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!
Hybrid funds approach raising 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 is 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!
Aditya Birla Sun Life Equity Hybrid 95 Fund– Growth
An aggressive category hybrid mutual fund, run and managed by Aditya Birla Sun Life Mutual Fund House. The fund has 77.28% investment in Indian stocks of which 42.93% is in large-cap stocks, 17.35% is in mid-cap stocks, and 5.98% is in small-cap stocks.
The fund has 17.24% investment in Debt of which 1.52% in Government securities, and 15.42% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 8460 crores and it charges a total expense ratio of around 2.05%. The fund charges an exit load equal to 1.0% of sell value if the fund is sold before 90 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.
ICICI Prudential Equity & Debt Fund – Growth
An aggressive category hybrid 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, and 2.08% in small-cap stocks.
The fund has 22.7% investment in Debt of which 11.09% in Government securities, and 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 1.8%. 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 - Plan C – Growth
An aggressive category hybrid mutual fund, run and managed by Aditya Birla Sun Life 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, and 6.74% in small-cap stocks.
The fund has 22.05% investment in Debt of which 20.83% in Government securities, and 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.
An open income and Growth scheme which seeks to provide regular returns and capital appreciation according to the selection of plan by investing in equities and debt.
ICICI Prudential Regular Savings Fund – Growth
A conservative category hybrid mutual fund, run and managed by ICICI Prudential Mutual Fund House. The fund has 22.52% investment in Indian stocks of which 19.85% is in large-cap stocks, 1.14% is in mid-cap stocks, and 0.85% in small-cap stocks.
The fund has 69.69% investment in Debt of which 15.79% in Government securities, and 48.33% in funds invested in very low-risk securities.
The fund size (Asset Under Management) of the scheme is around Rs 3,303 crores and it charges a total expense ratio of around 1.75%. The fund does not charge exit load.
The prime objective of the fund is to generate regular income through investments primarily in debt and money market instruments. As a secondary objective, the Scheme also seeks to generate long-term capital appreciation from the portion of equity investments under the Scheme.
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 of future returns).