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Hybrid Mutual Funds

Hybrid Mutual Funds

A Hybrid fund combines equity stock component, a bond component and sometimes a money market component in a single portfolio. Generally, the hybrid funds stick to a relatively fixed mix of stocks and bonds that reflects either a moderate, or higher equity, component, or conservative, or higher fixed-income, component orientation.

  • Horizon: Medium to long
  • 🔢 Total funds: 154
  • 💰 Total AUM: 7,20,353 Cr

Best performing Hybrid Mutual Funds

NameAUM (Cr)Exp Ratio (%)1Y Return3Y CAGR5Y CAGR

Overview of Hybrid Mutual Funds

  • AUM
    ₹ 1,455.83 Cr.
  • Expense Ratio
    0.71%
  • 5Y CAGR
    28.67%
Performance
The fund's annualised performance has been 16.04% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.13% vs its category average of 6.11%.
Composition
Equity makes up for the majority of the fund at 66.63% along with the largest allocation towards Oil & Gas - Refining & Marketing at 14.01%.
  • AUM
    ₹ 1,546.04 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    26.98%
Performance
The fund's annualised performance has been 18.65% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 10.74% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 68.14% along with the largest allocation towards G-Sec at 20.43%.
  • AUM
    ₹ 636.06 Cr.
  • Expense Ratio
    1.38%
  • 5Y CAGR
    23.13%
Performance
The fund's annualised performance has been 17.99% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.98% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 69.61% along with the largest allocation towards Public Banks at 11.72%.
  • AUM
    ₹ 31,196.16 Cr.
  • Expense Ratio
    1.03%
  • 5Y CAGR
    21.99%
Performance
The fund's annualised performance has been 18.29% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.26% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 69.73% along with the largest allocation towards Private Banks at 13.51%.
  • AUM
    ₹ 32,831.03 Cr.
  • Expense Ratio
    0.74%
  • 5Y CAGR
    20.55%
Performance
The fund's annualised performance has been 17.06% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.1% vs its category average of 6.11%.
Composition
Equity makes up for the majority of the fund at 65.4% along with the largest allocation towards Miscellaneous at 15.81%.
  • AUM
    ₹ 77,011.15 Cr.
  • Expense Ratio
    0.75%
  • 5Y CAGR
    20.28%
Performance
The fund's annualised performance has been 15.87% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.52% vs its category average of 5.89%.
Composition
Equity makes up for the majority of the fund at 68.56% along with the largest allocation towards G-Sec at 14.99%.
  • AUM
    ₹ 135.67 Cr.
  • Expense Ratio
    0.61%
  • 5Y CAGR
    20%
Performance
The fund's annualised performance has been 15.11% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 9.2% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 75.03% along with the largest allocation towards Public Banks at 7.88%.
  • AUM
    ₹ 1,169.89 Cr.
  • Expense Ratio
    0.21%
  • 5Y CAGR
    19.39%
Performance
The fund's annualised performance has been 14.93% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.12% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 69.01% along with the largest allocation towards G-Sec at 17.65%.
  • AUM
    ₹ 935.90 Cr.
  • Expense Ratio
    0.56%
  • 5Y CAGR
    19.27%
Performance
The fund's annualised performance has been 15.77% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 7.33% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 70.71% along with the largest allocation towards Private Banks at 14.11%.
  • AUM
    ₹ 4,813.62 Cr.
  • Expense Ratio
    0.46%
  • 5Y CAGR
    19.09%
Performance
The fund's annualised performance has been 13.75% since inception.
Risk
The fund has been categorised as Very High by SEBI and has a standard deviation of 6.63% vs its category average of 7.69%.
Composition
Equity makes up for the majority of the fund at 68.59% along with the largest allocation towards G-Sec at 23.75%.
This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

Investing in Mutual Funds,Stocks/ETFs (Exchange Traded Funds) and securities are subject to market risk. Please read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisor before investing. Representations are not indicative of future results.