual fund, run and managed by Quant Mutual Fund House. The fund has 73.97% investment in Indian stocks of which 21.79% is in large-cap stocks, 3.85% is in mid-cap stocks, 42.92% in small-cap stocks.
Fund also has 6.11% investment in Debt of which 6.12% is in Government securities.
The fund size (Asset Under Management) of the scheme is around Rs 201 crores and it charges a total expense ratio of around 0.5%. The NAV of the fund is Rs 80 (as of 18th February 2022).
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.
BOI AXA Mid & Small Cap Equity & Debt Fund– Growth
An aggressive category hybrid mutual fund, run and managed by BOI AXA 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 361 crores and it charges a total expense ratio of around 1.67%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days. The NAV of the fund is Rs 24 (as of 18th February 2022).
The 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.
ICICI Prudential Equity & Debt Fund– Growth
An aggressive category hybrid 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 1.21%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days. The NAV of the fund is Rs 243 (as of 18th February 2022).
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.
Kotak Equity Hybrid– Growth
An aggressive category hybrid mutual fund, run and managed by Kotak Mahindra Mutual Fund House. The fund has 78.3% investment in Indian stocks of which 44.3% is in large-cap stocks, 15.48% is in mid-cap stocks, 13.15% in small-cap stocks.
The fund has 17.3% investment in Debt of which 17.28% is in Government securities, 0.02% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 2,371 crores and it charges a total expense ratio of around 0.7%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 365 days. The NAV of the fund is Rs 44 (as of 18th February 2022).
The investment objective of the Scheme is to achieve growth by investing in equity and equity-related instruments, balanced with income generation by investing in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
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).