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hybrid

Hybrid Mutual Funds

  • Total Funds 167
  • Average annual returns 3.7%

What is Hybrid Mutual Funds?

 

Hybrid Funds also referred to as balanced funds give a diversified portfolio by combining debt and equity investments. It gives the dual benefit of growth from equity funds while debt funds offer stability to your portfolio.

  • The compounded annual growth rate (CAGR) of hybrid funds ranges between 10-15%.
  • Hybrid mutual funds have low volatility and low-risk funds.
  • The best-recommended time for investment is 1-3 years.

Top Performing Hybrid Funds in India for High Returns

Returns

SIP Returns

Risk

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  • Historic Returns
  • Investment Returns
  • Monthly
  • Quarterly
  • Annual
  • Point to Point Return

Data in this table : Get historical returns. If 1Y column is 10% that means, fund has given 10% returns in last 1 year.

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Fund Name AUM (Cr.) Fund Age 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
9.33 5 years 126.25% 126.25% 126.25% 126.25% 126.25% 126.25% 50.33% 31.25% 17.72% - Invest
10137.49 25 years 1.59% 4.59% -0.34% -4.56% -0.54% 17.91% 23.71% 14.96% 20.5% 12.48% Invest
1289.01 1 years 0.21% 1.37% 2.08% 2.1% 1.6% 15.79% - - - - Invest
2536.66 1 years 0.54% 2.54% 1.82% -1.06% 2.36% 14.73% - - - - Invest
52760.77 22 years 1.02% 3.21% 3.5% -1.53% 3.57% 13.91% 23.37% 18.54% 28.04% 14.44% Invest
595.95 6 years 1.28% 4.89% -6.59% -8.15% -6.53% 13.32% 23.77% 14.94% 19.11% - Invest
3709.54 2 years 1.17% 4.04% -0.52% -4.4% -0.42% 13.13% 18.98% - - - Invest
3185.69 11 years 0.99% 3.08% 0.76% -1.26% 0.72% 12.93% 16.74% 10.9% 13.22% 8.69% Invest
1523.64 5 years 1.36% 4.71% -2.09% -7.5% -2.11% 12.77% 23.12% 14.98% 22.88% - Invest
786.07 8 years 1.27% 5.94% -4.48% -7.31% -4.75% 12.4% 20.5% 13.02% 21.78% - Invest
1316.16 14 years 0.63% 3.78% -1.85% -5.72% -1.97% 12.26% 16.72% 8.24% 16.35% 9.5% Invest
5001.93 4 years 0.9% 3.61% -0.23% -3.78% -0.01% 12.22% 22.49% 14.94% - - Invest
1799.77 1 years 0.95% 4.05% 1.05% -1.91% 1.1% 12.19% - - - - Invest
2652.06 7 years 0.85% 3.18% -0.84% -3.96% -0.89% 12.14% 20.17% 12.96% 14.34% - Invest
71142.58 20 years 1.45% 4.65% 1.2% -3.5% 1.36% 12.03% 19.67% 11.7% 18.82% 11.63% Invest
1327.52 2 years 0.96% 3.6% -1.88% -3.4% -2.08% 11.59% 17.87% - - - Invest
5956.36 25 years 0.78% 3.29% -3.67% -7.95% -3.53% 11.56% 22.61% 16.02% 24.46% 11.74% Invest
560.24 1 years 1.21% 3.75% 1.05% -2.23% 1.1% 11.34% - - - - Invest
2417.24 9 years 0.55% 1.81% 1.03% 0.16% 0.95% 11.27% 13.32% 9.93% 13.77% - Invest
1529.76 6 years 1.15% 4.47% -2.22% -7.98% -2.32% 11.25% 17.13% 8.7% 16.34% - Invest
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name Mar-2025 Feb-2025 Jan-2025 Dec-2024 Nov-2024 Oct-2024 Sep-2024 Aug-2024 Jul-2024 Jun-2024 May-2024 Apr-2024
Fund Name 2025-Q1 2024-Q4 2024-Q3 2024-Q2 2024-Q1 2023-Q4 2023-Q3 2023-Q2 2023-Q1 2022-Q4 2022-Q3 2022-Q2
Fund Name 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Fund Name AUM (Cr.) Risk 1W 1M 3M 6M YTD 1Y 2Y 3Y 5Y 10Y
Fund Name AUM (Cr.) Initial NAV Final NAV NAV Change Absolute Ret. Annalized Ret.
Fund Name AUM (Cr.) Risk 6M 1Y 2Y 3Y 5Y 10Y From Launch
9.33 Very High
126.25%
340.67%
108.47%
63%
34%
-
30.47%
Invest
10137.49 Very High
0.46%
5.2%
15.44%
17.07%
15.78%
13.76%
15.06%
Invest
1289.01 High
2.14%
10.69%
-
-
-
-
15.27%
Invest
2536.66 Very High
1.23%
7.16%
-
-
-
-
12.58%
Invest
52760.77 Very High
1.78%
6.24%
16.38%
18.62%
21.17%
17.13%
17.6%
Invest
595.95 Very High
-2.71%
-1.92%
14.34%
16.58%
15.33%
-
14.2%
Invest
3709.54 Very High
0.18%
2.43%
12.26%
-
-
-
13.12%
Invest
3185.69 Moderate
1.08%
5.3%
11.75%
12.37%
10.76%
9.52%
9.34%
Invest
1523.64 Very High
-0.87%
-0.63%
13.68%
16.19%
17.13%
-
17.45%
Invest
786.07 Average
-0.67%
2.1%
12.75%
14.42%
15.04%
-
13.01%
Invest
1316.16 Very High
-0.64%
0.41%
10.48%
11.06%
10.75%
10.76%
10.08%
Invest
5001.93 Very High
-0.12%
2.21%
14.77%
16.8%
-
-
15.56%
Invest
1799.77 Very High
1.44%
5.22%
-
-
-
-
6.97%
Invest
2652.06 Very High
0.2%
3.97%
13.99%
14.89%
13.19%
-
11.45%
Invest
71142.58 Very High
1.69%
4.58%
12.98%
13.71%
13.83%
12.73%
13.17%
Invest
1327.52 Very High
0.1%
3.32%
11.72%
-
-
-
12.49%
Invest
5956.36 Very High
-1.56%
-0.9%
13.2%
16.21%
17.57%
13.93%
12.26%
Invest
560.24 Very High
0.54%
2.82%
-
-
-
-
4.02%
Invest
2417.24 Moderate
1.29%
7%
10.88%
11.01%
10.59%
-
9.12%
Invest
1529.76 Very High
-0.77%
0.03%
10.13%
11.03%
11.03%
-
11.42%
Invest
Fund Name Risk Standard Deviation Alpha Beta Sharpe Ratio
Very High
-
-
-
-
Invest
Very High
10.24%
2.71%
1.09%
0.58%
Invest
High
-
-
-
-
Invest
Very High
-
-
-
-
Invest
Very High
7.6%
7.96%
0.81%
1.36%
Invest
Very High
11.275%
2.142%
1.095%
0.598%
Invest
Very High
-
-
-
-
Invest
Moderate
6.718%
-
-
0.446%
Invest
Very High
11.374%
2.234%
1.145%
0.619%
Invest
Average
11.371%
0.015%
1.091%
0.403%
Invest
Very High
10.251%
-
-
0.074%
Invest
Very High
8.571%
-
-
0.953%
Invest
Very High
-
-
-
-
Invest
Very High
8.096%
-
-
0.607%
Invest
Very High
8.66%
0.54%
0.97%
0.4%
Invest
Very High
-
-
-
-
Invest
Very High
9.01%
4.59%
1.05%
0.8%
Invest
Very High
-
-
-
-
Invest
Moderate
4.11%
-
-
0.656%
Invest
Very High
11.361%
-
1.138%
0.081%
Invest
Fund Name Min SIP Min Lumpsum Expense Ratio Fund Manager Launch Date
₹100
₹5000
2.08%
25-Sep 2019
Invest
₹100
₹100
1.75%
Kedar Karnik
27-May 1999
Invest
₹100
₹500
1.88%
Piyush Baranwal
19-May 2023
Invest
₹100
₹100
1.64%
Jay Kothari
27-Sep 2023
Invest
₹500
₹5000
1.44%
Sankaran Naren
31-Oct 2002
Invest
₹500
₹1000
2.37%
Amit Nigam
30-Jun 2018
Invest
₹100
₹500
1.85%
Dhaval Shah
31-Jan 2023
Invest
₹100
₹100
1.93%
Laukik Bagwe
06-Feb 2014
Invest
₹500
₹1000
2.07%
Rahul Pal
22-Jul 2019
Invest
₹100
₹1000
2.34%
Harshal Joshi
30-Dec 2016
Invest
₹100
₹100
2.1%
Devang Shah
23-Aug 2010
Invest
₹100
₹5000
1.49%
Vikram Dhawan
27-Aug 2020
Invest
₹500
₹5000
2.01%
Ritesh Patel
31-Jan 2024
Invest
₹100
₹100
2%
Devang Shah
01-Aug 2017
Invest
₹500
₹1000
1.4%
Rama Iyer Srinivasan
20-Jan 2005
Invest
₹100
₹500
2.09%
Piyush Baranwal
10-Feb 2023
Invest
₹500
₹1000
1.89%
V Srivatsa
25-Mar 2000
Invest
₹500
₹1000
2.05%
Rahul Pal
13-Mar 2024
Invest
₹100
₹100
1.32%
Kedar Karnik
28-Mar 2016
Invest
₹100
₹500
2.16%
Devang Shah
09-Aug 2018
Invest
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  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top Hybrid Mutual Funds

Types of Hybrid Funds in India

Hybrid funds offer investors a combination of equity and debt investments tailored to suit different risk profiles and investment goals. Here is a simple overview of their main types:

  1. Conservative Hybrid Funds:The Conservative hybrid funds are a mix of debt (such as bonds, government securities and treasury bills), giving superior returns with robust risk management. These are best suited for low-risk takers looking to maintain the desired debt-equity ratio.
  2. Balanced Hybrid Funds:Balanced hybrid funds are equity-oriented schemes that provide investors who prioritize both growth and stability with an appealing investment choice. These funds maintain an allocation of 60% equity stocks to 40% debt stocks for optimal portfolio results.
  3. Aggressive Hybrid Funds: Aggressive hybrid funds specialize in stocks, investing 65-95% in stocks and 20-35% in debt investments. Their aim is to achieve higher returns with greater risks; as a result they're an attractive choice for investors willing to take moderate to high risks.
  4. Dynamic Asset Allocation Funds:With these funds, fund managers have full discretion in allocating stocks and bonds according to market conditions in order to attain optimal returns in ever-evolving markets. Such Mutual Funds provide significant flexibility.
  5. Multi-Asset Allocation Funds: These investments typically invest across various assets, such as equity, debt, and an additional class, such as real estate or commodities, to diversify risk and achieve sustainable growth.
  6. Arbitrage Funds:Arbitrage funds make rapid trades to capitalize on price differences among stocks listed on various exchanges, with low-risk trades that focus primarily on cash or cash-like investments.
  7. Equity Savings Funds: Equity savings funds utilize a blend of equity, debt and arbitrage investments to produce returns; at least 65% goes toward equity and 10% each to debt and arbitrage - making them suitable for conservative investors who desire balanced growth.

Each hybrid fund offers a different balance between risk and return, so investors should select their ideal hybrid fund according to their financial goals and risk tolerance.

The 3 Best Hybrid Funds for SIP

Let's have a closer look at the 3 best hybrid funds for you to invest in 2025:

ICICI Prudential Multi Asset Fund: The ICICI Prudential Multi Asset Fund was launched on October 31, 2002, with a current AUM of Rs.50,648 Crores, following a diversified investment approach while investing 70% in equity and remaining in debt, gold, silver and REITs. It’s managed by Mr. Sankaran Naren, known for his strategy of picking stocks that others might overlook, known as contrarian strategy. The fund’s goal is to help your money grow steadily over time by investing in different areas and trying to beat the market in the long run.

HDFC Balance Advantage Fund: Launched on February 1, 1994, HDFC Balanced Advantage Fund has Rs.94,865.65 Crore in assets as of October 31, 2024. The fund invests at least 65% in stocks, focusing on strong, growing companies and the rest in safer debt instruments. This mix helps balance risk and reward, making it a good option for long-term investors looking for growth with lower risk.

ICICI Prudential Equity & Debt Fund: After being launched on November 05, 1999, ICICI Prudential Equity & Debt Fund is amongst the oldest schemes in its category. It holds a robust AUM (asset under management) at Rs.40,203 Crores as of October 31 2024. ICICI analyses investments across equity, debt and commodities to balance the risk for long, steady growth. It's a top pick if you seek steady, well-rounded, strong performance.

How to Invest in Hybrid Funds via MySIPonline?

Here is how MySIPonline makes investing in hybrid funds simple:

  1. Create an Account

    Sign up, complete KYC requirements, and set up auto-debit payments so that regular SIP payments won't require manual effort from you.

  1. Enable Auto-Debit Payments

    Automate payments so you don't need to remember manual payments every month or biweekly instalments.

  1. Select Your Fund

    Select a hybrid fund that best meets your goals or ask an advisor for assistance.

  1. Make Your First Payment

    To make the initial payment for your fund, add it to your cart, select your SIP date and pay.

  1. Monitor Your Investments

    Our dashboard enables you to keep an eye on how it's performing over time.

Our dashboard enables you to keep an eye on how it's performing over time.

For optimal results, invest using a SIP to build up your wealth gradually over time.

Frequently Asked Questions

What are hybrid Mutual Funds and how do they work?
Hybrid Mutual Funds invest in both stocks and bonds, balancing growth with stability. They offer diversification to reduce risk.
Which are the best hybrid mutual funds for long-term growth in 2025?
Top hybrid funds for long-term growth include Motilal Oswal and Axis Hybrid Fund, known for strong returns and balanced allocations.
What is the difference between hybrid funds and balanced funds?
Hybrid funds offer flexible asset allocation, while balanced funds usually maintain a fixed equity-debt ratio, like 60:40.
What are the tax implications of investing in hybrid Mutual Funds?
Hybrid Mutual Funds are taxed on capital gains-15% for short-term (less than 3 years) and 10% for long-term (over 3 years) gains.
How to choose the right hybrid mutual fund for retirement planning?
Choose hybrid funds with a mix of equity for growth and debt for stability, and focus on funds with low fees and strong long-term performance.

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