Hybrid Mutual Funds

Hybrid funds combine both equity and debt products, providing a diversified portfolio in a single investment. These funds are ideal for those with an investment horizon of 3 to 5 years. Most investment advisors recommend creating an investment plan that aligns with your financial goals, risk tolerance, and investment horizon. Since individual risk profiles vary, it’s hard to classify someone strictly as a high-risk or low-risk-taker. Hybrid Mutual Funds bridge this gap, offering a balanced approach to meet varying needs and preferences, making them a versatile option for investors. Explore over 100 hybrid mutual funds from leading Asset Management Companies (AMCs).
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"Quant Multi Asset Allocation Fund-Growth Option - Regular Plan"
"hybrid" "multi asset allocation" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 1000.0

5 Year Returns

26.22%

Invest Now

"ICICI Prudential Retirement Fund - Pure Equity - Growth Option"
"hybrid" "aggressive hybrid" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 100.0

5 Year Returns

21.10%

Invest Now

"ICICI Prudential Multi-Asset Fund - Growth"
"hybrid" "multi asset allocation" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 100.0

5 Year Returns

20.79%

Invest Now

"ICICI Prudential Equity & Debt Fund - Growth"
"hybrid" "aggressive hybrid" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 100.0

5 Year Returns

19.98%

Invest Now

"Kotak Multi Asset Omni Fof - Growth- Regular"
"hybrid" "multi asset allocation" VERY HIGH
Value Research Rating : 3

Min. investment

Rs. 100.0

5 Year Returns

18.79%

Invest Now

"HDFC Balanced Advantage Fund - Growth Plan"
"hybrid" "dynamic asset allocation" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 100.0

5 Year Returns

18.11%

Invest Now

"Bank Of India Mid & Small Cap Equity & Debt Fund - Regular Plan Growth"
"hybrid" "aggressive hybrid" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 1000.0

5 Year Returns

17.95%

Invest Now

"Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option"
"hybrid" "multi asset allocation" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 100.0

5 Year Returns

16.66%

Invest Now

"ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option"
"hybrid" "aggressive hybrid" VERY HIGH
Value Research Rating : 4

Min. investment

Rs. 100.0

5 Year Returns

16.00%

Invest Now

"Aditya Birla Sun Life Multi Asset Omni Fof- Regular Plan - Growth Option"
"hybrid" "multi asset allocation" HIGH
Value Research Rating : 2

Min. investment

Rs. 100.0

5 Year Returns

15.73%

Invest Now

"Quant Aggressive Hybrid Fund - Growth Option - Regular Plan"
"hybrid" "aggressive hybrid" VERY HIGH
Value Research Rating : 2

Min. investment

Rs. 1000.0

5 Year Returns

15.52%

Invest Now

"JM Aggressive Hybrid Fund (Regular) -Growth Option"
"hybrid" "aggressive hybrid" VERY HIGH
Value Research Rating : 5

Min. investment

Rs. 100.0

5 Year Returns

15.41%

Invest Now
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{amc_logo=/mf/static/kbprofiles/amc/Quant_logo.png, fund_type="multi asset allocation", vr_rating=4, returns_5_yr=26.215703723782, name="Quant Multi Asset Allocation Fund-Growth Option - Regular Plan", amcfundscheme_id=5875, type="hybrid", minimum_investment_amount=1000.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/quant-multi-asset-allocation-fund-growth-option-regular-plan},{amc_logo=/mf/static/kbprofiles/amc/ICICI.png, fund_type="aggressive hybrid", vr_rating=5, returns_5_yr=21.0988741094375, name="ICICI Prudential Retirement Fund - Pure Equity - Growth Option", amcfundscheme_id=6858, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/icici-prudential-retirement-fund-pure-equity-growth-option},{amc_logo=/mf/static/kbprofiles/amc/ICICI.png, fund_type="multi asset allocation", vr_rating=5, returns_5_yr=20.7863411164012, name="ICICI Prudential Multi-Asset Fund - Growth", amcfundscheme_id=5852, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/icici-prudential-multi-asset-fund-growth},{amc_logo=/mf/static/kbprofiles/amc/ICICI.png, fund_type="aggressive hybrid", vr_rating=5, returns_5_yr=19.9808030273939, name="ICICI Prudential Equity & Debt Fund - Growth", amcfundscheme_id=5074, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/icici-prudential-equity-debt-fund-growth},{amc_logo=/mf/static/kbprofiles/amc/kotak_mutual_fund.png, fund_type="multi asset allocation", vr_rating=3, returns_5_yr=18.791932981584, name="Kotak Multi Asset Omni Fof - Growth- Regular", amcfundscheme_id=6258, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/kotak-multi-asset-omni-fof-growth-regular},{amc_logo=/mf/static/kbprofiles/amc/hdfc.png, fund_type="dynamic asset allocation", vr_rating=5, returns_5_yr=18.1116214343551, name="HDFC Balanced Advantage Fund - Growth Plan", amcfundscheme_id=5601, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/hdfc-balanced-advantage-fund-growth-plan},{amc_logo=/mf/static/kbprofiles/amc/bank_of_india.png, fund_type="aggressive hybrid", vr_rating=4, returns_5_yr=17.9453650235806, name="Bank Of India Mid & Small Cap Equity & Debt Fund - Regular Plan Growth", amcfundscheme_id=4161, type="hybrid", minimum_investment_amount=1000.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/bank-of-india-mid-small-cap-equity-debt-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/nippon_mutual_fund.png, fund_type="multi asset allocation", vr_rating=4, returns_5_yr=16.6633229560667, name="Nippon India Multi Asset Allocation Fund - Regular Plan - Growth Option", amcfundscheme_id=5872, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/nippon-india-multi-asset-allocation-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/ICICI.png, fund_type="aggressive hybrid", vr_rating=4, returns_5_yr=16.0025425718132, name="ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option", amcfundscheme_id=6846, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/icici-prudential-retirement-fund-hybrid-aggressive-growth-option},{amc_logo=/mf/static/kbprofiles/amc/Aditya_Birla.png, fund_type="multi asset allocation", vr_rating=2, returns_5_yr=15.7253636244414, name="Aditya Birla Sun Life Multi Asset Omni Fof- Regular Plan - Growth Option", amcfundscheme_id=6080, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=HIGH, redirectlink=/investments/aditya-birla-sun-life-multi-asset-omni-fof-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/Quant_logo.png, fund_type="aggressive hybrid", vr_rating=2, returns_5_yr=15.5155939539303, name="Quant Aggressive Hybrid Fund - Growth Option - Regular Plan", amcfundscheme_id=5196, type="hybrid", minimum_investment_amount=1000.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/quant-aggressive-hybrid-fund-growth-option-regular-plan},{amc_logo=/mf/static/kbprofiles/amc/JM_financial.png, fund_type="aggressive hybrid", vr_rating=5, returns_5_yr=15.4069943445619, name="JM Aggressive Hybrid Fund (Regular) -Growth Option", amcfundscheme_id=5118, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/jm-aggressive-hybrid-fund-(regular)-growth-option}

What are hybrid funds?

Features of a Hybrid Fund

Types of Hybrid Mutual Funds

Who should invest in Hybrid Funds?

How should you invest in a hybrid mutual fund?

Why should you invest in a Hybrid Mutual Fund?

Tax Implications on Hybrid Funds

How to choose the right hybrid mutual fund scheme for your investment

Key factors driving the growing popularity of hybrid funds in India

Factors to consider while investing in hybrid funds

How to start investing in hybrid funds with Bajaj Finserv?

Frequently asked questions

How to find the best hybrid fund?

 Hybrid funds are evaluated on the basis of consistency in return, fund management team, vintage, corpus, risk, return, and expense ratio. The best hybrid funds are those which consistently lie in the top 25% of their peer group over a period of time. However, it is important to see the risk that they have taken to achieve those returns. It is also important to look at the launch date to understand the period of existence and performance across the period.

What is the difference between hybrid fund and balanced fund?

Hybrid funds are funds that invest in a blend of more than one asset class. These could be debt/fixed deposit type of securities, equity, commodities (gold). Mostly hybrid funds invest in debt and equity in various proportions.
Balanced funds are just one type of hybrid funds. The name suggests balanced funds invest an equal amount in stocks and FD like instruments.

Is it safe to invest in hybrid funds?

 Even though hybrid Funds are considered riskier than debt funds, they are safer than equity funds. They offer comparatively returns and lower risks.

What are the different types of Hybrid Mutual Funds?

 According to SEBI, there are seven types of Hybrid Mutual Funds: Conservative Hybrid Fund, Balanced Hybrid Fund, Aggressive Hybrid Fund, Dynamic Asset Allocation/Balanced Advantage Fund, Multi-Asset Allocation Fund, Arbitrage Hybrid Fund, and Equity Savings Fund.

How can I invest in Hybrid Mutual Funds?

 You can invest in hybrid mutual funds by researching different options, selecting an online investment platform, completing KYC details, and deciding whether to invest a lump sum or through a Systematic Investment Plan (SIP).

Are Hybrid Funds good investments for long-term goals?

 Yes, hybrid funds can be good for long-term goals such as retirement or buying a house, as they offer a balanced approach between growth and stability.

Can I get regular income from Hybrid Mutual Funds?

 Some hybrid funds provide regular income through dividends or periodic withdrawals, making them suitable for investors seeking regular returns along with growth.

What is the minimum investment required for Hybrid Mutual Funds?

 The minimum investment amount varies by fund and can range from a few hundred to a few thousand rupees. Check specific fund requirements before investing.

Can I withdraw my investment from Hybrid Mutual Funds anytime?

 Many hybrid funds offer flexibility with no lock-in period, allowing you to withdraw your investment at any time, though it is advisable to stay invested for the long term to achieve desired returns.

What are the advantages of Hybrid Funds?

Hybrid funds offer a balanced risk-return profile, combining equity and debt to achieve diversification. They provide potential for capital appreciation while maintaining stability, making them suitable for investors seeking moderate growth with reduced volatility.

What is the difference between Hybrid and Debt Mutual Funds?

Hybrid funds invest in both equity and debt, aiming for growth and stability, while debt mutual funds focus solely on fixed-income securities. This makes hybrid funds riskier but potentially more rewarding, appealing to diverse investor needs.

What are the risks of investing in a hybrid fund?

Investing in hybrid funds involves market volatility risk, as the equity component can fluctuate. Additionally, interest rate risks affect the debt portion, and changes in economic conditions can impact overall fund performance, leading to unpredictable returns.

What are the main features of a hybrid fund?

Hybrid funds typically combine various asset classes, including equities and debt, offering diversification. They have a balanced approach to risk and returns, catering to different investor profiles, and often feature flexibility in asset allocation to adapt to market conditions.

Which is better hybrid or equity fund?

The choice between hybrid and equity funds depends on individual risk tolerance and investment objectives. Hybrid funds offer diversification and lower risk, while equity funds aim for higher growth potential but come with higher risk.

Are hybrid funds a good investment?

Hybrid funds can be beneficial for investors seeking a balance between growth and income. They offer diversification and reduced risk compared to pure equity funds, making them suitable for moderate risk tolerance.

What is the return rate of hybrid fund?

The return rate of hybrid funds varies depending on the market conditions and the specific fund's investment strategy. Historically, hybrid funds have offered moderate returns, typically higher than fixed-income funds but lower than pure equity funds.

Are hybrid mutual funds taxable?

Yes, hybrid mutual funds are subject to taxation on capital gains.

Why should you invest in a hybrid mutual fund?

Investing in a hybrid mutual fund offers diversification by combining equities and bonds, reducing risk while aiming for higher returns. This balance suits various market conditions, providing stability from bonds and growth potential from equities. Ideal for moderate risk-takers, hybrid funds simplify portfolio management and offer the potential for steady income and capital appreciation over time, making them a versatile investment choice.

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Disclaimer:

Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319

BFL does NOT:

(i) provide investment advisory services in any manner or form:

(ii) carry customized/personalized suitability assessment:

(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.

In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.

Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.

Disclaimer on Risk-O-Meter:

Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.


Disclosure: Bajaj Finance Limited (BFL) is a distributor of Mutual Funds with ARN - 90319 and distributes mutual funds of Bajaj Finserv Asset Management Limited (BFSAMC). BFL receives commission towards distribution of mutual fund products. BFSAMC is a group company of BFL, carrying business on arm’s length basis without any conflict of interest and in accordance with the prevailing law / regulation.

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