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Best Hybrid-Balanced Mutual Funds
Hybrid Funds/Balanced Funds are the combination of equity and debt in a single mutual fund portfolio. It is usually tougher to find the perfect balance or the right proportion to invest in equity and debt funds. This is where best hybrid funds come into play. Investing in top balanced mutual funds thus offers stock market yields as well as security and periodic bond earnings.
List of Top Hybrid-Balanced Mutual Funds
- Hybrid
- Equity
- Debt
- Balanced
- ELSS
- Large Cap
- Mid Cap
- Multi Cap
| Fund | NAV | Net Assets (Cr) | 3M Returns (%) | 6M Returns (%) | 1Y Returns (%) | 3Y Returns (%) | 5Y Returns (%) | 2017 | Action |
|---|
Our Mutual Funds Recommendation
| Scheme name | Category | 3 M | 1 Y | 3 Y | NAV | NAV Date |
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1. Mirae Asset Hybrid-Equity Fund
Launched on Jul 29, 2015, this one of the best balanced fund belongs to Hybrid: Aggressive Hybrid category and contains Moderately High risk benchmarking CRISIL Hybrid 35+65 Aggressive. The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments. Minimum SIP investments starts from Rs. 1000.
2. Motilal Oswal Dynamic Fund
Launched on Sep 27, 2016, this fund belongs to Hybrid: Dynamic Asset Allocation category and contains Moderately High risk benchmarking CRISIL Hybrid 35+65 Aggressive. Considered among the best hybrid funds, this scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives as well as debt instruments. Minimum SIP investment starts from Rs. 500.
3. SBI Equity Hybrid Fund
Launched on Dec 31, 1995, this fund belongs to Hybrid: Aggressive Hybrid category and contains Moderately High risk benchmarking CRISIL Hybrid 35+65 Aggressive. The scheme seeks 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. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities which makes it one of the best hybrid fund availabe in the market presently. Minimum SIP investment starts from Rs. 500.
4. ICICI Prudential Balanced Advantage Fund
Launched on Dec 30, 2006, this fund belongs to Hybrid: Dynamic Asset Allocation category and contains Moderately High risk benchmarking CRISIL Hybrid 50+50 Moderate Index. The scheme seeks to provide capital appreciation and income distribution to the investors by using equity derivatives strategies, arbitrage opportunities and pure equity investments. Minimum SIP investment starts from Rs. 1000.
Hybrid-Balanced Mutual Funds FAQs
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+What is a Hybrid Fund?
Hybrid funds invest in a combination of asset classes such as equity, debt and gold. The combination of asset classes used will depend upon the investment objective of the fund.
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+What are the Types of Hybrid Funds?
Following are the types of Best Hybrid Funds:
- Aggressive hybrid funds
- Conservative Hybrid
- Dynamic Asset Allocation or Balanced Advantage
- Multi Asset Allocation
- Arbitrage Fund
- Equity Savings
