Why Choose Hybrid Mutual Funds?

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Hybrid Mutual Funds are a mix of Equity mutual fund, debt mutual fund, and also other asset classes. Investors now days prefer balanced schemes (equity-oriented hybrid). You can choose a hybrid mutual fund as per your risk appetite and investment objective.

Types of Hybrid Mutual Fund

Hybrid Mutual Fund has differences as per their asset allocations and risk appetite. Some hybrid mutual funds have higher allocation is debt and some have higher in equity.

  • Debt-oriented Balanced Funds– Like all other debt funds this Debt oriented balanced funds also invest 60% of its allocation or more in debt and other 40% 30% invest in equity also for maintaining the liquidity of the fund some part of the fund invests in cash or cash equivalents.
  • Monthly Income Plans– This hybrid fund invests in debt instruments also have 15% to 20% exposure in equity. This gives higher returns from debt funds. Monthly Income Plans provide returns by the form of a dividend. You can choose it which can be annual, half-yearly, quarterly, or monthly. Monthly Income Plans also comes with growth options.
  • Equity-Oriented Hybrid Funds– In an equity oriented fund fund-manager invests 65% of asset in equity and the rest in debt or money market instruments. Here fund companies buy equity shares from real-estate, health care, finance and also from FMCGs.
  • Arbitrage Funds– Arbitrage Funds buy stocks at a lower price and sells it on higher price in another market and by doing this it tries to give you the highest return.

Top five Hybrid Mutual Funds of 2019

SBI Equity Hybrid Fund

AUM- Rs.27,907cr. (as on 28th February 2019)

Expense Ratio- 1.97%(as on 28th February 2019)

Return Since Launch- 15.99%

Launch Date- 31st December 1995

Benchmark- CRISIL Hybrid 35+65 Aggressive

Risk- Moderately High

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 8.57 12.22 15.32 17.11
VR Balanced TRI 13.53 14.03 12.42 14.23
Category 4.68 11.83 13.67 15.96
Rank within Category 4 13 7 9
Number of funds in category 33 29 24 21

As on Mar 22, 2019

ICICI Prudential Equity and Debt Fund

AUM- Rs.25,467cr. (as on 28th February 2019)

Expense Ratio- 1.98%(as on 28th February 2019)

Return Since Launch- 14.25%

Launch Date- 3rd November 1999

Benchmark- CRISIL Hybrid 35+65 Aggressive

Risk- Moderately High

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 6.11 13.96 15.55 17.98
VR Balanced TRI 13.53 14.03 12.42 14.23
Category 4.68 11.83 13.67 15.96
Rank within Category 14 5 4 6
Number of funds in category 33 29 24 21

As on Mar 22, 2019

L&T Hybrid Equity Fund

AUM- Rs.9,446cr. (as on 28th February 2019)

Expense Ratio- 2.02%(as on 28th February 2019)

Return Since Launch- 12.32%

Launch Date- 31st January 2011

Benchmark- S&P BSE 200 TRI (70), CRISIL Short-Term Bond(30)

Risk- Moderately High

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 1.40 10.47 14.83
VR Balanced TRI 13.53 14.03 12.42
Category 4.68 11.83 13.67
Rank within Category 31 20 10
Number of funds in category 33 29 24

As on Mar 22, 2019

HDFC Hybrid Equity Fund

AUM- Rs.21,403cr. (as on 28th February 2019)

Expense Ratio- 2.03%(as on 28th February 2019)

Return Since Launch- 15.88%

Launch Date- 11th September 2000

Benchmark- NIFTY 50 Hybrid Composite Debt 65:35

Risk- Moderately High

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 5.74 13.34 16.24 20.04
VR Balanced TRI 13.53 14.03 12.42 14.23
Category 4.68 11.83 13.67 15.96
Rank within Category 16 9 2 2
Number of funds in category 33 29 24 21

As on Mar 22, 2019

Mirae Asset Hybrid Equity Fund

AUM- Rs.1,495cr. (as on 28th February 2019)

Expense Ratio- 2.05%(as on 28th February 2019)

Return Since Launch- 10.93%

Launch Date- 29th July 2015

Benchmark- CRISIL Hybrid 35+65 Aggressive

Risk- Moderately High

Performance

  1-Year 3-Year 5-Year 10-Year
Fund 11.25 14.52
VR Balanced TRI 13.53 14.03
Category 4.68 11.83
Rank within Category 1 4
Number of funds in category 33 29

As on Mar 22, 2019

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