Hybrid Mutual Funds
Hybrid Mutual Funds combine equity and debt investments, with the mix tailored to the fund's investment goals.
Types of
Hybrid Mutual Funds
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Hybrid Mutual Funds
Discover balanced funds that blend growth with stability.
| Name | Fund Size | Expense Ratio | 3Y Returns |
|---|---|---|---|
 Axis Children's Fund - No Lock in Hybrid|High | ₹863 Cr | 1.49% | 7.8% |
Hybrid|High | ₹863 Cr | 1.49% | 7.7% |
Axis Retirement Fund - Conservative Plan Hybrid|High | ₹45 Cr | 1.27% | 6.7% |
Axis Retirement Fund - Dynamic Plan Hybrid|Very High | ₹269 Cr | 1.35% | 10.4% |
 Bank of India Aggressive Hybrid Fund Hybrid|Very High | ₹2,196 Cr | 0.86% | 15.1% |
Hybrid|Low | ₹111 Cr | 2.19% | 6.8% |
Bank of India Balanced Advantage Fund Hybrid|Very High | ₹174 Cr | 1.36% | 8.6% |
 Franklin India Conservative Hybrid Fund Hybrid|Moderate | ₹208 Cr | 0.82% | 7.3% |
FAQs
What is a hybrid mutual fund?
A hybrid mutual fund invests in a mix of equity and debt instruments in varying proportions, aiming to balance growth potential with downside stability in a single fund.
How do hybrid funds differ from pure equity or debt funds?
Unlike pure equity or debt funds, hybrid funds diversify across both asset classes within one scheme, which can smoothen returns and reduce the impact of volatility in any single market.
Who should invest in hybrid funds?
Hybrid funds suit investors who want equity-like growth potential but with lower volatility, or those looking for a single fund that automatically balances risk across asset classes.
How are hybrid mutual funds taxed?
Taxation depends on the fund's equity allocation. Funds with over 65% in equity are taxed like equity funds; those with lower equity exposure are taxed like debt funds, as per current Indian tax rules.
What is a Balanced Advantage Fund?
A Balanced Advantage Fund dynamically shifts its allocation between equity and debt based on market valuations, aiming to reduce risk when markets are expensive and increase equity exposure when markets are cheap.
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