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Why Hybrid Funds should be a part of your investment plan

Hybrid funds, mostly known as Balanced Funds, invest in two or more asset classes so that you can avail the benefit of all asset classes. There are various types of hybrid funds in the Indian mutual fund industry. The most popular kind of Hybrid Funds are the ones that invest in Equity and Debt. There are funds that also invest in Gold along with Equity and Debt. Hybrid funds are classified as Conservative, Aggressive and Asset allocation funds.

  1. Ideally preferred by investors who would like to take limited risk on their investment
  2. Since Hybrid funds are a mix of two or more asset classes - they are not as risky as equity funds, neither are they as safe as Debt funds.
  3. Conservative Hybrid Funds invest in a blend of Debt and Equity. Minimum 75% of allocation in these funds is in Debt instruments. It is a good option for investors who wish to take very limited risk.
  4. Aggressive Hybrid Funds can have up to 80% in equity depending on market conditions. These funds have the highest risk among all hybrid funds.
  5. Asset Allocation Funds invest dynamically in equity and debt depending on the fund manager's view on economy, interest rate cycles, etc.

Fund Returns

Monthly SIP
  • Monthly SIP
  • Lumpsum Investment
of 1,000 for
3 Years
  • 1 Year
  • 3 Years
  • 5 Years
  • 10 Years

HDFC Retirement Savings Fund - Equity Plan

  • ₹57,357

  • 32.70%

  • 8.37%

  • -

View and Invest in HDFC Retirement Savings Fund - Equity Plan

HDFC Retirement Savings Fund - Hybrid - Equity Plan

  • ₹50,985

  • 23.95%

  • 8.37%

  • -

View and Invest in HDFC Retirement Savings Fund - Hybrid - Equity Plan

HDFC Retirement Savings Fund - Hybrid - Debt Plan

  • ₹42,159

  • 10.52%

  • 8.37%

  • -

View and Invest in HDFC Retirement Savings Fund - Hybrid - Debt Plan

Nippon India Retirement Fund - Income Generation Scheme

  • ₹40,602

  • 7.97%

  • 8.37%

  • -

View and Invest in Nippon India Retirement Fund - Income Generation Scheme

Tata Retirement Saving Fund

  • ₹41,999

  • 10.26%

  • 8.37%

  • -

View and Invest in Tata Retirement Saving Fund

Tata Retirement Saving Fund

  • ₹41,999

  • 10.26%

  • 8.37%

  • -

View and Invest in Tata Retirement Saving Fund

Tata Retirement Saving Fund

  • ₹41,999

  • 10.26%

  • 8.37%

  • -

View and Invest in Tata Retirement Saving Fund

Nippon India Retirement Fund - Wealth Creation Scheme

  • ₹47,173

  • 18.36%

  • 8.37%

  • -

View and Invest in Nippon India Retirement Fund - Wealth Creation Scheme

Principal Retirement Savings Fund Moderate

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Principal Retirement Savings Fund Moderate

Principal Retirement Savings Fund Progressive

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Principal Retirement Savings Fund Progressive

Principal Retirement Savings Fund Conservative

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Principal Retirement Savings Fund Conservative

UTI Retirement Benefit Pension Fund

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in UTI Retirement Benefit Pension Fund

Axis Retirement Savings Fund - Dynamic Plan

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Axis Retirement Savings Fund - Dynamic Plan

ICICI Prudential Retirement Fund (Pure Debt Plan)

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in ICICI Prudential Retirement Fund (Pure Debt Plan)

ICICI Prudential Retirement Fund (Pure Equity Plan)

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in ICICI Prudential Retirement Fund (Pure Equity Plan)

Aditya Birla Sun Life Retirement Fund - 30s Plan

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Aditya Birla Sun Life Retirement Fund - 30s Plan

Aditya Birla Sun Life Retirement Fund - 40s Plan

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Aditya Birla Sun Life Retirement Fund - 40s Plan

Aditya Birla Sun Life Retirement Fund - 50 Plus Debt

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Aditya Birla Sun Life Retirement Fund - 50 Plus Debt

Aditya Birla Sun Life Retirement Fund - 50s Plan

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Aditya Birla Sun Life Retirement Fund - 50s Plan

Axis Retirement Savings Fund - Aggressive Plan

  • ₹-

  • -

  • 8.37%

  • -

View and Invest in Axis Retirement Savings Fund - Aggressive Plan

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