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Hybrid Funds

A balanced mix of equity and debt instruments. Best of both worlds for moderate risk takers.

ICICI Prudential Equity & Debt Fund

Equity: 65%
Debt: 35%

1Y Returns

14.2%

AUM

₹28,765 Cr

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HDFC Hybrid Equity Fund

Equity: 70%
Debt: 30%

1Y Returns

15.7%

AUM

₹32,456 Cr

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SBI Equity Hybrid Fund

Equity: 65%
Debt: 35%

1Y Returns

13.9%

AUM

₹25,678 Cr

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Kotak Equity Hybrid Fund

Equity: 75%
Debt: 25%

1Y Returns

16.2%

AUM

₹18,765 Cr

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Axis Conservative Hybrid Fund

Equity: 25%
Debt: 75%

1Y Returns

9.5%

AUM

₹12,345 Cr

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Mirae Asset Hybrid Equity Fund

Equity: 65%
Debt: 35%

1Y Returns

15.8%

AUM

₹15,678 Cr

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Why Choose Hybrid Funds?

Balanced Approach

Hybrid funds provide a balanced approach by investing in both equity and debt, offering a middle ground between risk and return.

Growth with Stability

The equity component aims for capital appreciation, while the debt portion provides stability to the portfolio.

Risk Management

The debt allocation helps cushion against market volatility, making these funds less risky than pure equity funds.

Tax Efficiency

Hybrid funds can be more tax-efficient than traditional fixed deposits, especially for investors in higher tax brackets.

Not sure which hybrid fund suits you best?

Our financial advisors can help you choose the right hybrid funds based on your financial goals and risk tolerance.

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