What is a hybrid mutual fund?

Hybrid funds are mutual funds that invest across more than one asset class, mainly equity and debt. In simple terms, a hybrid mutual fund refers to a fund that combines growth-oriented equity exposure with relatively stable debt exposure in a single portfolio.

What are the best hybrid mutual funds?

Investors comparing the top 10 hybrid mutual funds can evaluate funds based on returns, asset allocation, risk and expense ratio. Here are some hybrid mutual funds based on their 6Y CAGR: HDFC Balanced Advantage Fund SBI Aggressive Hybrid Fund ICICI Pru Multi Asset Allocation Fund ICICI Pru Balanced Advantage Fund Kotak Arbitrage Fund ICICI Pru Aggressive Hybrid Fund SBI Arbitrage Fund SBI Balanced Advantage Fund ICICI Pru Arbitrage Fund Invesco India Arbitrage Fund Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

How can you invest in Hybrid Mutual Funds?

Investors exploring options such as an SBI hybrid mutual fund or other hybrid schemes can use the Tickertape Mutual Fund Screener to compare funds and place an order. Launch the Tickertape Mutual Fund Screener. Select the Hybrid Fund that matches your investment goals and risk appetite. Click on “Place Order” and choose the “SIP” option. Enter your preferred SIP amount and confirm “OK”. Your order will be placed.

Which is better, a hybrid or an equity fund?

An equity hybrid fund combines equity with debt, while a pure equity fund invests predominantly in stocks. Their risk and return profiles differ, so suitability depends on risk tolerance, investment horizon and financial objectives. Disclaimer: The suitability of hybrid and equity funds depends on an investor’s financial goals, risk tolerance and investment horizon.

Are hybrid funds high risk?

Risk levels vary across categories. For example, investors comparing the best aggressive hybrid fund options should note that aggressive hybrid funds can hold 65%–80% in equity, resulting in higher volatility than conservative variants. Disclaimer: Risk levels vary across hybrid fund categories based on their equity, debt and other asset allocation.

Can I use hybrid funds for retirement?

Hybrid funds may be evaluated for long-term goals such as retirement because they combine equity and debt. Investors can compare categories, including the best balanced advantage funds in 2026, based on allocation strategy, risk and investment horizon.

How does a hybrid fund work?

Hybrid funds invest simultaneously in equity and debt instruments within a single portfolio. Fund managers allocate capital, select securities and rebalance the portfolio. Hybrid fund returns depend on the performance of both asset classes and the fund’s allocation strategy.

What is HDFC Hybrid Equity Fund’s NAV?

The NAV of an equity hybrid fund such as HDFC Hybrid Equity Fund changes daily based on the value of its underlying holdings. It can also vary across Direct, Regular, Growth and IDCW plan options. Disclaimer: The HDFC Hybrid Equity Fund’s NAV changes daily and differs by plan, such as Direct Growth, Regular Growth, or IDCW. Investors can check the latest NAV on Tickertape Mutual Fund Screener.

What is the difference between Hybrid and Debt Mutual Funds?

Hybrid mutual funds invest across equity and debt, while debt funds primarily invest in fixed-income instruments. Investors comparing hybrid mutual funds should therefore consider both equity exposure and the quality of the debt portfolio.

What is the difference between a Hybrid Fund and a Balanced Fund?

A hybrid fund is a broad category that combines equity and debt in varying proportions. A balanced fund traditionally maintains a more balanced allocation, while categories such as UTI Aggressive Hybrid Fund follow specific equity and debt allocation mandates.

Are hybrid mutual funds safe?

Hybrid mutual funds are market-linked and are not risk-free. Even funds that appear in searches for the best hybrid mutual fund can experience losses, depending on equity exposure, debt quality, interest rates, and market conditions. Disclaimer: Hybrid mutual funds are market-linked investments and are subject to investment risks.

Are hybrid funds better than fixed deposits?

Hybrid funds and fixed deposits serve different purposes. Hybrid fund returns are market-linked and not guaranteed, while fixed deposits generally offer predetermined interest rates subject to the issuer’s terms. Disclaimer: Hybrid funds and fixed deposits have different risk, return, liquidity and taxation characteristics and should not be directly compared.

Best Hybrid Mutual Funds 2026: Fund Performance, NAV & Returns

Hybrid mutual funds combine equity and debt within a single portfolio, offering different approaches to growth, income and asset allocation. India’s mutual fund industry AUM reached ₹85.76 lakh cr as of 31 July 2026. Understanding hybrid fund structures, risks and allocation strategies can help investors evaluate how these schemes behave across different market conditions.

Top Hybrid Mutual Funds - Best Funds, Benefits & Risks

Top Hybrid Funds in India 2025

Here's the list of top hybrid funds in India 2025.

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@8260032 8260032

Showing 1 - 20 of 195 results

last updated at 8:00 AM IST

	NameMFs (195)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓
1.	HDFC Balanced Advantage Fund HDFC Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	1,07,765.65 1,07,765.65	565.84 565.84	3.62 3.62	1.96 1.96	11.34 11.34	0.77 0.77	1.00 1.00	9.55 9.55
2.	SBI Aggressive Hybrid Fund SBI Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	88,667.52 88,667.52	352.22 352.22	4.24 4.24	6.63 6.63	12.52 12.52	0.73 0.73	1.00 1.00	10.34 10.34
3.	ICICI Pru Multi Asset Allocation Fund ICICI Pru Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	86,785.04 86,785.04	897.38 897.38	3.26 3.26	6.25 6.25	14.61 14.61	0.82 0.82	1.00 1.00	9.86 9.86
4.	ICICI Pru Balanced Advantage Fund ICICI Pru Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	74,555.42 74,555.42	88.17 88.17	5.48 5.48	5.66 5.66	11.41 11.41	1.04 1.04	1.00 1.00	8.62 8.62
5.	Kotak Arbitrage Fund Kotak Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	74,398.69 74,398.69	43.22 43.22	1.67 1.67	6.75 6.75	7.51 7.51	2.40 2.40	0.25 0.25	1.20 1.20
6.	ICICI Pru Aggressive Hybrid Fund ICICI Pru Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	52,432.51 52,432.51	449.12 449.12	3.57 3.57	2.17 2.17	13.34 13.34	1.05 1.05	1.00 1.00	9.84 9.84
7.	SBI Arbitrage Fund SBI Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	47,282.79 47,282.79	38.72 38.72	1.57 1.57	6.52 6.52	7.29 7.29	1.46 1.46	0.25 0.25	1.26 1.26
8.	SBI Balanced Advantage Fund SBI Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	41,802.81 41,802.81	16.51 16.51	1.54 1.54	4.06 4.06	9.82 9.82	0.89 0.89	1.00 1.00	7.33 7.33
9.	ICICI Pru Arbitrage Fund ICICI Pru Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	34,180.17 34,180.17	39.66 39.66	1.68 1.68	6.65 6.65	7.35 7.35	1.62 1.62	0.25 0.25	1.23 1.23
10.	Invesco India Arbitrage Fund Invesco India Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	29,629.15 29,629.15	37.28 37.28	1.70 1.70	6.85 6.85	7.50 7.50	2.31 2.31	0.50 0.50	1.14 1.14
11.	Aditya Birla SL Arbitrage Fund Aditya Birla SL Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	27,237.15 27,237.15	30.90 30.90	1.70 1.70	6.74 6.74	7.46 7.46	1.26 1.26	- -	1.18 1.18
12.	HDFC Arbitrage Fund HDFC Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	25,001.20 25,001.20	21.74 21.74	1.63 1.63	6.61 6.61	7.33 7.33	1.53 1.53	0.25 0.25	1.23 1.23
13.	Tata Arbitrage Fund Tata Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	24,949.62 24,949.62	16.32 16.32	1.66 1.66	6.77 6.77	7.52 7.52	1.70 1.70	0.25 0.25	1.11 1.11
14.	HDFC Aggressive Hybrid Fund HDFC Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	22,520.80 22,520.80	123.98 123.98	4.47 4.47	-2.46 -2.46	6.54 6.54	1.11 1.11	1.00 1.00	9.78 9.78
15.	SBI Multi Asset Allocation Fund SBI Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	20,935.04 20,935.04	75.00 75.00	2.57 2.57	13.05 13.05	15.10 15.10	0.71 0.71	1.00 1.00	8.94 8.94
16.	Nippon India Multi Asset Allocation Fund Nippon India Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	17,983.94 17,983.94	27.20 27.20	4.57 4.57	14.45 14.45	18.95 18.95	0.46 0.46	1.00 1.00	11.04 11.04
17.	Nippon India Arbitrage Fund Nippon India Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	17,532.65 17,532.65	30.94 30.94	1.66 1.66	6.72 6.72	7.34 7.34	1.37 1.37	0.25 0.25	1.18 1.18
18.	Kotak Balanced Advantage Fund Kotak Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	17,428.74 17,428.74	23.18 23.18	4.35 4.35	4.46 4.46	9.82 9.82	0.83 0.83	1.00 1.00	8.48 8.48
19.	ICICI Pru Equity Savings Fund ICICI Pru Equity Savings Fund	Equity Savings Equity Savings	Growth Growth	16,179.00 16,179.00	25.14 25.14	1.95 1.95	3.16 3.16	6.81 6.81	1.12 1.12	0.25 0.25	2.87 2.87
20.	Edelweiss Arbitrage Fund Edelweiss Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	15,139.16 15,139.16	22.44 22.44	1.65 1.65	6.69 6.69	7.44 7.44	1.67 1.67	0.25 0.25	1.16 1.16

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: Category: Hybrid | Plan: Growth | AUM: Sorted from Highest to Lowest

What are Hybrid Funds?

Hybrid funds are a type of mutual fund that is typically a combination of equity and debt investments. In essence, a hybrid fund invests in two or more asset classes, diversifying across bonds, stocks, commodities, and other securities. These funds are great for investors who want a carefully crafted portfolio with exposure to both debt and equity.
With hybrid funds, you, as an investor, can avoid the risk of concentration in the portfolio and achieve a calculated blend of both debt and equity that offers higher returns alongside some level of capital protection than what a single debt or equity fund offers.

How do Hybrid Mutual Funds Work?

Also known as asset allocation funds, hybrid funds allow investors to invest in multiple asset classes via a single fund. They have varying levels of risk, which helps investors determine the right mix for them. The fund manager of a hybrid fund will allocate your money in predetermined ratios in equity and debt instruments.
The debt-to-equity mix in hybrid funds depends on your choice, risk profile, and financial goals. These funds give you the best of both worlds and help you achieve your financial goal with the right amount of risk. A combination of both these can also offset the negative repercussions of a crisis in the debt or equity market.

Overview of the Top Hybrid Funds

HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund is a dynamic asset allocation fund that adjusts equity exposure between 0-100% based on market valuations. Uses a counter-cyclical strategy to increase equity during market downturns and reduce exposure during rallies, with remaining assets in debt instruments.

SBI Equity Hybrid Fund

SBI Equity Hybrid Fund is an maintaining 65-80% allocation in equities and equity-related instruments, with 20-35% in debt securities. Focuses on diversified equity holdings across market capitalisations while using debt for stability and income generation.

Kotak Arbitrage Fund

Kotak Arbitrage Fund exploits price differentials between cash and derivatives markets. Maintains equity taxation benefits while targeting debt-like returns with lower volatility. Suitable for short-term parking with tax efficiency compared to liquid funds.

ICICI Pru Multi-Asset Fund

ICICI Pru Multi-Asset Fund invests across at least three asset classes, including equities, debt, and commodities (typically gold). Maintains a minimum 10% allocation in each asset class to provide diversification benefits and reduce concentration risk through multi-asset exposure.

ICICI Pru Balanced Advantage Fund

ICICI Pru Balanced Advantage Fund employs a dynamic asset allocation model, adjusting equity exposure from 30-80% based on proprietary valuation metrics. Manages equity risk through automatic rebalancing while maintaining debt allocation for portfolio stability and downside protection.

How to Invest in Green Energy Mutual Funds?

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Here’s how you can identify and invest in top hybrid mutual funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Under the Category search for “Hybrid funds”.
Sort out the hybrid funds based on over 50 fundamental and technical filters.
After identifying the hybrid mutual fund that aligns with your investment thesis, click on “Place Order” to invest in the mutual fund.

With Tickertape Mutual Fund Screener, you can invest via ‘lumpsum’ or start a ‘SIP’ in Hybrid Mutual Funds. Moreover, by connecting your portfolio, you can do a deep analysis of your portfolio and assess its performance.

Taxation on Hybrid Mutual Funds

Understanding the latest tax regulations on hybrid funds is crucial for managing your investments efficiently. The Union Budget 2024 has introduced several changes impacting the taxation of hybrid mutual funds. Here’s a detailed breakdown of the new tax rules:

Type of Fund	Short-Term Capital Gains (STCG)	Long-Term Capital Gains (LTCG)	Indexation Benefits
Equity-Oriented Hybrid Funds	20% for holdings less than 1 year	12.5% for holdings over 1 year, with gains up to Rs. 1.25 lakh tax-free	Not available
Debt-Oriented Hybrid Funds	Taxed as per income tax slab for holdings less than 3 years	12.5% for holdings over 3 years	Not available

Types of Hybrid Mutual Funds

Conservative Hybrid Fund

Conservative hybrid funds keep 75-90% in debt instruments and 10-25% in equities. The heavy debt allocation delivers stability and regular income. The limited equity exposure adds modest growth potential.

Balanced Hybrid Fund

Balanced hybrid funds allocate 40-60% to equity and put the remainder in debt. This near-equal split lets investors participate in equity market upside. At the same time, debt holdings cushion volatility.

Aggressive Hybrid Mutual Funds

Aggressive hybrid mutual funds keep 65-80% in equities and 20-35% in debt. These funds prioritise capital appreciation. The high equity component drives growth. The debt allocation provides some downside protection during market corrections.

Balanced Advantage Fund

Balanced advantage funds work differently from static allocation funds. They dynamically adjust equity exposure from 0-100% based on market valuations. Fund managers increase equity during market dips. They reduce exposure when valuations appear stretched. This counter-cyclical approach helps manage volatility while capturing market opportunities.

Dynamic Asset Allocation Fund

These funds work similarly to balanced advantage funds. They actively rebalance between equities and debt based on market conditions. This flexibility helps them navigate different market cycles. Equity exposure typically ranges from 30% to 80%, depending on prevailing valuations and proprietary models.

Arbitrage Fund

These funds exploit price differences between cash and derivatives markets. They simultaneously buy in one market and sell in another. Arbitrage funds generate relatively stable returns with minimal risk. They offer equity taxation benefits.

Equity Savings Fund

Equity savings funds combine three components. They allocate 30-50% to equity investments, 20-40% to arbitrage opportunities, and 20-30% to debt instruments. The equity exposure provides growth. Arbitrage adds stability. Debt generates income. This creates a balanced portfolio with moderate risk.

Multi Asset Allocation Fund

These funds invest across at least three asset classes. They commonly use equities, debt, and gold. SEBI mandates a minimum allocation of 10% in each asset class. This diversification across non-correlated assets reduces portfolio volatility. Gold exposure often performs well during equity market downturns.

Features of Hybrid Mutual Funds

Mixed Assets

Hybrid funds combine equity and debt, while some categories may also hold commodities or InvITs, allowing one scheme to spread exposure across multiple asset classes.

Defined Allocation

SEBI requires aggressive hybrid funds to hold 65%–80% in equity and 20%–35% in debt, while conservative hybrid funds are required to hold 75%–90% in debt.

Dynamic Allocation

Balanced Advantage Funds can dynamically adjust their equity and debt allocations based on the fund’s strategy, rather than maintaining a fixed asset mix.

Multi-Asset Exposure

Multi-Asset Allocation Funds must invest in at least three asset classes, with a minimum allocation of 10% to each under SEBI’s 2026 framework.

Large Category

Hybrid schemes managed around ₹11.16 lakh cr in net assets by May 2026, reflecting significant investor participation across balanced, aggressive, conservative and multi-asset strategies.

Benefits of Investing in Hybrid Mutual Funds

Built-In Diversification

Combining equity and debt reduces dependence on a single asset class, allowing different portfolio components to respond differently to equity-market and interest-rate movements.

Risk Balancing

Debt exposure can moderate some equity volatility, while equity provides participation in market growth. The degree of risk reduction depends on the fund’s allocation.

Automatic Rebalancing

Dynamic and balanced strategies adjust allocations within their mandate, reducing the need for investors to manually rebalance between equity and debt as conditions change.

Wider Asset Mix

Multi-Asset Allocation Funds can combine equity, debt and assets such as gold, creating exposure to return drivers that may behave differently during market cycles.

Multiple Risk Profiles

SEBI categories range from conservative hybrid funds with 75%–90% debt to aggressive hybrid funds with 65%–80% equity, offering substantially different risk characteristics.

Risks of Investing in Hybrid Mutual Funds

Equity Volatility

Aggressive hybrid funds can hold up to 80% in equities, so they may still experience meaningful losses when equity markets decline despite having debt exposure.

Interest Rate Risk

Debt holdings remain sensitive to changing yields. With the RBI repo rate at 5.25% in August 2026, rate movements continue to affect bond prices and fund returns.

Credit Risk

Corporate debt held by hybrid schemes can lose value if an issuer’s credit quality deteriorates or its ability to repay weakens, particularly in lower-rated securities.

Allocation Risk

Dynamic funds depend on the effectiveness of their allocation model. Increasing or reducing equity exposure at unfavourable times can affect performance relative to markets.

Asset Complexity

Multi-asset and equity-savings funds can combine equity, debt, derivatives, and commodities, making their underlying risk and return drivers more complex than those of single-asset funds.

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Factors to Consider Before Investing in Hybrid Mutual Funds

Equity Allocation

Check the scheme’s permitted equity range. A conservative hybrid fund may hold only 10%–25% equity, while an aggressive hybrid fund can hold 65%–80%.

Debt Quality

Review the credit ratings and issuer mix of the debt portfolio. Lower-quality corporate bonds can increase credit risk even when overall equity exposure appears moderate.

Duration Profile

Examine portfolio duration, as longer-duration debt generally reacts more strongly to interest-rate changes, which can affect hybrid funds when bond yields rise or fall.

Allocation Strategy

Determine whether the scheme maintains fixed ranges or dynamically adjusts exposure. Balanced Advantage Funds can materially alter equity and debt allocations based on their models.

Asset Mix

For multi-asset funds, check which third asset class is used. Gold, commodities or InvIT exposure can change volatility, diversification and performance behaviour.

Category Fit

Compare funds within the same hybrid category. A conservative hybrid fund and an aggressive hybrid fund follow fundamentally different mandates and should not be evaluated using identical benchmarks.

Who Can Consider Hybrid Funds?

New Investors

First-time investors can consider hybrid funds as they provide equity exposure with lower volatility. New investors get adequate exposure to equity markets whilst limiting downside risk. This helps them understand market cycles without experiencing the full impact of equity market swings.

Moderate Risk Takers

Less conservative investors can consider hybrid funds for long-term goals. These investors want to take a reasonable amount of risk whilst having a cushion against market fluctuations. Balanced and aggressive hybrid funds give them equity exposure for wealth creation. At the same time, the debt component provides some protection during corrections.

Goal-Based Investors

Investors with medium-term financial goals spanning 3-5 years have historically used hybrid funds. These goals might include purchasing property, funding education, or building an emergency corpus. The balanced structure aims to generate reasonable returns whilst managing volatility over this time horizon.

Tax-Conscious Investors

Equity-oriented hybrid funds offer tax advantages over traditional fixed deposits. Long-term gains up to ₹1.25 lakh remain tax-free. Gains beyond this threshold are taxed at 12.5%. Fixed deposit interest, in contrast, gets taxed at slab rates which can reach 30% for high earners.

Conclusion

Hybrid funds carry risks including market volatility, interest rate fluctuations, credit events, and potential underperformance during strong bull markets, with taxation treatment varying based on equity or debt orientation. Investors need to evaluate their risk tolerance, investment horizon, and financial goals when selecting fund variants. Tickertape's Mutual Fund Screener lets investors filter and compare hybrid funds by returns, expense ratios, asset allocation, risk metrics, portfolio holdings, and fund manager track records, enabling research and comparison across different fund types.

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Frequently Asked Questions About Hybrid Mutual Funds

What is a hybrid mutual fund?
Hybrid funds are mutual funds that invest across more than one asset class, mainly equity and debt. In simple terms, a hybrid mutual fund refers to a fund that combines growth-oriented equity exposure with relatively stable debt exposure in a single portfolio.
What are the best hybrid mutual funds?
Investors comparing the top 10 hybrid mutual funds can evaluate funds based on returns, asset allocation, risk and expense ratio. Here are some hybrid mutual funds based on their 6Y CAGR:
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
How can you invest in Hybrid Mutual Funds?
Investors exploring options such as an SBI hybrid mutual fund or other hybrid schemes can use the Tickertape Mutual Fund Screener to compare funds and place an order.
1. Launch the Tickertape Mutual Fund Screener.
2. Select the Hybrid Fund that matches your investment goals and risk appetite.
3. Click on “Place Order” and choose the “SIP” option. Enter your preferred SIP amount and confirm “OK”.
Your order will be placed.
Which is better, a hybrid or an equity fund?
An equity hybrid fund combines equity with debt, while a pure equity fund invests predominantly in stocks. Their risk and return profiles differ, so suitability depends on risk tolerance, investment horizon and financial objectives.
Disclaimer: The suitability of hybrid and equity funds depends on an investor’s financial goals, risk tolerance and investment horizon.
Are hybrid funds high risk?
Risk levels vary across categories. For example, investors comparing the best aggressive hybrid fund options should note that aggressive hybrid funds can hold 65%–80% in equity, resulting in higher volatility than conservative variants.
Disclaimer: Risk levels vary across hybrid fund categories based on their equity, debt and other asset allocation.
Can I use hybrid funds for retirement?
Hybrid funds may be evaluated for long-term goals such as retirement because they combine equity and debt. Investors can compare categories, including the best balanced advantage funds in 2026, based on allocation strategy, risk and investment horizon.
How does a hybrid fund work?
Hybrid funds invest simultaneously in equity and debt instruments within a single portfolio. Fund managers allocate capital, select securities and rebalance the portfolio. Hybrid fund returns depend on the performance of both asset classes and the fund’s allocation strategy.
What is HDFC Hybrid Equity Fund’s NAV?
The NAV of an equity hybrid fund such as HDFC Hybrid Equity Fund changes daily based on the value of its underlying holdings. It can also vary across Direct, Regular, Growth and IDCW plan options.
Disclaimer: The HDFC Hybrid Equity Fund’s NAV changes daily and differs by plan, such as Direct Growth, Regular Growth, or IDCW. Investors can check the latest NAV on Tickertape Mutual Fund Screener.
What is the difference between Hybrid and Debt Mutual Funds?
Hybrid mutual funds invest across equity and debt, while debt funds primarily invest in fixed-income instruments. Investors comparing hybrid mutual funds should therefore consider both equity exposure and the quality of the debt portfolio.
What is the difference between a Hybrid Fund and a Balanced Fund?
A hybrid fund is a broad category that combines equity and debt in varying proportions. A balanced fund traditionally maintains a more balanced allocation, while categories such as UTI Aggressive Hybrid Fund follow specific equity and debt allocation mandates.
Are hybrid mutual funds safe?
Hybrid mutual funds are market-linked and are not risk-free. Even funds that appear in searches for the best hybrid mutual fund can experience losses, depending on equity exposure, debt quality, interest rates, and market conditions.
Disclaimer: Hybrid mutual funds are market-linked investments and are subject to investment risks.
Are hybrid funds better than fixed deposits?
Hybrid funds and fixed deposits serve different purposes. Hybrid fund returns are market-linked and not guaranteed, while fixed deposits generally offer predetermined interest rates subject to the issuer’s terms.
Disclaimer: Hybrid funds and fixed deposits have different risk, return, liquidity and taxation characteristics and should not be directly compared.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.