Explore hybrid funds that balance equity and debt, offering stable growth options for conservative investors.
Scheme Name | NAV (Rs) | AUM(Rs Cr) | 1W(%) | 1M(%) | 3M(%) | 6M(%) | 1Y(%) | 3Y(%) | 5Y(%) | 10Y(%) | SI(%) | ER(%) |
---|---|---|---|---|---|---|---|---|---|---|---|---|
15.38 | 3,001 | 0.20 | 1.28 | 0.85 | 4.49 | 6.35 | 12.20 | NA | NA | 10.45 | 0.34 | |
69.46 | 159 | -0.87 | 1.18 | 1.27 | 6.35 | 5.53 | 11.86 | 10.61 | 8.81 | 16.48 | 1.23 | |
67.52 | 3,106 | -0.61 | 1.20 | NA | 3.78 | 2.51 | 11.69 | 12.30 | 10.83 | 16.28 | 0.48 | |
84.47 | 3,261 | -0.46 | 0.72 | 1.64 | 5.89 | 6.54 | 11.24 | 10.96 | 10.34 | 18.24 | 0.98 | |
87.25 | 3,359 | -0.39 | 0.89 | -0.36 | 2.95 | 2.95 | 11.14 | 11.98 | 9.41 | 18.53 | 1.16 | |
66.34 | 179 | -0.45 | 0.54 | 0.24 | 3.37 | 5.05 | 11.01 | 10.15 | 8.35 | 16.02 | 0.50 | |
79.83 | 9,859 | -0.39 | 0.67 | 0.76 | 4.87 | 4.42 | 10.69 | 11.95 | 9.78 | 17.74 | 1.08 | |
75.08 | 1,686 | -0.78 | 0.56 | -0.37 | 3.85 | 3.21 | 10.61 | 11.51 | 8.93 | 17.15 | 1.24 | |
99.95 | 204 | -0.61 | 0.42 | -0.26 | 4.61 | 4.76 | 10.57 | 9.96 | 8.37 | 19.80 | 0.74 | |
75.41 | 1,542 | -0.44 | 0.68 | 0.82 | 5.46 | 6.50 | 10.33 | 12.03 | 9.64 | 17.19 | 0.94 | |
54.57 | 819 | -0.68 | 0.46 | -0.04 | 4.32 | 4.38 | 10.16 | 9.46 | 9.17 | 14.25 | 0.51 | |
64.87 | 900 | 0.02 | 0.92 | 1.67 | 5.76 | 7.97 | 9.97 | 9.86 | 6.48 | 15.81 | 1.27 | |
111.69 | 942 | -0.76 | 0.16 | 0.38 | 4.42 | 4.44 | 9.93 | 9.96 | 9.21 | 20.85 | 0.68 | |
35.12 | 276 | -0.57 | 0.60 | -0.17 | 3.41 | 3.70 | 8.70 | 9.32 | 8.08 | 10.38 | 0.99 | |
36.68 | 68 | -0.58 | 0.86 | -0.10 | 4.36 | 3.28 | 8.56 | 11.73 | 8.19 | 10.77 | 1.45 | |
35.83 | 103 | -0.77 | 0.59 | -0.10 | 3.38 | 2.83 | 8.50 | 7.66 | 7.57 | 10.54 | 1.05 | |
32.45 | 21 | -0.57 | 0.43 | -0.86 | 2.04 | 1.67 | 8.38 | 9.39 | 7.70 | 9.69 | 0.86 | |
90.48 | 49 | -0.46 | 0.57 | -0.69 | 3.13 | 2.54 | 7.74 | 7.42 | 7.33 | 18.90 | 1.44 |
Capital Protection with Growth
Hybrid funds combine equities with debt instruments. This reduces downside risk while still offering equity-linked growth, making them suitable for conservative investors.
Reduced Volatility
By blending debt with equity, hybrid funds cushion investors against sharp market declines. This makes them less volatile than pure equity funds.
Regular Income Potential
Some hybrid funds allocate a significant portion to debt, which generates steady income. This helps conservative investors seeking stability.
Balanced Asset Allocation
Investors don’t need to manage equity and debt splits. Hybrid funds automatically offer a balanced allocation with professional management.
Hybrid funds invest in both equity and debt, balancing risk and returns in one product.
Yes, hybrid funds are typically safer because they hold debt instruments that reduce volatility compared to 100% equity funds.
They suit conservative or first-time investors looking for moderate returns with lower risk exposure.
Hybrid funds with higher debt allocation suit conservative investors.
For even safer choices, consider debt or gilt funds. For growth, balanced advantage funds may be a better fit.
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