Hybrid Funds: Balanced Growth for Your 3-5 Year Goals

Hybrid mutual funds invest in a mix of equity and debt, offering a balance between growth and stability. They are designed to reduce risk through diversification and are often suitable for investors who want moderate risk with steady wealth-building.

Key Benefits

Types of Hybrid Funds

Aggressive Hybrid Fund

Long term capital growth

Arbitrage Fund

High risk, moderate returns

Balanced Advantage

High risk, high returns

Conservative Hybrid Fund

Invest in Top 250 stocks

Dynamic Asset Allocation

Invest in stocks across sectors

Multi Asset Allocation

Flexibility to invest in securities across

Top Performing Hybrid Funds

Discover equity funds that have consistently delivered strong returns and outperformed market benchmarks over multiple years.

Bandhan Corp Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
1,592,920
3Y Return
7.72%
UTI Corporate Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
576,075
3Y Return
7.95%
Tata Corp Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
398,590
3Y Return
7.86%
SBI Corp Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
2,530,140
3Y Return
7.87%
Baroda BNP Paribas Corp Bond Fund(G)
Corporate Bond
Fund Size (In Cr.)
42,917
3Y Return
8.33%
Franklin India Corp Debt Fund-A(G)
Corporate Bond
Fund Size (In Cr.)
107,146
3Y Return
8.07%
Invesco India Corporate Bond Fund(G)
Corporate Bond
Fund Size (In Cr.)
716,383
3Y Return
7.87%
Sundaram Corp Bond Fund(G)
Corporate Bond
Fund Size (In Cr.)
80,644
3Y Return
7.76%
Axis Corp Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
958,847
3Y Return
8.03%
Nippon India Corp Bond Fund(G)
Corporate Bond
Fund Size (In Cr.)
1,004,160
3Y Return
8.42%
PGIM India Corp Bond Fund(G)
Corporate Bond
Fund Size (In Cr.)
8,820
3Y Return
7.40%
Mirae Asset Corp Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
4,416
3Y Return
7.57%
DSP Corp Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
274,555
3Y Return
7.60%
TRUSTMF Corporate Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
3,911
3Y Return
NA
Union Corporate Bond Fund-Reg(G)
Corporate Bond
Fund Size (In Cr.)
52,474
3Y Return
7.71%

FAQ’s

Frequently Asked Questions about Equity Funds

Who should consider hybrid funds?

They are ideal for first-time investors or those seeking a balanced approach—not too risky like pure equity, and not too conservative like pure debt.

There are aggressive hybrid funds (higher equity), conservative hybrid funds (higher debt), balanced advantage funds (dynamic mix), and multi-asset funds (mix of equity, debt, gold, etc.).

They offer a balance, but returns are not guaranteed. Performance depends on how both the equity and debt parts of the portfolio perform.

Taxation depends on the equity allocation. If the fund holds more than 65% equity, it is taxed like equity mutual funds. Otherwise, it is taxed like debt funds.

Yes. For investors with a moderate risk appetite, hybrid funds provide diversification and are suitable for wealth-building over 3–5+ years.