As the name suggested a hybrid fund is made up of two different investments instruments- equity and debt. This fund is also called a balanced fund. Best balanced mutual funds invest 50% to 70% at the stocks and 50% to 30% in debt instruments. Basically, those balanced oriented mutual funds are equity-oriented hybrid funds. This fund is for those investors who don’t want to take the risk but still want to grow their capital.
Balance Mutual Funds or Hybrid Mutual Funds provides diversification which makes this fund more attractive. An experienced fund manager do the job of investing.
Risk-Based Returns
| Category of fund | 5-year rolling return | Risk-Based std. deviation |
| Large Cap Funds | 12.90% | 3.47 |
| Mid Cap and Large Cap Funds | 13.96% | 3.82 |
| Balanced Funds | 13.20% | 3.82 |
| Diversified Funds | 14.91% | 3.96 |
| Fund Name | 3 Years Return | 5 Years Return | 10 Years Return |
| SBI Equity Hybrid Fund | 10.99 | 15.75 | 16.44 |
| ICICI Prudential Equity and Debt Fund | 12.95 | 15.59 | 17.20 |
| L & T Hybrid Equity Fund | 9.77 | 15.51 | – |
| HDFC Hybrid Equity Fund | 12.94 | 16.42 | 19.22 |
| Mirae Asset Hybrid Equity Fund | 14.04 | – | – |
| Aditya Birla Sun Life Equity Hybrid’95 Fund | 10.56 | 15.21 | 17.04 |
| Reliance Equity Hybrid Fund | 10.49 | 15.16 | 17.65 |
| UTI Regular Savings Fund | 8.54 | 10.56 | 10.13 |
| Principal Hybrid Equity Fund | 16.64 | 15.99 | 15.90 |
| ICICI Prudential MIP 25 | 10.27 | 11.66 | 11.65 |
