What is Hybrid Mutual Funds?
The hybrid fund is a category of mutual funds which invests in more than one asset class. Most commonly these funds invest in equity and debt instruments. Here’s everything you need to know about the hybrid category of mutual funds.
All
By Equity-Debt Allocation
By Solutions
|
Lumpsum 3Y P.a
25.15%
|
SIP 3Y P.a.
46.46%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
23.65%
|
SIP 3Y P.a.
49.23%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Quant Absolute Fund-Growth Hybrid |
Lumpsum 3Y P.a
19.46%
|
SIP 3Y P.a.
38.92%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest |
|
Lumpsum 3Y P.a
19.23%
|
SIP 3Y P.a.
46.65%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
19.16%
|
SIP 3Y P.a.
41.62%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
18.34%
|
SIP 3Y P.a.
34.62%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Kotak Equity Hybrid - Growth Hybrid |
Lumpsum 3Y P.a
17.91%
|
SIP 3Y P.a.
31.88%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest |
|
Lumpsum 3Y P.a
17.77%
|
SIP 3Y P.a.
40.71%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
17.24%
|
SIP 3Y P.a.
35.39%
|
Return Vs Category
High |
Risk Vs Category
High |
Invest | |
|
Lumpsum 3Y P.a
16.92%
|
SIP 3Y P.a.
33.61%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
0.59%
|
1 Month
0.8%
|
3 Months
6.5%
|
6 Months
14.14%
|
1 Year
37.88%
|
Invest | ||
1 Week
-0.44%
|
1 Month
-1%
|
3 Months
1.36%
|
6 Months
10.82%
|
1 Year
42.51%
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
1 Week
-0.87%
|
1 Month
-1.62%
|
3 Months
5.05%
|
6 Months
11.56%
|
1 Year
37.37%
|
Invest | |
1 Week
-1.69%
|
1 Month
-3.68%
|
3 Months
2.25%
|
6 Months
9.95%
|
1 Year
34.36%
|
Invest | ||
1 Week
-0.51%
|
1 Month
-1.54%
|
3 Months
2.58%
|
6 Months
9.59%
|
1 Year
28.64%
|
Invest | ||
1 Week
0.8%
|
1 Month
1.84%
|
3 Months
12.03%
|
6 Months
19.88%
|
1 Year
37.18%
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
1 Week
1.14%
|
1 Month
1.28%
|
3 Months
11.17%
|
6 Months
20.55%
|
1 Year
33.82%
|
Invest | |
1 Week
-1.49%
|
1 Month
-2.71%
|
3 Months
3.51%
|
6 Months
10.29%
|
1 Year
37.57%
|
Invest | ||
1 Week
-2.59%
|
1 Month
-3.46%
|
3 Months
2.11%
|
6 Months
13.03%
|
1 Year
31.67%
|
Invest | ||
1 Week
1.09%
|
1 Month
2.48%
|
3 Months
7.02%
|
6 Months
15.12%
|
1 Year
34.34%
|
Invest |
2 Years
28.83%
|
3 Years
25.15%
|
5 Years
22.06%
|
Annual Rt
18.7%
|
Invest | ||
2 Years
26.97%
|
3 Years
23.65%
|
5 Years
28.45%
|
Annual Rt
11.67%
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
2 Years
21.23%
|
3 Years
19.46%
|
5 Years
26.92%
|
Annual Rt
17.49%
|
Invest | |
2 Years
26.02%
|
3 Years
19.23%
|
5 Years
23.02%
|
Annual Rt
15.6%
|
Invest | ||
2 Years
24.61%
|
3 Years
19.16%
|
5 Years
21.76%
|
Annual Rt
21.4%
|
Invest | ||
2 Years
24.83%
|
3 Years
18.34%
|
5 Years
21.57%
|
Annual Rt
21.27%
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
2 Years
22.51%
|
3 Years
17.91%
|
5 Years
20.58%
|
Annual Rt
13.56%
|
Invest | |
2 Years
27.48%
|
3 Years
17.77%
|
5 Years
16.28%
|
Annual Rt
13.22%
|
Invest | ||
2 Years
24.14%
|
3 Years
17.24%
|
5 Years
18.9%
|
Annual Rt
20.27%
|
Invest | ||
2 Years
23.41%
|
3 Years
16.92%
|
5 Years
-
|
Annual Rt
19.57%
|
Invest |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | |
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | |
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest | ||
1 Year
0%
|
3 Years
0%
|
5 Years
0%
|
Invest |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | |
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
|
Alpha
-
|
Beta
-
|
Sharpe Ratio
-
|
Invest |
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.36%
|
Fund Manager
Anil Bamboli
|
Launch Date
01-Feb 1994
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
1.93%
|
Fund Manager
Sanjeev Sharma
|
Launch Date
21-Mar 2001
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
2.01%
|
Fund Manager
Sanjeev Sharma
|
Launch Date
21-Mar 2001
|
Invest | |
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.6%
|
Fund Manager
Sankaran Naren
|
Launch Date
05-Nov 1999
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.52%
|
Fund Manager
Sankaran Naren
|
Launch Date
31-Oct 2002
|
Invest | ||
Min SIP
₹500
|
Min Lumpsum
₹1000
|
Expense Ratio
2.09%
|
Fund Manager
Rahul Pal
|
Launch Date
19-Jul 2019
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.77%
|
Fund Manager
Abhishek Bisen
|
Launch Date
25-Nov 1999
|
Invest | |
Min SIP
₹500
|
Min Lumpsum
₹5000
|
Expense Ratio
1.97%
|
Fund Manager
Sunil Madhukar Patil
|
Launch Date
19-Nov 2008
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹100
|
Expense Ratio
1.99%
|
Fund Manager
Dhawal Dalal
|
Launch Date
12-Aug 2009
|
Invest | ||
Min SIP
₹100
|
Min Lumpsum
₹5000
|
Expense Ratio
1.54%
|
Fund Manager
Vikram Dhawan
|
Launch Date
08-Mar 2020
|
Invest |
Latest NAV
502.127(24-10-2024)
|
Previous NAV
502.127(24-10-2024)
|
NAV Change
-0.5758%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
134.8075(24-10-2024)
|
Previous NAV
134.8075(24-10-2024)
|
NAV Change
-0.4153%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Quant Absolute Fund-Growth Hybrid |
Latest NAV
417.168(24-10-2024)
|
Previous NAV
417.168(24-10-2024)
|
NAV Change
-0.5322%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | |
Latest NAV
373.85(24-10-2024)
|
Previous NAV
373.85(24-10-2024)
|
NAV Change
-0.7357%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
709.6593(24-10-2024)
|
Previous NAV
709.6593(24-10-2024)
|
NAV Change
0.082%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
26.0421(24-10-2024)
|
Previous NAV
26.0421(24-10-2024)
|
NAV Change
-0.7563%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Kotak Equity Hybrid - Growth Hybrid |
Latest NAV
60.602(24-10-2024)
|
Previous NAV
60.602(24-10-2024)
|
NAV Change
-0.7807%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | |
Latest NAV
72.0141(24-10-2024)
|
Previous NAV
72.0141(24-10-2024)
|
NAV Change
-0.2963%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
61.27(24-10-2024)
|
Previous NAV
61.27(24-10-2024)
|
NAV Change
-0.8841%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
20.2305(24-10-2024)
|
Previous NAV
20.2305(24-10-2024)
|
NAV Change
-0.3277%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
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Hybrid funds are mutual funds that invest the corpus pooled from the investors into more than one type of asset class. Typically they invest in equity and debt instruments, however a hybrid mutual funds can also use commodities, money market instruments, derivative instruments, etc. These funds aim for long term capital appreciation by taking reasonable risk. Generally, equities promote capital gains while the debt instruments reduce the volatility of the overall portfolio.
Hybrid mutual funds were previously known as balanced funds and are sometimes also referred to asset allocation fund.
To select a better performing hybrid fund, an investor must check every parameter concerning the performance of the fund. The risk associated must be checked carefully and can be compared with that of other schemes of the same category to choose the best one. The risk to reward ratio must be better than the peers and the performance of the fund in the past can be checked in terms of trailing and rolling returns under different market conditions. Choosing the best performing hybrid mutual funds can be a challenging task as they possess more than one asset class and have a different investment strategy. The experts at MySIPonline have selected a few schemes after intense research to allow the investors to enjoy better wealth creation opportunities in long term. The best hybrid schemes in India have been mentioned below.
In a hybrid funds, the fund manager allocates the corpus into equity and debt securities according to the pre-defined investment objective of the fund. The fund manager is free to take advantage of rise and fall in any of the asset class hence the chances of growth increases. Investing in pure equity mutual funds might deliver higher returns but under negative market conditions, the NAV of such funds can depreciate sharply. In case of hybrid mutual funds, if a market is on the rise, equity allocation can be increased for the stocks with most potential while in the bearish trends of the equity market, allocation in debt securities can be increased to limit the loss and provide fixed income to balance the volatility.
To suit the investment objective of various investors, while keeping the other aspects of the mutual fund into consideration, hybrid funds are available in various shapes with different strategies and objective. Each category has a divergent portfolio structure to achieve a separate goal. Although hybrid funds have a mixed portfolio, some investors may prefer a hybrid fund with higher equity allocation while some might be more comfortable with the higher debt allocation.
The hybrid mutual fund schemes in India generally tend to have higher AUM as compared to equity mutual funds. This is because the majority of the investors in India don’t want 100% of their capital to be exposed to the risk of equities and the pure debt funds do not serve the objective of higher wealth creation. Hybrid funds invests in a mixture of equity and debts, hence these funds deliver better returns than the debt schemes and possess lesser risk than the pure equity schemes. Apart from this, many of the equity-oriented hybrid funds have delivered better returns than the large-cap funds in the past. This gives another reason to the new investors to choose hybrid mutual funds.
Those who invest in mutual funds for the first time are also not familiar with the risk they can tolerate. In such a case, hybrid funds become the optimum choice for such investors as these funds have the ability to tackle the volatility in the equity market. Investors are becoming more aware of the debt tools that can reduce the associated risk in the investment which is the reason they prefer a mix of equity and debt in their portfolio.
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Frequently Asked Questions
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