The table below shows Best Hybrid Mutual Fund based on AUM, NAV, and minimum SIP.
| Name | AUM | NAV | Minimum SIP |
| SBI Equity Hybrid Fund | 59809.94 | 246.25 | 5000.00 |
| ICICI Pru Equity & Debt Fund | 25274.57 | 310.13 | 100.00 |
| HDFC Hybrid Equity Fund | 21038.32 | 101.87 | 2500.00 |
| Canara Rob Equity Hybrid Fund | 8987.47 | 305.43 | 100.00 |
| SBI Conservative Hybrid Fund | 8690.82 | 66.03 | 1500.00 |
| DSP Equity & Bond Fund | 8014.14 | 293.60 | 100.00 |
| Mirae Asset Hybrid Equity Fund | 7777.52 | 28.68 | 100.00 |
| Aditya Birla SL Equity Hybrid ’95 Fund | 7188.96 | 1296.84 | 100.00 |
| HSBC Aggressive Hybrid Fund | 4913.74 | 46.57 | 1500.00 |
| UTI Hybrid Equity Fund | 4798.71 | 320.75 | 500.00 |
Hybrid funds are investment funds that combine exposure to both debt and equity instruments within their portfolios. They typically invest primarily in stocks (equity instruments) while allocating some of their assets to debt instruments.
The objective of these funds is to provide a balanced approach, aiming for both capital appreciation and income generation, making them generally less risky than pure equity funds, which are heavily invested in stocks and can be more volatile.
Content:
- Best Hybrid Funds
- Top 10 Hybrid Mutual Funds
- Best Hybrid Mutual Fund
- Top Hybrid Mutual Funds
- Best Hybrid Mutual Fund – FAQs
- Introduction to Best Hybrid Mutual Fund
Best Hybrid Funds
The table below shows Best Hybrid Funds based on lowest to highest expense ratio.
| Name | Expense Ratio |
| ITI Conservative Hybrid Fund | 0.25 |
| Parag Parikh Conservative Hybrid Fund | 0.33 |
| Navi Regular Savings Fund | 0.39 |
| Mirae Asset Hybrid Equity Fund | 0.41 |
| Navi Equity Hybrid Fund | 0.42 |
| Kotak Debt Hybrid Fund | 0.45 |
| Kotak Equity Hybrid Fund | 0.47 |
| DSP Regular Savings Fund | 0.51 |
| Canara Rob Conservative Hybrid Fund | 0.57 |
| Edelweiss Aggressive Hybrid Fund | 0.57 |
Top 10 Hybrid Mutual Funds
The table below shows the Top 10 Hybrid Mutual Funds in India based on Highest 3Y CAGR.
| Name | CAGR 3Y |
| ICICI Pru Equity & Debt Fund | 30.18 |
| Quant Absolute Fund | 28.78 |
| Bank of India Mid & Small Cap Equity & Debt Fund | 28.17 |
| JM Equity Hybrid Fund | 25.44 |
| Mahindra Manulife Aggressive Hybrid Fund | 24.28 |
| Edelweiss Aggressive Hybrid Fund | 23.90 |
| UTI Hybrid Equity Fund | 23.90 |
| Kotak Equity Hybrid Fund | 23.29 |
| HDFC Hybrid Equity Fund | 22.99 |
| Nippon India Equity Hybrid Fund | 22.90 |
Best Hybrid Mutual Fund
The table below shows Best Hybrid Mutual Fund based on exit load i.e. the fee that the AMC charges investors when exiting or redeeming their fund units.
| Name | Exit Load |
| Navi Equity Hybrid Fund | 0.00 |
| Sundaram Debt Oriented Hybrid Fund | 0.00 |
| Franklin India Debt Hybrid Fund | 0.00 |
| HSBC Conservative Hybrid Fund | 0.00 |
| DSP Regular Savings Fund | 0.00 |
| ITI Conservative Hybrid Fund | 0.00 |
| PGIM India Hybrid Equity Fund | 0.50 |
| ICICI Pru Equity & Debt Fund | 1.00 |
| HDFC Hybrid Equity Fund | 1.00 |
| SBI Equity Hybrid Fund | 1.00 |
Top Hybrid Mutual Funds
The table below shows Top Hybrid Mutual Funds based on Absolute Return for 1 Year.
| Name | Absolute Returns – 1Y |
| JM Equity Hybrid Fund | 24.49 |
| Bank of India Mid & Small Cap Equity & Debt Fund | 20.78 |
| ICICI Pru Equity & Debt Fund | 20.62 |
| Edelweiss Aggressive Hybrid Fund | 19.41 |
| UTI Hybrid Equity Fund | 17.14 |
| Nippon India Equity Hybrid Fund | 17.10 |
| Mahindra Manulife Aggressive Hybrid Fund | 16.82 |
| Navi Equity Hybrid Fund | 15.48 |
| Franklin India Equity Hybrid Fund | 15.38 |
| DSP Equity & Bond Fund | 15.23 |
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Best Hybrid Mutual Fund – FAQs
Which type of hybrid mutual fund is best?
Best Hybrid Mutual Fund # 1: JM Equity Hybrid Fund
Best Hybrid Mutual Fund # 2: Bank of India Mid & Small Cap Equity & Debt Fund
Best Hybrid Mutual Fund # 3: ICICI Pru Equity & Debt Fund
Best Hybrid Mutual Fund # 4: Edelweiss Aggressive Hybrid Fund
Best Hybrid Mutual Fund # 5: UTI Hybrid Equity Fund
These funds are listed based on the Highest AUM.
Are hybrid mutual funds good?
Hybrid mutual funds provide a balanced strategy for wealth growth and risk mitigation by diversifying investments in stocks and bonds. Their suitability varies based on individual financial goals and risk tolerance, making them versatile for diverse investors.
Which mutual fund is best equity or hybrid?
Choosing between equity and hybrid mutual funds depends on financial goals, risk tolerance, and investment horizon. Long-term goals and high risk tolerance favor equity funds, while a balanced approach and risk mitigation preference make hybrid funds suitable.
Are hybrid funds good for long-term?
Hybrid funds, combining equity and debt, suit long-term investors seeking balance. They mitigate risk and provide stable returns. Assess risk tolerance and objectives carefully due to market-driven performance fluctuations.
When should I choose hybrid funds?
Opt for hybrid funds with moderate risk tolerance for balanced, long-term investing. They blend equity and debt, ideal for growth with risk management. Enjoy simplicity and expertise through professional portfolio management.
Who should invest in hybrid mutual funds?
Investors with a moderate risk tolerance seeking a balanced approach to their investments, long-term financial goals like retirement or education planning, and those who prefer professional portfolio management for diversified holdings should consider investing in hybrid mutual funds.
Introduction to Best Hybrid Mutual Fund
Best Hybrid Mutual Fund – AUM, NAV
SBI Equity Hybrid Fund
The SBI Equity Hybrid Fund Direct Plan-Growth is an aggressive hybrid mutual fund scheme offered by SBI Mutual Fund. This fund has a track record of 10 years and 8 months since its inception and currently manages assets totaling ₹ 59,809.94 Crores.
ICICI Pru Equity & Debt Fund
The ICICI Prudential Equity & Debt Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by ICICI Prudential Mutual Fund. This fund has a track record of 10 years and 8 months since its inception and currently manages assets totaling ₹ 25,274.57 Crores.
HDFC Hybrid Equity Fund
The HDFC Hybrid Equity Fund Direct Plan-Growth is an aggressive hybrid mutual fund scheme offered by HDFC Mutual Fund. This fund has a track record of 10 years and 8 months since its inception and currently manages assets totaling ₹ 21,038.32 Crores.
Best Hybrid Funds – Expense Ratio
ITI Conservative Hybrid Fund
The ITI Conservative Hybrid Fund – Regular Plan is an open-ended conservative hybrid mutual fund scheme offered by ITI Mutual Fund House. This fund was launched on March 11, 2022, and it comes with an expense ratio of 0.25%. It is designed to provide a balanced approach to investing, aiming for capital preservation and income generation while maintaining a conservative risk profile.
Parag Parikh Conservative Hybrid Fund
The fund’s equity portion is predominantly invested in sectors such as Construction, Financial, Energy, Automobile, and Materials. Notably, it has chosen to allocate a smaller proportion of its assets to the Construction and Financial sectors compared to other funds in the same category. Additionally, the fund boasts a relatively low expense ratio of 0.33%, which is below the fees charged by most other Conservative Hybrid funds.
Navi Regular Savings Fund
The Navi Regular Savings Fund-Growth scheme exhibits performance consistency in line with most funds in its category when it comes to delivering returns. However, its ability to mitigate losses during a declining market is considered below average. Additionally, the fund maintains a relatively low expense ratio of 0.39%, which can be favorable for investors as it means lower costs associated with the fund’s management.
Top 10 Hybrid Mutual Funds – CAGR 3Y
Quant Absolute Fund
The Quant Absolute Fund Direct-Growth scheme demonstrates a higher ability to deliver consistent returns compared to the majority of funds in its category. Additionally, its proficiency in managing losses during a declining market is above average. With a 3-year Compound Annual Growth Rate (CAGR) of 28.78%, this fund has shown strong performance over the specified period.
Bank of India Mid & Small Cap Equity & Debt Fund
The Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth scheme’s ability to deliver returns consistently is in-line with most funds of its category. However, its ability to control losses in a falling market is considered below average. It’s noteworthy that the fund has achieved a 3-year Compound Annual Growth Rate (CAGR) of 28.17%, indicating strong performance over the specified period despite the challenges of market downturns.
JM Equity Hybrid Fund
The JM Equity Hybrid Fund Direct-Growth is an aggressive hybrid mutual fund scheme offered by JM Financial Mutual Fund. This fund has a track record of 10 years and 8 months since its inception and has achieved an impressive 3-year Compound Annual Growth Rate (CAGR) of 25.44%, reflecting its strong performance over the specified period.
Best Hybrid Mutual Fund – Exit Load
Franklin India Debt Hybrid Fund
The Franklin India Debt Hybrid Fund A Direct-Growth is a conservative hybrid mutual fund scheme offered by Franklin Templeton Mutual Fund. This fund has a track record of 10 years and 8 months since its inception. Notably, it does not have any exit load, making it convenient for investors to redeem their investments as needed without incurring additional charges.
HSBC Conservative Hybrid Fund
The HSBC Conservative Hybrid Fund Direct-Growth scheme’s ability to deliver returns consistently is in line with most funds in its category. However, its ability to control losses in a falling market is considered below average. Importantly, this fund does not impose any exit load, which means investors can redeem their investments without incurring additional charges, enhancing its flexibility for investors.
DSP Regular Savings Fund
The DSP Regular Savings Direct Plan-Growth is a conservative hybrid mutual fund scheme offered by DSP Mutual Fund. This fund has a track record of 10 years and 8 months since its inception and does not impose any exit load, making it convenient for investors to redeem their investments without incurring additional charges.
Top Hybrid Mutual Funds – Absolute Returns – 1Y
Edelweiss Aggressive Hybrid Fund
The Edelweiss Aggressive Hybrid Fund Direct – Growth scheme exhibits the ability to deliver returns consistently, aligning with most funds in its category. Moreover, its ability to control losses in a declining market is considered high, which can be appealing to risk-conscious investors. Notably, the fund has delivered impressive absolute returns of 19.41% over the past year, reflecting its strong performance during that period.
UTI Hybrid Equity Fund
The UTI Hybrid Equity Fund Direct Fund-Growth is an aggressive hybrid mutual fund scheme offered by UTI Mutual Fund. This fund has a track record of 10 years and 8 months since its inception. Over the past year, it has delivered impressive absolute returns of 17.14%, indicating strong performance during that period.
Nippon India Equity Hybrid Fund
The Nippon India Equity Hybrid Fund Direct-Growth scheme’s ability to deliver returns consistently is in line with most funds in its category. However, its ability to control losses in a declining market is considered average. Notably, the fund has achieved impressive absolute returns of 17.10% over the past year, reflecting its strong performance during that period.
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Disclaimer: The above article is written for educational purposes, and the company’s data mentioned in the article may change over time.
