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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

Hybrid

Retirement Fund

  • ₹50,393

  • 23.15%

  • 13.25%

  • -

View and Invest in HDFC Retirement Savings Fund - Equity Plan

ICICI Prudential Retirement Fund (Pure Equity Plan)

Hybrid

Retirement Fund

  • ₹47,787

  • 19.32%

  • 13.25%

  • -

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

Nippon India Retirement Fund - Wealth Creation Scheme

Hybrid

Retirement Fund

  • ₹44,815

  • 14.78%

  • 13.25%

  • -

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

HDFC Retirement Savings Fund - Hybrid - Equity Plan

Hybrid

Retirement Fund

  • ₹45,425

  • 15.73%

  • 13.25%

  • -

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

ICICI Prudential Retirement Fund (Hybrid Aggressive Plan)

Hybrid

Retirement Fund

  • ₹43,056

  • 12.00%

  • 13.25%

  • -

View and Invest in ICICI Prudential Retirement Fund (Hybrid Aggressive Plan)

Aditya Birla Sun Life Retirement Fund - 30s Plan

Hybrid

Retirement Fund

  • ₹39,791

  • 6.62%

  • 13.25%

  • -

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

Axis Retirement Savings Fund - Aggressive Plan

Hybrid

Retirement Fund

  • ₹39,471

  • 6.08%

  • 13.25%

  • -

View and Invest in Axis Retirement Savings Fund - Aggressive Plan

Axis Retirement Savings Fund - Dynamic Plan

Hybrid

Retirement Fund

  • ₹39,925

  • 6.85%

  • 13.25%

  • -

View and Invest in Axis Retirement Savings Fund - Dynamic Plan

Aditya Birla Sun Life Retirement Fund - 40s Plan

Hybrid

Retirement Fund

  • ₹39,227

  • 5.66%

  • 13.25%

  • -

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

HDFC Retirement Savings Fund - Hybrid - Debt Plan

Hybrid

Retirement Fund

  • ₹40,475

  • 7.77%

  • 13.25%

  • -

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

Axis Retirement Savings Fund - Conservative Plan

Hybrid

Retirement Fund

  • ₹38,873

  • 5.06%

  • 13.25%

  • -

View and Invest in Axis Retirement Savings Fund - Conservative Plan

ICICI Prudential Retirement Fund (Hybrid Conservative Plan)

Hybrid

Retirement Fund

  • ₹39,107

  • 5.46%

  • 13.25%

  • -

View and Invest in ICICI Prudential Retirement Fund (Hybrid Conservative Plan)

Tata Retirement Saving Fund

Hybrid

Retirement Fund

  • ₹39,060

  • 5.38%

  • 13.25%

  • -

View and Invest in Tata Retirement Saving Fund

Tata Retirement Saving Fund

Hybrid

Retirement Fund

  • ₹39,060

  • 5.38%

  • 13.25%

  • -

View and Invest in Tata Retirement Saving Fund

Tata Retirement Saving Fund

Hybrid

Retirement Fund

  • ₹39,060

  • 5.38%

  • 13.25%

  • -

View and Invest in Tata Retirement Saving Fund

Nippon India Retirement Fund - Income Generation Scheme

Hybrid

Retirement Fund

  • ₹39,719

  • 6.50%

  • 13.25%

  • -

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

ICICI Prudential Retirement Fund (Pure Debt Plan)

Hybrid

Retirement Fund

  • ₹38,400

  • 4.24%

  • 13.25%

  • -

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

Principal Retirement Savings Fund Moderate

Hybrid

Retirement Fund

  • ₹-

  • -

  • 13.25%

  • -

View and Invest in Principal Retirement Savings Fund Moderate

Principal Retirement Savings Fund Progressive

Hybrid

Retirement Fund

  • ₹-

  • -

  • 13.25%

  • -

View and Invest in Principal Retirement Savings Fund Progressive

Principal Retirement Savings Fund Conservative

Hybrid

Retirement Fund

  • ₹-

  • -

  • 13.25%

  • -

View and Invest in Principal Retirement Savings Fund Conservative

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